Features of Intuit Lacerte Tax
Lacerte proposes customized packages according to the particular needs of users and they comprise the following:
User-friendly interface – With Lacerte, people get an exclusive interface and it helps them in going through the method of filing process easily and fast. Some instances of a user-friendly interface are:
- Customizable columns which list every client and so, people can observe them simultaneously.
- Worksheet-based designs that provide an improved data input experience.
- Tab for fast data input review.
- Direct access to important utilities and tools, like print or view functions, diagnosis, forms, etc.
All-inclusive form library – The software of Lacerte tax comprises more than 5700 forms and they further aid in serving various businesses and clients. Lacerte also proposes the capacity of importing tax data. So, it lessens the manual process of data entry.
Botheration-free E-Organizer – E-organizer tends to be a paperless choice for organizations and collecting information for the process of tax filing. It aids in sending forms, emails, and questionnaires to clients for accumulating the needed information in the Lacerte tax software fast.
Missing client data – This is a built-in tool that recognizes fields having missing information. Additionally, it sends requests for the needed documents and information to the clients. This tool also saves time besides speeding up the process of tax filing.
E-Signature – E-signature is a quicker method to collect agreements and approvals digitally. This permits professionals to get client signatures on various documents, like tax forms, engagement letters, documents, invoices, etc. in an IRS-sanctioned manner. E-signature is also helpful as it allows pros and their clients in reviewing, signing, and even making payments via the platform smoothly. It does cover 8 statuses for the clients’ convenience and they comprise the following:
- Delivered
- Declined
- Partially signed
- Failed authentication
- Multiple
- Expired
- Voided
- Signed
Diagnostics of errors and automated calculations – The best thing about Lacerte is it catches omissions and errors by running more than 25000 extensive diagnoses. This covers areas that comprise a particular e-file review as well as tax reform diagnostics. Additionally, it also results in lesser IRS file returns and rejections easily.
- Capacities of integration – Lacerte tax software is capable of combining with different third-party apps, such as accounting software, document management, practice management software, client portals, etc.
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