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Lacerte Training, brought to you by Intuit Academy

Lacerte Annual Update Seminars Now Available for Registration!

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

 
 Live Seminar - Select a Location

            CA - San Jose Oct. 26

            CA - San Jose Oct. 27

            CA - Sacramento Oct. 28

            CA - San Diego Nov. 16

            CA - San Diego Nov. 17

            CA - Los Angeles Nov. 18

            CA - Los Angeles Nov. 19

            CA - Westlake Village Nov. 20

            CO - Denver Oct. 29

            FL - Tampa Bay Nov. 18

            FL - Orlando Nov. 19

            GA - Atlanta Nov. 05

            IL - Chicago Nov. 02

            IL - Chicago Nov. 03

            IN - Indianapolis Oct. 27

            MA - Boston Nov. 02

            MO - St. Louis Oct. 28

            NC - Charlotte Nov. 17

            NY - New York Nov. 03

            TX - Dallas Oct. 21

            TX - Dallas Oct. 22

            TX - Houston Nov. 05

            WA - Seattle Oct. 29

 Live Webinars - Select a Date

            Nov. 12, 2009

            Nov. 19, 2009

            Dec. 03, 2009

            Dec. 17, 2009

            Jan. 07, 2010

            Jan. 14, 2010

 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

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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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