Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax icon

Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax

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Download your free Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax template to personalize and use in your bookkeeping or accounting firm.

Cover Design - Benefits Plan Tax Return (Form 5500) in Intuit Lacerte Tax

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).