This 1-hour webinar is designed for tax professionals new to Lacerte or those evaluating the software for their practice. You'll gain a practical understanding of how to use Lacerte for the preparation of various business tax returns beyond the standard Form 1040, including Forms 1041, 990, 706, 709, and 5500.

Through a focused overview of basic input and common schedules, you'll see firsthand how Lacerte streamlines complex tax preparation tasks.

By the end of this webinar, you'll be able to:

• Understand the basic input and beneficiary distribution processes for Form 1041 (Estates and Trusts) in Lacerte.

• Identify key setup and input screens for preparing Form 990 (Exempt Organization) and its common schedules.

• Navigate the basic input and beneficiary allocation features for Form 706 (Estate Tax Return).

• Grasp the fundamental input and gift-splitting functionalities for Form 709 (Gift Tax Return).

• Learn the basic input and e-filing requirements for Form 5500 (Employee Benefit Plan).

CPE: 1
CE: 1
IRS Course ID: NESGF-T-00222-25-O