Estate Tax Return in Intuit Lacerte Tax (Form 706)
Created by Intuit
Manage the hand-off between different staff members when processing estate tax returns with Intuit Lacerte Tax.
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Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax Template
Download your free Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template to personalize and use in your bookkeeping or accounting firm.
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About this template
This is the Intuit Lacerte Tax work template for benefits plan tax returns (e.g. 5500).
This template uses Automators to:
- Update task due dates
- Change work item and task statuses
- Move the work assignment based on section completion
The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Intuit
Everything we do at Intuit is in service to our mission of powering prosperity around the world. We are dedicated to providing the tools, skills and insights that empower people to take control of their finances and live the lives they want. We work toward that mission in a variety of ways, but the way we make progress at scale is through our products and cornerstone brands — TurboTax, QuickBooks, and Mint.
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