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!
Using a phony SSN.
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.
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