Lacerte tax software - W-2 Multi-State Entries: CPA Expert Guide!

Learn more on how to enter information in Lacerte tax software on example on how to enter multistate W-2.

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Thank you
Kat

On my channel you can find videos on How to Prepare Tax Returns and Use Different Tax Softwares, including Proconnect, Drake, ATX, and Lacerte. My tax preperation tools will be useful for you and I'm here to help tax preparers navigate the world of taxes.

#taxes #taxsoftware #fillingtaxes #cpa #taxeducation #draketaxsoftware #howtopreparetaxes #cpa#proconnect#lacerte#draketax#atx
Hello, fellow tax professionals and enthusiasts! I'm Kat, your friendly California CPA, here to guide you through the latest tax updates for the 2024 tax season. Today's video is a must-watch for mastering multi-state W2 entries using Drake Tax software. Let's make tax filing a breeze!

🔹 Introduction to multi-state W2 entries for tax preparation
🔹 Step-by-step guide on entering employer and employee details in tax software
🔹 Overview of entering wages, withholdings, and additional state-specific information
🔹 Tips on handling multi-state scenarios and ensuring accurate tax filing

By watching this video, you'll gain:
🌟 In-depth knowledge of tax updates and how they impact multi-state W2 entries
🌟 Confidence in using Drake Tax to optimize your tax preparation process
🌟 Skills to tackle complex tax situations with ease and precision

📢 Don't miss out on enhancing your CPA expertise:
➡️ Enroll in my comprehensive tax courses
➡️ Schedule a personal strategy call for tailored tax advice

With my expert guidance, you'll navigate the tax season like a pro. Remember, staying informed on tax updates is crucial for both seasoned CPAs and those new to tax filing.

Thank you for tuning in to my channel. Your engagement inspires me to continue sharing knowledge and helping you thrive in tax preparation. Let's conquer the 2024 taxes together!

Stay tax-savvy,
Kat

#taxeducation #2024taxupdates #DrakeTax #CPA #taxpreparation #taxfiling #taxsoftware

#W2FormGuide #TaxEducation #MultistateW2Entries #CpaTutorial #TaxFilingAssistance

CHAPTERS:
0:02 - UltraTax CS Tutorial Introduction
0:20 - Entering W-2 Information in UltraTax
3:19 - Multi-State W-2 Entries in UltraTax CS

[danielball]

This was really helpful. I've been using Lacerte for 3 years and never knew what the S meant under Source, and I'm getting more clients with multi-state W2s where the total of the state wages are greater than the federal amount listed in box 1

[MaiteDuenas-ej]

I agreed with the last comment, also you need to show a W2 template with multiple states both at the same time, people like myself need to see it!!

[ppena]

You jump around alot if you can give step by step that will be helpful!