Installing 2009 Lacerte Tax Software

Are you ready for the upcoming tax season? If you have not already installed your 2009 Lacerte tax software we recommend that you do so now. Download the tax software via the Internet or install it from the CD. For more information, please view the KB Article.

Reminder, keep your tax products up-to-date by regularly getting product updates via the Internet. In Lacerte, go to the Tools menu and select Lacerte Updates. If there are updates available, click Update to begin downloading the available updates.

IRS Electronic Filing Identification Number (EFIN)

E-File Users - The IRS will begin accepting tax year 2009 e-file returns on January 15, 2010. The Intuit Electronic Filing Center will begin processing tax year 2009 returns at 11:59 p.m. (ET) on January 14, 2010.

You must have an Electronic Filing Identification Number (EFIN) issued by the IRS if you want to e-file tax returns. If you already have an EFIN, it is important that the IRS has up-to-date information. For more information, please view the KB Article.

Finding Answers Fast

Have you met Iva our new Intuit Virtual Agent? Iva connects you to our agent knowledgebase and online community for answers, plus links you directly with live agents.

Got a question for Iva? Go to Lacerte Online Support type your question and press "Enter" or click the "Ask Iva" button.

Click the links below to find answers to common questions Lacerte users ask this time of year.

• What are the 2009 Lacerte system recommendations?
• What are the 2009 Lacerte release dates?
• When does e-file season begin for tax year 2009?
• How do I download and install updates?
• How do I transfer Lacerte client files?

Visit Lacerte Online Support today!

Getting the Most Out of Lacerte

In just minutes, learn from your peers how to save even more time in Lacerte this tax season. Watch these new Time Saving feature videos and see how much time you could save. Best yet, these are FREE features that are already included in your Lacerte license.

EF Atlas

Visit the Lacerte EF Atlas to find important electronic filing information. It provides information on how to validate, create and send e-file returns. Learn how to troubleshoot and correct rejected e-file returns. View the e-file calendar and much more.

New for 2009 Lacerte

To find out what's new in Lacerte federal and state modules, go to Lacerte Online Support. In the search field type new for 2009 and click the Search button. Click the appropriate link from the search results.

New on the 2009 Form 1040

The durable Form 1040 changes more some years than others, and this year is one of those marked by change - including new forms and more complex requirements for the standard deduction. Our tax specialists walk you through the 1040 for the 2009 tax year - line by line. Plus a client letter to educate clients or bring in prospects. For more information, please view the Tax Article.

New York State Tax Preparer Registration

Beginning with the 2009 tax year, certain paid preparers are required to register (each year) with the New York Department of Taxation and Finance in order to prepare New York returns. After registration is complete preparers will receive their New York Tax Preparer Registration Number (NYTPRIN) which must be printed in the preparer section of each New York State return. For more information, please view the KB Article.

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