Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax
Download your free Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template to personalize and use in your bookkeeping or accounting firm.
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).
Download the Template
Download your Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling