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Comparing Lacerte and ProSeries and ProConnect Tax

by Intuit Updated 6 months ago

Use these comparison charts to find the key differences between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:

Key FeatureProConnect Tax
 
ProSeries
Basic 
ProSeriesLacerte
1040 forms with schedules and calculations
Deep diagnostics to help you locate errors, omissions,
and questionable entries
Integrated electronic-filing
Bank Products
Free U.S. based tech support with extended hours during peak seasons
Business forms including 1120, 1120S, 1065, 1041 
E-file Business Returns 
Additional 1040 support such as 1040NR, Net Operating Loss & more 
Input Screens (Non-forms based input) for
rapid data entry
 
Network functionality for multiple user access 
Customizable Client Letter
Client Letter Cover Sheet   
One Click E-file   
Cloud Based   
Cloud Hosting  Add-OnAdd-On
Other Filings: 990, 706, 709, 5500990, 709 990, 706, 709
Missing Client Information tool to help with missing data 
K-1 data import for business to 1040 transfers 
Client Analyzer identifies clients impacted by tax changes and scenarios 
Customizable Return Printing 
Customizable Client Management Screen
Import from QuickBooks Desktop  
Integration with
QuickBooks Online for Accountants (QBOA)
   
Built in E-file Reports
Global Billing Options  
Billing Clock   
Rates Per Form Billing 
Customizable Client Invoices  
Standard Client Invoices  
Client Organizer with Prior Year Amounts  
Client Checklist 
Customizable Client Reports   
Customizable Client Status Tracking
W-2 Import
Schedule D Excel Import (1040 only)  
Paperless E-Organizer / Intuit Link
Client Paper Organizer Add-On
Consolidated Corporate Returns   
Kiddie Tax Link - 8615   
Tax PlannerAdd-On
Control user access to program features for multi-user firms 
In-product tax help and forms search
Integration with ProSeries/Lacerte Smart Vault  
Forms-based data entry similar to actual IRS Forms  
Guided workflow and checklists to help with returns   
Deduction Finder helps identify missed deductions   
eSignatureAdd-OnAdd-OnAdd-OnAdd-On

Complex Calculations in Intuit Products Comparison:

FormProConnect TaxProSeries
Basic 
ProSeriesLacerte
SEP/Keogh/SIMPLE Contribution
Passive Activities
Alternative Minimum Tax
Household Employment Taxes
Suspended Losses
Partial Rental Ownership
Tax Preference Items (AMT)
Amended Returns
Estimated Payments
Charitable Contribution Limitations
Lump Sum Distributions
Carryovers
Business Use of Home
Education Optimizer
Employee Stock Options
401(k) Optimizer
Vacation Homes
Like-Kind Exchanges
Net Operating Losses
Publicly Traded Partnerships
At-Risk Limitations Form 6198
Married Filing Joint /Split Report
Form 1045: Application for Tentative Refund
(and related worksheets)
Form 5884: Work Opportunity Credit
Form 6765: Increasing Research Credit
Form 8845: Indian Employment Credit
Form 8846: Employer Tip Credit
Form 8594: Asset Acquisition Statement
For 4970: Tax on Accumulation Distribution of Trusts
Form 4852: Substitute Form W-2 or Form 1099-R
Form 8821: Tax Information Authorization
Late Penalties and Interest Worksheet
Form 2848: Power of Attorney
Form 8850: Prescreening notice for Work Opportunity
Credit
Form 8859: DC First-Time Home buyer Credit
Form 8881: Credit for Small Employer Pension Plan
Startup Costs
Oil & Gas Depletion
Consolidated Corporate Returns
Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

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