Intuit Lacerte vs. TaxJar

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Intuit Lacerte
Score 9.3 out of 10
N/A
Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
$400
TaxJar
Score 8.6 out of 10
N/A
TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special jurisdictions, etc). Users can also sort data by any date range. Estimated Sales Tax Reports: Users can see a comparison of what they actually collected versus what…
$19
for up to 200 orders/month
Pricing
Intuit LacerteTaxJar
Editions & Modules
Lacerte REP (Fast Path Only)
$400
Lacerte 200 - Federal 1040
Contact for pricing
Lacerte Unlimited Modules
Contact for pricing
Starter
$19
for up to 200 orders/month
Professional
$99
for up to 200 orders/month
Premium
Custom
Offerings
Pricing Offerings
Intuit LacerteTaxJar
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details30 day free trial. No obligation, no activation fees. Upgrade, downgrade or cancel anytime. Pricing based on order volume. Transactions are equal to -Orders imported into TaxJar with one or more line items -SmartCalcs API pushed sales tax calculation If you go over your transaction limit during a single month, we will charge you the difference between the plan you’re on and the next highest plan. The next month you’ll start back on the original plan that you subscribed to, and the process will repeat itself again. This is all done automatically. Your plan will never be interrupted and you will not have to speak with a salesperson.
More Pricing Information
Community Pulse
Intuit LacerteTaxJar
Considered Both Products
Intuit Lacerte
Chose Intuit Lacerte
I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She …
Chose Intuit Lacerte
We have been using Proseries along with Lacerte. As I said, Lacerte is much easier and faster when compared with Proseries.
Chose Intuit Lacerte
Lacerte is easier to use and gives you everything you need in one place.
TaxJar
Chose TaxJar
At the time we made the switch, Avalara did not appear to do what we needed. They did not try to stop us from leaving or seem to care why we were leaving. About a year later I did reach out to Avalara after a mailer we got from them. They did clear up that they could do what …
Chose TaxJar
TaxJar was a better price than Avalara, mostly because it was a streamlined version of Avalara. TaxJar offers a no-frills software that does exactly what you need it to do, calculate and collect sales tax. If you need something more robust then I would look elsewhere, …
Chose TaxJar
I thought taxjar had a much easier intergration and UI
Chose TaxJar
I looked at Avalara in the beginning and the price point was way too high. I have been with TaxJar since shortly after they started and they are a great company. Watching them grow has been great. Just need to accommodate the accountant a little better.
Chose TaxJar
TaxJar is SO much cheaper than Avalara and SO much easier to use. Not even close - TaxJar is better. The only reason I would choose Avalara is if it had better native integrations with whatever software stack my business ran on. For our business, TaxJar made so much more …
I have not used any other products like TaxJar. I'm not even sure who the competitors are. I'm sure that they are out there, but this was the first one I found when looking for providers that worked with Amazon, and since it worked so seamlessly I never bothered to look for …
Chose TaxJar
I believe TaxJar is better suited to smaller, especially Home-Based businesses with its good customer service focus and more reasonable pricing for small biz. Avalara, as far as I know, is not priced competitively for micro-sized businesses. TaxJar began in the small business …
Chose TaxJar
TaxJar is less expensive, simpler to integrate and their billing is straightforward so that you don't have to worry about huge surprises at the end of a month or quarter. They spend a lot less time on sales/marketing but their support is excellent and overall we have had a …
Features
Intuit LacerteTaxJar
Type of tax
Comparison of Type of tax features of Product A and Product B
Intuit Lacerte
8.5
Ratings
8% above category average
TaxJar
9.3
Ratings
17% above category average
Sales and Use Taxes8.00 Ratings9.70 Ratings
Cross-border Taxes8.00 Ratings9.00 Ratings
VAT / GST Taxes8.00 Ratings00 Ratings
Energy and Fuel Taxes10.00 Ratings00 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
Intuit Lacerte
9.7
Ratings
21% above category average
TaxJar
9.6
Ratings
20% above category average
Geolocation for Tax Assessment9.90 Ratings10.00 Ratings
3rd-Party Software Integrations7.90 Ratings8.70 Ratings
Tax Data Reporting10.00 Ratings9.80 Ratings
Compliance Administration Management10.00 Ratings9.50 Ratings
Tax Exemption Processing10.00 Ratings10.00 Ratings
Tax Document Management10.00 Ratings9.50 Ratings
Complex Tax Scenario Management10.00 Ratings10.00 Ratings
Best Alternatives
Intuit LacerteTaxJar
Small Businesses
TaxJar
TaxJar
Score 8.6 out of 10
Intuit Lacerte
Intuit Lacerte
Score 9.3 out of 10
Medium-sized Companies
LOVAT
LOVAT
Score 10.0 out of 10
LOVAT
LOVAT
Score 10.0 out of 10
Enterprises
ADP SmartCompliance
ADP SmartCompliance
Score 8.6 out of 10
ADP SmartCompliance
ADP SmartCompliance
Score 8.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Intuit LacerteTaxJar
Likelihood to Recommend
10.0
(0 ratings)
9.3
(0 ratings)
Support Rating
9.0
(0 ratings)
7.5
(0 ratings)
User Testimonials
Intuit LacerteTaxJar
Likelihood to Recommend
Lacerte helps to serve a great variety of clients and businesses, it has over 5,700 forms. It also supports multi-state, K-1s, and more. It suits for power users with high business inflow. Its useful for a CPA who is processing a high value firm or individual with zero errors. The error diagnostic feature covers more than 25k error checks. This is less applicable to CPA's whose are managing regular individual 1040 routines.
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If you aren't a tax professional, this is a must. Trying to manually calculate which county/city/state sales tax is owed will break your brain. Actually, even if you were a tax professional, why would you want to manually do it when you could just have a tool like this to calculate it for you. I wish it was also affordable to have it file for you and there are some crunchy bits, but its pros definitely outweigh the cons.
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Pros
  • Continually updates when bugs are found or tax law change
  • Live customer suppprt
  • Listen s to customer to improve product
  • E-signature to get signed forms from remote customers
  • Organizers for customer to complete on paper or electronic
  • Tax appointment scheduling within the program and recurring for future appointments
  • Client invoices by form
  • Trial balance from accounting software to save time on business data entry
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  • The CSV upload for clients that do not have or want to connect directly is very good. It allows us to get a lot of the information done quickly.
  • The cost is very competitive.
  • According to our clients, the integration is relatively easy.
  • For the most part, the reports are accurate.
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Cons
  • The updates from IRS to Lacerte need to be improved, so far so good.
  • Reporting needs to be improved. Feature like sorting categories. scorp/ind/non-profit
  • Tax summaries can be improved - like the differentiation between rental income & expenses. I trust this feature would be a great help.
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  • Continually increase its native integration features with BigCommerce, which recently just opened up more Checkout APIs and Sales Tax APIs.
  • The Amazon integration is confusing only because Amazon (sometimes?) calculates and collects sales tax on your behalf. It's not clear what's best-- to let Amazon do it for you or for TaxJar to handle it.
  • Onboarding could be a bit easier and guided.
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Support Rating
Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
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We had a few questions about integrations & onboarding, and support answered quickly and in-depth. They understood our questions - which were a bit technical in nature - and were able to provide an explanation in a timely and specific manner that allowed us to get the system up and running quickly.
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Alternatives Considered
I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!
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TaxJar is less expensive, simpler to integrate and their billing is straightforward so that you don't have to worry about huge surprises at the end of a month or quarter. They spend a lot less time on sales/marketing but their support is excellent and overall we have had a much better experience with TaxJar.
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Return on Investment
  • It has helped meet overall business goals.
  • Gives you the ability to add in and purchase only what you need.
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  • With regards to ROI, it definitely saves time. And time, as they say, is money. It may be hard to put a particular dollar sign on this, but it definitely has provided a positive return.
  • It keeps me aware of where I have sales tax nexus that I might not know about otherwise. This is important. Even if I have to check it manually, at least I am made aware of where I need to file.
  • It allows me to track how much in sales tax we've paid year over year, which is a good indication of how our sales are doing.
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ScreenShots

TaxJar Screenshots

Screenshot of TaxJar Reports dashboard showing you the states in which you have nexus, how much sales tax was collected, and your gross sales summary.Screenshot of TaxJar state report showing breakdown of sales tax by city, county, and local jurisdiction for easy sales tax filing.