Idea Exchange

3566 Ideas

puravidaptoLevel 7

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

It is just one character. Using dates, it is 15 keystrokes. Think about it.

Forum|Forum|2 years ago

anoopcLevel 2

Form 1116 - Paid/Accrued Information Roll-forward should be automated.Discussion ongoing

In form 1116, paid or accrued check box should roll-forward automatically. Also, in the foreign interest and dividends section paid or accrued information from prior year should roll-forward.

Forum|Forum|2 years ago

PTFSLevel 2

NC Retired Member of Uniformed Services deductionDiscussion ongoing

When code "M" is entered for the type of income for a Military Retirement pension, ProSeries determines the amount that qualifies as a deduction from NC taxable income.  This amount is posted in the totals area but is not carried forward to the summary area. When code "B" is used as the type the qualifying amount is posted in the totals area but is also carried forward to the summary area and subtracted from NC taxable income. Please consider an enhancement to have code "M" entries processed with the same functionality as code "B" so the preparer does not have to manually enter the qualifying amount in the the summary area to generate the correct calculation of the taxable income.  

Forum|Forum|2 years ago

rjjonesLevel 1

add letter to all clients organizerDiscussion ongoing

only standard letter & engagement letter exist currently.If we could add another letter (global for all clients, not just specific client), it would be helpful.

Forum|Forum|2 years ago

taxrefereeLevel 1

TX franchise state returnsDiscussion ongoing

Many in TX are opening up individual multiple franchise state accounts what require different state taxpayer numbers, different file numbers, different SIC codes and different NASIC numbers and different officer/owners listings on their forms. Many have multiple businesses and rental properties that need separate state franchise filings.  Your program will not accommodate these multiple filings but only allows one state return to TX what wants to combine rental income with contractor and other diverse income into one that will not allow multiple codes and taxpayer numbers.  Husband and Wife need separate filings. Also the first webfile number TX assigns an LLC for its first filing is a QT number, not an XT number.  Your program does not allow for this number.

Forum|Forum|2 years ago

BambiLevel 1

Printing single estimate vouchers in PDFDiscussion ongoing

I email quarterly estimates to several clients during the year while they're under extension.  The amounts vary from quarter to quarter.  I would like to be able to print only that quarter's voucher along with the cover letter and filing instructions.  However, Lacerte prints all 4 vouchers for Federal and each state every time.  I realize my clients can choose to only print out the voucher they need but this seems like it could be a simple option since some state modules already only print the voucher with an amount other than zero.

Forum|Forum|2 years ago

mperdios885Level 1

print from check return tabDiscussion ongoing

In Lacerte I am able to Print any form I want when viewing the form. There should be an option to print form when looking at the form under the check return tab. I should not have to print to pdf to be able to print only one page of a specific form.

Forum|Forum|2 years ago

rotnrontooLevel 1

state of alaska 990 - t filing requirmentsDiscussion ongoing

when an Alaskan exempt organization has the need to file a 990 - t , they must also need to file a form 6000 with the state of Alaska - a diagnostic warning sb made for anyone with this requirement.  Lacerte should have the form 6000 as an automatic part of the preparation. it appears i now have to make them a c corp filing and pay more, they must file electronically or pay a fine.  i still do not know what the penalties for all the returns i did not file, i didn't know there was even a requirement to file.  most of my returns will owe no tax as their is a 25k threshold, thank god - please add this to your todo list - tx

Forum|Forum|2 years ago

Connie FoxLevel 1

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

We need support for Local forms in Oregon.  As of now, you do not provide the form MET-40 for the Metro income tax or the from MC-40 Multnomah County Income tax form.  Additionally, we need to be able to e-file these forms AND the City of Portland form SP and the state forms TM and LTD for transit self-employment taxes.  We are paper filing all 5 of these local returns and are forced to hand prepare some of them.

Forum|Forum|2 years ago

puravidaptoLevel 7

Differentiate 1 dollar and 100% in In-state municipal bonds (percentage or amount)Discussion ongoing

I have $35  In-state municipal bonds (exempt interest), of which the state (CA) amount is $1. In the " In-state municipal bonds (percentage or amount)", I entered 1, the program treated as 100%, i.e. 35.The workaround is to enter 0.02857, but this is too cumbersome. There are two ways to solve the problem. One is to make dollar amount and percentage as two fields, and the other is to use number as dollar amount, and number with % sign as a percentage, for example, 1 for 1 dollar and 100% for one hundred percent. 

Forum|Forum|2 years ago

Sandy GAMLevel 1

Reports to sorting client data by status date by moduletNew

Having the ability to run reports by tax module listing tax return status, client number, client name in chronological date order. For example:  Having a report which reflects in chronological order by return status. This report would allow the firm the ability to know, for example, how long the firm has had the client's data but has not assigned it to a specific person to prepare the tax return. Another example would be to determine  which client's the firm is still awaiting information to complete a tax return. There are other uses a firm could use such a report and it could be modified internally by each specific LaCerte customer.   

Forum|Forum|2 years ago

puravidaptoLevel 7

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

Nonresidents without US withholding requirements have up to June 15 to file their taxes. However, the system is currently preventing us from entering a date after April 18, even though the default date the system enter is June 15. This needs to be fixed.The idea applies to the **payment due date** on the return **and** the **extension**.

Forum|Forum|2 years ago

dlgarelickLevel 1

VOUCHERS & ESTIMATES TO DOCUSIGN - FILLABLE ORGANIZERS (E ORGANIZER ARE AWFUL)Discussion ongoing

Hi there,Can you please add mapping to automatically add in to Individual returns their CA LLC Efile Form (if need be), as well as a Form 114a (if need be). I would love to also be able to have a separate area where the client's can go to their Vouchers and Estimates directly to pay (?).  I would be happy to have a drop down tab for me to add those in for them to review if you couldn't automatically map that.  If the client could somehow be directed to a link to where they need to pay those vouchers or Estimates that would be amazing. LASTLY please make a fillable Tax Organizer.  The E Organizers are an exe file and client's cannot get into them.  The security is too tight and it doesn't explain very well how to work it.  PLUS client's that have a MAC cannot use.THANK YOU THANK YOU.  Been hoping for this for years. Thank you so much.

Forum|Forum|2 years ago

RascalsmomLevel 1

Multi Factor Authentication for DMS programDiscussion ongoing

Definitely need to add Muti Factor Authentication for the DMS program.  Especially given all the hacks taking place, it is concerning the DMS program does not have this added safety feature.

Forum|Forum|2 years ago

janetprewitLevel 1

JocelynNew

Thank you, Jocelyn.You cheerfully fixed the technical issue our company was having with our 2020 program.We sincerely thank you for your expertise and getting us back on track!JanetC&A Associates II Inc

Forum|Forum|2 years ago

Bob SaundersLevel 3

Lacerte e-signature needs two upgrades to use it successfully.New

First, it needs to be integrated into Lacerte better with an indicator box somewhere in the “client information” screen.  Without this, our support staff has no way of knowing how the client wants to receive the return.  We have resorted to sticky notes while we are otherwise paperless.  Also, the embedded client letter is wrong and makes no sense.  The letter needs to be based on how they are executing the return.  Overall, this is a step backwards for us. With the indicator, we should be able to set up a column to display showing the client’s desire.  This same box should be proforma to the following year.  We should also be able to sort (F3) for clients with this box checked.Next, there needs to be integrations with DMS and SmartVault.  For a paper return, we have our “complete return” settings to also send a copy to SV.  With e-signature we must manually remember to send a return there.  This is an extra step and added risk.  This is also a step backward for us.   Not only should e-signature send everything they send to the client to SV, it should also send the client reply with a copy of the e-signed authorization form to SV. Both these issues seem like a primary need – we have more suggestions, like sorting clients by last name, but without this very basic improvement, we remain unsatisfied to suggest it’s use or consider additional products.We would appreciate a response and a person who understands this to speak with. Thank you 

Forum|Forum|2 years ago

RoseLVLevel 1

Apportionment optionNew

When doing a return (S Corp) for client in a State that does not have a State tax, when you add a State the program assumes all income is for the added State.  I'm in Nevada and added a State, and I'm unable to just use screen 13 and input what is just Utah income.  If I use screen 50.13, and enter a apportionment percentages, Utah does not like that and we have to file a paper return.

Forum|Forum|2 years ago

DerrickLevel 3

Implement organizers for rentals and schedule c businessesDiscussion ongoing

It's easy to just complain about problems in the forums.  But in the last week I've had two unexpected PTO discoveries that made me go "awww, they really do give a $%!^". 1.  The ability to flag entry fields as items you're wanting information on was a sweet feature I always appreciated in Lacerte and was delighted to see suddenly show up recently in PTO. 2.  I went to do an amended return and when I went to the section for it... BANG!  It offered to copy all the current tax return values as previously filed in, without me having to do it manually (also a long time Lacerte feature). So a big THANK YOU to the PTO team for managing to not only keep up with the ever changing Covid tax issues, but also finding time to introduce a couple of really key new features! (Now if someone could just wake up the Intuit Link team (or re-hire them) and get them to implement organizers for rentals and schedule c businesses that show the prior year paid expenses and request the current year expenses... like the old paper organizer did all the time with no problem... then I'd really be doing some cartwheels)

Forum|Forum|3 years ago

ToussaintLevel 2

Client Complete notificationDiscussion ongoing

In Intuit Link when a client is active I get an email.  However, it never tells me if they are completed with uploading documents/responding to questions.   It takes considerable time to look at each request every time they are active.  

Forum|Forum|3 years ago

CT3Level 1

Composit returnsNew

Please update to include composite returns for S-Corps

Forum|Forum|3 years ago

nickhurlimanLevel 1

portland metro and business formsNew

Please work on correct flow to the Portland business forms.  There are a number of issues that require manual override that could very easily flow.  Including shareholder wages and w-2 that was already marked as earned in OR.

Forum|Forum|3 years ago

hedgeslawLevel 4

Indiana Partnership PTET Estimated Tax Vouchers (IT-6-ES) NeededDiscussion ongoing

Indiana now has the Pass Through Entity Tax election available. For 2023, estimated tax vouchers are needed in the ProSeries partnership program. The Ind Dept of Rev has indicated that partnerships can use the form IT-6-ES or multiple form IT-6WTH's to make quarterly payments if they do not pay online. The Ind S-Corp program already has the Form E-6 and the Form IT-6 available. I request the same exact forms be made available in the Ind Partnership program, even though the IT-6's form title indicates it is for corporate estimated payments. The Department says to disregard the form's title.

Forum|Forum|3 years ago

Art LLevel 2

jjjNew

IRS Pub 541 has worksheets concerning Sec 1061. It would help if the partnership module supported them.

Forum|Forum|3 years ago

Bert01Level 1

ProSerites Tax SoftwareNew

Representative was very helpful in assisting w/the resolution of my issue re: K-1 income.Again,. very pleased with the response. 

Forum|Forum|3 years ago

vpickensLevel 2

intuit link setupNew

In ProSeries there are two fields (taxpayer and spouse).The clients usually designate one person for completing the intuitlink information.  However, we can't choose when we send the invitation to IntuitLink.  The default is the taxpayer, even if it is the spouse who is the person completing the information in IntuitLink.The work around is that I place the spouse's e mail address in the taxpayer field.  Then after the invitation is accepted I have to revert them for other add-ons (like docu-sign).suggestion - create a field on the information worksheet for the intuitlink invitation.In one (I repeat) only one of my clients wants a dual system so that each person can access the same intuitlink page.  For some reason they can't seem to coordinate between each other.  They find it cumbersome for example if they forgot the password and the prompt goes to only one person.  

Forum|Forum|3 years ago

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3566 Ideas

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

Form 1116 - Paid/Accrued Information Roll-forward should be automated.Discussion ongoing

NC Retired Member of Uniformed Services deductionDiscussion ongoing

add letter to all clients organizerDiscussion ongoing

TX franchise state returnsDiscussion ongoing

Printing single estimate vouchers in PDFDiscussion ongoing

print from check return tabDiscussion ongoing

state of alaska 990 - t filing requirmentsDiscussion ongoing

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

Differentiate 1 dollar and 100% in In-state municipal bonds (percentage or amount)Discussion ongoing

Reports to sorting client data by status date by moduletNew

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

VOUCHERS & ESTIMATES TO DOCUSIGN - FILLABLE ORGANIZERS (E ORGANIZER ARE AWFUL)Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

JocelynNew

Lacerte e-signature needs two upgrades to use it successfully.New

Apportionment optionNew

Implement organizers for rentals and schedule c businessesDiscussion ongoing

Client Complete notificationDiscussion ongoing

Composit returnsNew

portland metro and business formsNew

Indiana Partnership PTET Estimated Tax Vouchers (IT-6-ES) NeededDiscussion ongoing

jjjNew

ProSerites Tax SoftwareNew

intuit link setupNew

Filter by product

Idea Exchange

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Filter by product

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

Form 1116 - Paid/Accrued Information Roll-forward should be automated.Discussion ongoing

NC Retired Member of Uniformed Services deductionDiscussion ongoing

add letter to all clients organizerDiscussion ongoing

TX franchise state returnsDiscussion ongoing

Printing single estimate vouchers in PDFDiscussion ongoing

print from check return tabDiscussion ongoing

state of alaska 990 - t filing requirmentsDiscussion ongoing

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

Differentiate 1 dollar and 100% in In-state municipal bonds (percentage or amount)Discussion ongoing

Reports to sorting client data by status date by moduletNew

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

VOUCHERS & ESTIMATES TO DOCUSIGN - FILLABLE ORGANIZERS (E ORGANIZER ARE AWFUL)Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

JocelynNew

Lacerte e-signature needs two upgrades to use it successfully.New

Apportionment optionNew

Implement organizers for rentals and schedule c businessesDiscussion ongoing

Client Complete notificationDiscussion ongoing

Composit returnsNew

portland metro and business formsNew

Indiana Partnership PTET Estimated Tax Vouchers (IT-6-ES) NeededDiscussion ongoing

jjjNew

ProSerites Tax SoftwareNew

intuit link setupNew

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