Did you know that Lacerte has several short cuts for finding answers that can reduce your need to call and wait on hold?

There are several tools available in Lacerte that will help you be more productive:

• Can't remember which input field relates to data on a form? Right click any data on any form and select Jump to Input to go directly to the related input field.
• Looking for a specific input field, form, or user entered text? Click Find and search by field, form, or text and click a search result to go directly to the appropriate form or field.
• Need to access government instructions for a form? Click Instructions at the top of any form to view the related government instructions.
• Looking for additional screen or field level help? Click in any data entry field and press F1 on your keyboard to open help topics specific to the current field and form.
• Want to ask Intuit a specific question? Enter a question in the entry field and click Ask Intuit to have the Intuit Virtual Agent, IVA, guide you to an answer, knowledgebase article, or connect you to a live online chat agent.
• Want access to over 1 million articles, documents, expert summaries, and more? Purchase Tax Research powered by BNA and have the ability to do advanced research from within Lacerte and attach articles to client files.
• Interested in finding out how your peers handle similar situations? Use the in-product or online Live Community to ask your peers questions and search existing discussions.

Click here to see all in-product and online support tools in action.

Certain Returns Filed with the Lacerte Program Prior to the March 17, 2010, Release (Version 30.0317) Assumed that a Portion of the “Minimum Tax Credit Carryover” was from the 2006 Form 8801

I040 Returns Filed with Form 8801: Certain returns filed with the Lacerte program prior to the March 17, 2010, release (version 30.0317) assumed that a portion of the “Minimum tax credit carryover” (Screen 39, Code 30) was from the 2006 Form 8801. Consequently, the refundable tax credit may or may not be correct. This issue was resolved in the March 17, 2010, release (version 30.0317). An Internet Update became available on March 25, 2010, that helps you identify which returns may have been impacted by this issue. For more information, please view the KB Article.

New York Fiduciary E-File Mandate Exception

New York Fiduciary: New York has issued a mandatory e-file requirement for all return types filed beginning on January 1, 2010. Lacerte does not support 1041 (Fiduciary) e-filing for TY09. There is an exception for the e-file mandate for 1041 customers for TY09. If customers have purchased software that does not support e-filing for 1041, they will be able to still paper file this form for TY09. For more information, please view the KB Article.

Get Answers to Popular Questions for the Upcoming April 15, 2010, Filing Deadline

The upcoming April 15, 2010, filing deadline is fast approaching. Click the links below to find answers to popular questions ProSeries users ask this time of year.

• What is the e-filing deadline for Individual returns and extensions?
• What can I do if the e-file status is not updating?
• How do I e-file an Individual extension (Form 4868)?
• How do I file batches of extensions electronically?
• How do I amend an Individual return (Form 1040X)?

Have a question that doesn't appear in this newsletter? Visit Lacerte Online Support to search our knowledge base, ask IVA, browse FAQs, view hot topics, and much more.

IRS Extends Deadlines in Rhode Island, Massachusetts, West Virginia, and New Jersey Flood Regions

Residents of certain counties of Massachusetts, Rhode Island, West Virginia, and New Jersey that are victims of severe storms, flooding, mud slides and land slides may qualify for tax relief from the Internal Revenue Service. The IRS is postponing until May 11 certain deadlines for taxpayers who reside or have a business in the declared disaster areas. For more information, please view the KB Article.

New for 2010: Tax Credit Helps Small Employers Provide Health Insurance Coverage

On April 1, 2010, the IRS issued News Release IR-2010-38, announcing that many small businesses and tax-exempt organizations that provide health insurance coverage to their employees now qualify for a special tax credit... For more information, please visit the IRS Web site.

IRS Error Reject Code 1132: Schedule M

Error Reject Code 1132 occurs when the amount of the Economic Recovery Payment reported on Line 10 of the Schedule M does not match a data file that identifies if an agency (SSA, RRB or VA) issued an Economic Recovery Payment to the taxpayer(s) in 2009. For more information, please view the KB Article.

The IRS has posted a new Did I Receive a 2009 Economic Recovery Payment? tool on their Web site. Taxpayers can use this tool to determine whether or not they received this payment.

What is TaxAlmanac?

TaxAlmanac is a free online tax research resource and community for tax professionals. It is simple to use!

Visit TaxAlmanac today to read the latest featured article about the Health Care Act of 2010.

To view e-file information on the maps:

• Individual Federal. Click the 1040 tab and the small map.
• Individual State. Click the 1040 tab and an appropriate state on the large map.
• Business Federal and State. Click the Business tab and the appropriate link.

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