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3566 Ideas
Lacerte's default setting for all state estimates is 100% of next year's tax rather than safe harborDiscussion ongoing
Lacerte's default setting for all state estimates is 100% of NEXT year's tax rather then 100% of current year's tax (or whatever the percent of current year's tax is safe harbor for the particular state). There is no way to globally change all state's to the safe harbor setting either according to support. You must go state by state and change the setting. I generally only check the setting for New Mexico since that is where I am located and we did have 100% of 2022 tax in there, and now it's changed to 100% of 2023 tax due to an update, and now I have some clients paying less then they should which could result in underpayment penalties next year if their income next year is greater than the current year. I will have to go back and manually calculate this and change their estimates for the 4th quarter to make up the difference, which is time consuming and costly for my firm.All the prior years Lacerte's that I have installed on my server are the same way, so all have been changed for New Mexico and other states. I called three other Lacerte customers to make sure this wasn't just an error caused by someone at my firm, and they all reported the same thing and all had no idea this was something they had to monitor or change in Primary Options.
Form 3532 Part 111 Line 4Discussion ongoing
My experience with client claiming head of household was rejected by FTB or franchise tax board due to gross income test of $4,300 for qualifying relatives. I place the amount of $24,000 in order that if system works as design would automatically reject the claim of HOH in Part 111 line 4 of Form 3532 to reject or accept the head of household status and seems no error from the system. So it was accepted and file the return as it is and here franchise tax board disallowed due to qualifying gross income test that is higher amounts. I hope that this could be corrected so that others may be aware of this issue. Thanks and wish you all the best. Respectfully Yours, Rey
Partner's ending capital account percentage in excess of 100% - LUMPYDiscussion ongoing
With Lacerte set to automatically calculate partner's ending capital account percentages, instances in which negative ending capital occurs may cause certain partner's ending capital percentage to exceed 100%. This is CLEARLY non-compliant with the instructions provided by the IRS for Forms 1065 (specifically Schedules K-1). Lacerte presently and for many years has not provided a diagnostic to alert the preparer that partner's ending capital accounts as calculated under the automatic setting are exceeding 100% in one or more instances and to advise the preparer to switch to the manual method. Such a diagnostic would be a really good idea.An even better improvement would be to offer information in the knowledge base available to all users that such an instance may occur and Lacerte's recommendation in such an instance.An even even better better idea under the automatic setting, especially in the case of partnerships with a large number of partners, would be to modify the code to exclude those partner's with negative ending capital from the calculation of the ending partner's capital account percentages as such accounts should present as a 0% in accordance with the instructions provided by the IRS.
Form 1041Discussion ongoing
Please allow to check multiple boxes on Form 1041 Section A as the IRS instructions state.For example, Complex and ESBT boxes should be allowed to be checked at the same time.
Routing bank number verification August 22, 2023Discussion ongoing
August 22, 2023A diagnostic for incorrect routing numbers.Thank you.
Expand the name field to more than 40 spacesDiscussion ongoing
The name field is limited to 40 spaces. For foreign clients sometimes that is not enough. Especially if inputting the name of a foreign trust (Form 1040NR).
Esignature securityNew
We are new to Lacerte esignature requests and upon requesting these we wanted to determine exactly what was being sent to our client. The email indicates that there is a knowledge based authentication required which would fit the bill for required security by the IRS. However, there is an alternate method described later in the email that allows access to the 8879 and tax return (if sent) without even signing in to Docusign. All you have to do is enter the security code into the Access Documents tab on their website. This is a terrible flaw in the Docusign esignature request process and should be changed ASAP.
Match phone support with customer experience 9-5-2023New
My idea is to match customer experience levels with experience levels of phone support. LC and PS newbies likely have routine questions that have been asked many times before. So, match them with new phone support staff. Conversely, experienced LC and Pro Series users (maybe Level 7 or above) likely have issues that are more difficult to solve or rarely are encountered. Matching these customers with experienced phone support will reduce frustration and probably make your operations more efficient. Dare I say it, you might be able to charge an additional fee for this matching service. The fairness of it, and other issues, would need serious consideration. Be well and be weirder.September 5, 2023
Lacerte'w call in answering serviceNew
The phone answering service ask me what I need help with. It rarely directs me to someone especially knowledgeable in that area. I would rather be able to respond with a form number, via my phone pad, or a coded list of areas for support on an issue. Then the same problem does not have to be figured out by 500 people during the year. maybe just 5. Saves everyone a lot of time. Also, that group would be very profecient in recommending fixes to the program that might solve the problem for that year.
Schedule K-1 Letter for S Corp, Partnership, and FiduciaryDiscussion ongoing
The K-1 Letter for S Corp, Partnership, and Fiduciary ( the K-1 forms are attached to this letter) only lists the Federal Schedule K-1, even though comparable state forms are also included .Either add the state paragraph to this K-1 letter OR make this letter customizable! Susan A. Weiss, CPA( A Lacerte Customer since 1988 or there about)
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