Intuit Lacerte: The Fundamentals

Still spending too much time navigating tax returns instead of completing them? Master Lacerte’s fundamentals once, and you’ll streamline every return you touch, saving hours, reducing errors, and creating a smoother experience for both your team and your clients. In this session, CPA and longtime Lacerte power user Nick Boscia shows you how to work smarter inside Lacerte’s core workflow. You’ll learn exactly how to convert prior-year data seamlessly, create and organize new returns, and use the Detail tab the way experienced preparers do, jumping quickly between income, deductions, states, and schedules with confidence. Discover how to review forms efficiently, clear diagnostics that protect accuracy, and use analysis tools to uncover planning opportunities. Plus, you’ll see how e-signature and e-file tools cut turnaround time dramatically, how missing-data flags improve client communication, and how customizable print settings help your firm deliver polished, consistent client packages. This is the essential foundation that makes everything else in Lacerte run smoothly. Ready to elevate your tax workflow? Explore Lacerte and visit https://accountants.intuit.com/training/, where Intuit Accountants provides in-depth training, free CPE and CE credits, webinars, articles, podcasts, and everything you need to master your tax practice. Take the next step toward a faster, more efficient tax season. #Lacerte #LacerteTax #TaxWorkflow #TaxPrepAutomation #DiagnosticsTools #TaxReviewProcess #ESignature #EFile #TaxSoftwareTraining #IntuitTax