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3566 Ideas

A
amontgomerywbecpascomLevel 1

Add Engagement Letter to E-Signature Ref:#15103569072Discussion ongoing

It would be extremely helpful to add the engagement letter to the E-Signature forms in lacerte.Our process is to obtain engagement letter signatures at the same time we obtain efile authorizations through docusign. As part of our process we manually print the client engagement letter template through lacerte database reports as a pdf and then reattach it to the Lacerte e-signature additional documents. It would save significant time to have the e-signature forms grab the reference engagement letter and automatically add the document.  

1
A
Forum|Forum|2 years ago
D
Doug KozenyLevel 1

Nebraska Form PTC "Property Tax Credit"Discussion ongoing

Business returns 1065/1120S/1120, the previous years information does not transfer into the current year.  This happens on personal returns.The effect to us is we must input lines of data on business returns and on personal returns the information is carried over to the current year.  The business returns is where we really need this as theses returns are where we see multiple rental properties.  Each property owned must be input, so if there are twenty properties we have 20 line of information.Thank you.     

1
D
Forum|Forum|2 years ago
K
klabargeLevel 1

File locationDiscussion ongoing

It would be helpful if more than one status could be shown simultaneously.  As an example, a status column and a column for file location if the tax return is being prepared.

1
K
Forum|Forum|2 years ago
T
TLetoLevel 1

GA PTE Add BackDiscussion ongoing

GA is a state that allows the PTE tax to be paid by the entity. However, GA law requires that the tax paid be added back to the GA income. Please add a field/reminder/check box to add back to the Georgia Income the PTE tax that has been deducted on the federal return.

1
T
Forum|Forum|2 years ago
S
strongsilenceLevel 10

Right networks backup frequency 2023 0816Discussion ongoing

8-16-2023 I have the hosted product. Today I lost tax data due to a problem with Right Networks.  The last backup done by R.N. was done 24 hours prior to the data loss.  I suggest more frequent backups. During tax season at least twice per day should be standard.  Should there be more frequent backups?

1
S
Forum|Forum|2 years ago
R
rlandeelLevel 2

Print Profiles for e-signature returnsDiscussion ongoing

Need option to create and save profiles for multiple print jobs to be included with returns sent for e-signature. For example, we should have the option to create a separate attachment for payment vouchers.  Same for estimated tax vouchers, etc.  As currently configured, these items have to be printed and attached as separate files, or the client has to be instructed to find them in the client copy and print only the selected pages.  This process needs to be automated.

1
R
Forum|Forum|2 years ago
K
kwigleLevel 1

oregon K-1Discussion ongoing

Lacerte does not support Oregon Schedule OR-K-1. Please add this to Lacerte's list of supported forms. I called and opend15103628818

1
K
Forum|Forum|2 years ago
J
JAHMNLevel 1

Suppress Printing of Payment and Estimate VouchersDiscussion ongoing

Can you suppress the printing of the payment vouchers, estimate vouchers and slip sheets when the payments are being deducted automatically from the client bank account?  This would save A LOT of paper!

1
J
Forum|Forum|2 years ago
C
cpa147Level 1

Want to E-file for Deceased Taxpayer who is not receiving a refund (no 1310 is needed).New

Taxpayer is deceased but has no refund due (nor taxes owed). An error populates in the EF Info Worksheet and the only way to resolve is to turn off electronic submission. Customer service rep confirmed this. This simple return should be able to be e-filed without any hold up (a letter regarding the court representative is attached to the file). No 1310 is needed. But, attaching a blank 1310 does not make the error go away either. Please fix this error.

1
Skylane
Forum|Forum|2 years ago
W
wbehrensLevel 1

Manditory e-pay california on S corporation and c corporation returnsNew

Have a box called Manditory e-pay on s-corporation and c corporation returns

0
W
Forum|Forum|2 years ago
A
amelandLevel 1

Forms search does not work in locked returns.New

Searching for clients who have Form 8824, Like-Kind Exchange, does not work if the clients are locked.  This is a new problem in 2022 Lacerte.  Searching in 2021 and 2020 Lacerte with the clients locked does not hinder the search feature.  This is a problem that needs to be fixed.  

0
A
Forum|Forum|2 years ago
S
strongsilenceLevel 10

Display foption for Individuals receiving K-1s (in prior year)New

Posted 8/28/23.Clients in CA might be waiting until the last minute for K-1s from passthroughs. To file on time, I might need to prompt them to get me info so I can prepare an estimate.I'd like to identify clients that received K-1s from passthrough entities in 2021. But I want to use 2022 Lacerte. Is there a trick to make it easy?  The display can show Ptsp/S Corps but that isn't helpful.Is there a tool or a database report? (I posted this in the main topic thread, but no answers were received. So I'm trying to elevate it to the software technical people by posting to this tax idea exchange.)

0
S
Forum|Forum|2 years ago
L
Leroy2Level 2

Virginia VK-1Discussion ongoing

Line e under Additional Owner Information does not populate from the PTE K-1.  Current instructions are convoluted.  This should be filled in automatically.

2
L
Forum|Forum|2 years ago
J
JAHMNLevel 1

Suppress Printing Form M1PRDiscussion ongoing

Please suppress the printing of the Minnesota Form M1PR for the government copy when e-filing.

1
J
Forum|Forum|2 years ago
N
nschellingLevel 1

For the From1040NR & 540NR for a Trust or Estate, provide the option to enter the entity's EIN: xx-xxxxxxxDiscussion ongoing

The ID field currently doesn't give the option to input a 9-digit entity number for a Trust or Estate when preparing a Form 1040NR/540NR.  Had to have technical support do it.

1
N
Forum|Forum|2 years ago
L
laurasnowLevel 1

Colorado addback for bond interest with bond premium calculationDiscussion ongoing

I recently had a problem with a tax return that had bond premium on tax-exempt obligations, federal tax-exempt interest and CO municipal bond interest.  Lacerte calculated an addback but did not include a worksheet of that addback amount on Line 6 of the CO 0104.  I have no way of verifying if that calculation is reasonable and provide an answer to that client. Laura

1
L
Forum|Forum|2 years ago
L
lansmanLevel 2

Pass thru of 1098-T information to stateDiscussion ongoing

Once we fill in the information on the 1098-T and enter it in the federal program I do not know why the program will not carry that information any further than the federal program and require the preparer to re-enter said information in a different format on the state return. Yes - we are responsible for carrying the information accurately but that is what a computer program should do whenever possible.

1
L
Forum|Forum|2 years ago
C
contador1Level 1

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.New

Trust has an apartment building and is installing solar skylights which qualify for the 30% Federal energy credit.  The credit is claimed on form 3468, which goes to form form 3800.  You have these forms for other modules relating to business entities, but not for fiduciary returns.As it is right now, I have to create form 3468 from another program, put the credit into form 3800, insert form 3468 into the trust return and paper file it.  This is a major nuisance, and Lacerte is better than this.Please add the form 3468 to the fiduciary module for 2023. 

0
C
Forum|Forum|2 years ago
A
AmyTerryLevel 1

Display primary contact and mobile for non-individual tax client typesDiscussion ongoing

Sure would help to be able to see the main business owner's name (or trustee's name) and contact number in the main client list display.  I should think it would just be a matter of adding the ability to read from those respective fields.  

1
A
Forum|Forum|2 years ago
T
taxpro2000Level 4

One K1 with multiple QBI input sheetsDiscussion ongoing

Currently, a K1 with multiple activities requires each activity must be separately entered into its own input sheet. The K1 I am now inputting has 23 activities, and I have several similar K1s. ProSeries should allow tax preparers the ability to enter one K1 input sheet with multiple QBI activity entries within that 1 K1 input sheet. This would save numerous hours of input time and be more technically accurate for my client & how they report. If preparers wanted to enter each activity separately, they would still be able to do so. 

1
T
Forum|Forum|2 years ago
T
Taxguru00Level 1

More options for ID'sDiscussion ongoing

ProConnect needs more options for ID's. At the moment, we are only able to put in a driver's license and a state ID, but there needs to be an option for passports. The IRS website states: "A valid federal or state government-issued picture identification, such as a driver's license, state ID, or passport." are valid forms of ID.

2
T
Forum|Forum|2 years ago
R
rj-jbsLevel 2

The client letter templates for 1065, 1120 and 1120S returns do not include an insertable code for the Preparer's email address. Codes exist in the library for 1040 (e.g., FDIEPmail), 1041 706 and 709. Will ProSeries add these?Discussion ongoing

The client letter templates for 1040, 1041, 706 and 709 returns include a unique insertable code for the preparer's email address. In the 1040 it is [FDIEPmail]. In the 1041 the code is [FIFPEMAIL]. There are similar codes within the 706 and 709 returns. The codes DO NOT EXIST in the library of client letter codes for the 1065, 1120 or 1120S products. Will ProSeries add them so the letters are consistent?

6
R
Forum|Forum|2 years ago
P
parhutchLevel 3

Smart Look not workingNew

Smart Look has not worked for two weeks.  We were told to update anti virus configurations which we did.  Our IT partner went thru those steps extensively, It still didn't work but then the next agent we talked too said there had been problems with Smart Look for the past week or two.   All other agents have said they know of no such problems.

2
P
Forum|Forum|2 years ago
J
jeffblizzardLevel 1

Lacerte - South Carolina Form SC1120S and Form I-435New

I'm still not sure about my inputs but I just completed an SC1120S that included Form I-435.  I was surprised at how much of the I-435 information that I had to input myself - that the form itself didn't pull in ANY data from other parts of the return, e.g. from the Schedule SC-K worksheet.  I'm also surprised that I didn't get a "critical diagnostic" when lines 1 - 12d , column F of the Schedule SC-K worksheet did not equal page 1, line 4 of the SC1120S as the instructions state.

0
J
Forum|Forum|2 years ago
A
Art LLevel 2

bbvvvNew

Philadelphia indiv 2022 Net Profits Tax Worksheet B line 5. You came up with an apportionment factor. There's no explanation. I spent a lot of time with your people on the phone.

0
A
Forum|Forum|2 years ago

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