Use these comparison charts to find the key differences between Lacerte, ProSeries Professional, ProSeries Basic, and ProConnect Tax:
| Key Feature | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
| 1040 forms with schedules and calculations | ✔ | ✔ | ✔ | ✔ |
| Deep diagnostics to help you locate errors, omissions, and questionable entries | ✔ | ✔ | ✔ | ✔ |
| Integrated electronic-filing | ✔ | ✔ | ✔ | ✔ |
| Bank Products | ✔ | ✔ | ✔ | ✔ |
| Free U.S. based tech support with extended hours during peak seasons | ✔ | ✔ | ✔ | ✔ |
| Business forms including 1120, 1120S, 1065, 1041 | ✔ | ✔ | ✔ | |
| E-file Business Returns | ✔ | ✔ | ✔ | |
| Additional 1040 support such as 1040NR, Net Operating Loss & more | ✔ | ✔ | ✔ | |
| Input Screens (Non-forms based input) for rapid data entry | ✔ | ✔ | ✔ | |
| Network functionality for multiple user access | ✔ | ✔ | ✔ | |
| Customizable Client Letter | ✔ | ✔ | ✔ | ✔ |
| Client Letter Cover Sheet | ✔ | |||
| One Click E-file | ✔ | |||
| Cloud Based | ✔ | |||
| Cloud Hosting | Add-On | Add-On | ||
| Other Filings: 990, 706, 709, 5500 | 990, 709 | 990, 706, 709 | ✔ | |
| Missing Client Information tool to help with missing data | ✔ | ✔ | ✔ | |
| K-1 data import for business to 1040 transfers | ✔ | ✔ | ✔ | |
| Client Analyzer identifies clients impacted by tax changes and scenarios | ✔ | ✔ | ✔ | |
| Customizable Return Printing | ✔ | ✔ | ✔ | |
| Customizable Client Management Screen | ✔ | ✔ | ✔ | ✔ |
| Import from QuickBooks Desktop | ✔ | ✔ | ||
| Integration with QuickBooks Online for Accountants (QBOA) | ✔ | |||
| Built in E-file Reports | ✔ | ✔ | ✔ | ✔ |
| Global Billing Options | ✔ | ✔ | ||
| Billing Clock | ✔ | |||
| Rates Per Form Billing | ✔ | ✔ | ✔ | |
| Customizable Client Invoices | ✔ | ✔ | ||
| Standard Client Invoices | ✔ | ✔ | ||
| Client Organizer with Prior Year Amounts | ✔ | ✔ | ||
| Client Checklist | ✔ | ✔ | ✔ | |
| Customizable Client Reports | ✔ | |||
| Customizable Client Status Tracking | ✔ | ✔ | ✔ | ✔ |
| W-2 Import | ✔ | ✔ | ✔ | ✔ |
| Schedule D Excel Import (1040 only) | ✔ | ✔ | ||
| Paperless E-Organizer / Intuit Link | ✔ | ✔ | ✔ | ✔ |
| Client Paper Organizer | ✔ | Add-On | ✔ | |
| Consolidated Corporate Returns | ✔ | |||
| Kiddie Tax Link - 8615 | ✔ | |||
| Tax Planner | ✔ | ✔ | ✔ | Add-On |
| Control user access to program features for multi-user firms | ✔ | ✔ | ✔ | |
| In-product tax help and forms search | ✔ | ✔ | ✔ | ✔ |
| Integration with ProSeries/Lacerte Smart Vault | ✔ | ✔ | ||
| Forms-based data entry similar to actual IRS Forms | ✔ | ✔ | ||
| Guided workflow and checklists to help with returns | ✔ | |||
| Deduction Finder helps identify missed deductions | ✔ | |||
| eSignature | Add-On | Add-On | Add-On | Add-On |
Complex Calculations in Intuit Products Comparison:
| Form | ProConnect Tax | ProSeries Basic | ProSeries | Lacerte |
| SEP/Keogh/SIMPLE Contribution | ✔ | ✔ | ✔ | ✔ |
| Passive Activities | ✔ | ✔ | ✔ | ✔ |
| Alternative Minimum Tax | ✔ | ✔ | ✔ | ✔ |
| Household Employment Taxes | ✔ | ✔ | ✔ | ✔ |
| Suspended Losses | ✔ | ✔ | ✔ | ✔ |
| Partial Rental Ownership | ✔ | ✔ | ✔ | ✔ |
| Tax Preference Items (AMT) | ✔ | ✔ | ✔ | ✔ |
| Amended Returns | ✔ | ✔ | ✔ | ✔ |
| Estimated Payments | ✔ | ✔ | ✔ | ✔ |
| Charitable Contribution Limitations | ✔ | ✔ | ✔ | ✔ |
| Lump Sum Distributions | ✔ | ✔ | ✔ | ✔ |
| Carryovers | ✔ | ✔ | ✔ | ✔ |
| Business Use of Home | ✔ | ✔ | ✔ | ✔ |
| Education Optimizer | ✔ | ✔ | ✔ | ✔ |
| Employee Stock Options | ✔ | ✔ | ||
| 401(k) Optimizer | ✔ | ✔ | ||
| Vacation Homes | ✔ | ✔ | ✔ | ✔ |
| Like-Kind Exchanges | ✔ | ✔ | ✔ | ✔ |
| Net Operating Losses | ✔ | ✔ | ✔ | ✔ |
| Publicly Traded Partnerships | ✔ | ✔ | ✔ | ✔ |
| At-Risk Limitations Form 6198 | ✔ | ✔ | ✔ | ✔ |
| Married Filing Joint /Split Report | ✔ | ✔ | ✔ | |
| Form 1045: Application for Tentative Refund (and related worksheets) | ✔ | ✔ | ✔ | ✔ |
| Form 5884: Work Opportunity Credit | ✔ | ✔ | ✔ | ✔ |
| Form 6765: Increasing Research Credit | ✔ | ✔ | ✔ | ✔ |
| Form 8845: Indian Employment Credit | ✔ | ✔ | ✔ | ✔ |
| Form 8846: Employer Tip Credit | ✔ | ✔ | ✔ | ✔ |
| Form 8594: Asset Acquisition Statement | ✔ | ✔ | ✔ | ✔ |
| For 4970: Tax on Accumulation Distribution of Trusts | ✔ | ✔ | ✔ | ✔ |
| Form 4852: Substitute Form W-2 or Form 1099-R | ✔ | ✔ | ✔ | ✔ |
| Form 8821: Tax Information Authorization | ✔ | ✔ | ✔ | ✔ |
| Late Penalties and Interest Worksheet | ✔ | ✔ | ✔ | ✔ |
| Form 2848: Power of Attorney | ✔ | ✔ | ✔ | ✔ |
| Form 8850: Prescreening notice for Work Opportunity Credit | ✔ | ✔ | ✔ | ✔ |
| Form 8859: DC First-Time Home buyer Credit | ✔ | ✔ | ✔ | ✔ |
| Form 8881: Credit for Small Employer Pension Plan Startup Costs | ✔ | ✔ | ✔ | ✔ |
| Oil & Gas Depletion | ✔ | ✔ | ||
| Consolidated Corporate Returns | ✔ |
