Easily import and manage client data
Save time during the busiest part of the season with Trial Balance Utility.
Execute your most important trial balance work from within the Lacerte® tax program. Develop chart of accounts, adjust journal entries, and manage tax line assignments. Trial balance work stays with that client and carries over from year to year.
What you can do with Lacerte Trial Balance Utility:
Import data from many sources including Excel, QuickBooks® Premier: Accountant Edition, and EasyACCT Professional and Business versions.**
- Help save significant time with client data that carries over from year to year.
- SmartMap technology automatically maps many of your tax line assignments.
- Print reports to Lacerte Document Management System for electronic storage.
Getting Started with Lacerte Trial Balance Utility:
Since Trial Balance Utility is launched within Lacerte Tax, you won't have to learn how to use a new product. Lacerte Trial Balance Utility shares client data with your Lacerte Tax client list, so there's no extra company setup. Layout matches the easy-to-navigate tab design of Lacerte Tax. See data the way you're used to seeing it. Get easy-to-read screens that display prior year balances-as well as book and tax adjustments. Mouse-over adjustments to see a journal entry source, or double-click an adjustment and jump right to a journal entry.
