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What is the best way to review a Lacerte tax return prepared by a staff member

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Level 1

What is the best way to review a Lacerte tax return prepared by a staff member

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Level 15
Use the audit checks. Look at the forms. I start with worksheets and check the W-2's, 1099s, then go to Schedule A, etc. When an item is later changes, the color changes from green to red.

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George4Tacks

What do you do about reviewing other important entries, such as tax id numbers, tax credits, income tax witholding to a specific state, taxes flowing to Sch A, various K-1s, and the various areas they flow to?

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Level 15

The audit check works in MOST areas. For more complicated situations, see one of our favorite CHAMPS response in https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/tax-return-review/01/1017...

 


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