cpadlm
Level 1
07-10-2020
04:58 PM
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What is the best way to review a Lacerte tax return prepared by a staff member
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George4Tacks
Level 15
07-10-2020
05:19 PM
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Use the audit checks. Look at the forms. I start with worksheets and check the W-2's, 1099s, then go to Schedule A, etc. When an item is later changes, the color changes from green to red.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
ERK Financial
Level 2
09-28-2020
08:49 PM
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George4Tacks
What do you do about reviewing other important entries, such as tax id numbers, tax credits, income tax witholding to a specific state, taxes flowing to Sch A, various K-1s, and the various areas they flow to?
George4Tacks
Level 15
09-29-2020
10:30 AM
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The audit check works in MOST areas. For more complicated situations, see one of our favorite CHAMPS response in https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/tax-return-review/01/1017...
Answers are easy. Questions are hard!