Lacerte pay-per-return

$499.00

Due today

Call 844-322-3057

Lacerte pay-per-return

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

Pay-per-return rates

Prices shown for reference—billed when you file.

Individual tax returns and one state $102.00 / return

Business, partnership, estate/trust and exempt business tax returns and one state $140.00 / return

Gift tax returns and 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.

No, local access only

+$0.00 / mo

Solo tier (1 user only)

+$80.00 / mo

Business tier

~~$128.00/mo~~

+$76.80/mo per user

Number of users needed

Price per user: $76.80

Users: × 1

Monthly total: $76.80

for first 2 months, then $128.00/mo

Advanced tier

~~$153.00/mo~~

+$91.80/mo per user

Number of users needed

Price per user: $91.80

Users: × 1

Monthly total: $91.80

for first 2 months, then $153.00/mo

A Fast Path license is required for each user for concurrent use*

Work from anywhere and keep the full Lacerte power you're used to

All tiers include secure remote access and nightly backups.

	Solo Tier	Business Tier	Advanced Tier
Best for	Single preparer	Small teams	Larger teams with complex files
Pricing	$80/mo (1 user max)	$76.80/mo per user for first 2 months, then $128/mo per user (1-3 users)*	$91.80/mo per user for first 2 months, then $153/mo per user (1-3 users)*
Concurrent access How many users can work in Lacerte at the same time in this hosted environment.	1 user only	Multi-user*	Multi-user*
QuickBooks Desktop hosting Lets you host your existing QuickBooks Desktop software alongside Lacerte for secure remote access. QuickBooks Desktop license sold separately.	Not available	Not available	Available

Multi-user access requires Lacerte network licensing, purchased separately at $499 per user (not included in hosting fees).

What’s included

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

Core Features

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.

Data conversion

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 intake and data import

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.

Forms and Coverage

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.

Workflow and Speed

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 and Diagnostics

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.

Integrations and add-ons (additional fees may apply)

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.

Security, system and support 

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.

Frequently asked questions

Get answers to your important questions about Lacerte tax software.

What operating systems does Lacerte run on?

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.

How long does data conversion take?

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

What type of training is available to help me get started?

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.

How is the product delivered?

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.

I don’t use a Microsoft Windows computer—can I use Lacerte with Hosting?

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.

Is technical support included?

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

What type of support is available?

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

- Additional limitations may apply. Terms and conditions, features, support, pricing and services options are subject to change without notice. For more details, visit https://accountants.intuit.com/lacerte/
- Intuit Tax Advisor:
  Fast Path required (sold separately). Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.
- Hosting:
  Hosting for Intuit Lacerte powered by Rightworks is a monthly add-on subscription service. Purchase of Fast Path services for Intuit Lacerte is required for concurrent user activity within Hosting for Intuit Lacerte. Additional terms, conditions, and limitations apply. Pricing, features, service and support options are subject to change at any time without notice. For more information, please visit https://accountants.intuit.com/desktop-hosting/.
- Rightworks data security:
  Rightworks performs backups of all hosted data on a nightly basis and retains the back-ups for a rolling 90-day period in a protected offsite facility as an additional level of protection. There is no limitation to the size of a customer's back-up. Customers are responsible for verifying the integrity of ‌hosted data at least every 90 days. Rightworks employs Snapshot technology to backup customer data. Snapshots are taken daily and then replicated to another physical Rightworks facility for Disaster Recovery.
- Hosting add-on services and integrations
  Microsoft Office Integration: Microsoft Excel and Microsoft Outlook integration with Lacerte or ProSeries in the hosted environment requires an existing license for Office 365 Apps for Enterprise, Microsoft 365 Business Premium, Office 365 for Enterprise—E3, or Office 365 for Enterprise—E5. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Rightworks or another provider. Intuit provides limited support for third-party applications that integrate with Lacerte and ProSeries including but not limited to: application installation, application set-up, tax product integration, and technical and/or login issues within Rightworks. Intuit does not provide technical support for third-party in-application or other product issues.
- Adobe integration:
  The following Adobe integrations with Lacerte or ProSeries in the hosted environment are supported: Adobe Acrobat Pro for Teams (subscription required), Adobe Acrobat Pro for Individuals (subscription required), Adobe Acrobat Standard for Teams (subscription required), Adobe Acrobat Standard for Individuals (subscription required), and Adobe Acrobat Reader (no subscription required).
- QuickBooks Desktop Hosting:
  Hosting for supported versions of QuickBooks Desktop (Enterprise, Enterprise Accountant, Premier, Premier Accountant, Pro) is included in the Advanced and Premium offerings of Hosting for ProSeries Tax or Lacerte Tax. Intuit provides QuickBooks Desktop product support for three years from the time of purchase. QuickBooks Desktop integration with Lacerte or ProSeries in the hosted environment requires an existing license for QuickBooks Desktop Enterprise, Enterprise Accountant, Premier, Premier Accountant, or Pro. If you already have one of these licenses, you can bring it over on your own, or purchase a separate license through Intuit or another provider.
- Additional applications are also available for Hosting. Full list of available applications can be found at https://accountants.intuit.com/desktop-hosting/pricing/. Additional terms, conditions, and limitations may apply. Pricing, features, service and support options are subject to change at any time without notice.
- Rightworks may also offer additional third party services, not core to Lacerte or ProSeries, for an additional fee. The Signature pad functionality within Document Management System (DMS) is not supported in the Lacerte and ProSeries hosted environments at this time.
- Save 45% on tax year 2025 Lacerte Tax Pay-per-return FastPath license purchased between 8:00 am CT on February 5, 2026, through 6:59 pm CT on April 20, 2026. Discount is for the FastPath license only. Savings calculation based on tax year 2025 list price. Subsequent tax returns are sold separtely at standard pricing see per-return pricing. 45% off discount is a limited-time offer for new Intuit professional tax customers (offer not available to current Lacerte, ProConnect, or ProSeries customers) and may only be claimed once. Offers for the same product cannot be combined. Offer does not apply to add-ons or other services. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion. Purchase from https://accountants.intuit.com/tax-software/lacerte/pricing/ or call 844-630-7002.
- © 2025 Intuit Inc. All rights reserved. Intuit, the Intuit logo, and ProSeries are trademarks of Intuit Inc., registered in the U.S. and other countries.

Lacerte pay-per-return

Lacerte pay-per-return

Pay-per-return rates

Add remote access (via Hosting)

Add eSignatures

Add Quick Employer Forms

What’s included

Full Lacerte tax suite

Integrated tax planning and advisory

Take a closer look at how it works

Frequently asked questions

Lacerte pay-per-return

Lacerte pay-per-return

Pay-per-return rates

Add remote access (via Hosting)

Add eSignatures

Add Quick Employer Forms

Work from anywhere and keep the full Lacerte power you're used to

Easy signatures. Easier filing.

Streamlined W-2s and 1099s for every client.

What’s included

Full Lacerte tax suite

Integrated tax planning and advisory

Take a closer look at how it works

Frequently asked questions