Boost your efficiency with Intuit® Lacerte® Tax for tax year 2021

Intuit® Lacerte® Tax has a number of new features and enhancements for tax year 2021. Here’s a summary.

Gear up for tax season with My Account

As you prepare for another successful tax season, we wanted to remind you of all the ways that My Account can help you be even more efficient. You can:

• Verify that your account information is correct.
• Manage your EFIN or get one if you don’t have one yet.
• Add or change users or their permissions.
• Order add-ons to boost productivity, like Hosting for Lacerte, Intuit eSignature, or Intuit Practice Management.
• Access your personalized training portal.
• Manage your payment options.

*Auto-renewed orders are processed at the discounted rate during the time of enrollment.

Product enhancements: Streamline your operations

Verify your EFIN in Lacerte

Manage your EFIN more efficiently through a widget in Intuit Lacerte Tax. Now you can update and verify your information.

Tax accuracy notifications (coming soon)

Reduce the stress and hassle of finding returns that were affected by tax law or other changes after you filed them. Now, you’ll receive proactive notifications of these events, which of your clients were impacted, and what you need to do.

New billing profile

In compliance with industry mandates and to enhance your data security, we have consolidated billing for Lacerte, eSignature, and Tax Scan and Import into a single “wallet.” Now, you won’t have to re-enter your payment information every time you make a purchase. You can securely save payment methods in Lacerte and add, store, edit, or remove payment methods in My Account for all of your Intuit Accountants products.

Easier onboarding to Hosting for Lacerte

New and returning subscribers can get up and running faster with Lacerte in the cloud with automated data transfer.

Lacerte Actionable Steps for Error Resolution (LASER)

Quickly self-resolve problems in Lacerte as they arise by making use of actionable links made available when and where you need them to minimize any disruption to your workflow.

Lacerte 200 Federal 1040 enhancements

Now, you can keep track of the returns you’ve used with an on-screen counter. You’ll also get a message when you’re nearing your bundle limit.

Reduce the stress and hassle of finding returns that were affected by tax law or other changes after you filed them. Now, you’ll receive proactive notifications of these events, which of your clients were impacted, and what you need to do.

New forms and e-filing types for tax year 2021

Take advantage of 98 new forms and 46 new e-filing types across 27 states. Access the forms here.

Community: Listening to your ideas

Lacerte Tax Idea Exchange

Now you can share your ideas with us and get updates on their status—under review, accepted, or implemented. Learn more

Customer support: Providing one-on-one and self-serve assistance

Intelligent voice assistant

We’re helping you get what you need faster with a new listening tool that directs you to self-serve solutions so you don’t have to stay on hold to talk to an agent. Learn more

Get product support on your schedule

Request a support appointment or have the support team call you back.

Tool hub application

The tool hub enables you to quickly resolve common system issues and errors, so you can get back to serving your clients. Learn more and download