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Tax Planner and Analyzer

Provide year-round, sophisticated tax planning with Intuit Lacerte Tax preparation software tools and become a trusted tax advisor with the Lacerte 1040 Tax Planner and Analyzer.


Included ​​with the Lacerte Unlimited package*

Tax Planner

What you can do with the Lacerte Tax Planner

  • Increase your value to clients by offering custom tax planning services.
  • Compare multiple, complex scenarios using actual current and future tax rates.
  • Easily generate custom graphs, reports, and letters to communicate tax plans.

Easily project your clients' future tax liability under multiple scenarios
Instead of rough estimates, give your clients data based on actual current and future state and federal tax rates built into Tax Planner. Generate four types of tax plans: a year/case analysis, difference analysis, Married Filing Jointly/Married Filing Separately comparison, and adjustment analysis.

Getting started with the Lacerte Tax Planner
Export client data directly from your 1040/individual files in Lacerte. There's no need to re-enter it in the Tax Planner, and you'll be able to work with the most up-to-date data.

Tax Analyzer

What you can do with the Lacerte Tax Analyzer

  • Advise clients how to reduce liability and their chances of triggering an audit.
  • Automatically "red flag" amounts that exceed national averages.
  • Read items right off the screen or print reports written in plain English.

Get customized, tax-reducing tips
Read short narrative descriptions of each taxpayer's current status and details about the impact of new or pending changes in depreciation allowances, tax rates, and allowable contribution limits. Like an expert tax advisor, the Tax Analyzer offers tax-minimizing strategies tailored to each client's specific situation. Covered topics include current and future tax savings and retirement contributions. There are also tax tips, compliance tips, and a social security section.

Getting started with the Lacerte Tax Analyzer
The Tax Analyzer integrates with your 1040/individual files in Lacerte and each item links to the applicable tax form input field for easy reference. To verify any item or to learn more, simply click the More Info icon and see the source of the information, as well as hyperlinks to publications or other resources.


Offer advisory services easily

Or grow your firm with Intuit Tax Advisor

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Create custom tax plans in minutes and show clients valuable savings, all by using tax strategies automatically generated from your Lacerte returns.

  • Tax strategies generated from Lacerte tax returns from Qualified Business Income deduction to Augusta Rule.
  • Quantified tax savings increase your value.
  • Client-friendly reports show ROI.
  • Maximize and diversity revenue with tax advisory.
  • Access library of tax strategies or create your own.

Additional professional tax software integrations

Extend the functionality of your professional tax preparation software with these time-saving tools.

Intuit Tax Advisor

Included with:
ProConnect  Lacerte

The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.


Available for:
Lacerte  ProSeries

Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.


Available for:
ProConnect  Lacerte  ProSeries

Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.