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Install & Getting Started 2009 Lacerte Release Dates Downloading Lacerte Updates Installing Lacerte Tax with a Network License How to Download a Prep File from MyAccount Installing Additional Tax Modules to the Lacerte Tax Program Install Lacerte Tax with a Standalone License Download and Install Prep Files within the Lacerte Tax Program Transferring Client Files from the Prior Year Tax Program to Current Lacerte Tax Program Printing Organizers in Lacerte Manually Backing up Client Data or Moving Data to Different Computer	Orders & Billing How to Download a Prep File from MyAccount Changing your Firm Information in the Lacerte Tax Program Lacerte REP/Efile Billing Schedule Login with Customer Number and Zip Code for Renewal Avoiding Duplicate REP Charges Frequently Asked Questions about Renewing Products Viewing REP and Efile Activity Statements Online REP Payment Methods and Processing Times View Order Status Information and Print Invoices Requesting an Actual or Replacement CD
Prepare & Review Input for Common Source Documents Including Form 1099 Amended Return (1040X) - Generating for an Individual Tax Return Schedule K-1 Export / Import Creating an Excel Spreadsheet to Import into Data Conductor Input of W-2 Wages and Withholdings on Multi-State Return Form 1099-Misc Importing Schedule D Information from Excel or CSV Files Entering and Specially Allocating Capital Accounts for a Partnership or LLC Return Transfer (bridge) Clients Between the Corporation and S Corporation Programs Modules 1031 Exchange Using the Like Kind Exchange Wizard	Print & E-File Filing Deadlines for Business Returns (Return and Extension) Batch Processing to Electronically File Extensions Checking E-File Status in the Lacerte Tax program Transmitting a Rejected E-file Return Print and Save a Tax Return as a PDF File Email a PDF Copy of a Tax Return to a Client or Another Tax Preparer Lacerte EF Atlas - Getting Started Electronically Filing Returns Electronic Filing Start and Stop Dates for Federal Individual and Business Returns Sending a Client Via Email California e-File Reject Codes
Other Programs Sending an E-Organizer in the Lacerte Program Installing Tax Planner to the Network Recover a Forgotten Password for a Client File in the Tax Program, Tax Planner, or DMS Importing Data into the Lacerte Trial Balance Utility from QuickBooks Installing Document Management System Accessing E-Organizers on a MAC Computer Information Available for Download in the Lacerte E-Organizer by the Taxpayer Printing a Tax Return From Lacerte Tax to DMS Lacerte Trial Balance Utility FAQs Password to Open the E-Organizer

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