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Comparing Lacerte and ProSeries and ProConnect Tax

by Intuit•65• Updated 3 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			✔	✔
Import from 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				✔

Lacerte TaxProConnect Tax OnlineProSeries BasicProSeries Professional