Level 3

Question

Practice Tax Returns in Lacerte?

Forum|Forum|2 years ago
October 18, 2023
2 replies
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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!

Lacerte Tax

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Level 15

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

HumanKind... Be Both

RobynKAuthor

Level 3

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

Thanks!

Level 15

Yep, with built-in control totals too 😉

HumanKind... Be Both

Level 15

This is a good exchange of samples in the program. https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/are-demo-sample-returns-available-in-lacerte/00/140151

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

Answers are easy. Questions are hard!