Practice Tax Returns in Lacerte?

[RobynK]

We are adding an employee and I'm looking through the training dashboard to see how best to set her up for training to do tax returns in Lacerte.  When I was new, we used Drake software and they had these great practice returns that I prepared in the system and then compared my results with the correct results from the sample.  Does Lacerte/Intuit have anything like that? 

What do you all recommend for bringing a new employee up to speed using Lacerte? 

Thanks for any suggestions!

[abctax55]

Give them the source docs for a  finalized 2022 return & have them replicated it in the 2022 software.

[RobynK]

That's a good idea.  Kind of a DIY set of practice returns.

Thanks!

[abctax55]

Yep, with built-in control totals too 😉

[Accountant-Man]

Using a phony SSN.

[George4Tacks]

This is a good exchange of samples in the program. https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/are-demo-sample-returns-a...

If you are REP for each return, be sure to use all 9s for the EIN or SSN.