Mastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-hour webinar is designed specifically for firm owners and administrators, guiding you through the essential steps to configure Lacerte for your firm and its users. Join us to learn how to:
By attending this course, attendees will be able to:
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Complete the required steps to set up a new firm within the Lacerte program, including the correct firm identifiers and EFIN registration.
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Administer preparer information and user accounts, granting appropriate access rights to firm staff.
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Configure print settings and customize client letters, invoices, and filing instructions to meet firm standards.
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Explain the purpose of key firm identifiers, such as CAN, EFIN, and ERO PIN, and how they are used within the program.
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Utilize the available settings and administrative tools to streamline the Lacerte workflow for themselves and their firm's preparers.
Who Should Attend?
Anyone new to or considering using Intuit Lacerte to prepare tax returns.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
CE: 1
IRS Course ID: NESGF-T-00218-25-O
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.
