Name: Intuit Lacerte: Firm Administration & Set Up
Uploaded: 2025-10-07T19:17:03.453Z
Duration: 1 h 1 min 8 s
Description: Intuit Lacerte: Firm Administration & Set Up

Transcript for "Intuit Lacerte: Firm Administration & Set Up": Hello, everybody. Welcome to Lacert firm administration and setup. We have so much to go over today. This is such a fun thing for me to do. Here you can see all about me, and you don't care about any of that. The only thing you care about is to know that I have been using, Lacert since let's see if I could get the year right. 1993. That makes me really old. And I started late in life, so, I'm really old. But, I would say that the reason I've used it for so long is because it is still hands down the best program out there. I've tried all the other you know, you get the phone calls every year. Oh, you need to try this. You need to look at that. None of them are as good as it's easy to input. It is comprehensive. It It is always up to date. It is just the best software out there. So I, you know, highly recommend that you give it, you know, really pay attention today. Give it a shot, and, you know, you are gonna love it once you learn how to use it. A few housekeeping things. Nothing, major but important. So best practices. The webcast is going to be streamed, exclusively through your computer speakers. So if you see my mouth moving right now, but you can't hear me, hopefully, Reed puts on this ring. That will tell you that, you need to get your computer speakers working. We do recommend using Chrome or Safari for the best experience. And, you do not do not use any VPN ad blocker or file firewall such as McAfee. Instead, you wanna use incognito mode in your browser. That's the best way to, view this. And, there's going to be a survey at the end. And as the event is wrapping up, you're gonna be prompted to take the survey. I always ask that you do take a moment to do so, and that's because it's sort of like, paying it forward. You know, you want to give us the input so that we can fix it for the next people so the next time we do this. You know, we listen to you. We do read those things. And so, you know, if you say, oh, she spoke too fast or she spoke too slow or whatever it was or we didn't include something, we wanna know from you so that we can make it better each time. And just think that if you're the next one, you know, to watch it, that we've improved it for you. There is going to be a recording of this presentation. It's going to be available by using the same link that you used to log in to this session. It comes up pretty quickly after the session. So you can listen to it. You can share it forward, you know, just, have people watch it. You know, if there's other people in your firm that they're, you know, on the fence of the software, then this is a great thing to look at. If you have somebody that's been using the cert but never really had training, there's so much in here that, people don't know about because they've never gone through the setup. And I think that everybody should be part of the you know, when you're setting it up or at least go through all of the options so that people see, you know, when they're inputting that, you know, gee, every time I have to do this or I have to change that, a lot of those things are already, you know, set up for you in the options. So you this is something that, you know, showing everybody in your firm can be helpful. So, we also have poll questions. There's three of them, and there's two, ways to answer the poll. You can see on the left side of the screen that, you're gonna see a pop up on the lower left area of the window. You're gonna go to, the polls, and then you'll you'll click up with or pop up with the, answers, and then you can just click on the radio dial that answers the question for you. And then the other option is when I announce that there's a poll, it's gonna appear on your screen. Now I do give you guys about a minute because I want everyone to answer. Then you can select the radio dial for your answer. And, but if you do miss that for a second, you turned away or whatever, then you can still go to the left side of your screen. So, you don't have to worry about, missing the polls. Now, just a disclaimer. This session is educational in nature. It shouldn't be construed as tax advice. I don't really talk about anything, I think, in here that would be construed as tax advice, but just know that, you know, all our clients are different. Every situation is different. So I can't, you know, know anything about your client to give you advice on specific clients. And so, you know, it's really up to you to make those determinations. I'm here to teach you how to use Lacert. The session is eligible for one CPE or one CE credit. And so there are requirements to get that. You have to answer one of the interactive polling questions. So I said there's three. If you miss one, then or miss all three, then you're not going to be eligible for the certificate. But, if you miss two and you're answer one, you're good. You also have to attend a minimum of fifty minutes. So there's two things. Right? You have to have minimum of one poll answered, and you have to be here for fifty minutes. Now I did mention a few minutes ago that, there will be a recording of this webinar, and, that is not eligible for the CPE or CE. So in other words, you have to listen to the live one, like you are now, in order to get that credit. So if you have somebody else in your office listening to it later, they won't be eligible for that credit. They can sign up for the next one, but, you know, if they wanna get the credit, they're not going to. Now this the certificate that you'll be getting will be emailed to you. It gets emailed to the email address that you signed up for this webinar. So if it's not the same one that you use all the time, make sure you check that other one. It usually pops up right away, but, we say within forty eight hours. And then if you don't see it, check your junk or spam. You know, I have all kinds of things going there that I I can't explain. So, anyway, you know, check those things and make sure. But if you don't get it, you can go to pro tax, and their, email address is [email protected]. And you provide the details including the webinar title and date that you attended, and then they can fix whatever the problem is. Alright. So these are the things that we're gonna cover today. We're gonna talk about e fin registration, firm identifiers, prepare information, manage and invite users, print settings, client letters and billing, and the cert menu. We're gonna be in and out of the cert. So, I might you know, sometimes I get ahead of myself when I'm showing you certain and I come back to a slide that's like, I already did that. But, you know, we'll get every I wanna make sure I get everything covered and really comprehensively. So sometimes, like I said, I do get ahead of myself and there might not be there might be a slide in there that already covers it. So just bear with me that this is my way of making sure that we cover everything that we're supposed to cover in this webinar for you. Now, of course, our objective is that, you'll be able to complete the steps required to set up Lacert and confidently navigate the program. And, you know, one of the things that I, you know, sort of alluded to earlier is that, you know, sometimes somebody will say, oh, well, the search is too complicated. It doesn't do what I want and, you know, or I can't find something. Well, it's normally because you don't know what you don't know. You don't know that what the service is capable of unless you go through all of these steps by in setting it up or at least looking at what your options are. And so this is to me is really important, in that we're going to make sure that you can, you know, navigate through the program and then you are familiar with the setup. So here is our first polling question, and it is what is your primary reason for attending this webinar? Is it to earn free CPE, to explore new solutions, to solve a specific problem, general interest, or education, or other. So choose the radio dial that fits answers for you, and then, you know, we'll go on. I'll just say that I give you about a minute. Now for me, it's like most of these. I mean, I all of us need CPE if we are or CE, you know, an EA or a CPA or whatever. And so that's always nice to get it for free and learn something at the same time. Explore a new solution. And instead of you using a different software, you really need to pay attention to this because there's so much that it's so much better, to solve a specific problem. You know, as I said, sometimes we just don't know what we don't know. We don't even know what's the problem until we find the answer, and then it's like, oh, I didn't know it could do that. That's amazing. And then general interest in education. It's amazing the things that, as I said, you you know, that we don't know unless someone tells us. And so, for me, it's all of these things. But just take the one that's your primary reason, please. So I'm gonna give you, oh, let's say, ten more seconds. Look. I'll count down in my head. Okay. We're gonna move on. You can see what you guys have answered. So let's talk about the Ethan. Now I'm gonna actually look up on a piece of paper what the is because I always forget the exact, you know, thing that it is. So it's the six digit tax ID number that's issued by the IRS and it is verified that you have the right to use the IRS e file system to prepare taxes for clients. And once it's issued, it's considered an authorized IRS e file provider. And if that makes you authorized. So, there is that. Now, you can see on the screen, you can do, have only one Ethan per c a n, and you say, well, what the heck is a c a n? And that is our account number with with with Intuit, actually. And so you can only have one Ethan per, account, but that makes sense. Why would you want more than one per account? You you really would have no need. So, anyway, that's the first thing. The second thing is that DBA and addresses have to be as they appear on the Ethan application. So, you know, part of the steps for getting set up in, Lucerne is that you have to send this application into Lacert, and then they're going to make sure that you, you know, it's all set up with the same address and the same firm name. And I mean, the exact firm name. And, you know, that way you get the two talking to each other. Otherwise, you can cause a problem. So in other words, if I go in and change my name somewhere, and it's different on my Ethan and different on you know, that I'm giving a cert, then, they the cert won't change it. And they have to have that Ethan application saying that it's been changed. And I can tell you where, myself that, you know, we changed our name a couple years ago to become more generic, so the business didn't have my name in it. And, that right there, I couldn't get them to sync up. And luckily, I was early before tax season, and I was able to, get it changed. But it wasn't as easy as I thought it was gonna be because it take just took more time. It wasn't as difficult on the research side or difficult even on the IRS side. It was just that I had to get the two together and and, you know, didn't realize how long it would take. So make sure that, you know, your eFIN application matches exactly what you're going to put in the cert. And just remember that what you put in the cert is what goes on the tax returns. So important to know. And, again, if you change anything, make sure that you get the EFIN updated with the IRS and that you then, you know, send it over to LISRC or into it. Okay. So firm identifiers. And this, you know, this is where we're going to talk about how to set up your firm. I'm gonna show it here. There's you can see all these tabs on the top. I will move on to that, but I'm not going to show you my screen because my screen has my company's information no matter what you know, again, it's all tied together with my EFIN. So I'm gonna have to, you know, come here, and then I will, move into the cert after that. And hold on two seconds. I wanna go just to make sure where it's gonna pop up. Okay. So right now, we see that, on this screen, we have the, our customer number with Lacert. We have the firm name, the federal ID, so that's our p you know, our, tax ID number with IRS. We have street address, city, state, ZIP code. Again, those have to match the eFIN. We wanna put our telephone number in there and our fax number if anybody has one and an email address because those are going to also be on the tax return, in this portion of those things. Then we have our, EFIN number, which goes on on that second section as you can see where it says electronic filing. And we have our ERO contact. That is the person that is, you know, they will contact if there is any problem, you know, with the IRS or anything else. It is the electronic return originator and it is authorized, that is that number is or contact. I'm sorry. It's authorized by the IRS, to the provider who originates the electronic submission of a return to the IRS. You can see I'm reading that because I wanna make sure I have it exactly right. And then you wanna put in a filing contact name also. So, oh, and then if your ERO information is different from above, then you can check the little box and add in the, the correct information there. Alright. Go to the next slide. So these are the things that we just talked about. So we're gonna skip there. And then this is prepare information. So this is the other thing that I can't share because, again, it is our, our information. My staff, myself, is the information. So here you're gonna put the name. You can see somebody put Mickey Mouse. We're gonna put the phone number, and we're going to put, so this is let's say for me, I'm gonna have my Social Security number number in there. If I was self employed, I would check that little box, because that's gonna show up on the bottom of the tax return. And if I was not self employed, I leave it blank. I'm gonna put in my PTIN number. So the PTIN number, is something again that you get from the IRS. It's the electronic PIN number that, can be it's different for everybody. It's used in this electronic signature of the preparer when filing an electronic return. And so, again, I read that to make sure it was exact. And then I'm gonna put in the, an ERO PIN. So remember we talked about what the ERO is. But if I wanna have a PIN that I use for every client, I can put it there. If I wanna use a different PIN for every client, I wouldn't put it there. I would just put it, when I'm doing the tax return. And then I can have, if different from the the ERO pin, if I wanna have a designee PIN, I can put it there. I'm gonna put what type of, designation. So on a CPA, it would say certified public accountant. If you were an EA, it would say EA. And so it would put in the different type of preparer. Now it doesn't have to be a CPA or EA because we have people that are not licensed that are doing input. And I wanna know in, you know, on the tax return, not the one that's gonna print, but the one in Lacert that's telling me who actually worked on it. And then, you know, we have who's reviewing it and then also who's signing it, which is almost at this point, you know, with either our tax manager or myself. I'm gonna put my email address in there. And then on the right side, some of it is, just, you know, basic information, but most of it is for state, not federal. So, the jurisdiction and, you know, you would put in if you're under a specific jurisdiction, our cap number. So the cap number is the centralized authorization file number. It's a nine digit number. It is, again, issued by the IRS, the first time a tax professional files a power of attorney. And so in the future, if if we have and get that cap number, when we call into the IRS, they always ask for it. And if they ask for it, it saves you from giving them a lot of other information. So you wanna get a cap number and you want the first time you call in, you wanna, you know, write it down, keep it somewhere because you're gonna need it a lot. And then license number. So I'm in California, so my license number is through, the CalTax and, now okay. Now I'm questioning that. It is through the state of California, and so that's where I get my license number. And then you can see to the right of that, it says, in New York, you need to put in a number if you're in New York. And then also in New York, underneath that is, you know, another another piece of information that New York wants, and it's going to be basically, my designation here. So in other words, I'm in California. My designation here is CPA. I put that in that box, and then I am allowed to do New York tax returns. But in New York, they have their own set of rules of who can and cannot do tax returns, so you need to make sure that you're filling you know, choosing from the drop down of what you are, and New York will then decide when they get a return from you if it's allowed or not. And then, also, there is, you know, underneath it, that again is for, if you're filing 10 forties or ten forty ones. And this is usually because you are paper filing instead of efiling, which is, frowned upon in most cases. But, you know, there are always the exceptions. Alright. So this again just sort of goes over what we just talked about. And here is another polling question, and it is, are you new to Lucerne or an experienced user? Now if you're new, as I said, welcome. Please, you know, take this time to just soak in as much as you can. And then, you know, if you wanted a copy of this, this webinar, as I said, you can get that from, you know, clicking on the same link you used to get in here. And then you are able to take go through it, you know, as many times as you want because at each time you're gonna pick up something new or something different. And then if you're experienced, then, again, this is a great way to find things that you didn't know that you didn't know. So I'm gonna give you, another, you know, twenty seconds to answer that while I take the most of of what I have left in here. Okay. I'm gonna count down in my head. Alright. So we have our answers that we, we answered. And then we have here manage and invite users. So I'm gonna actually jump out and and jump into Lacert so that I can show you, what it looks like, on that the bottom half of the screen. But before I do that, I wanna just mention what the top half is actually what happens when you log in to your, the search using my account. So you go to, you know, the search.com, and then there's a my account. And when you're in my account, that is when you're going to set up your users. So you're gonna set up whoever's on your staff that's you know, you want them to be able to get into the cert and you send them an invite through there. And so that's the, the first step. Then let me get into the cert. Give me a second. It's a process. So hang on one second. I wanna make sure I'm in the right place here. Now you get to see me, and I'm gonna go to screen. I'm saying it out loud in my ear in my desk. Alright. Let's make sure this works here. Cross cross your fingers for me. Ta da. It worked. Okay. So in Lisert, we go to settings. You see here up at the top where it's on settings, and then you can see that there's primary options and options. So primary options is where we can set defaults for everybody. So if you are a, using this and you are a firm, you have three, two, three, four, and however many employees, then you wanna set the options for everybody or some of the options for everybody. But then there's also options that you wanna set just for whoever is logged in. And so they're a little bit different. And, you know, you always wanna start with the primary options because those are the things that said that there are for everybody. And so I'm gonna click on primary options. And you can see that this looks like the screen that we looked at. Let me see. Let me make it bigger. There we go. This looks like the screen well, if we went to preparers or info, but you would be able to see exactly what we looked at. But here are the, the rest of the tabs. I'm gonna show you the one that was on the screen a minute ago from the, the slide. But here we have default rights and we have me. And this is the trustee rights. And I'm gonna run through all of these, you know, quickly because we don't have, as I said, that much time today, but I wanna make sure we do get through everything. So trustee rights. You can see these there's a lot of different things here on the right that I can say someone can or can't do. Now, obviously, for me, as the owner of the firm, I can do anything I want. So I have them all checked. But let's say that, this default rights was somebody else. Well, there's certain things I don't want everyone on my staff to do. I don't want anybody to go in and, adjust user options or, you know, for somebody else. Or I don't want them to adjust user options here. I don't want someone to maybe, do the, the rep access, the REP, remote entry processing, Because I don't want them to make a decision when I want to use up one of my, you know, the rep access that we pay for. So, you know, everybody has a different, an account with Lacert and, like so for me, you know, we pay for a certain number. Well, I don't wanna use up one of the numbers on some on on somebody, you know, somebody's cousin or, you know, whatever. I want to make sure that, we only do remote entry processing when we call, you know, rep, for clients that are of my firm and that I'm willing to pay for. So that's one thing. The other thing that's really important in my view is one of the most important things here is pro form a. So what pro form a means is that let's say, let's go back to 2022. In 2022, you know, we prepare tax returns and, you know, we're done with tax season and we download 2023 tax program And it asks me, do you want to pro form a 2022 to over to 2023? And what that means is do I wanna take all of my clients from 2022, bring their information over into the 2023 program, and then have everything in there. So it has their name and their social and their address and and, it'll show previous year information, and that's great. I wanna do that one time and only one time. But if somebody goes in, let's say they they're in '24 and they're early in the year and they're gonna start putting a few things in that they have. So they go in and they, you know, enter some information. And then somebody goes in and says, okay. I'm gonna do pro form a. Not their job. They don't know what they're doing. They don't know that it's already been done. They do that because everything that was put into the 2024 program for any client, it gets wiped out. So now we have to start all over again. So there's only actually me, and I I do it because I don't want anybody messing anything up. I am the one who does the pro form a every year. It makes me feel better to know nobody's gonna mess anything up. I mean, do I have staff that can do it? Yes. Do I want them to? No. It just makes gives me comfort to know that I'm the one who did it and nobody else is gonna touch that. So I take this right away from everybody by unchecking it. So I go through the list here and then I uncheck pro form a for everybody. And then I can do the same thing with any of the stuff here, any of these things that are listed. So trustee rights is really important, and it's one of those things that people don't even know what it is. They don't even click on the tab. Another thing here is setup. And setup is, actually, you know, where your your data path is. And you can see here, my data path says, d e says demo data. And, underneath that is the shared file for k ones. And, you know, this is what so I have demo data when I'm showing you guys because, otherwise, it's gonna show you my clients, which, you know, I'm I'm not willing to give that list away. Sorry. So we do demo data. And this is where I can choose that. And then, you know, so I have the cert update notification. I could have it enabled or I could have it disabled. So I'm not gonna run through every single one of these because there's a lot of them, but I want you to see some of the things that you can do. You can use a default letter folder or a default invoice schedule. You can have, sub client edition, and you can see I'll put it in this first available slot or, you know, have it there should be an option there. Pen to the end. Show form help icons in the form tab. I'm just jumping through some of these so you can see the types of things. Input method is interactive or when I first started using the program, it was actually batch, which was, where you had a form that had numbers and the number was, equal to the field that you're in. And then you would sort of like cells in Excel. And then you would input from that input form which was just numbers, and that's how it would look on the screen. It was actually, you know, a long time ago. But, that was you know, that's still an option for people that have used been using it for years and didn't ever wanna change. I can have this automatic detail saved, and I can set the time. So in other words, one of the things that I think is great and one of the things that I think is annoying is that as I'm putting inputting information, I don't have to hit save ever because it'll save. But you can see that I have an option to save however minutes. So fifteen minutes, ten minutes, five minutes, whatever. And so therefore, if I'm inputting information and I can go back or I can get out of the return and it won't save it if it's within that time limit. So if I, mess something up, then I can go, you know, get out and it come right back in and it won't have saved it. But sometimes then it's, like, okay. Well, I needed it to save it and now it's five minutes and, you know, so, I I, you know, usually have it set pretty low, because I don't usually mess up too too bad. But just in case, it's one of those options where if you're just learning how to use it, you might wanna set it at okay. I want it for ten minutes so that I can get out and come back in. And, anyway, so that's something that's sort of nice. Automatic client numbering, you can have it turned on or off. So if you want the, you know, program to default to its own client number, you know, you can set that how you want. Display total number of clients. I like to have that. It shows up in the bottom, you know, when I'm working on, bottom right when I'm working on clients or I'm looking at the, the list of clients. I like that, so it shows me, but not everyone needs to see that. So I can say, you know, not to display it either way. Complete return to printer. I'm gonna talk about the printer in a little bit. I wanna go over that more in detail. You have where we can set up passwords. I'm gonna click to status. Now this is very nice. Right now, there's five statuses. I use this for every stage of preparing a tax return so that any of us can look at a tax return and see that. We are waiting for client information. We're waiting for tax forms. I'm I'm doing this early February. Not all the tax forms are out yet. We've it's complete waiting to be, sent you know, signed. It's been signed and it needs to be filed. It's been filed, but we don't have a confirmation yet. You know? So I have all of those things filled out. Now I do them in order of process. You can do them alphabetically or however you want, but once you put one in here, you can't move it somewhere else. You'd have to, you know, sort of cut and paste. But, and you hit modify to change it. But this is really important. I'll show you why in a few minutes, But, you definitely wanna use statuses in my opinion. Interest rates, this will get us the current interest rates for, where we are and, the current rates. Sometimes you'll need that to, because the, return is being filed late and there's penalties and this will and interest and this will figure it out for you. We'll talk about the items to print in a little bit, and then here's some more defaults. And this one is I think has, a lot of the things that you you really should go through that you won't have to thought about. Allow the prepare IRS discussion. Yes. Well, you know, if it's set to no, it doesn't automatically put the information in. If it's set to yes, then when I call the IRS, I can say, I'm the designee on the tax return. Here, you know, here's my information, and then I don't have to have a power of attorney most of the time. It's the IRS we're dealing with, so no promises. The the preparer's name on, 11:20, and so we can default to that. And right now, I'm in the s corp module. So, you know, this is it's saying eleven twenty, then at eleven twenty s. You know, form 50 forty five sixty two, and it can give me, you know, when applicable or it can, you know, force it. Rounding. Do I wanna round it a dollar or $10? We set that up. Schedule l and m one. I can have when applicable or I can force it. So you can see that there's a lot of options that will save me time when I'm doing input. And so I don't even have to think about them because they're here. But if I didn't know they were here, then I would be reading every single line, you know, on a tax form that I didn't need to because I already know what options are there. So it's it's really great to go over this with your employees in a training session. That's what I do. Okay. I want to talk about let me see where we are. Give me a second. Because I want to talk about the, printing. So I'm gonna move into the printing, and then I might again go backwards. But I wanna show you since I'm here. So here's the items to print. Now, I don't print the prepare review or the prepare file copies, because I don't I don't even print them to PDF anymore. Because when we are doing our review, we do our review in the search and we go to forms to look at the return and then we we put a green check mark next to everything that we verified. And then if it's not checked or it's not green, it can be red if something has changed after I've reviewed it, Then I know I need to go back to it and fix it. So I don't use these two things, these two types of, of files or, you know, returns. I do I always take a client copy, and I do a government copy. Now the client copy, when I send the client a copy to, for them to sign, when we do esignature through the search, then they're gonna get a copy themselves. So I don't need to, worry about sending them one, but I do put one in my file. So I wanna have a copy of the return that was sent to the client, especially if something gets changed in the cert, one shouldn't because the the file should be locked after it's signed and everything's done. But just in case, this way I have a clean copy in my file in our server. The other thing is the government copy. I wanna make sure I have that also so I know what was sent to the government. Now there's a little trick with that. I'm gonna click on it and show you the little trick there here. So right here, you have federal form copies for state I'm not not the one. Hold on. It's at the end, so I thought that was the end. Oh, here we go. Only e file forms in complete return. K. Now we have to think about that. Do I do I want only the e file forms in the complete return? So other when I go to print the complete return, do I only want the e file forms that the the client has signed, or do I want the entire return? So when I first read this, you're thinking, yeah. I want it. But that's not what it's saying. It's like, no. I want the return. It was backwards. So here you wanna say, no. I wanna print the entire return. And so that's where, you know, this is a little tricky on the government or even just the client file or whatever. Because if you did it for the client, you would still only get the signed efile forms. You wouldn't get the whole complete return. Now the other thing that you wanna see here I'm gonna go with this to client, is that this is all that can be printed. And you can print it in this order or you could print it in, whatever order you want. And all you gotta do is say, okay. I don't need the client invoice. I'm gonna uncheck that. But I do want the client letter. And I want the client letter to be the first thing, but I don't need the separator sheet. So I'm gonna uncheck that and then even this one here. So the first thing I want to show up is the client letter. So that's checked off. And then there's the tax summary and general information. But, you know, I like the general information first. So I'm gonna take this and I'm just gonna click on it and drag it up in front of tax summary. And so now you can see that I've got client letter, general information, and then tax summary. And I can do that with anything here. I can click on it or uncheck it and then I can move it. And that's the order that'll go in. And you can do that with the client copy, the government copy, prepare prepare review or prepare file. So we have a lot of options on, how to print and what order they're gonna be in. So I think that that is something that, again, you want to preset, because, like, if we don't do that then when I send out the client copy, they're not getting the letter. Well, the letter tells them how much to pay. Yes. They could look at the tax return and try and figure it out, but good luck that most of your clients know how to read it. So I like the letter that says, you know, send a check for this amount and then, you know, send it to here and or pay it electronically or whatever it is. And so I think that that's, you know, that should be the first thing that they see. You might think differently, but that's fine. That's the thing is, you know, you can do it however you want it done. And so that's what we can do, you know, here. Alright. I'm gonna stop sharing with search. Well yeah. You know what? I'm actually going to, continue in the printing, and then we'll just go through the slides afterwards. So now if I apply changes before exiting, it's gonna make the changes, and then it's gonna kick me out of Lacert because it's gonna say I have to process them. So I don't wanna change anything. This is a demo file I use. I'm gonna say no because I don't wanna get kicked out and have to get back in. But what I wanna show you is let's say, let's go to this client. These are all made up. Let's open it. Okay. And now let's say I want to print. So I'm gonna come here to print, and I'm gonna say I want to print the tax return. And yeah. Yeah. Yeah. Okay. Hold on two seconds. I forgot to get rep access. And so what I'm gonna do, this is a little trick that you should know, is I'm gonna make these numbers all 9. 9999999. And the reason I do that is so that when it goes in, for my bill, it does not charge me for rep access. That's just a little trick to know. So I'm gonna just say, oh, you don't have rep access. I'm going to transmit now to get rep access, and we'll hope it works. Let's see. If it's not, then we'll have to go to, are you not gonna work? Oh, wait. I think I did it. Okay. So now let's try this again. We're gonna go print. Tax return. There we go. Alright. So this is what pops up when we're going to print a tax return. Now this is again set in default. I can say I never want these things to print, and so, you know, that was an option when we were in the settings I showed you. And so it's not gonna do a prepare review copy or a prepare file copy. But I do want to have two PDFs, the client copy. It's just a little font warning. And I want the government copy. And, again, I want it to PDF. And you can see it popped up with I can print a password protect the file if I want, and that the the password can be set up again in those settings. And then I can also, mask Social Security number if I want. Now, of course, I can't do that for the government filing copy because the government sort of needs that when they get the return. But I can have this this checked off and it's gonna go to PDF. And then I have settings here that, that will show me again. That will pop up on a completely different screen just to make it harder. There we go. Okay. So this popped up and, I can tell it if I was going to print up to paper, what printer to use, and also, if I want it to be watermarked or not. So I can choose that here. I'm gonna cancel this. And now the other thing that's really awesome is I can say, okay. This was a complete return, but I also can say that I want a partial return. And what this does is it allows me to, print just certain forms. Now these are all the forms that are optional, that, you know, when you're doing an eleven twenty. And if there it should which it's not. It should highlight, like, our bold I'm sorry. Bold, the ones that are, actually part of this particular return. So it's not not working, but that's that's okay. But sometimes when you have, you know, your screen sharing and things like that, things don't work. But normally, what you would see is that, okay, there's eleven twenty and pages one through five, and these would be bold. And I can check each one of these off. You see how I can check them off right here? And it will check off just the ones I wanna print. And when I I can do this for, US and if this book, return had a state, it would also give me the option to do it for the state. And then when I go to print, whether it's printer, PDF, whatever, I can email it. I can just click okay and it's going to to print however I want to where I want and that's it. So it gives me that option to pick particular returns. I can also do government filing copy. So if I just want the government filing copy, you see it brought me back here. I can do city and state. So if I just want the state return, I can do it here and, you know, choose this again the same thing. So you can see that when I'm printing, I have not just these options, but I have that full setup screen that I can say this is how I want things to be done. Alright? So let me cancel out of here. I'm going to stop sharing this for the moment, and I'm gonna go back to the slides. And then hold on, Johnny. It's not giving me trouble today. Okay. Let's see. Where were we? Now I have to go through the slides again to see. We were somewhere around here. Let's see. Share. Okay. So the one before here was the print settings. Okay. I don't think we missed anything. There we go. Alright. So, I forgot to share one other thing with you, and it's it's worth sharing showing you. I'm gonna show I'll show you this also, the printing. So let me do this. I'm sorry. I'm gonna stop sharing again. I'm gonna go to the screen. I'm gonna choose the screen. Share. Okay. Two things that I wanna show you. There we go. Alright. So when I'm here on the client, this is where we talk about status. So when I'm here, I can click on this client status, and I can choose if I wanna see just a specific status. So in other words, if I just wanna see clients that have been pro form a the the information came from the previous year to this year. I can click on this, and it will just give me the ones, and you might see that there's none here, but it would give me the ones that are pro form a. I can check on info pending, and it would do the same thing. Something's gotta be done here. Let's see. Of course. Oh, here we go. Final. So you see that here status. I'm sort of circling around it up on top here. Right? And I can see that all of these are final. And so let's say that we have the status of, you know, info pending. I'd be able to click on the info pending and it would just give me the ones that are pending so that I knew, okay, these are the ones I need to work on because this is my job. So this, this, filter is really, really helpful. I can filter by preparers also. So I can say I want the info pending just for my clients, and, you know, have it filtered for that. So this is really nice because I'm able to just get the ones that I want, not every not everybody. So, using those statuses, as I said, and using, like, the whole list is really great because then I can really, you know, filter down into the ones that I need, just the ones that I need. So that's why I wanted to take the time to come back here and show you. The other thing I wanted to say, you know, say is that there is, some other defaults when we talk about printing and such. And I'm here. You can see at the top under general. And here is, invoice letter and filing instructions and also customer client letter. So I can go into these, and I can change things. So I'm going to, right here is an override screen that tells you use the screen to override the client letter for this I'm sorry. Yeah. The client letter for this client only. And then, you know, it tells you to make sure you save it. So I can come in here and say, I don't know, encloses your 2024 Federal s corporation income tax return. And because I know this is gonna be emailed, you know, make sure to keep a copy of this file or this PDF or something like that. I can make it say whatever I want, and I can have this default as, you know, to everybody or I can have it, in here set up for just this client. And then I can, you know, print it here, and I can also say use this letter. And then you can see also well, you can't probably see this, but it says save letter. So I'm able to come in here and customize this to whatever I want. And it's the same thing with the invoicing. Is I can set up, you know, the, client invoicing if there's a fee a certain fee that I wanna have in there. If there's a different client letter, you know, I can have choices of the different client letters. And then if there's a transmittal letter and then, you know, filing instructions. So you can see that there's different things that I can do when I am printing invoices, letters, and, you know, etcetera. So I wanted to show you these those two things because I think it's easier to see them here. Okay. So this is where I just we were I just showed you. And then here is that client letter in building and, you know, talking about how we can customize and edit client letters. And then we're gonna move on to the, list certain menu, which is, you know, basically what I just showed you. Adjusting the, user options, that's what we talked about, selecting tax type. Now so I think tax type is all the way up here under clients. If you click on that on the left, then it gives you which module you want to use. And, you know, so it can be individual, s corp, c corp, partnership, whatever. I can also when I am on the first page of the client return, you know, so once I choose one of these clients, the first page, I'm going to assign the repairs. And, I we talked about changing the client status. And, also, with the one thing we didn't talk about was e filing returns because I'm not gonna really get into detail on that. But here you have esignature, and you will be on this screen, highlight the, the client. And then you can come up where, again, the drop down is efile, and you can choose to, you know, get the, signature from here for efiling. So if you wanna request the, signature through the esignature program, you can do it here. And you can also do it from the esignature screen. And, you know, you can have it set so it will tell you email you when somebody signs so that you know now it's time to go in and, you know, save the form and then also to actually efile the return. So, these are some other things that you, can do from these, tabs at the top. Also, the, table of contents, which is, when you are going into the first screen on the detail then or on the, yeah, on the detail, then you're gonna see where you can, you know, put in the, how if the file is gonna be efiled or not and assigning prepare, etcetera. Okay. So these are the things that we covered. We talked about the EFIN registration. Remember, you have to get that through the IRS and match it, you know, with Lacert. So you gotta send it into Lacert. Our firm identifiers, you know, so that tells the program who we are. Our preparer information, the manager and in and invite manage and invite users. So that's where we go so that was cert knows, okay. These are the people that are allowed in Lacert. They're going to be using the same, login they would use if they're going into QBO, but, it's tied it'll be tied also to Lacertix. So it would be their same account. I have a really old account, so I actually don't use my email address as my username. So mine is unique, but, that doesn't happen with everybody. So, it's important to make sure you know how to log in and that you're using the same login for both. We talked about the print settings. We talked about, the letters and billing and how we can customize those, and then, of course, schools, with certain menu. So the next thing will be you'll you'll see at the end when we're done, I have a few more things to cover, a, link and the survey link that we we talked about paying it forward and filling that out. And then, we don't have a handout for this, but we do, as I said, have a copy of the slideshow that you can get. And so, and then, you know, you can listen to it over and over again. Oh, somebody gave me a really good tip if you wanted to, like, get a transcript of this. This has nothing to do with Lucerne, but I thought it was really cool. Is I went into, like, a a program by, like Zoom or or Teams or whatever. It doesn't matter which one. And I you can play this on, another screen, and then you can record it and have transcripts done. And then it actually makes transcripts of it for you. I thought that was so cool. So, anyway and you can do it in any any number of programs that has nothing to do with this. But, anyway, if you wanted a transcript of this and not just the slideshow, and then you can, you know, go through the transcript, and actually using AI, this is really fun, and make it so that you can find certain things in the transcript just by, you know, doing a control find. But I thought that was really cool. Okay. Here is another polling question. Our last, would you like a personalized sales demo or consultation about what you learned in today's training event? Yes. Please contact me. No. Not at this time. So I'll let you go ahead and answer that. I'm gonna get something that you drink again. Okay. So, hopefully, you're saying you know, if you're interested that you are saying yes, again, it's so helpful to have these types of sessions to listen to the information, to learn about them, and really find out if you're not using the program what more it can do for you. And, you know, we've just touched the surface of the different things that are in here. And so, you know, having someone to talk to and and telling them, oh, I use this program, then they can, you know, tell you, okay. Well, this is, some of the other options that, you know, that this program has that you're not you might not have seen. So it is a really good idea to have somebody go ahead and contact you. So here we can see how many people. Alright. So if you're looking for more free training and resources, just so you know, I I do a few of these, so you'll get to listen to me again. I don't know if that's good or bad. But, up to you. And so different things is we have the educational center. And, this has helpful product information, leadership training, industry news. You can browse the full list of training and education resources and resources, and it's all in one place. And so that's pretty cool. There's the live and recorded webinars. So this webinar today that is live, and then if you're listening to it as a recording, you know, same thing. So it's they're both. Virtual conferences, which are really fun. It's like going to a real conference, but you're doing it, sitting on your at your desk with your computer, and that's really fun to do. You know, you get to pop in and out of the different rooms, and you get to either the booths that you, booths that you could go to and talk to people. So, the virtual conferences are fun, and you get CPE usually, so that's really nice. There's self paced modules. So if you're going through and listening to this and you say, wait. Wait. I I need to hear that again. Or, you know, I need to, you know, just listen to it a couple times so I know exactly how to do it or I wanna follow along. You know, whatever that is, you can, you know, pace this this webinar if you were listening to the recording by slowing it down. So in whatever format you're listening to. So there's that or speed it up. I my daughter listens to things at three times. I don't I my ears don't work like that. I can't hear that fast. So, you know, you can do that too. You can slow it down or or speed it up, whichever you need. And then there's important articles that are really helpful. You know, it it I think like any day of any year, there's something new. And so, you know, if there's articles about it, we can, you know, get be on top of things and listen. And you'll get that by going to accountants.intuit.com/trainingforwardslash. There's also the, tax pro center, and here's where you can read articles on what's important and trending in the tax and accounting industry. And that's, you know, again, the accountants.intuit.com/tax, tax pro center forward slash. Another great place to, you know, get information. Support and community. So there is the Intuit accounts accountant support. Here you could get answers to tax and product questions from Intuit accountants. So this is these are people that, you know, with Intuit, but they have the experience. They had the education, and they know how to answer the questions because they understand it. And we can also, ex I can never say this. Access and search directly through program guides and resources. And, that's through accountants.intuit.com/support/en-us. So, another great place to go and because I'm not done yet. There is exploring the community. You can post post your product of workflow recommendations. You know, I like to share what I've learned, and this is a place to do that. You don't have to, be an expert in everything, but if you find something that's like, this is so cool. I wanna share it with somebody. You can go on to this format into the community and post it. And, you know, I always think, like, you know, if I'm sitting in a classroom and, nobody raises their hand when a question is answered or, you know, they say, okay. Does anybody have questions? And and everyone's like, you know, no. No. No. And a lot of us are sitting there thinking, oh, nobody has this question because it's a stupid question. Or, you know, nobody has this question because nobody cares. Usually, because half the other people in the room who probably have the same question feel the same way. They don't wanna look stupid. They don't wanna, you know, look like they're ignorant. They don't want to, you know, ask a question that nobody's interested in the answer. But they all they but it is usually a valid question. So the nice thing about, you know, posting things is you think it's important. There's probably other people out there that think it's important too. And so you can go ahead and post here and not feel like, oh, nobody cares because you're not gonna know if anybody cares or not. So you go ahead and post it. You know, you're you're most likely helping somebody. You know, the other thing is that you're connecting with experts and, you know, tax professionals like you. And, you you know, you can find people to talk to. You can, you know, get inspired by other people. You know, again, you can ask those questions that you wouldn't ask somebody face to face because you're may you know, maybe embarrassed. So the community is a great place to go, and that's, you know, accountants.intuit.com/communityforwardslash. So, again, another place that, you know, Intuit gives us to help us, you know, with our careers. It helps us with our businesses. It, it's just, you know, again, finding answers to things that we don't know. Sometimes it's finding things that you never thought to ask, but it's there. So, I think that, you know, there's just so much that the cert does for us as accountants that is, just really beneficial and really helpful. And so I hope that, you know, everything that we've gone over today has been helpful in learning how to, you know, set up the program and how to begin using it, because as I said, there's just so many things that, to learn. You know, this is just the beginning. This is just one webinar of many. And, you know, the more you attend, the more you learn about the products. And what I find after doing this year after year and for different, of the different webinars is that people that have been using it for a really long time still have questions because they haven't taken the time to go through every single screen and every, you know, single, drop down and and all of that. And so, you know, they they just don't know what they don't know. And I say that a lot that it's true. And, you know, one of the other things that I love about the software is that in the software I'm gonna actually share it really quick again, because I have a few more minutes. So I wanna, I'm gonna go back into it and go to screen and hold on. Not that one. This one. Share. So there is, you know, all kinds of help in here. So you have here is a search that'll give you a general, you know, like, a Google search. You know, so I could ask questions here and click on search. This is at the top right here. There's the find, and this is great because I can actually find, an input field, input for a form. I can find, user entered text, which is pretty cool. So I know I put an answer in somewhere, but where the heck did I put it? Then I can put it in here and, it'll show me where I input it, what screen I input it on. So that's really, really helpful. And then, you know, I can have my entries assigned to federal or state if I have a state here. That's really helpful. So a lot of the things on here are you know, they're here to help us. They're here to give us information. You know, you have help up here, and it tells you all the different types of places to look for help. We have resources and, you know, new user welcome center, data conversion info, my account, Lucerne training, Lucerne webinar. So you can see that there's, you know Lucerne is all about that. It's making sure that, you know, we can use this to our fullest. Here's where oh, I didn't tell you the difference between the primary options and the options. So the primary options, as I said, was really for everybody, you know, to make sure everybody's on the same page. The options are the things that can be different for everybody. And you see it came right to fonts and colors. Well, this one was not under the, primary options. So, I just wanted to show this to you that, you know, we can set up around fonts and and highlight colors and etcetera. So, anyway, I'm gonna stop here, and I want to thank you all so very much for joining us today. And I look forward to seeing you at another one of these webinars, and I hope everybody has a great rest of their day. Thank you so much.