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Lacerte pay-per-return

$499.00

Due today

Lacerte pay-per-return

Industry-leading software for complex returns, with the flexibility to file only what you need.

Lacerte Product Visual

Pay-per-return rates

Prices shown for reference—billed when you file.

Individual tax returns and one state
Forms 1040 and 1040-NR, with all related schedules and worksheets (A, B, C, D, E, SE, HSA, credits, and more) can be filed for one state.
$102.00 / return
Business, partnership, estate/trust and exempt business tax returns and one state
Forms 1120, 1120-S, 1065, 1041, and 990, including consolidated corporate returns, can be filed for one state.
$140.00 / return
Gift tax returns and one state
Forms 709 and 706 can be filed for one state.
$94.00 / return
Additional federal state individual returns $92.00 / return
Additional federal state business returns $92.00 / return

Add remote access (via Hosting)

Secure, remote access with nightly backups and automatic updates.
Select a hosting tier
A Fast Path license is required for each user for concurrent use*
To enable simultaneous access for multiple users in the Lacerte hosted environment, you must purchase a Fast Path license for each user.

Add eSignatures

Get remote signatures on 8879s, engagement letters, and key documents.
Select eSignature option

Add more anytime within Lacerte.

Add Quick Employer Forms

Unlimited 1099 and W-2 filing—learn more.
Select Quick Employer Forms option

What’s included

Lacerte has everything you need to file even the most complex returns.

Full Lacerte tax suite

Use the full Lacerte engine—with the same powerful calculation tools, forms, and features as Lacerte Unlimited—to prepare individual, business, fiduciary, estate, gift, nonprofit, and benefit plan returns.

Integrated tax planning and advisory

Build personalized tax-savings plans in minutes using Intuit Tax Advisor—seamlessly connected to your Lacerte data, with smart strategy suggestions and client-ready reports.

Pay-per-return pricing

Prepare as many client returns as you need, across all states, and pay only when you’re ready to print or e-file (pricing varies based on type of return). 

One preparer license

This installation includes one licensed user. To add more users, contact Customer Service or your account manager to purchase additional licenses.

No additional e-filing fees

Per-return prices for federal and state returns already include e-file where supported—there are no extra e-file transmission fees.

Prior-year filing

E-file late and/or amended returns for prior years where eligible, subject to IRS and state regulations.

Runs on Microsoft Windows

Store data and software locally on your PC’s hard drive. Using a Mac or Chromebook? Adding Hosting (separate subscription) enables you to run Lacerte on any operating system.


Easily convert client data from your previous software

Use the Lacerte Tax Data Conversion Wizard to quickly upload and convert client data. Prefer hands-on help? Our EasyStart team can guide you every step of the way. Our data conversion process supports the following software and modules:


Software 1040 1065 1120 1120S Converted Items
ATX

View
CrossLink
      View
Drake

View
ProSeries


View
ProSystem fx

View
TaxAct
      View
TaxSlayer
      View
TaxWise


View
TurboTax
View
UltraTax CS
View

Don't see your software? You can still move quickly—create clients and use available imports (e.g., QuickBooks trial balance, Tax Import), or get EasyStart to guide setup.


Client organizers

Let clients update prior-year information instead of starting from scratch. Available for individual and fiduciary returns (e-Organizer for individuals).

Tax Scan and Import (optional add-on)

Pull data from scanned W-2s, 1099s, and other PDFs directly into 1040 returns. Pay per use through your pay-per-return schedule.

Data import from financial institutions

Download transactions from more than 275 banks, payroll providers, and other institutions to reduce manual entry.

Data import from QuickBooks and accounting systems

Use the Trial Balance Utility and CSV imports to link data from QuickBooks and other accounting platforms, keeping books and returns aligned.


Comprehensive entity coverage included

Prepare virtually any return your firm needs with 7,200 forms, including:

  • Individual tax returns—Forms 1040 and 1040-NR, with all related schedules and worksheets (A, B, C, D, E, SE, HSA, credits, and more).
  • Business, partnership, corporate, estate, trust, and exempt organization returns—Forms 1120, 1120-S, 1065, 1041, and 990, including consolidated corporate returns.
  • Gift and estate tax returns—Forms 709 and 706.
  • Employee benefit plan returns—Form 5500 Series.

Support for complex tax situations

Streamline K-1 entries, partner basis tracking, NOL carry-forwards, and multi-state returns with built-in worksheets, diagnostics, and guidance for precise, confident filing.


Powerful input screens with form help

Navigate by form or topic using line-by-line input screens. Form help shows how each line is calculated and where data flows.

Intuit Link

This integrated, free secure portal makes client data collection faster and more organized for business and individual clients.

Automated K-1 delivery NEW

Streamline high-volume partnership engagements by automating the generation and dissemination of partner K-1 packages, converting a multi-hour administrative process into an instantaneous, automated workflow.

Streamlined oil and gas data management

Import oil and gas data—as well as partner data—from Excel and update in minutes, instead of weeks.

Power-user tools

Built-in shortcuts help experienced users work at peak speed by enabling movement between modules, screens, and detail inputs without leaving the keyboard.

Trial balance utility

Import trial balance data (including from QuickBooks and EasyACCT via Excel), post adjusting journal entries (AJEs), and flow updates directly into returns to reduce rework.

Advanced error-checking technology

Runs 25,000-plus diagnostics to detect inconsistencies and potential errors, maximizing client savings and minimizing audits and rework.

Review and diagnostics view

Dedicated diagnostics tab and reporting make it easy for reviewers to scan issues, jump back to inputs, and clear errors before e-filing.


E-file included

Transmit federal and state returns within your selected return package at no extra e-file fee.

E-file Center tracking

See acknowledgments, rejections, and statuses in one place; fix errors and resubmit quickly.

Real-time diagnostics

Field-level checks flag missing data, math issues, and common rejection causes with easy-to-understand instruction.

PDF attachments and forms

Attach required statements and elections to keep filings complete.


Remote access (Hosting)

Run Lacerte in a managed cloud environment (via Rightworks) for work-from-anywhere access.

SmartVault and Document Management System (DMS)

Quickly and easily capture, manage, and share client information, with built-in integration for printing, scanning, and storing tax docs. Choose between SmartVault (cloud-based storage, billed monthly) or Document Management System (storage on your local hard drive, billed at purchase).

eSignatures

Save time and steps by sending and tracking IRS-compliant e-signatures (with KBA for Forms 8878 and 8879) without leaving Lacerte. Purchase as needed per return.

Pay-by-Refund

Simplify your client payment processes with no up-front fees using the integrated Pay-by-Refund feature.* Clients pay your tax prep fee directly from their refunds, so you can collect payments easily and clients receive quicker refunds.


Store data locally or on the cloud

Run Lacerte on your  Windows system and store data on your local hard drive (default) or add Hosting for an additional fee to enable secure remote access and managed backups.

Billing and payments in MyAccount

View pay-per-return usage, statements, and payments in MyAccount. Set up AutoPay, manage cards, and download statements. Intuit doesn’t charge extra fees for supported payment methods.

Take a closer look at how it works

Each feature is designed to streamline processes and help you file client returns quickly and confidently.

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Frequently asked questions

Get answers to your important questions about Lacerte tax software.

Lacerte will run on Microsoft operating systems that are still actively supported by Microsoft. When Microsoft sunsets an operating system, Lacerte will discontinue support. Please refer to our system requirements for more information.

Usually, you will receive your converted data within 1–3 business days.

Lacerte offers various levels of training courses and how-to video tutorials to help get you up and running quickly. New users can take advantage of our Easy Start first-year onboarding program.

When the product is released, you'll receive an email with a link to where you can download and install your software directly to your computer.

Yes. Add Hosting (purchased separately) to run Lacerte via a secure remote desktop—regardless of your computer’s operation system—and enjoy the same features with encrypted sessions and nightly backups. Without Hosting, Lacerte runs on Windows.

Yes. Users may access support year round, with extended hours during peak season, plus in-product and online resources.

Lacerte offers support in many ways to put answers at your fingertips.

  • Toll-free phone support
  • Email support
  • Website support
  • In-program help
  • Help Me option with screen-specific topics
  • IRS instructions per form