Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: Survey Tax Planner
Survey Tax Planner
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
strongsilence
Level 11
3 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My rankings. Interested in yours.
1. Income Tax Advisor
2. Tax Planner
3. 2025 Lacerte Tax software
Each has pros and cons:
ITA. Con: state inputs and reports, especially California, are incomplete. Pro: Strategies are good
Tax Planner: Con: The "drill down" aspect has been unwieldy since the 1990s; please update it to modern input forms. Pro - scenarios and years are useful. Clients love options and this feature is necessary.
LC: Con - seems to be the last software to be updated for latest tax laws and so planning must wait. Pro: Input forms beat all ITA and Planner.
Labels
3 Comments 3
strongsilence
Level 11
3 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The tax planner calculates the same Federal Tax as Lacerte. However, the California tax calculated by the tax planner is wrong. So, the decreased reliability, combined with the tedious and obsolescent drill-down input forms, drop Tax Planner to #7 in my rankings
George4Tacks
Level 15
2 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Maybe Tax Tools is in the hidden mix?
Answers are easy. Questions are hard!
