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Page 1: Lacerte Helpful Resources

Lacerte Resources

Brought to you by:

Page 2: Lacerte Helpful Resources

Knowledge Base

There are 2 ways to access the Lacerte knowledge base

Method 1: Search within Lacerte

Page 3: Lacerte Helpful Resources

Knowledge Base

Method 2: Search from the Lacerte Support Site

Page 4: Lacerte Helpful Resources

Knowledge Article Subscription

Why is this important?

• When you want that ‘follow-up’ to a reported issue in the knowledge base, you can subscribe to an article and receive alerts when it is updated.

The message reads:

You can subscribe to this article and receive an automatic notification by email of any updates or changes to this issue. It’s quick, easy, and of course free. Subscribe Now.

Page 6: Lacerte Helpful Resources

Chat Support

Chat live with a Lacerte Technical

Support Agent from the Ask Lacerte site

Page 7: Lacerte Helpful Resources

New for TY13!RSS News Feeds in the Lacerte program which can target information at the module and state level for news and issues of interest that don’t rise to the level of a Critical Alert which will ping all clients. For example, a News Alerts for New York Individual

will only appear to clients with that module installed.

Distinctive AppearanceLacerte News Feeds will appear in the program as a blue bar which also indicates the number of News Alerts available. Critical Alerts will continue to appear as a yellow bar.

Lacerte RSS News Feeds

Page 8: Lacerte Helpful Resources

Diagnostics will provide additional information to help you resolve critical errors even faster!

Lacerte Diagnostics Info and Alerts

Page 9: Lacerte Helpful Resources

Lacerte Form Status

Accessible Anytime

Anywhere

LFS.intuit.com

Page 10: Lacerte Helpful Resources

Intuit Live Community

Engage with your peers in our user community

https://accountants-community.intuit.com/topics/27-lacerte

Page 11: Lacerte Helpful Resources

http://www.taxalmanac.org/index.php/Main_Page 

Tax Almanac

The free online tax research resource and community for tax professionals

Page 12: Lacerte Helpful Resources

Lacerte Training Forum

bit.ly/lacforum

Lacerte Training Forum

Follow our new Training Forums for the latest updates

Subscribe

Page 13: Lacerte Helpful Resources

Improved Training Site

accountants.intuit.com/training

Page 14: Lacerte Helpful Resources

Resources

What’s New for Lacerte 2013 – Feature list

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=INF24351

 

Generating the ERO's Signature on Form 8879

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=GEN53657

 

Creating and E-mailing Password Protected PDF's to Clients from within Lacerte

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=INF22076

 

Creating and E-mailing a Password Protected PDF for an Organizer

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=GEN86016

 Lacerte Top 10 Solutions

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=INF25105&inproduct=true

Page 15: Lacerte Helpful Resources

Resources

 

Get Updated Information on Tax Forms Status

http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=GEN59391

 

Affordable Care Act Information

http://accountants.intuit.com/health/index.jsp

 

Lacerte Training Forum

bit.ly/lacforum

 

Lacerte Training Site

accountants.intuit.com/training

FBAR Information (replacing TDF90.22-1, available in April, due June 30)

http://www.fincen.gov/forms/bsa_forms/