Intuit Accountants News Central

Lacerte® & ProSeries® Tax E-News: November 2012

Article Post Date
October 31st 2012 by Intuit Staff

In Focus: Technology and Paper Processes

Welcome to the November Tax E-News. From articles on paperless and cloud-based processes to knowledge resources, time-saving features and much more, this issue is full of guidance to increase your efficiency, save you time and protect your resources.

Life After Paper Processing

Why are some accounting offices making shifts to paperless processes and tools in their workflow? Brian Tankersley offers an insider perspective on PDF alternatives, scan and populate solutions, and other proven techniques. Get the Info>>

The Silver Lining to Cloud Computing

With cloud-based applications, accountants do not need to worry about installing the latest versions; the software is automatically updated on the cloud server. Shane Ratigan explores how this key benefit affects your office, staff and other headaches associated with periodic updates. Read More>>

Great Knowledge Resources for Your Tax Questions

NEW! Product Support and Training – Whether you’re new to Lacerte and ProSeries or a seasoned user, we have training designed to help you save time in your workflow. Program features include US-based product specialist support, usage fundamentals, tips and tricks, webinars and office hours, and 24/7 access to online, step-by-step training courses.

Lacerte Users: Click here to learn more and see the list of courses.

ProSeries Users: Click here to learn more and see a list of courses.

Comprehensive Product Support – Get your questions answered when you need assistance. Visit the Lacerte website or ProSeries website or contact an agent directly via phone or LIVE chat. Note: Average wait time to speak to a Lacerte service agent during the peak week prior to the 2011 filing deadline was 70 seconds; wait for to speak to a ProSeries service agent was 1 minute, 50 seconds.

NEW! NATP Certifications through the ProSeries partnership with the NATP (the largest organization dedicated to tax professionals). Get the certifications you need to run your practice.  Now, ProSeries also offers an RTRP Exam Review course to help you get your PTIN. Plus, as a ProSeries user, you can now receive a 10% discount on Tax Basic training and 1040 workshops. Click here for more information.

Time-Saving Features You Need to Know Before Tax Season

Lacerte Users:

Automatic Data Import - As a Lacerte Professional software user, you have FREE Tax Import for 25 1040 returns. Use Lacerte Tax Import to automatically import client data from scanned PDFs and banks directly into the 1040 return. The 25 imports expire on 4/30/2013, so get started with using this tool now.  View a 2-minute tour and register for a FREE Webinar. [Note: Lacerte REP (Pay as you Go) customers have FREE Tax Import for only 5 1040 returns.]

Missing Data Utility – Use this built-in tool in Lacerte to flag fields in the tax form that are missing data from the client. This utility allows you to move quickly through tax preparation while keeping track of necessary follow-ups. You can also dispatch a summary email to clients to request updates directly from the tax program. Click here to see a short video demo.

Like-Kind Exchange Wizard – Take care of complex asset depreciation schedules in less time. Use this wizard to quickly input asset depreciation details and have all of the right information populated in the right place within the your tax program. Click here to see a short video demo.

ProSeries Users:

Automatic Data Import - As a ProSeries Unlimited user, you have FREE Tax Import for 25 1040 returns when you renew on a ProSeries Unlimited solution. Use ProSeries Tax Import to automatically import client data from scanned PDFs and banks directly into the 1040 return. The 25 imports expire on 4/30/2013, so get started with using this tool now.  View a 2-minute tour and register for a FREE Webinar. [Note: ProSeries PPR (Pay-Per-Return) customers have FREE Tax Import for only 5 1040 returns.]

Missing Data Utility – Use this built-in tool in ProSeries to flag fields in the tax form that are missing data from the client. This utility allows you to move quickly through tax preparation while keeping track of necessary follow-ups. You can also dispatch a summary email to clients to request updates directly from the tax program. ProSeries Unlimited/PPR UsersClick here to see a short video demo. ProSeries Basic Users: Click here to see a short video demo.

Like-Kind Exchange Wizard – Take care of complex asset depreciation schedules in less time. Use this wizard to quickly input asset depreciation details and have all of the right information populated in the right place within the your tax program.

User Review: Lacerte and ProSeries Tax Import

Hear from Marcia Montgomery about her up-close and personal experience with Tax Import. Lacerte Users: click here; ProSeries Users: click here.

Installing Lacerte and ProSeries on Windows 8

If you are installing 2012 Lacerte tax software or 2011 and 2012 ProSeries tax software, and have Windows 8, there is some information you’ll want to review. Lacerte Users: click here; ProSeries Users: click here.

Shed Some Extra Pounds This Tax Season With Paperless Research Tools

Is the weight of all of those tax research books getting you down? Many accountants are transitioning to online tax research resources to find their answers fast without the load of books. Get the Skinny>>

Affordable Care Act Changes in 2013

The Affordable Care Act includes four important tax provisions that take effect in 2013 Mike D’Avolio discusses the four areas in this timely article. Get the Provisions>>

Why Does the World Need Accounting Professionals Like You?

Because of the immense value that you bring to both consumers and businesses! See if we’ve hit the highlights in this all-new InfoGraphic.

Also available: Lacerte InfoGraphic and ProSeries InfoGraphic

Share Ratings & Reviews for ProSeries Tax

Product reviews are highly valued by the professional tax community. Please share your insights with your peers! You can access the review submission form by logging into your MyProSeries Member homepage. Click Here to Write a Review>>

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