Try before You Buy

See Lacerte Trial Balance Utility features and benefits

What you can do with Lacerte Trial Balance Utility:

Import data from many sources including Excel, QuickBooks^® Premier: Accountant Edition, and EasyACCT Professional and Business versions.**

• Help save significant time with client data that carries over from year to year.
• SmartMap technology automatically maps many of your tax line assignments.
• Print reports to Lacerte Document Management System for electronic storage.

See Lacerte Trial Balance Software features and benefits

Getting Started with Lacerte Trial Balance Utility:

Since Trial Balance Utility is launched within Lacerte Tax, you won't have to learn how to use a new product. Lacerte Trial Balance Utility shares client data with your Lacerte Tax client list, so there's no extra company setup. Layout matches the easy-to-navigate tab design of Lacerte Tax. See data the way you're used to seeing it. Get easy-to-read screens that display prior year balances-as well as book and tax adjustments. Mouse-over adjustments to see a journal entry source, or double-click an adjustment and jump right to a journal entry.

More Lacerte Client Service Tools

• Store and manage files electronically with Lacerte Document Management System.
• Find virtually any tax form on demand using Lacerte Forms Library.
• Reduce printing and mailing expenses with Lacerte e-Organizer.

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