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Comparing Lacerte and ProSeries and ProConnect Tax
by Intuit•6• Updated 8 months ago
Use these comparison charts to find the key differences between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:
Key Feature | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
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-On | Add-On | ||
Other Filings: 990, 706, 709, 5500 | 990, 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 Planner | ✔ | ✔ | ✔ | Add-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 | ✔ | |||
eSignature | Add-On | Add-On | Add-On | Add-On |
Complex Calculations in Intuit Products Comparison:
Form | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
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 | ✔ |
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