Client Lacerte Preparation Support Tax

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Making a Copy of a Client in the Lacerte Tax Progr ...

    https://proconnect.intuit.com/community/help-articles/help/making-a-copy-of-a-client-in-the-lacerte-tax-program/00/4194
    How can I make a copy of a client file in the Lacerte Tax program? There are various reasons that could result in the need to make a copy of a return. The most common are Amending, Tax Planning, and Audits. Lacerte supports making multiple copies of the original return. To Make a Copy of a Client...

E-mailing a Lacerte Client File to Another Tax Pre ...

    https://proconnect.intuit.com/community/help-articles/help/e-mailing-a-lacerte-client-file-to-another-tax-preparer/00/3630
    How do I e-mail a Lacerte client file to another Tax Preparer who also uses Lacerte? Solution You can e-mail a client file to another tax preparer that uses the Lacerte Tax program by using the Send via E-Mail feature. Or, if you want to send a copy of a return to one of your clients, you can print ...

Professional Tax Preparation Software Intuit Lacerte

    https://proconnect.intuit.com/lacerte/
    Lacerte ® Tax Overview Features ... Serve the widest range of clients with support for multistate, K-1s, consolidated corporations and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500. ... Introducing Hosting for Intuit Lacerte. …3.8/5(156)

Lacerte Professional Tax Software - Complete More Tax ...

    https://accountants.intuit.com/tax/tnt/lacerte/19ty13/
    Perfect for tax and accounting firms with individual and business clients Lacerte Tax helps professionals complete far more returns in far less time. From helping you move data seamlessly across your accounting and tax workflow to speeding you through preparation, Lacerte helps you finish faster.

Preparing Form 1040X in Lacerte® From a Filed Return ...

    https://proconnect.intuit.com/taxprocenter/practice-management/preparing-form-1040x-in-lacerte-from-a-filed-return-client-file-and-from-scratch/
    Apr 20, 2017 · Amending a Return From the Originally Reported Return Client File in Lacerte. To prepare an Amended 1040X from the original Lacerte client file that was used to file the 1040, you will first need to lock that file, if you have not already done so. Locking the file prevents any calculations from changing the file from what was originally ...

Lacerte - Convert Your Data

    https://proconnect.intuit.com/lacerte/data-conversion/
    The data conversion process will move selected items from your current tax preparation software to your new Lacerte program and is not intended to convert all of your tax data, nor will it allow you to generate a tax return for the purposes of side-by-side comparison with last year's return.

Lacerte Video Library - Intuit Accountants

    https://accountants.intuit.com/support/tax/lacerte/video-support.jsp
    Lacerte Video Training. We have put together this video resource page that covers many of the most common questions with Lacerte. This resource center provides helpful knowledge you'll need to become a more proficient Lacerte user.

Restoring a Deleted Client File - Accountants Community

    https://accountants-community.intuit.com/articles/1861319-restoring-a-deleted-client-file
    A client return has been deleted in Lacerte, can I restore the deleted client? Solution: Once you have deleted a client file there is no way to undo it. You must restore the client from a backup file. Other Articles to Try: Restoring Client Files From a Backup (CD-ROM, DVD-ROM, Etc.) (Click Here to view)

Prepareand export your clients’ accounts with Prep ...

    https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/prepareand-export-your-clients-accounts-with-prep-for-taxes/00/369487
    ProConnect fills in form fields using your mapped tax forms. Check that everything exported correctly and complete your client’s return in ProConnect. Download a CSV for other tax preparation software. The downloadable CSV is formatted for Lacerte tax preparation software. But you can edit the CSV to work for other programs.

My Lacerte - Downloads - Prior Year Downloads

    https://accountants.intuit.com/tax/lacerte/downloads/prior-year-downloads.jsp
    The following Lacerte programs and Prep Files are available for download: ... 2007 Lacerte Tax program; To download years prior to 2007 Click Here. Instructions: Choose the item you want to download from the pull down menu. Click "Download Now" to initiate the download. ... support, pricing, and service options subject to change without notice. ...



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