CPAacademy.org | AUTOMATING DATA INPUT FOR TAX AND ADVISORY IN LACERTE

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Automating Data Input for Tax and Advisory in Lacerte

Software Demonstration Included

Specialized Knowledge

AUTOMATING DATA INPUT FOR TAX AND ADVISORY IN LACERTE

CPE for this course is processed by Intuit

Available Date(s)

Friday, February 21, 2025: 1:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Specialized Knowledge

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites Some experience with ProConnect Tax

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

This session will enable attendees to save time, simplify tax preparation and delight clients using the Lacerte Tax workflow. Attendees will learn best practices about how to collect tax information, import data, review, and finish returns. You’ll be prepared to import accounting data so business returns are ready for review. Attendees will also learn how to identify planning and advisory clients, create quarterly estimated tax projections, and create tax plans that communicate strategy savings.

Learning Objectives

Define best practices for collecting and importing tax information using Lacerte Tax
Identify planning and advisory clients effectively to enhance service offerings
Differentiate between various tax preparation methods for efficient return review
Evaluate technology tools that can improve workflow and client communication

Ross Olson

Intuit
Solution Specialist
[email protected]

Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.

Additional Materials

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Frequently Asked Questions

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About Our Presenter

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).