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:
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Understand the organization and layout of the Lacerte program.
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Apply prerequisite tax preparation knowledge to efficiently prepare and file tax returns across all supported tax types within Lacerte.
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Implement key program functionalities to optimize administrative tasks related to tax preparation.
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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: 1
