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.
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.
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: Taxes - Technical
CPE: 1
CE: 1
IRS Course ID: NESGF-T-00219-25-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.
