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:
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Properly register your firm and EFIN with Intuit to ensure a smooth e-filing process.
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Set up and manage preparer information and efficiently add new staff members.
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Grant and revoke user access with Trustee Rights, securing your program's features.
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Customize print settings for tax returns and streamline your client communication.
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Edit and personalize client letters and billing to align with your firm's brand.
By attending this webinar, you 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?
Tax professionals new to Lacerte or those considering purchasing Lacerte.
Field of Study: Non-Technical - Computer Software and Applications
CPE: 1
IRS CE: 0
