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3566 Ideas

T
Taxman2256Level 2

City of Detroit Form 5297 Corporate ReturnDiscussion ongoing

The City of Detroit requires businesses that operate in the City of Detroit file Form 5297 City of Detroit Income Tax Return with their 1120, 1065, or 1120S returns.  ProSeries does not support this form and must be completed and filed manually.  We have several businesses who fall under this category and we waste a lot of time filing this form manually.  Please include Form 5297 in future versions.  

2
IRonMaN
Forum|Forum|2 years ago
J
jc14Level 1

e-File Post-Transmission Summary ReportDiscussion ongoing

It would be helpful if the report would identify what year is referring to. It does have the date transmission was done but is not helpful if you e-file multiple returns from multiple years on the same date. 

1
J
Forum|Forum|2 years ago
M
mkilmercpaLevel 1

due date of tax payment on extension letterDiscussion ongoing

ExtensionsWhen completing a tax return that is on extension, the letter indicates that the payment of tax is due on the filing date of extended tax return.   We suggest that the letter should state the tax due should be paid immediately since the extension is to file and not extended payment of tax.

1
M
Forum|Forum|2 years ago
J
JMCLTDLevel 1

PA State Tax Return AttachmentsDiscussion ongoing

We have discovered that Lacerte does not transmit other state tax returns when our clients e-file Pennsylvania (PA) income tax returns and have other state tax liabilities. PA requires other state tax returns to be attached to substantiate the PA resident credit. When printing a government filing copy of the PA return, the other state returns are included. Not attaching other state tax returns to e-filed PA returns has caused multiple clients to be assessed by the state and file appeals, which is costly for them. We have been forced to manually attach PDF copies of the other state returns for each PA return that includes a resident credit, which is time consuming and costly. We are requesting that Lacerte change the e-file protocols to include the other state tax returns in the e-file when a resident credit is claimed for taxes paid to other states to improve efficiency.

1
J
Forum|Forum|2 years ago
M
marty402Level 2

PRIOR YEAR NYS/NYC SUMMARYDiscussion ongoing

I would like a prior year NYS/NYC summary similar to the Federal so for comparitive purposes I would also like Electronic payments of NYS/NYC estimated taxes Lastly, on the estimated taxes for NYS/NYC the system ONLY ALLOWS NYS PAYMENT and not NYC payment of estimated taxes.  How can we get both paid on the estimated taxes

1
M
Forum|Forum|2 years ago
W
Westchester Tax Professionals Level 2

Driver license info transferDiscussion ongoing

Please speak to the software engineer to transfer over the information for the drivers license from one year tax return to the other...I understand if ot expires than it should not but after transferring over several returns for 2021 to 2022 that information did not transfer....Please call me or email me that you guys can correct this for the followung year.

1
W
Forum|Forum|2 years ago
J
jrescpa1Level 3

Form 8993 - FDII deductionNew

This form is part of the C corp - Form 1120 program. How about adding a worksheet that shows how the program is generating the deduction on line 28. 

1
J
Forum|Forum|2 years ago
W
wjkLevel 2

Foreign PensionDiscussion ongoing

There are no FEP (Foreign Employer Pension) form in the present ProSeries software.I highly recommend that ProSeries incorporate this form so that foreign pension can flow to the proper 1040 Line (5a & 5b).The only way to enter foreign pension in ProSeries is to enter it as "Other Income".This is NOT Other Income and the software should be updated to allow for the proper reporting of this Foreign Pension Income. ProSeries only allows for a 1099-R to report pension income. However, clients with Foreign pension or compensation will NOT have a Form 1099-R.

1
W
Forum|Forum|2 years ago
T
troy1Level 2

Add CA form 3834 for completed long term contracts.Discussion ongoing

You have the Federal forms (8697), but no state.

1
T
Forum|Forum|2 years ago
G
glderosaLevel 1

nra spouse no ss number or itinNew

Client married an Australian citizen and moved to Australia.  Lacerte does not allow NRA to be entered as the Australian spouse's SS# on a MFS return.  ProSystems does.  Please make the change.

0
G
Forum|Forum|2 years ago
C
cig51Level 3

Zoom in print previewDiscussion ongoing

in print preview if you elect to zoom in on one page make that applicable to all pages. Now have to keep clicking zoom on each page.

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

Allocation of fiduciary expenses to nonresident Connecticut returnDiscussion ongoing

I was preparing a Connecticut nonresident fiduciary return.  Expenses with a Connecticut source were not allocated to the Connecticut return.  They had to be put in manually on screen 59.211. This became complicated because there was tax exempt interest for the resident state that became taxable in Connecticut and the deductions did not flow to be properly allocated.

1
M
Forum|Forum|2 years ago
S
SYM2022Level 2

Thank You Amanda !!!New

Amanda took great care and time to thoroughly research, respond, and resolve all of my questions in a single phone call.  Amanda is quite a gem !!!   Thank you !!!

0
S
Forum|Forum|2 years ago
A
atpohLevel 1

Direct deposit of refund/California Form 568Discussion ongoing

Is is possible to add direct deposit option for CA State refund from Pass-Through Entity Elective Tax overpayment from prior year to business checking account, for CA Form 568? This will help saving client a trip to the bank, and also client prefer direct deposit of refund instead of getting a paper check.Thank you in advance for your consideration.Andy 

1
A
Forum|Forum|2 years ago
B
BSM2Level 1

Form 8912 for Exempt organizations (Form 990-T)Discussion ongoing

I am getting an e-file rejection because Form 8912 is not attached to my Form 990-T. I am thinking that I could attach a PDF copy of Form 8912 if "Form 8912" were added to the drop down list in Lacerte, screen 5.1, under Link to Form. Without that link, the IRS is not recognizing that the Form 8912 has been attached.I DO NOT HAVE THE OPTION OF FILING THIS RETURN ON PAPER!! Please add this option to resolve my e-file rejection. 

1
B
Forum|Forum|2 years ago
F
fsb cpaLevel 3

NJ CBT schedule G-2Discussion ongoing

why not add a screen to input information to complete the schedule G-2?rather than attach a pdf file completed outside of Lacerte?it seems to be a benign type of form, not very detailed, not affecting several different line items and/or pages of the CBT series

1
F
Forum|Forum|2 years ago
C
CT3Level 1

3520Discussion ongoing

Please include form 3520, all competitors seem to have availability.

1
C
Forum|Forum|2 years ago
D
dalectfpartners1040Level 1

When archiving the alerts they simply disappear and apparently cannot be retrieved for later review. We should be able to bring them back from archive.New

No text available

0
D
Forum|Forum|2 years ago
T
TippecanoeCPALevel 3

Partnership & Trust returns printing to SmartVaultNew

Should be able to print to SmartVault from all tax programs.  Partnerships & Trusts most often do not work giving errors.  Solution is to print to PDF, navigate to ProPDF, choose the file & save it to SmartVault.  Many unneccessary steps.

2
T
Forum|Forum|2 years ago
FTAX
FTAXLevel 5

Please give us the option to TURN OFF AUTO ESTIMATED TAX calculationsNew

It is a regular nuasance having to discard client letters with estimated tax instructions when the client is not going to make them.  It is easy to for get to override it ever single time on individual returns, especially in the cases where the client doesn't even owe money but, based on the 10% rule, the software assumes the client will make 10% more, but assumes their w-2 withholding will be identical.  The software even calculates estimated payments for deceased taxpayers and for taxpayers requesting payment plans.  

8
FTAX
Forum|Forum|2 years ago
O
opporLevel 1

Jordan - Support ExperienceNew

Excellent. Result achieved in reasonable amount of time.  Thank you.

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

S Corp Returns and Grantor TrustsNew

On a partnership return there are printed schedules of partners capital balances and partners percentages. On an S Corp and a Grantor Trust there is neither.  I can't understand why there can't be a listing of Shareholders with Percentages and Grantors with percentages.  I've asked for this for over a dozen years.  Having these schedules saves so much time when looking for a shareholder or grantor

0
A
Forum|Forum|2 years ago
George4Tacks
George4TacksLevel 15

Allow check mark on the forms to confirm data entryDiscussion ongoing

This is a feature several other software have, e.g. Lacerte. As I view the specific form I can check off (or tick in Pro Systems Fx) the data as shown on the return. Look at check B and check off each of the interest and dividend income to confirm it matches the data sheet. Look at the 1099R summary and check them against the forms.

7
M
Forum|Forum|2 years ago
R
roniswindellLevel 4

Depletion prompt on Federal Final ReviewDiscussion ongoing

Please put the prompt for depletion back on the Federal Final Review.  That has caused me so much aggravation on the 2022 returns because, after having depended on this prompt for so many years, I would mistakenly print returns without calculating depletion.  Why would you remove items from the Federal Final Review without finding out if it was something your customers really found helpful, and without notifying everyone? 

2
BobKamman
Forum|Forum|2 years ago
FTAX
FTAXLevel 5

Allow us to keep the ‘deposit refund’ checked so it flows to state, even when the federal has a balance due.New

Please allow us to check the deposti refund box even when the client owes, so that it flows automatically to the state(s).  I can swear there was one year, maybe 15 years ago or more, where this didn't trigger an 'error'.

3
IRonMaN
Forum|Forum|2 years ago

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