Lacerte Essentials

*All webinar times are listed in Central Standard Time

 

Setup & Administration

In this course you will learn where and how to setup your online account access, what new customer requirements will need to be satisfied before you can load the program or e-file. 

 

 

 

CPE Credits: 0

What's New & Season Readiness

Utilize Lacerte to its fullest. Our product experts, will guide you through advanced tips and tricks, new functionality and the key improvements of Lacerte for Tax Year 2017 – all designed to help you boost your productivity and exceed expectations.

 

CPE Credits: 1

Nov. 17 - 10AM

Dec. 13 - 1PM

Feb. 7 - 3PM

 

Data Entry Fundamentals

This course will help you get familiarized with how the program is organized, the fundamentals of program navigation, using built in tools to find input fields and an overview of various forms generation.

 

 

 

CPE Credits: 1.5

Nov. 9 - 1PM

 

Dec. 4 - 1PM

Jan. 9 - 3PM

Intermediate Data Entry

This 120-minute webinar is designed for Lacerte users to gain a more in-depth data entry knowledge.

 

 

 

 

 

CPE Credits: 2

Nov. 16 - 1PM

Dec. 14 - 2PM

Jan. 17 - 2PM

Advanced Data Entry

Experienced Lacerte Tax users will be able to expand their knowledge of inputs for less frequently used tax forms and the necessary inputs to generate them.

 

 

 

CPE Credits: 1

Nov. 15 - 10AM

 

Dec 12-2:30PM

Jan. 11-10AM

Business Return Fundamentals

(1120, 1120s, 1065)

This course is an introductory overview of the various inputs screens unique to the business modules. This webinar includes a scenario covering several forms, error-checking, helpful tips, forms navigation and filing returns.

 

CPE Credits: 1

Nov. 2 - 1PM

 

Dec. 4 - 10AM

Jan. 10 - 3PM

Business Return Intermediate

An Intermediate overview of more detailed inputs screens unique to the business modules. The discussion will look at the composite, consolidated and amended returns, as well as NOL and apportionment inputs.

 

CPE Credits: 0

Handling State and
Multi-State Returns

In this 60-minute webinar, you will learn how to produce a state return and the program capabilities for multi-state returns.

 

 

 

CPE Credits: 0

Navigating and Customizing

This 90-minute webinar is to teach you how to navigate and customize your program, complete basic data entry, and review, print and e-file a return. This will prepare you to be ready for your Tax Season.

 

CPE Credits: 1.5

Nov. 10 - 3PM

Dec. 5 - 3PM

Jan. 11 - 1PM

 

Tax Season Preparation Tools

 

Value Pricing - How to Advance & Win With Your Clients

This Webinar presentation will dive into the logic, reasoning, proof of concept, and implementation of aligning your interests with your client’s interests regarding engagement, pricing, deliverables, communication and procedures as we move into a new era of value pricing for tax and accounting clients. 

 

CPE Credits: 1.5

Dec. 8 - 11AM

Jan. 9-12:30PM

Tax Help for Small Business
and Self-Employed Clients

This session will enable the attendees to have meaningful conversations with their clients prior to tax season. Various tax planning opportunities will be presented so that you can have meetings to discuss with your clients how they might avoid or decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year.

 

CPE Credits: 0

Tax Help for Your
Individual Clients

This session will enable the attendees to have meaningful conversations with their clients prior to tax season. Various tax planning opportunities will be presented so that you can have meetings to discuss with your clients how they might avoid or decrease their tax liability by pursuing some strategies presented prior to the end of the calendar year.

 

CPE Credits: 0

Safeguarding Taxpayer Data

This session will enable the attendees to better safeguard taxpayer data in their office and with their clients. Current facts and trends will be presented so you can communicate the risks of identity theft to staff and clients.

 

 

 

 

CPE Credits: 1

Nov. 15 - 1PM

Dec 12-12:30PM

Jan. 30 - 3PM

Paperless Tax Workflow

This session will enable the attendees to implement a paperless tax workflow in their office and better collaborate with clients. ProConnect Lacerte practitioner and recognized trainer Renee Daggett, EA will demonstrate best practices to save time and reduce errors so attendees can implement a paperless workflow in their office. 

 

CPE Credits: 1

Nov. 29 - 12PM

Jan. 9 - 11AM

Working Remotely

This session will enable the attendees to save time by working efficiently with remote employees and clients. ProConnect Lacerte practitioner and recognized trainer Renee Daggett, EA will demonstrate best practices to save time and create great client experiences so attendees can work with remote employees and clients in their practice.

 

CPE Credits: 1

Nov. 30 - 11AM

Jan. 10 - 12PM

Make Your Practice Wildly Profitable with QBOA!

Efficiency, integration, and automation, these are a few of our favorite things. We’ll demonstrate how to add high value advisory services to the compliance work you do today. Learn how to make payroll a profitable service in the cloud. This 1-hour webinar will teach you how to kick your QuickBooks Online practice into high gear.

 

 

 

 

CPE Credits: 1

Nov. 28 - 3PM

Jan. 4 - 3PM

Feb. 2 - 3PM

Paperless Practice with Lacerte

This 1-hour webinar will teach you how to securely collect your client’s source documents, improve collaboration, and reduce processing time leading up to e-file using Intuit Link and eSignature in Lacerte tax software. This webinar will be delivered by Robbie Randall, a Product Specialist at Intuit, who specializes in QuickBooks Online Accountant and cloud workflows. Robbie is also a certified expert in QuickBooks Online.

 

CPE Credits: 1

Nov. 15-3PM

Dec. 7 - 2PM

Jan. 4 - 11AM

Tax Law Update

This class will ensure tax practitioners understand the latest tax law and form changes for tax year 2017. Tax professionals and their clients will stay up to date and compliant with latest changes to replace or augment training they receive elsewhere. We will cover the following topics: tax law changes, extender provisions, miscellaneous topics, Affordable Care Act, IRS Annual Filing Season Program and inflation adjustments.

 

 

CPE Credits: 1 

Dec 7-11:30AM

Jan 16 - 12PM

I Hate QBO!

This webinar addresses the common challenges that frustrate professionals using QuickBooks Online. We heard your feedback, and we have great news to share to break the cycle. In this 1-hour webinar, we will share with you best practices from our power users about how to get the most out of QBOA.

 

 

 

 

 

CPE Credits: 1

Nov. 13 - 3PM

Dec. 8 - 11AM

Jan. 16 - 3PM

Feb. 20 - 3PM

An Inside Look at Data
Theft From a Tax Office

This course will feature a tax professional from a multi-service firm who experienced data theft in 2017. Learn how cyber criminals targeted this firm, gained access to the network, stole taxpayer data, and filed hundreds of fraudulent tax returns. In this Q&A session, you will learn how the firm responded, the impact to clients and the practice, and what the firm recommends you do to protect your office from the same experience.

 

CPE Credits: 0

YES you CAN do that in QBOA!

We have heard your feedback, and we want to share the features we’ve added to QBO to make you productive. This 1-hour webinar will teach you the tricks power users leverage in QuickBooks Online to be more productive than in QuickBooks Desktop. We’ll also share how to do the functions you miss from QuickBooks desktop.

 

 

 

 

CPE Credits: 1

Nov. 14 - 3PM

Dec. 21 - 3PM

Jan. 30 - 3PM

Finding Your Niche

A look at small businesses and how niche apps solve for those clients' workflows. You will gain knowledge on how to find apps that will work for the niche that your practice specializes in.

 

 

 

 

 

 

 

CPE Credits: 1

Jan. 8 - 11AM

Small Business Tax Advisor

In this 3-part webinar series, we will give you the tools to evaluate and grow your Small Business Accounting and Tax Advisory services. Each course includes a unique set of case studies that demonstrate a wide variety of advisory opportunities for various client types and situations. The scenarios will inspire you to evolve your own practices with an integrated solution of Intuit’s Accounting and Tax products.

 

CPE Credits: 2

Dec. 4 - 10AM

 

 

NEED QUICKBOOKS ACCOUNTANT TRAINING?

Access the QuickBooks Accountant Training Area

Frequently Asked Questions

1. When will I receive my CPE credit? 

Please allow 2-3 Weeks for processing CPE credit. 

2. It has been over 3 weeks, why doesn’t the IRS have record of my (month) classes? 

We send a report to the IRS every month for all the webinars that are presented during that month. 

3. A group of us attended the webinar from the same conference room in our office and answered all of the polling questions, why did only one of us get credit? 

Certificates are sent to the name registered with the email. Please be sure to register with an individual email for each attendee to receive credit. Unfortunately we cannot retroactively issue credit for attendees that did not register. 

4. Email registered for the webinar needs to be updated. 

Please contact PCGtraining@intuit.com and include the following: First and Last name; Exact session name and date/time; Email used to register along with updated email.

IRS CE_Logo_v5

 

Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For information regarding refund, complaint resolution and program cancellation policies, please contact our customer support team at 800-933-9999.

 

Program cancellation policy:
At times, we must change a course location, course date, or postpone a course. We will give the customer as much advanced notice as possible of any such change. If the customer is unable to attend a course at the revised location or date, we will credit 100% of any course fees paid against a future course or, if requested, refund those fees. However, we will not be liable for any other costs incurred including (for example) travel charges or any consequential damages even if we were advised of them. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund.

 

Refund policy:
Any registration cancelled up to 5 days prior to the course will be refunded in FULL. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Intuit may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Intuit, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Intuit, would be processed within 30 days from date of request.

 

Complaint resolution policy:
Intuit will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner