Guide your clients to their best tax strategy for the future by creating customized tax plan projections. Lacerte - Tax Planner on Vimeo Join. For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. In 2018, Lacerte Tax was rated highest for ease of use, with Drake Software and ATX close behind. CCH ProSystem fx had the top rating for accuracy, and UltraTax CS was next in line for this feature. For tax research products, the top three features have played musical chairs again. Value for cost has been the second most important feature in. Create a folder on your desktop where you will export your Lacerte data. Start Lacerte. Select the entity type to back up from the Tax Type selection in the Client Menu. In the Clients tab, select the client data to copy. To select multiple files, press the CTRL or SHIFT key while you select the data. State income tax. Local wages, tips, etc. Local income tax. Locality name. Wage and Tax Statement. Department of the Treasury—Internal Revenue Service. Copy B—To Be Filed With Employee’s FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service.
For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax ..
Feb 15, 2020 Tax Guy How to go back in time and cash in on 2018 tax breaks before it’s too late Published: Feb. 15, 2020 at 9:28 a.m.
Mac os mojave for macbook 2016. Intuit – Lacerte Tax
Lacerte Tax from Intuit is a good fit for accounting firms that offer a variety of tax-related services to both individual and business clients. The product easily handles a variety of return types and offers seamless integration with QuickBooks applications.
![Flavours for mac yosemite 10 Flavours for mac yosemite 10](http://livedoor.blogimg.jp/applechinfo/imgs/d/f/dfdcca68.jpg)
For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax customers at no cost for tax year 2018.
Lacerte is a desktop application, designed to be installed on a workstation or server, so the application does not offer remote accessibility, though the application can be accessed remotely if a hosting provider is used.
Lacerte offers a unique interface that allows users to easily view all clients at once using the customizable columns. The interface also offers access to all forms, tools, diagnostic resources and print/view functions, eliminating unnecessary data entry and system navigation. Designed for multi-users, Lacerte allows administrators to set preferences across the firm, for complete uniform processing.
Lacerte currently supports more than 6,400 forms, with multiple form modules available for 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500, with multi-state tax forms supported as well. K-1 transfer capability is also included in Lacerte, so users can import partnership and other fiduciary tax data into individual returns, or between business returns.
Lacerte offers year-round e-file capability with no e-filing fees. Mentioned earlier, the 2018 edition of Lacerte has more than 50 e-file return types added. An e-filing wizard is available that guides users through the entire e-filing process, and users can access the optional eSignature Plus Payments program that provides safe, secure document signing for engagement letters, 7216 Consent forms, Form 4506-T, and Forms 8879. Users can also request and receive payment using the eSignature Plus Payments program.
Most Lacerte input fields are directly connected with the Lacerte Help Center, with users able to simply click on the F1 key to display additional information about the input field. Likewise, most forms are directly linked to government instructions for that particular form.
Tax pros can use SmartVault, which integrates with Lacerte to provide easy document sharing and management. Completed tax returns can be printed directly to SmartVault, and users can easily share documents securely with clients using the custom branded portal.
Users can reduce the amount of paperwork needed by utilizing the direct download option in Lacerte, which will download 1099 and W-2 data directly from a financial institution or payroll provider into a client’s return. A Schedule D Download Wizard allows users to import stock transactions directly from a Microsoft Excel spreadsheet or CSV file, eliminating the need to enter the data manually. Users can also utilize Link, which is included in Lacerte, to request and receive specific documents from clients, with the ability to track client progress in providing the requested documents.
Lacerte offers easy integration with QuickBooks Accountant, providing users with the ability to import trial balance data directly into Lacerte. This integration also allows users to drag and drop QuickBooks data fields directly into a Lacerte tax form. Users can also export billing amounts in Lacerte directly into QuickBooks for easy processing. The product also integrates with Tax Scan and Import, also from Lacerte, that allows users to easily import data from outside institutions as well as Lacerte Tax Planner and Analyzer, which offers various scenarios for clients as well as custom planning services. The Tax Analyzer offers tax minimizing strategies and red flags for tax amounts that exceed national averages. Lacerte also offers integration with a variety of third-party applications, including eSignature Plus Payments, Document Management System, and SmartVault, as well as OfficeTools and a Pay-by-Refund option.
Automated data conversion is included with Lacerte, so those moving from another application can easily convert previous year data into Lacerte. The product also offers an extensive variety of help and support options which include community support, getting started help, and access to trending questions from other users. U.S. based consultants handle all Lacerte customer support questions, and toll-free technical support is available Monday through Friday during regular business hours.
Lacerte offers a variety of licensing options, including Lacerte 200/Federal 1040, which is ideal for firms preparing less than 200 individual returns annually. Lacerte Unlimited offers unlimited individual and business returns, and Lacerte REP is a pay as you go option for those processing a lower volume of returns. Pricing varies, with all system add-ons priced separately.
![Lacerte updates 2018 Lacerte updates 2018](/uploads/1/2/6/5/126570467/723296758.png)
2018 Overall Rating: 4.75 Stars
Today, Intuit Inc. (Nasdaq: INTU) is announcing the availability of ProSeries and Lacerte updates for Tax Year 2018. Intuit listens and works closely with tax pros year-round to identify the features and tools they need most, and as a result, is announcing this new software for tax preparers today. The updates will work to improve efficiency, productivity, and performance for tax professionals to better serve their clients.
Tax Reform Ready
Both ProSeries and Lacerte will be up-to-date with IRS-approved tax reform changes, so tax pros can file with complete confidence while facing the biggest tax reform in 30 years. ProSeries will include new IRS forms, worksheets and calculations for the new QBI deduction to help minimize clients’ taxes, a simpler 1040 worksheet so that the majority of entries will be familiar year over year, and in-product client impact tools such as client analyzer queries for business returns. Lacerte will have a new 1040 optimization that seamlessly handles the new postcard-sized return, a client-ready Tax Reform Impact Summary and new Tax Reform related diagnostics to zero in on potential tax reform changes.
Tax pros are also invited to take advantage of Intuit’s recently updated Tax Reform Resource Center for tax reform news and tools, like the QBI Entity Selection Calculator, and in-depth tax reform webinars, as they continue to prepare for the upcoming season.
ProSeries Tax Year 2018 Updates
Lacerte Updates 2018
There are several new features and productivity enhancements for ProSeries, including:
- New viewing options for Forms in Use: In ProSeries Professional, tax professionals can now customize their view for easier navigation in complex returns, with the option to collapse sub forms, such as K-1 worksheets, asset worksheets and source documents like 1099 or W-2. In addition, the active form will appear in white highlight within the forms bar to help quickly navigate when reviewing returns.
- Federal business returns added for client queries: Tax pros can now run 18 new client analyzer queries across four types of federal business returns: 1120 Federal Corp, 1120 Federal S Corp, Partnership 1065, and Estates and Trusts. Plus, the option to export reports to Excel – helping increase efficiency and accuracy.
- Optimized resolution: For high-resolution monitors, text size, buttons, and other elements will now automatically adjust to the screen for a clear view.
- Customer Service: There will be an enhanced self-help system including help articles and FAQs, peer community answers, and tips.
Overall, there are 89+ new forms and 27+ new e-file capabilities to help tax pros handle complex scenarios in ProSeries. ProSeries Professional will be available for download on November 15 and ProSeries Basic will be available on December 6.
Lacerte Tax Year 2018 Updates
Lacerte Pricing 2018
For Lacerte, new features and productivity enhancements, include:
- Quarterly payment estimates in one step: Support e-filing for four quarterly estimated payments in one transmission step for key states - all with improved estimated payment wizard.
- Client log access controls: Give firm administrators the ability to decide which staff members have access rights to clear client logs. Gain more control to help avoid unauthorized use of Lacerte software.
- Unlimited cities in one return: Save time with the ability to file a single return with an unlimited number of cities for these four states: Michigan, Ohio, Pennsylvania and Kentucky.
- Security: Includes an additional level of data encryption to help further protect data and in-product security tips.
- Customer Service: More staff on-hand to take calls, plus, new “Hold My Spot” feature has been added so tax pros won’t have to wait on hold.
In addition, Lacerte has added partner and oil gas data management, partner search acceleration to save time on complex partnership returns, and link enhancements to quickly track each client’s recent activity and update information on their behalf. Lacerte 2018 is now equipped with 107+ new forms and 59+ new e-file capabilities to handle complex scenarios and is available for download.
Download Lacerte 2018
Be sure to visit your Personalized Training Portal, to find training modules with content, videos and webinars about these features and more tax professional software. For more information about Lacerte® and ProSeries® please visit proconnect.intuit.com.
2018 Lacerte Web Setup
About Intuit
Lacerte Dms 2018
Intuit’s mission is to Power Prosperity Around the World. Our global products and platforms, including TurboTax, QuickBooks, Mint and Turbo, are designed toempower consumers, self-employed and small businesses to improve their financial lives, finding them more money with the least amount of work, while giving them complete confidence in their actions and decisions. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one. Please visit us for the latest news and in-depth information about Intuit and its brands and find us on social.