Already a ProAdvisor? Click here to sign in

Intuit Professional Education

Know More. Grow More.

Need help, have questions? Call 800-765-4040
Search Results
Sessions listed at bottom of page. To refine your search, click Search and highlight the fields you'd like.

Lacerte Tax Planner Recorded Webinar

Click on the link below to access the course materials.
http://admin.viewcentral.com/events/uploads/intuit_edu/LTPRW07.pdf


New Page 1

Course Objectives:
Upon Completion of this course, you should be able to:

  • Setup the Tax Planner
  • Create plans using a Lacerte Tax Program client file
  • Generate professional reports

Course Contents:

Chapter one:

  • Setting up Plans
  • Exporting tax Clients
  • Importing Tax Clients
  • Plan information

Chapter 2:

  • Options & navigations
  • Program Options
  • Navigating Tax Planner

Chapter 3

  • Entering data&calculating adjustments
  • Data Transfer
  • Copying & entering Data
  • State Plans

Chapter 4

  • State plans
  • Generic Plans

Chapter 5

  • Generating reports
  • Letters, Templates&Documents
  • Headers & footers
  • Graphs
  • Custom Plan reports
  • Printing Plans

Course Level: Basic
Course Length: 1 hour
CPE is not available for this course
Registration Ends: December 31, 2008
Online self-paced training  Full Course Details





ViewCentral Privacy Statement

Copyright © 2008 Rainmaker Systems, Inc. All rights reserved.
VCREG2H