TODAY
Document organization
Collect and organize supported source documents into workpapers your preparers can use.
Roadmap · not available today
Lacerte-native automation is on our roadmap.
Tax Automate does not currently enter data into Lacerte or provide a Lacerte-native export. Lacerte firms can use Tax Automate today to collect, identify, organize, and assemble supported source documents and workpapers, then continue preparation in Lacerte.
✓Clear status: document workflow available; Lacerte connector, native export, and automated entry not currently available.
Lacerte workflow statusROADMAP
Tax Automate workpapersSupported documents organized for preparer use
Current handoffManual continuation in Lacerte
01 · COLLECTDocuments
02 · ORGANIZEWorkpapers
03 · PREPAREIn Lacerte
04 · REVIEWBy your team
Purpose-built automation for firms preparing returns in
Current product boundary
Useful document preparation today; native Lacerte automation later.
We separate the capabilities that exist now from the integration work still being evaluated. Roadmap direction is not a delivery-date promise.
MANUAL
Lacerte data entry
Your team currently performs the Lacerte-side preparation and validation; Tax Automate does not claim to populate Lacerte.
ROADMAP
Native connection
A Lacerte connector or native export is a future direction subject to technical validation and release approval.
The Lacerte workflow available now
Organize the evidence, then prepare in Lacerte.
Tax Automate supports the document side of the workflow without representing a native Lacerte connection as shipped.
Collect
Upload supported W-2s, 1099s, 1098s, IDs, and related source documents.
Organize
Classify documents, separate multi-form files, and assemble categorized workpapers.
Prepare in Lacerte
Your preparer uses the organized evidence while entering and validating the return in Lacerte.
Review
Your authorized team resolves exceptions, applies judgment, approves the return, and controls filing.
What Lacerte firms can use today
Organized source evidence for the preparer’s existing process.
The current value is document collection and workpaper preparation, not automatic population of a Lacerte return.
Supported document identification
PDF splitting and categorization
Taxpayer and spouse assignment
Missing-item surfacing
Bookmarked review workpapers
Professional preparation in Lacerte
Lacerte firm handoffWORKPAPERS READY
Wage documentsOrganized for preparer review
CheckReview workpapersCategorized evidence available to the team
OpenLacerte preparationCompleted by the firm in Lacerte
ManualLacerte status details
Know what is available before you buy.
Tax Automate currently supports the upstream document workflow. It does not currently provide Lacerte automated entry, a Lacerte machine connector, or a native Lacerte export.
Document workflow today
Workpapers today
Native connection: roadmap
Firm preparation and review
Lacerte, Intuit, and related product names and marks belong to their respective owners. Tax Automate is an independent product and is not affiliated with, sponsored by, or endorsed by Intuit. Read the Lacerte automation status guide and AI tax-preparation software evaluation guide.
Professional control
AI moves the preparation forward. You stay in control.
Automation organizes and prepares the work. Your authorized tax professionals review the return, resolve exceptions, apply judgment, approve the result, and control client delivery.
✓Human reviewProfessional approval stays in the workflow.
✓Clear exceptionsMissing items and judgment points are surfaced.
✓Role-based accessTeam members receive appropriate access.
✓Controlled deliverySign-off occurs before client delivery.
Lacerte workflow FAQs
Exact answers about current availability.
Does Tax Automate enter data into Lacerte today?
No. A Lacerte connector, native export, and automated Lacerte entry are not currently available.
What can a Lacerte firm use today?
Firms can use Tax Automate’s supported document collection, identification, categorization, splitting, and workpaper workflow, then prepare the return in Lacerte.
When will a native Lacerte connection ship?
No public delivery date is promised. The connection is a roadmap direction subject to technical validation, scope approval, testing, and release readiness.
Does Tax Automate replace Lacerte?
No. Lacerte remains the firm’s tax software. Your team prepares, validates, reviews, and files the return there.
Does Tax Automate file the return?
No. Tax Automate does not autonomously file returns. An authorized professional controls filing.
Is Tax Automate affiliated with Intuit?
No. Tax Automate is independent. Product names and marks shown here identify the workflow discussed and belong to their respective owners.
Tell us what a useful Lacerte workflow must support.
We’ll show the document and workpaper capabilities available today, document your Lacerte requirements, and clearly separate current functionality from roadmap direction.
See the current document workflowDiscuss required Lacerte scopeNo native-connector promise