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Intuit Lacerte Tax Software - In-Depth Review - Part 1 of 2
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Alexander Efros, MBA, EA, CPA, CFP® from Efros Financial discusses the advantages and downsides of Intuit Lacerte Tax Software in an in-depth review (Part 1 of 2). Please feel free to use the time stamps shown below to easily navigate to any particular section of the video!
Review of Intuit Lacerte Tax Software - Part 1 of 2 - Overview of the Layout and Advantages
Advantages
0:00 - Introduction
1:22 - Overview of the layout
5:24 - Flexible and customizable main screen (Clients tab)
7:13 - Quick, snappy interface and easy navigation
7:52 - Easy scrolling throughout the tax return on the Forms tab
8:58 - Dual-screen functionality (Pop-out Forms view)
11:16 - Automatic calculations
12:20 - "Jump to Input" functionality
13:36 - Demo (free) returns
14:50 - "Lock Return" functionality
16:24 - Diagnostics
19:33 - Client Letter and Tax Reform Impact Summary
22:21 - Tracking of basis, at-risk, and passive loss limitations
23:37 - E-file history and tax return activity logs are easily accessible
25:05 - Export and import functionality for depreciable assets
26:59 - "Missing Data" markers and the associated diagnostic
29:21 - Automated Schedule K-1 flow-through
30:58 - Built-in e-Signature functionality
33:18 - Ability to generate tax organizers (however, they are NOT fillable PDFs)
35:48 - Ability to adjust/override tax return figures
37:57 - Price
Review of Intuit Lacerte Tax Software - Part 1 of 2 - Overview of the Layout and Advantages
Advantages
0:00 - Introduction
1:22 - Overview of the layout
5:24 - Flexible and customizable main screen (Clients tab)
7:13 - Quick, snappy interface and easy navigation
7:52 - Easy scrolling throughout the tax return on the Forms tab
8:58 - Dual-screen functionality (Pop-out Forms view)
11:16 - Automatic calculations
12:20 - "Jump to Input" functionality
13:36 - Demo (free) returns
14:50 - "Lock Return" functionality
16:24 - Diagnostics
19:33 - Client Letter and Tax Reform Impact Summary
22:21 - Tracking of basis, at-risk, and passive loss limitations
23:37 - E-file history and tax return activity logs are easily accessible
25:05 - Export and import functionality for depreciable assets
26:59 - "Missing Data" markers and the associated diagnostic
29:21 - Automated Schedule K-1 flow-through
30:58 - Built-in e-Signature functionality
33:18 - Ability to generate tax organizers (however, they are NOT fillable PDFs)
35:48 - Ability to adjust/override tax return figures
37:57 - Price
0:41:01
Intuit Lacerte Tax Software - In-Depth Review - Part 1 of 2
0:25:34
Intuit Lacerte Business Tax - Software Overview and Business Tax Return Preparation
0:01:30
Intuit Lacerte Tax Software Review - Usage Experience
0:44:15
Intuit Lacerte Individual Tax - Software Overview and simple 1040 Preparation
0:04:50
Lacerte Overview
0:25:50
INTUIT LACERTE TAX PREPARER SOFTWARE REVIEW 2024: Is Lacerte Still Ahead These Days? 🔶 TAXES S3•E19...
1:02:07
Lacerte Professional Tax: Detailed Demonstration (1 hour)
1:02:08
Introduction to Lacerte
0:02:20
Intuit Lacerte Tax Software Review | Usage Experience
0:06:28
How to Download and Install Lacerte Software | Intuit's Lacerte Tax Software
0:03:53
Lacerte Professional Tax Software : Tax Return Status Tracking
0:01:46
Intuit - Lacerte Tax Software - Product Navigation Video - Advanced Search Options
0:03:37
Intuit Lacerte Jump to Input
0:05:04
Intuit - Lacerte Tax Software - Product Navigation Video - Itemized Deductions
0:15:59
Intuit Lacerte: Improved workflow demonstration
0:06:00
Intuit Lacerte Link
0:11:48
Lacerte Tax Software Evaluation Video: Program Overview
0:03:03
Hosting Lacerte Walkthrough
0:05:23
Intuit - Lacerte Tax Software - CA Extension Diagnostic
0:02:20
Lacerte Product Overview
0:02:18
Intuit Lacerte eSignature Overview
0:00:57
Intuit Link: Getting Started with Lacerte
0:07:31
Intuit Link Lacerte Tax
0:29:18
Intuit Lacerte Tax Software - In-Depth Review - Part 2 of 2
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