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Whats New in Lacerte - December 12, 2019

Start Date:12/12/2019

Start Time:1:00 PM CST

Duration:60 minutes


Are you maximizing your use of Lacerte? In this popular session, our product expert focuses on the best tips and tricks to get the most out of features that are often overlooked but add tremendous value to your use of Lacerte Tax. You will also learn what new features and enhancements have been added to the 2019 Lacerte Program. This will include both tax specific enhancements and program operational enhancements. This session will prepare you to be ready for the Tax Season by getting the most from these changes.


By completing this session, you will be able to better utilize Lacerte in the following areas:

  • Tax Enhancements
    • New eFile types
    • New eFile extension types
    • New forms
  • Operational Enhancements
    • New single eFile wizard for all types of eFile
    • New system requirements
    • Password protecting any PDF
    • Sorting of the client screen
    • New data screen formatting options
    • Multiple filing from one client file (franchise, SMLLC, etc.)
  • eSignature Enhancements
    • Streamlined in-product experience
    • Dashboard with automatic tracking featuring eight new statuses(declined, authentication failed, delivered, multiple, partially signed, need to sign, voided and expired)
    • Step by step how to videos to help you and your clients get up to speed quickly
    • The ability for your client to sign in-person



Tax & Accounting Professionals serving individual and business clients. This training may be most beneficial for firms who are providing tax compliance and tax planning services.

Course Level: Basic

Course Length: 50 Minutes

Prerequisites: None

Delivery Method: Group-Internet

Field of study: Taxes - Technical

Recommend CPE: 1

Recommend CE: 1


IRS Category: Federal Tax Law Update

Online: NESGF-U-00078-18-O

In Person: NESGF-U-00078-18-I

If you're already registered for the Whats New in Lacerte - December 12, 2019 webcast, click below:



Randi Sorenson


Sorenson Business Consulting

Certified Public Accountant
MS Taxation
Certified in Financial Forensics with AICPA
Certified QuickBooks Advanced ProAdvisor
Certified QuickBooks Enterprise Solutions (QBES)
Certified QuickBooks Point of Sale (QBPOS)
Member of the Intuit Trainers and Writers Network since 2008
Written and Presented numerous QuickBooks Certification Courses

Whats New in Lacerte - December 12, 2019
Registration Is Closed