Save Time with Trial Balance Utility
Easily import and manage client data.
Execute your most important trial balance work from within the Lacerte® tax program. Import data from many sources including Excel, QuickBooks® Premier: Accountant Edition, and Intuit® EasyACCT® and save significant time with client data that carries over from year to year.Easy-to-navigate layout shows you data the way you want.
- Get your trial balance work done in one program versus several.
- Set up clients once and the majority of the data carries over from year to year.
- Easily import data from many sources including Excel.
- SmartMap automatically maps many tax line assignments.
SmartMap Technology
- Automatically maps many tax line assignments within Lacerte Tax.
- Develop chart of accounts, adjust journal entries, and manage tax line assignments.
- Carry over vital client data yearly.
