Lacerte eOrganizer has many features, but it can also be limited. The program cannot import most Schedule D overrides from other tax software, cannot handle state and local tax refunds, and isn’t equipped to handle additional estimated payments in the fourth quarter. Another drawback is that it doesn’t have an auto-save feature.
SafeSend Organizers
SafeSend Organizers are contactless, electronic forms that can be used to send and collect documents. They can also be used to store and share source documents with clients. You can send organizers to your clients with just a click of a button.
The SafeSend Organizers are designed to streamline the front end of the tax engagement process. They allow firms to batch process engagement letters and electronically send organizers to clients. The software automatically recognizes and converts static client organizers into fillable formats. SafeSend Organizers are available for CCH Axcess(tm) Tax, and the company plans to expand to other systems, including GoSystem Tax RS and Thomson Reuters UltraTax CS.
SafeSend Signatures and SafeSend Organizers are both part of the SafeSend Suite and cannot be licensed separately. SafeSend Organizers convert static PDF organizers from tax compliance software into fillable forms that can be sent directly to clients. SafeSend Extensions is another tool that allows firms to send documents digitally to clients in under three minutes. It automates delivery of documents for review and signature if required, as well as providing payment options for various tax authorities.
The SafeSend Returns feature enables users to electronically deliver K-1s and other tax documents. It also supports e-file authorization forms. It can also organize your payment vouchers, transmittals, and tax returns. Its automated assembly and delivery system can reduce the time required for final assembly to four minutes.
Support for year-round e-filing
Lacerte eOrganizer is a tax software that lets you file year-round e-filing for the current and previous years of taxes. It offers enhanced features for e-filing, including the ability to batch-file extensions for multiple clients. Users can also easily check the status of their transmissions through their online account.
Lacerte eOrganizer is compatible with year-round e-filing, making it a great tool for a tax preparation practice. It offers a user-friendly interface that simplifies the e-filing process and supports more than five hundred forms. The program also offers access to an integrated help center and links to the instructions for most forms.
Lacerte eOrganizer is compatible with SmartVault, an online tax storage program that provides excellent document management. It also allows users to print completed forms directly from the SmartVault. The program also offers an import option for 1099 and W-2 data, allowing users to easily import them from a CSV or Microsoft Excel file. The system can also integrate with a secure online portal called Link, which allows users to track the status of their request.
Lacerte eOrganizer offers a host of other benefits, including customizable tax packages and helpful features. It also allows users to keep up with changes to tax laws and tax forms. Moreover, users can easily contact the Intuit support team at any time of the year.
Lacerte eOrganizer also offers an e-organizer, which allows firms to collect data from clients. Clients can also receive an email with the completed tax form, with links to documents and instructions. The software also has an integration with SmartVault, which allows users to print completed tax forms and upload them to SmartVault for safekeeping. Furthermore, Lacerte eOrganizer supports downloads of W-2 and 1099 data directly from financial institutions, reducing the manual data entry and saving time.
Lacerte eOrganizer supports multiple users, including accountants. Users can easily manage their accounts through Lacerte’s cloud-based platform. The system is easy to use and has an improved UI. Users can also access their data from any location, and can use their favorite devices.
Integration with Link
Using an E-Organizer saves you time and money by eliminating the need to purchase and store a paper organizer. The E-Organizer also reduces errors caused by data entry. You can transfer completed forms directly to the tax preparer. Another utility is the Missing Client Data utility tool, which identifies missing information and sends requests to your clients for the missing data.
To use the Lacerte integration, you first need to download the Link software and connect it to Lacerte. Once installed, you will need to map data files and map the fields to the correct locations. You can also enable or disable the integration. You can find more detailed instructions on how to do this in the Managing Integration with Link article.
Lacerte’s e-organizer makes it easy for firms to collect client data. You can send forms to clients through email, and include a link to your documents. In addition, the Lacerte e-organizer offers integration with SmartVault, so you can upload tax forms directly to SmartVault or download 1099 and W-2 information from your payroll provider. Furthermore, you can import your company’s stock transactions from a spreadsheet into Lacerte.
Lacerte is one of the most popular tax applications on the market today. It has won numerous awards, including top honors from the Association of International Certified Professional Accountants (AICPA). The association surveyed AICPA members on tax software and Lacerte was the winner with 16 percent of the votes. In contrast, Thomson Reuters’ UltraTax CS software received 20.7% of the votes.
The new version of Lacerte also adds support for more than 134 new tax forms, as well as e-filing capabilities. Some users also like its ability to jump to an input field on any form. Another favorite feature is its ability to import S-Corporation and partnership data. And a third favorite is the ability to get help without leaving the current form.
