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3566 Ideas

S
susan_martinLevel 1

Oregon MC-40 and MET-40 extension paymentsNew

MC-40 and MET-40 payments can only be entered as prepayments and if they are, they are then subtracted on Oregon OR-A as local tax payments.  This is a problem if they were extension or estimated payments made after the year-end.  In that case they shouldn't be deducted yet.  Please add a way to indicate the date of the payments made.

1
C
Forum|Forum|2 years ago
M
MattBLevel 1

Oregon Form MC-40 and MET-40 and payment couponsDiscussion ongoing

It would be nice to have the mailing addresses print on the payment coupons for these local tax filings of where the coupons and $$ is to be sent.  Next, related to addresses. On the Form MC-40 and MET-40 the "residence address" is pulling from Screen 1.  If that address is actually the "mailing address" for the taxpayer and there is a different a difference in the "residence" and "mailing" addresses, it would be nice to have the option for the forms to fill out correctly.Maybe the input on screen 50.028 is set up as "address if different than Screen 1" with a check box if this address is the mailing or residence address.These local taxes are heavily based on residency and when we are not able to provide the correct addresses for the mailing versus residence it make filing tricky for the part year and non residents.

2
C
Forum|Forum|2 years ago
S
SonoraSamLevel 1

I am getting excellent help from the Tax Specialists at Lacerte! Thank youj, Brooklyn!New

No text available

0
S
Forum|Forum|2 years ago
J
JBFellLevel 2

NYC-202 (Unincorporated Business Tax) Forms Not AppearingNew

I spent hours last week and reached out to several colleagues before calling Lacerte.1040 filer has two Sch C businesses (and SMLLC and a sole proprietorship that is a DBA).  We check the box in Screen 16 New York Miscellaneous for New York City unincorporated business.  We check the boxes in Screen 1 to e-file New York City UBT (Taxpayer) and New York City UBT (Spouse).  Both businesses are 100% in NYC and have a filing requirement based on gross receipts.  All of the rollover data from last year was fine.However, the "State" section in the Forms screen only had US, NY and NY -- IT-204-LL.  It did not have NY -- NYC-UBT or NY -- UBT Spouse.  I was able to print a NYC-UBT TP from the print dialog box (Print, Tax Return, Partial Return), leaving Show all forms checked), but it was blank.  Doing so generated an e-file Status of "Passed Validation" in the F4 dialog.While I was on the line with Chris in Lacerte support, my colleague Howard spoke to our colleague David Winitsky who remembered the problem and workaround "solution." We had to go to Screen 16, New York Miscellaneous Information section, and "uncheck," then "check" the New York City unincorporated business checkbox for each Sch C.Apparently, this is a bug that crops up intermittently in Lacerte.  I hope your development and QA teams can isolate and fix this defect.  It cost me about three hours, plus another half hour of Howard's time and five minutes of David's time.

0
J
Forum|Forum|2 years ago
K
klabargeLevel 1

Color CodingNew

To automatically highlight the client name if the status shows engagement letter received.

0
K
Forum|Forum|2 years ago
U
UMDJeremyLevel 4

POA Form 2848 issuesDiscussion ongoing

I'm trying to prepare form 2848 in order to sign the tax return as a representative on behalf of my client who is overseas and we are having problems e-filing the return so need to paper file it. I've never signed a return for a client like this so was reading the instructions to 2848 and saw Lacerte has the checkboxes to indicate the reason why you are authorized to sign the return and it adds the statement. However there appears to be a glitch in Lacerte as it relates to this. When you check the specific reason "overseas" a statement generates. The statement is correct except it includes the last sentence "No other acts on behalf of the taxpayer are authorized.” Per the instructions to 2848 a representative is only someone eligible to practice before the IRS (CPAs, attorneys and EAs). The instructions for line 5a discusses additional acts authorized including the authority to sign your return and states, "The IRS may grant authority to sign your income tax return to (1) your representative, or (2) an agent (a person other than your representative)." I am the representative of the taxpayer, not an agent. However the statement generated when checking the box for signing the return generates the statement from the instructions meant for an agent. The instructions have different statements that are to be added depending on whether the signer is a representative or agent with the only difference being for an agent the final sentence noted above "No other acts...are authorized" needs to be included. However for a representative that should NOT be included. The instructions also note that an agent does not complete Part II of 2848. Anyway I believe there just should be a checkmark in that section (signing the return reasons input) to indicate whether it's a representative or agent who is signing the return so that the form can be filled out according to the schedule. To get around this now I will simply edit the PDF to remove that sentence and print it but wanted to bring this to your attention.

1
U
Forum|Forum|2 years ago
D
dnelsonLevel 1

automated software updatesDiscussion ongoing

The Lacerte update policy has become oppressive. This past year I have been required to update our software multiple times each week. today I attempted to perform a simple research project for a client that ultimately required opening three years of Lacerte software. each had to be updated. what should have been a 30 minute project took all morning updating, rebooting, closing files, etc. I understand you have a cloud option but some of us do not wish to migrate our client information to the cloud. I believe you need to form a steering committee with some members that are tax professionals, not programmers. This committee would be charged with determining what changes require an immediate update, and what changes could be relegated to a recurring automatic update that could be performed in the middle of the night without user involvement.

1
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Forum|Forum|2 years ago
H
horta1954Level 1

Diagnostic code 58843New

Your Diagnostic code 58843 which is new to this year is entirely stupid.  It forces me to go back and "unclick" the federal extension input after the extension was filed and accepted to be able to submit the federal return.  From my perspective its a waste of my time.  Why do I have to go back and undo what I have done so that I can file the federal return.  Like I said its a stupid diagnostic.

0
H
Forum|Forum|2 years ago
sinadalley
sinadalleyLevel 2

Partnership module - special allocation issues on Sch K-3New

Most of the partnerships I prepare (200+) have only US source income. Most of those returns also have 743(b) Negative income adjustments (step-up depreciation). I appreciate that in my partnerships with only US source income, Lacerte carries the 743(b) negative adjustments shown on K-1 Line 13V over to the K-2 line 49 and even carries the same special allocations of those 743(b) adjustments to K-3 line 49 for the correct partners!  On the partnerships with specially allocated depreciation under Sec 704(c), I can still mirror the special allocations of depreciation I need on Sch K-3 when I do the data entry on screen 78.1 instead of screen 78.2.However, I have a dozen or so partnerships that also have foreign dividends and foreign tax withheld. Once I start using Screen 78.2 rather than Screen 78.1 for inputting data for Sch K-2, I lose ability to specially allocate anything! I've been told by technical support that the IRS instructions don't provide for specially allocating anything on Schedule K-3, but that doesn't make sense because there are definitely sections of the tax code that require special allocations (734(b), 743(b), 704(c)) and Lacrete is programed to carry certain special allocations from the K-1s to the K-3s already. If the programmers just didn't have time to add that functionality for the 2022 software, I understand, but I'm not sure how to get these returns prepared and filed before the deadline if the software doesn't allow me to report what actually is happening in these partnerships. Do I resort to editing pdf forms and paper-filing?Also, if the programmers need an example of what the issue looks like in my practice, I'd be happy to share....

0
sinadalley
Forum|Forum|2 years ago
A
alaskoLevel 2

Grantor TrustsNew

A Grantor Trust return does not generate a summary of Grantors with the tax allocation by grantor in  much the same way that the Partnership program will reflect the allocation of tax items.The program does generate a listing of grantors names and addresses.  A partnership return also reflects a per partner percentage summary....why can't the grantor trust return have the same information. Can the program provide more information on a per partner basis?

0
A
Forum|Forum|2 years ago
A
alaskoLevel 2

Partnership ReturnNew

Prior to a few years ago the software generated a Partner's Capital Balance Schedule.  Now the program only generates a per partner tax basis schedule.I would submit that even if the old schedule isn't technically required, it is more than useful to the preparer, especially when there are multiple partners involved.  Why can't Lacerte continue to generate this older form anyway?

0
A
Forum|Forum|2 years ago
A
alaskoLevel 2

E SigNew

It does not make sense to me that on some business returns when one uses the e sig, the owner of the business can sign the doc u sign form and the process works fine.I've now had 3 different owners of the business/fiduciaries of the business who are unable to just sign.  The Doc u Sign function is asking them for their home address, their DOB and their social security number.  I find this completely unnecessary and no one at lacerte is able 

0
A
Forum|Forum|2 years ago
S
s-co-Level 1

automatically generate form 4562, page 2, Part V for vehicles deducting lease expense.New

Unable to generate form 4562, page 2, Part V, Section A and B per instructions. With a leased vehicle and deducting lease payments only Section A, lines 24a, 24b and columns (a), (b) and (c) are required to be completed and filed. The form 4562, page 2 did not automatically generate. I had to pdf the page and attach it to the return. Thank you.Shunji Ozaki

0
S
Forum|Forum|2 years ago
J
JEDi1122Level 1

Support IA and federal formsDiscussion ongoing

SUPPORT 2022 IA 1040 LINE 62, FORM CC, IOWA FORMS IA128 AND IA128S AND FEDERAL FORMS 8978 AND SCHEDULE A OF FORM 8978. THANK YOU, JIM   

1
J
Forum|Forum|2 years ago
taxshack
taxshackLevel 6

Proseries should offer filing of Washington Workers CreditDiscussion ongoing

 Proconnect has it. Drake has it.  Lacerte has it.  Proseries is a highly rated software that professionals use.  If the online version, Proconnect, has it then the desktop version, Proseries, should have it.  Otherwise it is discouraging to the taxpayers and the tax professionals when the state is telling them other professionals with other software can do this for them.

5
IRonMaN
Forum|Forum|2 years ago
J
jeanne5Level 1

Incorrect State Address on Amended S-CorpsDiscussion ongoing

IDOR ADDRESS IS INCORRECT. ZIPCODE SHOULD NOT BE 62794-19016 IT SHOULD BE 62794-9016

1
J
Forum|Forum|2 years ago
FTAX
FTAXLevel 5

Why doesn’t form 5695 recognize Zip codes and enter city and state automatically?Discussion ongoing

Like other worsheets?

5
FTAX
Forum|Forum|2 years ago
S
strongsilenceLevel 10

Surviving Spouse 2023 signature lineDiscussion ongoing

TP died June 2023.Form 8879 lists Filing as Surviving Spouse on the Taxpayer Signature LineForm 1040 lists Filing as Surviving Spouse on the Spouse signature line.This is not consistent.

1
S
Forum|Forum|2 years ago
D
DD9Level 2

TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax typesDiscussion ongoing

Problem - truncated names - IRS need for name control parameters (1st 4 letters of surname) and the need for clients to see their complete name on CLIENT COPY for personal and financial institution reasons.Solution: Create 2 name fields for each taxpayer as is done for businesses/other tax types1.  The client's complete legal name for both taxpayer, spouse and or surviving spouse2.  Have a separate name field that is just for eFILING that satisfies the IRS name control.Both name fields would proforma overAs it is now - we keep hand notes on how to truncate each name.  We give clients their copy before truncating,  we truncate for eFILING, then we restore their names for proforma.  

1
D
Forum|Forum|2 years ago
A
adriennewLevel 2

PA form rct-101 can't apply overpayment to next yearDiscussion ongoing

I worked for a long time with a wonderful person, John, at tech support he figured out that this overpayment cannot be applied to the following year although the instructions permit it.Please consider updating the software to allow this. It would help my client a lot!!

1
A
Forum|Forum|2 years ago
FTAX
FTAXLevel 5

2. Add a checkoff box on w-2s and 1099r to carry federal tax ID to the state entryDiscussion ongoing

In many states, the state tax ID number is the same as the federal.

1
FTAX
Forum|Forum|2 years ago
D
DD9Level 2

Financial Transaction report omissions with state required electronic paymentsDiscussion ongoing

Love the Financial transaction reports.  I give these to our clients right after the client info letter so they can check all refunds and debit transactions.  Unfortunately if state electronic payments are required (and box checked on screen 3) any state refunds or debits will not show up on this report unless I uncheck this box.  Typically I uncheck the box, go to the form, print and then go back and recheck box so that it will proforma over to next year.  This seems a software fix that could save lots of work around time.  With either a refund or electronic debit the rules are being followed for electronic payment compliance. (2nd request for fix)

1
D
Forum|Forum|2 years ago
R
rwolbromLevel 2

K1 export dataDiscussion ongoing

Having K1 information export to an individual when a Grantor Trust holds the percentage ownership. the Grantor Trust is a disregarded entity.

1
R
Forum|Forum|2 years ago
N
navyLevel 3

Amended return Form 8879Discussion ongoing

It would be helpful to our e-filing person to have some place on the Form 8879 that tells them that the 8879 is for an amended tax return.  I think the reason would be obvious. If not, let me know and I can list several scenerios where it would apply.

1
N
Forum|Forum|2 years ago
W
what is thisLevel 1

Principal business code - NAICSDiscussion ongoing

I believe that the drop down feature for these codes is neither complete, nor current. Is it possible for this to be kept current and complete? It seems like it could easily be done. For example, for a grant a client received, I had to amend a prior year return because the specific code was not selected. The client provided the code - and when I went to Lacerte Drop down for this - it wasn't there. (It wasn't even that specific - we had just done the best we could. Never occurred to us this wasn't being maintained.)  

1
W
Forum|Forum|2 years ago

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