lacerte helpful resources
TRANSCRIPT
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Lacerte Resources
Brought to you by:
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Knowledge Base
There are 2 ways to access the Lacerte knowledge base
Method 1: Search within Lacerte
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Knowledge Base
Method 2: Search from the Lacerte Support Site
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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.
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Recommended Article for Subscription
http://accountants.intuit.com/support/tax/lacerte/document.jsp?product=LACERTE_TAX&id=INF25105&inproduct=true
Lacerte Top Solutions
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Chat Support
Chat live with a Lacerte Technical
Support Agent from the Ask Lacerte site
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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
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Diagnostics will provide additional information to help you resolve critical errors even faster!
Lacerte Diagnostics Info and Alerts
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Lacerte Form Status
Accessible Anytime
Anywhere
LFS.intuit.com
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Intuit Live Community
Engage with your peers in our user community
https://accountants-community.intuit.com/topics/27-lacerte
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http://www.taxalmanac.org/index.php/Main_Page
Tax Almanac
The free online tax research resource and community for tax professionals
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Lacerte Training Forum
bit.ly/lacforum
Lacerte Training Forum
Follow our new Training Forums for the latest updates
Subscribe
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Improved Training Site
accountants.intuit.com/training
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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
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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/