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Lacerte Training, brought to you by Intuit Academy

Lacerte Annual Update Seminars Now Available for Registration!

New! Lacerte 1040 Certification - Learn More!

Click here to access the 2010 What's New for Accounting Professionals from Intuit ProLine registration page (includes Lacerte Annual Update)

Click here to access the all new Lacerte on-boarding training page

Course

Format

Materials

2009 Lacerte Annual Update Seminar Event Description (2 Hours CPE)

Live Instructor Led

Course Materials

Virtual Seminar

Virtual Seminar - Dec 09


Program Functionality Course Information Entire Course (3 Hours CPE)

Online Self Paced

Course Materials

Individual Modules (no CPE)

Program Overview (40 min)
Client Detail - Part I (50 min)
Client Detail - Part II (30 min)
Reviewing Returns (30 min)
Help and Support (30 min)


Program Administration Essentials Course Information Entire Course (1 Hour CPE)

Online Self Paced

Course Materials

Individual Modules (no CPE)

Administer Lacerte (25 min)
Client Letter & Invoice (15 min)
Customizing the Client Display (5 min)
Client Status & Revisions (10 min)
Internet Updates (5 min)


e-file Solutions Course Information Entire Course (1 Hour CPE)

Online Self Paced

Course Materials

Individual Modules (no CPE)

Benefits of e-file (5 min)
Become an Authorized Provider (5 min)
Setting Up the Program (5 min)
Entering Client Detail (5 min)
Reviewing and Printing (10 min)
Transmitting Returns (12 min)
Acknowledgements (10 min)
Acceptance Letters & Extensions (5 min)


Productivity Tools
(Data Entry Tips, Tricks & Shortcuts)
Course Information Entire Course (1 Hour CPE)

Online Self Paced

Course Materials

Individual Modules (no CPE)

Client Display (8 min)
Entering Data - Part I (30 min)
Entering Data - Part II (15 min)
Managing/Reviewing Returns (15 min)


Paperless Productivity: Going Beyond Document Storage Course Information Entire Course (17 min, no CPE)

Online Self Paced


DMS: The Less Paper Solution Course Information Entire Course (40 min, no CPE)

Online Self Paced

Course Materials


Online Self-Paced Tutorials More Info Online, no CPE


Resource Guides A collection of useful guides

My Training Checklist
1 Browse the training options below
2 Register for the session of your choice
3 Log into the 'My Training' page to access training details
4 Return to the 'My Training' page to view and print your CPE
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