Before You Prepare a Return

General Information

Intuit recognizes the individuality of each tax practice and has a variety of options that allow you to customize Lacerte to accommodate your specific needs. After you customize your options, they apply to all the returns you process. However, you can override many of these options while you're entering data to accommodate specific or unique situations for each return. This section is designed to give you an understanding of how you can set the options to suit your preferences.

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