Lacerte Integration
Professional-grade tax preparation workflow with Lacerte software
Connect TuskCPA with Lacerte Tax software for seamless data exchange. Import client organizer data directly into Lacerte and automatically export completed returns, supporting complex returns and multi-state filings.
Smart Import
Direct data import into Lacerte returns
Auto Export
Save completed returns to client portal
Multi-State
Full support for multi-state returns
Supported Lacerte Versions
Lacerte 2024 & 2025
Supported Modules
Setup Instructions
Enable Lacerte API Access
Contact Intuit to enable API access for your Lacerte subscription. You'll need the Professional or higher tier and may need to purchase the API module add-on.
Configure Integration in TuskCPA
In TuskCPA, go to Settings → Integrations → Tax Software. Select "Lacerte" and enter your API credentials provided by Intuit.
Set Up Data Mapping
Review the field mapping configuration. Lacerte uses specific field names and codes. TuskCPA provides default mappings, but you can customize them for your workflow.
Test Integration
Create a test return in TuskCPA with sample data. Test the complete workflow: import data into Lacerte, prepare return, and export back to TuskCPA.
Advanced Lacerte Features
Multi-State Support
- • Automatic state allocation
- • State-specific form population
- • Nexus determination
- • State e-file status tracking
- • Apportioned income calculations
Complex Return Types
- • Consolidated returns
- • Foreign tax credits
- • AMT calculations
- • Passive activity losses
- • Section 179 deductions
- • Qualified business income
Data Synchronization
From TuskCPA to Lacerte
- • Taxpayer information and demographics
- • W-2 wage and withholding data
- • All 1099 income forms
- • K-1 partnership distributions
- • Mortgage interest and property taxes
- • Business expense detail
- • Estimated tax payment history
- • Health insurance information
- • State-specific income allocations
From Lacerte to TuskCPA
- • Completed return PDFs
- • Federal and state e-file confirmations
- • Tax calculations and refund amounts
- • Estimated payment vouchers
- • Extension forms and status
- • Preparer notes and adjustments
- • State filing status updates
Workflow Integration
Client Data Collection
Clients securely upload documents through TuskCPA portal. AI extracts data from W-2s, 1099s, and financial statements.
Quality Assurance
Staff reviews extracted data, validates calculations, and flags any items requiring special attention before import to Lacerte.
Direct Lacerte Import
One-click export from TuskCPA populates all organizer data into the corresponding Lacerte return, including multi-state information.
Automated Return Delivery
After e-filing, completed returns automatically save to client folders in TuskCPA. Clients receive notifications when returns are ready.
Security & Compliance
Enterprise Security Standards
Lacerte integration meets stringent security requirements for tax data:
- TLS 1.3 encrypted connections
- Intuit OAuth 2.0 authentication
- IRS Publication 4557 compliant
- SSAE 16 SOC 1 Type II
- Complete audit logging
- Zero-knowledge data handling
- Role-based access controls
- GDPR and CCPA compliant
Troubleshooting
API Access Issues
If you can't connect to Lacerte:
- • Verify you have Professional Lacerte subscription
- • Confirm API module is enabled with Intuit
- • Check API credentials are entered correctly
- • Ensure Lacerte software is running and accessible
Multi-State Data Issues
For multi-state return problems:
- • Verify state allocations are calculated in TuskCPA
- • Check state nexus determination logic
- • Confirm Lacerte state modules are installed
- • Review state-specific field mappings
Complex Return Types
For issues with complex returns:
- • Ensure all required modules are enabled in Lacerte
- • Check calculation dependencies are met
- • Verify partnership K-1 data is complete
- • Confirm foreign tax credit information is accurate
Need Help with Lacerte Integration?
Our team specializes in Lacerte integrations and can help you optimize your complex tax workflows.