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Level 2
February 25, 2025
Question

Form 5227

  • February 25, 2025
  • 1 reply
  • 3 views

I am trying to figure out what the cost of getting Form 5227 through Lacerte?  Does anyone know what the cost of doing the CRTs for about 6 clients that have them?

 

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    1 reply

    Level 5
    February 25, 2025

    If you use REP pricing to access the trust module, for 2025 processing, trusts are priced as a business at $132 for federal and 1 state, before sales tax.

    https://accountants.intuit.com/support/en-us/help-article/intuit-pricing/lacerte-rep-remote-entry-processing-pricing/L0PVsRt5s_US_en_US?srsltid=AfmBOorqVZERDzIJrNFqf66S1T506k68TAAyMopB1o8J-56PkhuWrLBy