Lacerte Newsletter
March 19, 2010 • TY09, Vol. 8
Newsletter Highlights
Discover Your Free In-Product Support Options

Get Answers While You Work, Making You More Productive

Getting immediate answers to your questions is faster and easier than you may think! The following tools are available for free right from within Lacerte:

    Ask IVA
  • Ask Intuit's Virtual Agent, IVA, which can answer your question, suggest knowledgebase and online community articles, or connect you with a live chat agent during normal business hours.

  • Access Live Community to get answers and tax advice from your peers.


  • Press F1 at any time for field and screen help.


  • View government form Instructions specific to the form currently in view by clicking "Instructions" from any form.


  • Use the Find functionality to search for input fields, forms, or user entered text by clicking "Find" from any form.
Lacerte contains each of these support options to help you prepare your tax returns. Click here to see these tools in action and learn more about the in-product and online support options.

*Want access to 1.5 million sections, articles, charts, letters and documents from Federal and State expert summaries? Check out Tax Research for Lacerte.


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.


Top Reasons Lacerte Users Contact Support

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

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.

News from the IRS

Beware of IRS' 2010 "Dirty Dozen" Tax Scams

On March 16, 2010, the IRS issued News Release IR-2010-32, regarding its 2010 "dirty dozen" list of tax scams, including schemes involving return preparer fraud, hiding income offshore and phishing. For more information, please visit the IRS Web site.

Tips, Tricks and Shortcuts

Use the Like-Kind Exchange Wizard to Save Time

Lacerte Like-Kind Exchange Wizard turns a complicated, time-consuming process into a process that is fast and as simple as filling out a few fields. Lacerte can even automatically create a new asset for the basis of the property received! For more information, please view the Like-Kind Exchange Wizard Video.

 

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