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How to request a free trial of Lacerte

by Lacerte Tax 2020 Updated 1 month ago

Visit New to Lacerte? Try for free to request an evaluation version of Lacerte software or all (866) 591-3268. One of our experienced tax consultants will walk you through requesting your free evaluation of the prior year's release for Lacerte.

No risk. No obligation.

Frequently asked questions about using the evaluation copy:

  • The evaluation copy will allow you to test using the software.
  • Returns prepared in the Lacerte evaluation copy will not be fileable with the IRS and will be printed with a watermark.
  • City and State returns cannot be printed.
  • Returns cannot be electronically filed from the evaluation copy.


  • Manage Users will not be part of the Eval.

Eval Dialog box will display when:

  • Attempting to E-file.
  • Receiving acks.
  • Updating selected returns.


  • In state return, right-click printing will display an Eval dialog.
  • Able to print Federal returns, but they will Be watermarked.
  • No State or City printing.
  • Print Selected forms will be disabled from HomeBase, and in return, an eval warning will be displayed.
  • All Print Dialog check boxes from State/City will be unchecked and disabled.
  • Print Federal attachment will be disabled and unchecked.

Other Notes:

  • You can't change or turn the watermark off. The check box will default to Checked and be disabled.
  • SSN masking will work the same way it does now.
  • Whenever an Eval dialog is displayed, that event will be tracked.
  • An event isn't tracked only when there is no Internet connection.

What is not included in the EVAL:

  • eFile
  • Tax Analyzer
  • Tax Import
  • Communications Manager
  • Proforma Alerts
  • Emailing in Client files
  • eSignature
  • REP
  • Download Prep
  • PDF link - Client copy print to
  • Data Conversions
  • Lacerte updates
  • Link invite
  • eOrganizer
  • FLAA Family Link
  • IPM (Intuit Practice Management)
  • ITA (Intuit Tax Advisor)
Lacerte Tax

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