The Lacerte Tax Planner is a professional accountancy program for tax preparation, review and planning. While it can function as an independent program, the software also integrates smoothly with the rest of the Lacerte tax software, permitting data importation from Lacerte Tax and hardcopy documentation through the developer’s Document Management System. The user can purchase the specific plan he needs based on his location, as the program’s editions are distinguished from each other based on the state tax rules they observe.
The program is equipped with the facilities to calculate tax projections a decade into the future. It is also essentially used for checking corporate or enterprise tax compliance. The program includes reporting features that let its users graph or chart data in order to better illustrate plans for the future. Yearly analyses, Married Filing comparisons (whether done jointly or separately), adjustment analyses, and difference analyses are all possible to make using the program. The data can be used for planning tax strategies and demonstrating their projected savings.
The software is sold individually as well as in a package with 2 other Lacerte programs: the Lacerte Tax Analyzer and the Lacerte Document Management System.
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If you have additional information about which types of files Lacerte Tax Planner can process, please do get in touch - we would love hearing from you.
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