To Order, Call Sales (800) 765-7777
 
 
Lacerte Tax Productivity Tools

Ready to Buy?

Call our sales consultants to purchase your Lacerte Trial Balance Utility software & other products.

1-800-765-7777

$595 ($470 Initial License Fee + $125 Maintenance Fee)
$125 maintenance fee paid in subsequent years*
 
 

Trial Balance Utility Features & Benefits


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.
Lacerte Trial Balance Utility

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.
 
 
 
 
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