Top Articles in Lacerte Tax


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How to Avoid Duplicate REP Charges in Lacerte Tax

Problem Description In this tutorial, we will learn about how to avoid duplicate REP charges in Lacerte . “Was I charged twice for the same return?” that’s the main question or problem which arise everytime. In aspect to solve the above problem, we provides proper solution with detailed information. Solution Description having detailed information is … Read More

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Lacerte Tax Year 2016 REP Billing Schedule

  Description 1. Fee Schedule. 2. REP Billing Schedule. 3. REP monthly lockout, end of statement and autopay dates.   Sign in to My Account through intuit’s official website to view REP transactions and make payments on your REP account.   1. Firstly, Under My Lacerte and Administration. 2. Select REP Balance and Payments option. … Read More

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Lacerte Tax Year 2016 Login Requirements for Identity Authentication

  In this tutorial, we will provide complete security to our products just to increase productivity and its performance because security is our top most priority. We are committed to provide helping safeguard customer information. For Tax Year 2016, new industry wide standards established or announced through the IRS Security Summit process which requires professional … Read More

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Unable to Access’Make a Payment’,’View Statements’,’Web Pages’When Logged into My Account

  Problem Description In this tutorial, we will learn about how to access on the links like ‘make a payment’, ‘view statements’ and other web pages because after logging into My Account on the Lacerte website, the Make a Payment, View Statements, Downloads, and other links are not accessible.   Solution Description This issue can … Read More

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Proforma Client Data Files from the Previous Year to the Current Lacerte Tax Program

  Problem Description In this tutorial, we will learn about How to do  Proforma clients from the previous  year Lacerte to the current year Lacerte and How to  transfer clients from the previous year to the current year? Solution Description of the above problems are shown below:-   Solution Description Before following the steps below … Read More

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How to View your Billing Activity and Update Your Lacerte Billing Information

  Problem Description In this tutorial, we will learn about how to view billing activity because my Account provides you with the ability to see payment history and answer billing questions and how to update your Lacerte billing information because Customers now have the ability to update their billing information through My Account.Update credit card … Read More

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How to Request a Credit/Void to Your REP Bill in Lacerte

  Solution Description When preparing returns, you may find the file that has been previously paid, but If you require  REP due to a change in the EIN, Social Security Number, Last name or any other identifying areas. If you need a credit or void, submit your request via the  steps given below: 1.    Firstly, … Read More

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How to Register for PayPal Account for eSignature Payment

  Description eSignature always supports the following PayPal account types: •    PayPal Payments Advanced ($5 per month) •    PayPal Payments Pro ($30 per month) •    PayPal Payflow Link (Free)* •    PayPal Payflow Pro ($25 per month)* Both PayPal Payflow account types require a separate internet merchant account for further payment processing which is not typical … Read More

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About Intuit Quick Employer Forms Accountant and Adding a Company in Quick Employer Forms

  Problem Description In this tutorial, we will learn about Intuit Quick Employer Forms Accountant and its features and also about Adding a Company in Quick Employer Forms. All the features and detailed information is given below and various steps to access QEF is as shown:-   Solution Description Quick Employer Forms is a web-based … Read More

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How to do e-Signature PayPal Payment

  Description In this tutorial, we will learn about how to do e-Signature PayPal Payment because e-Signature uses DocuSign to allow a taxpayer or any client to electronically sign Form 8879 to authorize or allow the preparer to e-file the return.  Preparers can also request electronic payment from the taxpayer to the preparer’s PayPal Business … Read More