Intuit Lacerte Tax Software InDepth 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 • Check out Part 2 ( • Intuit Lacerte Tax Software - In-Dept... ) of this video for the disadvantages of Lacerte Tax Software (Part 1 discusses only the advantages of Lacerte). • Visit Efros Financial online -- we're here to help! https://www.efrosfinancial.com/ • Questions? Please feel free to reach out at (323) 531-3500 or [email protected].

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