Helpful resources for your first season with Lacerte
Tax season is in full swing! Your Easy Start team is still here for you to ensure your first season with Lacerte is a success, so we wanted to share with you some helpful links to guide you through the rest of tax season.
- How to print e-file confirmations
- Handling tax changes with COVID-19 resources
- State and federal e-file mandates
- What forms are available for each state
- How to use Intuit Link to collect your clients' tax info
- How to import your clients' books with the Lacerte Trial Balance Utility
- How to generate an extension
- How to use Schedule K-1 import to prepare returns faster
- Everything you need to know about using eSignature, from sending requests to checking statuses.
- Tips and tricks to help you get started with Hosted Lacerte
- Short training videos covering the most common questions from users like you
- Get 24/7 help from your peers and support articles on the Community
