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Introduction to Lacerte Tax

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Introduction to Lacerte Tax

Published on ‎01-05-2026 09:27 AM by Moderator | Updated on ‎01-05-2026 09:43 AM

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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
CPE: 1

 

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

 

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Start:
Thu, Jan 8, 2026 10:00 AM CST
End:
Thu, Jan 8, 2026 11:00 AM CST
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