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Intuit's New Lacerte Bundle Training Center

This training center can help you optimize your workflow and get up, running and saving time with the products you just received in your Lacerte bundle. Each link below provides in-depth information designed to help you find answers to your questions.

Help us improve this Training Center! Click Here to tell us what's helpful or not and the additional training content you'd like to see.

Product

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1040
 Basic Program Setup & Operations Tutorial
Basic Program Setup & Operations Recorded Webinar (TY07 Product)
How to Enter Individual Returns Tutorial
How to Enter Individual Returns Recorded Webinar (TY07 Product)
Common Tax Return Information (1040& Business) Tutorial
Business Returns
 How to Enter Partnership Returns Tutorial
How to Enter Corporation Returns Tutorial
Consolidated Corporation Returns Training Guide  
How to Enter S-Corporation Returns Tutorial
How to Enter Fiduciary Returns Tutorial
Consolidated Corporations
 Guide 
e-File
 How to Set Up and Process e-File Returns Tutorial
How to Set Up and Process e-File Returns Recorded Webinar (TY07 Product)
Introduction to Lacerte's e-file Atlas (Guide)
Tax Almanac
 Introduction to Tax Almanac (Guide)
TaxAlmanac Resource Website Page
Trial Balance
 Trial Balance Utility Training Guide
Tax Analyzer
 Tax Analyzer Training Guide
Tax Analyzer Video
 Product Overview
Tax Planner
 How to Set Up & Enter Tax Plans Tutorial
Document Management System
 DMS Self-Paced Training Video
Document Management System Training Guide 
eSort
 Paperless Productivity Training Video
Other Resources
System Administrator's Guide

 

Comprehensive Install, Update, and System Administration Training Guide

 
Network Installation
Guide
 Lacerte Network Install Instructions
Network Installation Video (Server)
 Video
Network Installation Video (Peer-to-peer)
 Video
Data Conversions
 Data Conversion to Lacerte Checklist & Process
Comprehensive Support
 Lacerte Online Support Video
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