Filing Deadline for Calendar Year Nonprofit Organizations is May 17

Exempt/990 Users: Reminder, the IRS filing deadline for calendar year non-profit organizations to file returns (Form 990) or extensions (Form 8868) for tax year 2009 is May 17, 2010. For more information, please view the IRS Web site.

Downloading Internet Updates to the Lacerte Tax Planner

Tax Planner Users: Reminder, Internet updates for the tax planner are required to be done from within the tax planner program. The Lacerte tax program updates do not update the Lacerte Tax Planner. For more information, please view the KB Article.

Renew Lacerte Unlimited For 2010 Before May 31, 2010

Unlimited Users: Lacerte Unlimited users can save 15% by renewing before May 31, 2010. Login to My Account to renew online.

Get Answers While You Work, Making You More Productive

Getting answers to your questions is faster and easier than you may think! We offer a variety of support options, many can be accessed from within Lacerte and online.

Next time you have a question, ask Intuit's Virtual Agent (IVA), Live Community, or Live Chat. You can choose the support option that's right for you.

Below are just a few examples of answers you can find in our knowledgebase. Just click the link below for the knowledgebase article you'd like to view.

• EFAST2 and How It Impacts the Filing of Form 5500
• Amending an Individual Income Tax Return (Form 1040X)
• Checking E-File Status in the Lacerte Tax Program
• Backup Client Files in the Lacerte Tax Program
• Transferring Preparer Data to a New Computer

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

New IRS e-Filing Requirements

New IRS e-filing requirements coming soon. "David Williams, IRS director of electronic tax administration and refundable credits, promised that proposed regulations for the e-filing mandate enacted by lawmakers last year will come soon and will include details about exemptions and hardship waivers. The mandate requires that return preparers who reasonably expect to file more than 10 returns in 2011 file them electronically. Williams said, however, that the IRS will require only those return preparers who anticipate filing 100 returns to e-file in 2011 and will move to full implementation in 2012."

Let us help you get a head start on getting compliant. In order to electronically file in Lacerte you must have an IRS-issued Electronic Filing Identification Number (EFIN). To obtain one, you simply need to register through the IRS. (Based on the time of year, the process can take anywhere from 20 to 45+ days.)

If you are new to e-filing, we recommend you view the Lacerte e-File online self-paced training module. It will guide you through the main steps in the e-filing process:

1. Preparing to e-File
2. Using the e-File Setup Wizard
3. Preparing Client Detail
4. Validating and Printing e-File Forms
5. Transmitting and Receiving Acknowledgments

Be Aware of Phishing Attempts

Sometimes identity thieves send out messages that mimic the format of messages from legitimate businesses, including financial institutions and major software companies, like Intuit. These illegal attempts to extract identifying information from you, under the guise of an established vendor are commonly called phishing.

Visit http://security.intuit.com to learn how to:

• Protect your information
• Protect your computer
• Protect your business, employees and customers

To report a suspected phishing e-mail, forward the e-mail, in its entirety to spoof@intuit.com.

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