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:
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Apply prerequisite tax preparation knowledge to more effectively prepare and file tax returns with Lacerte, across all supported tax types.
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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.
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Accurately enter and manage depreciable assets and dispositions within Lacerte.
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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
