What Can I Do With Intuit Tax Advisor from Lacerte

If you’ve accessed Intuit Tax Advisor before, but haven’t had a chance to get familiar with all the new features, you can learn more in this article.

Key features

Intuit Tax Advisor integrates with your Lacerte tax data to simplify and scale tax planning. After syncing, you can:

• Import tax returns from Lacerte: Quickly pull in client data without manual entry.
• Evaluate and apply strategies: View which tax-saving strategies apply to your client, and apply them with one click to see projected savings.
• Model S-corporation conversions: Evaluate the tax implications of converting a client to an S-corp.
• Track QBI and basis: Automatically generate insights on Qualified Business Income and basis tracking.
• Analyze windfall income scenarios: Input one-time or irregular income events to see their effect on estimated taxes; generate a report for clients.

Additional helpful resources:

Sync your clients directly from Lacerte to Tax Advisor:
How to Sync Lacerte Clients and start planning in Tax Advisor

Quickly and easily Create a Tax Plan for your synced clients:
Create plans with Intuit Tax Advisor

See Intuit Tax Advisor in action:
Watch the Intuit Tax Advisor Overview