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Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ROADMAP TO 1099 REPORTING
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TAX GAP REDUCTION WITH PROPER 1099 REPORTING
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MASTERING IRS REPRESENTATION: TAX SEASON MISTAKES THAT CREATE IRS ENFORCEMENT
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1099 MISCLASSIFICATION ISSUES FOR INDEPENDENT CONTRACTORS AND GIG WORKERS
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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Introintuitprolacerte intuitpro

INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATIONx

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00170-17-O
Course Level Basic
Instructional Method Self Study
Prerequisites None
Advanced Preparation None
Series: Taxes
Course Description

Learn how Intuit ProConnect Lacerte saves you time in every part of your tax workflow in this live seminar designed for prospective Lacerte customers. Perfect for tax and accounting firms with individual and business clients, Lacerte helps you complete more returns in less time. You’ll also learn about features that speed up Data Collection, E-Signatures and Payments.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify how to improve tax preparation using Intuit ProConnect™ tools, such as Lacerte®.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Intuitaccountantslogo
Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).