Introduction to Lacerte Tax

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Introduction to Lacerte Tax

Published on ‎07-21-2025 10:18 AM by Moderator | Updated on ‎07-21-2025 12:13 PM

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Description

Learn how Intuit Lacerte saves you time in every part of your tax workflow in this live webinar. Perfect for tax and accounting firms with individual and business clients who also manage complex returns, Lacerte helps complete more returns in less time. You’ll also learn about features that speed up data collection, E-signatures, and payments.

 

LEARNING OBJECTIVES

  • Identify 32 built-in time-saving features like Missing Client Data Utility, which reduces the hassle of tracking down client data, saving you time in each and every return

  • Identify how to streamline your document collection and tracking with an integrated tool that makes it faster and more organized. Plus, you can use a dual-screen setup that can keep your work in sync

  • Identify automated calculations and more than 25,000 diagnostics across 6,400+ individual and business forms to help you prepare returns with confidence

 

WHO SHOULD ATTEND?
Tax professionals that are interested in or new to the Lacerte program

Course Level: Basic
Course Length:  60 Minutes
Prerequisites:  NONE
Delivery Method: Group-Internet Based
Field of Study: Taxes - Technical
Recommended CPE: 1
Recommended IRS CE: 1
IRS Course ID: NESGF-T-00192-24-O

 

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Event has ended
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Start:
Thu, Aug 7, 2025 09:00 AM CDT
End:
Thu, Aug 7, 2025 10:00 AM CDT
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