MYCPE ONE

Lacerte Tax Software

Assessment Details

The Lacerte Tax Software evaluates candidates on their knowledge and practical application skills across the following categories:

  • Setup & Navigation: Lacerte navigation fundamentals live here, including opening the correct client and year, moving between Input, Forms, and results views, and using search or display preferences to work faster. Questions test finding the right file, locating input areas, tracing output, and avoiding navigation mistakes.
  • Client Profile & Return Options: Building a client shell, this topic covers entering taxpayer or entity profile details in Lacerte and selecting return options that drive forms, state modules, and filing defaults. Questions test capturing required identifiers and avoiding setup choices that create downstream mismatches.
  • Core Input Workflow: From W-2s to K-1s, this topic addresses Lacerte’s core input flow for common income, deduction, and credit items. Questions test choosing correct input sections, entering details without duplication, and confirming entries land on expected forms and schedules.
  • Diagnostics & Review: After calculating the return, this topic focuses on using Lacerte diagnostics to interpret errors, warnings, and review notes, then tracing them back to inputs. Questions test prioritizing fixes, rerunning checks, and avoiding unsupported overrides that mask problems.
  • Client Intake & Document Collection: Lacerte intake workflows are the focus here, especially organizers, document requests, missing-information lists, intake notes, and status updates. Questions test generating and sending the right organizer, tracking outstanding items, documenting follow-up, and keeping intake activity visible for preparers and reviewers.
  • E-File Workflow: Submitting electronically, this topic covers creating Lacerte e-file packages, validating prerequisites, transmitting returns, and monitoring acknowledgements. Questions test clearing e-file blockers, interpreting acceptance versus rejection status, and determining when a corrected return must be retransmitted.
  • Reviewer Controls & Standardization: Standardizing reviewer work, this topic addresses Lacerte settings and conventions that improve consistency, including review notes, return options governance, and audit trails of changes. Questions test enforcing firm standards, spotting risky edits, and confirming a return is review-ready.
  • Form Dependency Checks: With multi-state complexity, this topic covers adding jurisdictions, validating state inputs, and resolving advanced form dependencies in Lacerte so state and federal outputs stay aligned. Questions test identifying missing state data, broken carryovers, and dependency-driven diagnostics.
  • Depreciation & Fixed Assets: For fixed-asset accuracy, this topic addresses reviewing depreciation inputs in Lacerte, including asset life, method, conventions, disposals, and carryovers. Questions test catching inconsistent asset setup, missing basis details, and differences between book and tax depreciation outputs.
  • Client Deliverables Governance: Deliverables matter at scale, and this topic covers Lacerte print set governance, PDF packaging, and client-ready output controls. Questions test selecting correct print templates, ensuring required forms are included, and preventing internal worksheets or drafts from being delivered.

This test ensures candidates possess practical readiness to perform tasks efficiently with accuracy and compliance.

View Sample Questions

The Intelligent Workflow Behind Every Confident Decision

Select and Assign

Choose the perfect assessment and assign it effortlessly

View Detailed Report 

Unlock clear insights and performance analytics instantly

Make Decision with Confidence 

Empower smarter decisions with real-time, reliable data

Sign Up & Get One Free Assessment

Starting at $99/assessment

One free assessment included at sign-up

  • Free sign-up with no upfront cost
  • Make Confident Hiring Decision
  • Assess your team's skill set efficiently
  • 75+ prebuilt professional assessments
  • AI-powered anti-cheating and integrity monitoring
  • Real-world, scenario-based evaluations
  • Instant assessment reports with integrity verdicts
  • Secure, compliant cloud storage for results

Buy with CPE for Teams

$299/user per year

  • Unlimited assessments for internal staff
  • Assess new hires at $99/candidate
  • Access to 15,000+ learning content
  • Full Learning Management System
  • AI-powered anti-cheating monitoring
  • Detailed performance & compliance reports
  • Many more features for L&D and compliance

Once we started using MYCPE ONE Assessments, that changed

“We’re a 15-person CPA firm in Ohio, and for years, hiring felt like we were just hoping we picked the right person. Someone could interview great and then struggle once the busy season hits. Once we started using MYCPE ONE Assessments, that changed. Now, before I even meet a candidate, I’ve already seen how they handle real accounting and tax questions. It’s taken so much of the guesswork out of hiring. I don’t feel like I’m gambling on people anymore; I’m looking at actual skills.”

Mark Jensen, CPA

it’s always been hard for me to judge technical accounting skills

“As a non-CPA HR professional, it’s always been hard for me to judge technical accounting skills. MYCPE ONE made that part effortless. The reports are crystal clear, even for someone like me who doesn’t live in debits and credits. It’s given me so much more confidence in my recommendations, and our partners finally trust the shortlist I send them”

Emily Carter, SHRM-CP

With MYCPE ONE Assessments, it finally lined up

“We’d experimented with a couple of testing tools before, but they always felt like corporate HR add-ons, not something built for public accounting. The questions didn’t match what our staff actually works on day to day. With MYCPE ONE Assessments, it finally lined up. The scenarios look like real client work, trial balances, adjusting entries, tax situations, the kind of stuff our team deals with constantly. For the first time, I can look at a candidate’s result and say, ‘Okay, I know exactly where this person fits on our team.’”

Daniel Brooks, CPA, CMA

The AI proctoring in MYCPE ONE Assessments eased that concern

“We do a lot of remote hiring now, and one of our biggest concerns was: ‘Is this really their work?’ You just don’t know who’s sitting behind the screen. The AI proctoring in MYCPE ONE Assessments eased that concern. We can see the monitoring, we know they’re not getting help from someone else, and that gave us enough confidence to lean on the scores. That one feature made it a lot easier for us to embrace remote talent without constantly second-guessing the results”

Sarah Lopez, EA

We originally bought MYCPE ONE Assessments for screening new hires

“We originally bought MYCPE ONE Assessments for screening new hires, but we ended up using it with our existing staff too. Not to ‘catch’ anyone, but to see where people wanted to grow. The topic-wise breakdown helped us have better one-on-one conversations - ‘Do you want more exposure to tax research? More audit work? More QBO?’ It gave us a clean, objective way to talk about development. The team really appreciated that it was about giving them the right opportunities.”

Rachel Porter, CPA

I’m honestly surprised by how simple it is to use

“I’m honestly surprised by how simple it is to use. You sign up, assign a test, and within minutes, you have a complete analysis with AI-based integrity tracking. For $99, it’s a ridiculously good value, especially compared to what we used to pay for assessments that gave us half the insight.”

Jonathan Myers, MBA

We started using MYCPE ONE Assessments for our current team

“We started using MYCPE ONE Assessments for our current team as part of our professional development program, and it’s been incredibly helpful. The topic-wise breakdown showed us exactly where our staff needed strengthening, especially in audit documentation and SALT. Those insights helped us redesign our internal training, and we saw immediate improvement in review times.”

Lisa Green, CPA, EA

MYCPE ONE Assessments has become a great tool

“Our firm values continuous learning, and MYCPE ONE Assessments has become a great tool for that. We use it to understand where our team wants to grow next, whether that’s in tax research, QBO, or audit testing. The insights help us tailor training and give our staff the right opportunities. It’s been a positive addition to our development process.”

Michael Turner, CPA

We recently started using MYCPE ONE Assessments

“We recently started using MYCPE ONE Assessments as part of our yearly review and promotion cycle, and it’s been a great addition. It gives us a clear, role-aligned view of each team member’s technical strengths and the areas they’re interested in developing. It’s helped make our appraisal conversations more focused and fair, especially when someone is working toward a promotion or a new responsibility. The team appreciates having something concrete to look at, and it’s made planning their growth a lot easier for everyone.”

Karen Mitchell, CPA, CGMA

Features

One Platform for All Your Credits

75+ Pre-Built Tests

Learn More

Designed for Pros

Learn More

Fixed Cost. No Fees

Learn More

10+ Skill Categories

Learn More

Built by Experts

Learn More

Cheat Proof Tech

Learn More

Get Instant Reports

Learn More

Comprehensive Report

Learn More

Book a free consultation to explore tailored
assessment solutions for CPA and Accounting Firms.

Schedule a Call
img

Have Questions? Let’s Connect!

Your response is submitted. We will contact you soon.

Frequently Asked Questions

AI Powered Pre-Built Assessments, specifically created for CPA & Accounting Firms by professionals to help them in Hiring and Assessing their staff' Skill- Set.

  • Admins/Decision makers: Assign assessments and review reports to hire or train staff. 
  • Individuals: Use a free trial to test the environment.
  • Domain-wise: Accounting, Taxation, Audit 
  • Level-wise: Basic, Intermediate, Advance

20 MCQs per test, 40 minutes per assessment.

  • AI-proctoring with 9–10 checks: eye movement, multiple voices, mobile usage, tab switching, screen changes, and more. 
  • Continuous video and voice monitoring. 
  • Proctoring verdict included in the report.
  • A laptop or desktop computer 
  • Stable internet connection  
  • Working webcam and microphone (mandatory for AI proctoring). 
  • Quiet, well-lit environment for accurate proctoring.
  • Score summary (correct, incorrect, Un-attempted). 
  • Topic-wise performance breakdown.
  • Proctoring verdict & flagged behavior.

$99 per assessment

Yes, every admin gets one free assessment credit to test the environment and question quality on sign up.

Assessments can be taken on laptops or desktops with camera and mic access. 

Yes, your score will be available immediately after submission.

Currently, we do not provide automatic retake support.

No. Once the assessment begins, it must be completed in one sitting. Pausing or exiting the assessment window will close the test but timer will not stop resulting in wastage of attempt. 

No. There is no negative marking for incorrect answers. 

Yes, the assessment can be taken remotely from any location, as long as you meet the proctoring requirements.