Register here
Description
This course is designed for tax professionals at all levels of experience with Lacerte. Whether you are considering Lacerte, are a new user familiar with fundamental concepts, or a current user looking to reinforce your understanding, this session will enhance your proficiency in data entry across various tax types.
The course will cover essential topics such as estimated tax payments, extensions, amending returns, depreciation, dispositions, attaching PDFs, and state-specific input, all aimed at improving accuracy and efficiency in tax preparation and filing with Lacerte.
By attending this course, attendees will be able to:
Apply prerequisite tax preparation knowledge to more effectively prepare and file tax returns with Lacerte, across all supported tax types.
Ensure accuracy when preparing and filing tax returns in Lacerte. Navigate and utilize Lacerte's features for estimated tax payments and extensions.
Understand the process for amending individual and business returns in Lacerte.
Accurately enter and manage depreciable assets and dispositions within Lacerte.
Effectively attach PDF documents to individual and business returns for e-file and handle state-specific input in Lacerte.
Who Should Attend? Anyone new to or considering using Intuit Lacerte to prepare tax returns. Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-Technical CPE: 1 CE: 1
Register here
Description
Getting started with a new tax software can be a daunting task. This one-hour webinar is designed to provide tax professionals with a solid foundation in the core functionalities of Intuit ProSeries. Whether you are considering a switch, are a brand-new user, or simply need to reinforce your understanding of the program, this session will provide a clear and concise overview of the essential workflows. Join us to learn how to seamlessly convert prior-year client data, confidently navigate the ProSeries HomeBase and key in-return icons, efficiently create and complete tax returns, utilize the integrated eSignature dashboard and electronic filing process, and access the built-in help features and resources. This course highlights concepts applicable across all tax types and provides the fundamental knowledge needed to optimize administrative tasks and get up and running quickly.
Upon completion of this course, attendees will be able to:
Outline the three-step process for converting prior-year tax data from another supported software into ProSeries.
Navigate the ProSeries HomeBase and utilize key icons and program utilities to efficiently prepare a new tax return.
Create and accurately enter data into a new client return, using features such as QuickZoom and the Forms-in-Use list.
Perform the final steps of a tax return, including a final review using diagnostics and alerts, and electronically filing the return.
Identify and access the various help and support resources available within the ProSeries platform.
Who Should Attend?
New users of ProSeries or those considering a purchase of ProSeries.
Field of Study: Non-Technical - Computer Software and Applications
CPE: 1
IRS CE: 0