This 60-minute webinar, "Lacerte Fundamentals", is designed for tax professionals considering Lacerte, new users, and current users looking to reinforce core concepts. It provides a comprehensive overview of fundamental program functionalities, including data conversion, creating and managing returns, utilizing eSignatures, e-filing, and accessing help resources. The session will highlight concepts applicable to all tax types within Lacerte, using the Individual 1040 return as an example.

Learning Objectives:

By attending this course, attendees will be able to:

• Understand the organization and layout of the Lacerte program.

• Apply prerequisite tax preparation knowledge to efficiently prepare and file tax returns across all supported tax types within Lacerte.

• Implement key program functionalities to optimize administrative tasks related to tax preparation.

• Identify and effectively utilize available resources for program guidance, troubleshooting, and ongoing education within Lacerte.

Field of Study: Non-Technical - Computer Software and Applications

CPE: 1

IRS CE: 0