Every tax professional, from their first filing season to their thirtieth, shares a common goal: a more efficient, accurate, and successful tax season. LEARN 2025: Tax Product Training is built on that principle, offering comprehensive training designed to provide immense value to every attendee, regardless of their experience level with Lacerte, ProSeries and ProConnect Tax software.
This complimentary two-day virtual event is structured to meet you where you are and take you where you want to go. We've designed parallel learning paths based on ProConnect, ProSeries or Lacerte Tax software to ensure the content is relevant, engaging, and immediately applicable to your work.
Whether you're just getting started or you're a seasoned power user, this bootcamp has a path for you. You will leave this training with greater confidence, new strategies to implement, and the product insights needed to make this tax season your best one yet.
Up to 7 CPE / 3 CE credits available*
Agenda
December 10 - 9:00 AM - 9:15 AM GMT
Kick Off: Overview of the 2-day event
This kick off session will walk you through this action packed 2-days of learning providing you with the roadmap to get the most out of this training event. We will walk you through the 3 tracks of the event, how to earn CPE and CE and the best practices for getting the most out of your investment of time.
December 10 - 9:15 AM - 10:15 AM GMT
Intuit ProConnect: Firm Administration and Set Up
Getting this admin “stuff” done right is important! We will help ensure that your firm is organized and set up for an efficient and secure experience inside of ProConnect Tax. And while not all ProConnect users will need to know how to complete these tasks, firm administrators and owners will benefit greatly from these conversations.
This session will ensure you know which firm identifiers need to be entered into the program as well as the process for doing so. Managing and inviting others to your ProConnect environment- an essential process for many firms- will also be demonstrated with special consideration given to user permissions. Finally, firm customization will be showcased to help you personalize your and your clients’ experience.
December 10 - 9:15 AM - 10:15 AM
Intuit Lacerte: Firm Administration and Set Up
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.
December 10 - 9:15 AM - 10:15 AM GMT
Intuit ProSeries: Firm Administration and Set Up
This course provides a comprehensive overview of essential firm administration and setup procedures within Intuit ProSeries. Whether you're a new ProSeries user looking to streamline your initial setup or an accounting professional considering ProSeries for your firm, this session will guide you through critical steps from firm identifiers and EFIN registration to managing users, print settings, and client communications. Gain the foundational knowledge needed to confidently administer and optimize ProSeries for your practice.
10:15 AM - 10:30 AM GMT — 15 Minute Break
December 11 - 10:15 AM - 11:15 AM GMT
Intuit ProConnect: QuickBooks Online Integration
QuickBooks Online Accountant connects your QuickBooks Online clients to ProConnect Tax. In fact, your QuickBooks Online clients are your ProConnect Tax clients. This session will explore the interconnectivity between ProConnect Tax and QuickBooks Online Accountant. By understanding how these integrations work, you will walk away with the capability to automate data transfer, invoice clients within ProConnect Tax, and manage user access across the shared platform.
December 11 - 10:15 AM - 11:15 AM GMT
Intuit Lacerte: Preparing Additional Tax Types
This course is designed for tax professionals new to Lacerte or those evaluating the software for their practice. You'll gain a practical understanding of how to use Lacerte for the preparation of various business tax returns beyond the standard Form 1040, including Forms 1041, 990, 706, 709, and 5500. Through a focused overview of basic input and common schedules, you'll see firsthand how Lacerte streamlines complex tax preparation tasks.
December 11 - 10:15 AM - 11:15 AM GMT
Intuit ProSeries: 990 Non-Profit and 709 Gift Tax Returns
This course is designed for both new & current ProSeries users familiar with fundamental program concepts reinforcing your understanding of business tax return data entry in ProSeries. We will cover basic input and common schedules for Forms 990 (Return of Organization Exempt From Income Tax), and 709 (U.S. Gift (and Generation-Skipping Transfer) Tax Returns, Gift splitting, and GST exemption.
December 11 - 11:15 AM - 11:40 AM GMT — 25 Minute Break
December 11 - 11:40 AM - 12:40 PM GMT
Intuit ProConnect: Tax Planning and Advisory
In this session, we’ll cover how to use Intuit Tax Advisor to scale tax planning and advisory services. The Intuit platform enables professionals to seamlessly integrate client bookkeeping, income tax preparation, and tax advisory services, automating more of the compliance activities to help you focus on higher-valued tax advisory services. Learn how to identify planning clients, create quarterly estimated tax projections, and comprehensive tax saving plans with strategies.
December 11 - 11:40 AM - 12:40 PM GMT
Intuit Lacerte: Tax Planning and Advisory
In this session, you will learn to expand your tax planning and advisory services with Intuit Tax Advisor. This session demonstrates how to identify planning clients, create quarterly estimated tax projections, and develop comprehensive tax-saving plans with strategies, all within Intuit Lacerte. Automate compliance activities and focus on growing your practice.
December 11 - 11:40 AM - 12:40 PM GMT
Intuit ProSeries: Preparing 1041 Trust and 706 Estate Tax Returns
This course is designed for both new and current ProSeries users familiar with fundamental program concepts. It aims to reinforce your understanding of business tax return data entry in ProSeries. The course will cover basic input and common schedules for Forms 1041 (U.S. Income Tax Return for Estates and Trusts), 706 (United States Estate (and Generation-Skipping Transfer) Tax Return), including beneficiary inputs and distributions.
December 11 - 12:40 PM - 12:55 PM GMT — 15 Minute Break
December 11 12:55 PM - 1:30 PM GMT - Each product will have its own Ask the Expert - Q&A follow up - LIVE
