Idea Exchange

3566 Ideas

Hosting demo for free with LacerteNew

A customer I spoke to would like if there was a free demo for using hosting. They currently have Lacerte and did look at doing hosting but decided not to because they could not get a free demo/trial.

Forum|Forum|3 years ago

jm10Level 1

Update Reboot Completely UnproductiveNew

Stop forcing desktop users to reboot after each update.The last half dozen or so updates have required such.Completely unproductive, and it shows that the Lacerte IT team has no respect for those who are not in the cloud.When will it cease?

Forum|Forum|3 years ago

puravidaptoLevel 7

Calculate the 401(k) excess contribution amountDiscussion ongoing

Currently the software displays an diagnostic message:The taxpayer's 401(k) contributions exceed the $20,500 limit. The excess amount may need to be added to wages. Refer to Form 1040 instructions for more information. The taxpayer's excess 401(k) contributions can be entered in "Excess salary deferrals"which is good. I propose it also display the excess amount, and better yet, add the amount automatic as excess salary deferral.Yes, I can calculate the amount myself but we should automate as much as possible to save time and avoid human error.

Forum|Forum|3 years ago

psmitcpa1Level 3

990-T E-file Rejection due to missing rental property addressNew

Screen 22 Rental Income related to the UBTI 990-T filings - Tax Year 2021 (I assume 2022 also)Efile will be rejected if Street Address, City/State/Zip Code fields are not entered, HOWEVER, there is no Efile Critical Diagnositic pointing this out before efiing.  Please add this as a Critical Diagnostic so practitioners can clear the issue or can be reminded to clear the issue prior to efiling.   A few years ago this was not a required field, but apparently it is now.  So i keep forgetting to add the info before efiling and have to go back in and re-submit.  Not a huge deal but it could be enhanced with a Critical Diagnostic.  Thank you

Forum|Forum|3 years ago

Tim CrawfordLevel 2

Different colors for different tax yearsNew

I just wasted an hour preparing a tax return in the wrong year.  I often have different years of ProSeries software open at the same time.  The different years look exactly the same, it is easy to have the wrong year open, and entering information in the wrong year.  There is a very simple solution, just change colors of the display from one year to the next.  This has happened to me a handful of times.  It is frustrating, especially when a very simple, common-sense solution could easily solve this problem.  

Forum|Forum|3 years ago

John BolgerLevel 2

Ohio Cities print turn off on business returns. Individual modules already doesNew

Individual program gives option to print or not print each city return. S-corp, Partnership, and Corp do not have this feature. 

Forum|Forum|3 years ago

tcsmsgtLevel 2

time spent in returnNew

When we go brain dead and leave a client open (or go watch the baseball game) and come back 3 hours later-is there a way we can deduct that "dead time"?

Forum|Forum|3 years ago

Michelle46Level 3

acknowledgement of efiling of extension for 1041New

When an individual return request for extension is efiled - there is a Form 9325 that generates with a confirmation # and date.  This same form is also populated with confirmation # and date when the individual return is efiled.  This would be great to have for 1041 returns as well.  We file a 7004 but there isn't a form within the return that prints showing the date/confirmation of the return being extended and that said extension is accepted.

Forum|Forum|3 years ago

bethsvenLevel 3

Federal Basis Limitation Worksheet.New

In Forms, please provide the partnership name instead of page number in the Federal Basis Limitation Worksheet.  For returns with multiple K-1s, searching for the relevant partnership is very inefficient.

Forum|Forum|3 years ago

acheaneyLevel 1

alt min depr 1065s not working properlyNew

Case:15101418293 EFile [ ref:_00Di0Xs0j._5003j2BtOc7:refd g I transferred fixed assets along with all other data for a partnership client.Alternative min tax depreciation did not carryover properly.  all assets purchased1/1/18 forward are depreciated for this client at 200%DB, alt min tax is 150%db by law, no exceptionsThe prior yr holdings transferred in showing alt min method was 200% - it changed my data!!  Why?For new assets entered - 200% depreciation taken for 5 yr assets purchased according to reg tax method I chose.  The alt min depr schedule for the new assets also are reported as 200% for the alt min method, no where on the screen is there a place to enter alt min depr method.  It should be automatic if you don't have to manually input it.  I was on the phone for hours with absolutely no resolution & don't feel confident there was an understanding of the basis rule for this This is old law - not new.  Someone who understands alt min needs to look at this

Forum|Forum|3 years ago

JimmyCLevel 1

Statement on Line 17 Form 1120 -- TaxesNew

Lacerte should generate a Statement on Line 17 Form 1120 showing the details of taxes.This will make it easier to verify the amounts. 

Forum|Forum|3 years ago

Hallie DLevel 1

Correct AR K-1 Box 1 CalculationNew

Arkansas PTET Form AR1100PET is incorrectly treating all screen 15 State Tax as Arkansas Corporation Income Taxes paid. I am able to adjust to correct on screen 43.351, however this adjustment is not carrying forward to the AR K-1 Box 1 calculation. The AR-K-1 Box 1 calculation is reporting all screen 15 State Tax as Arkansas Corporation Income Tax paid. This is incorrect. The only way to file a correct AR-K1 is to override these values on screen 33.Considering that this issue has not yet been reported, I believe that many incorrect AR-K1's have been filed this year due to practitioners trusting their software. We should only be expected to override a particular value once per state. (The screen 43.351 adjustment, which corrects the main form and schedules, should also carry through to the K-1 calculation.)

Forum|Forum|3 years ago

GregBLevel 1

Auto fill VT HI-144 from federal input for all line items.New

Auto fill VT HI-144 from federal input for all line items. Having to input a second time leaves chance for filing error. Currently only some line items are auto filled.

Forum|Forum|3 years ago

strongsilenceLevel 10

Corrections for California due dates for 2022New

Update Federal and California modules to reflect changes and new laws.Emergency tax relief | FTB.ca.govI realize you told us 3-4 months ago that you wouldn't update the software but it still bothers me and I think hundreds (thousands?) of California tax preparers.

Forum|Forum|3 years ago

strongsilenceLevel 10

Roth - Traditional choice made by lacerteNew

Maybe this isn't a glitch.  What do you think?I set the Individual tax return to maximize a Traditional IRA and to maximize a Roth IRA.  The TP qualifies for either type.It chooses the Traditional IRA.  It doesn't tell me why it chooses the Traditional. There were no notes in Diagnostics and no items in Analysis.

Forum|Forum|3 years ago

French_LegalLevel 1

1040-NRDiscussion ongoing

1040-NR Box 1(h) needs to be made available to report non-W-2 based income. That's where this income is reported, so why is that box inaccessible? It should pick up all 1042-S income. We shouldn't be reporting 1042-S income using Schedule 1 in order to have it properly reflect on the 1040-NR?Intuit should consider forming a nonresident alien tax advisory group if there isn't sufficient knowledge about this form.

Forum|Forum|3 years ago

bishop-associates-ltdLevel 1

PLEASE PLEASE add a way to change client types, business vs individual.Discussion ongoing

PLEASE PLEASE PLEASE add a way for us to change the client type, from business to individual and vise versa; this one issue has caused so much frustration for our firm when we have LLCs that file as S-Corps and individuals who need to be billed under seperate accounts in QBO; part of the problem is when you create a new client in QBO it automatically makes it an INDIVIDUAL-type client in ProConnect and THERE'S NO WAY TO CHANGE IT; you can't store an EIN or a company name unless it's a business-type client in PrConnect! Thank you. (Same goes for new QBO client subscriptions, ProConnect makes them individual clients which is no bueno especially for our corporate clients.)

Forum|Forum|3 years ago

jbovardLevel 3

ND Partnership Return - Schedule KP - IRA partners REQUIRED to be reported type ExemptDiscussion ongoing

Problem: the IRS allows partner types on Schedule K-1 to be listed as "IRA".  However, North Dakota will reject any e-filed partnership return that includes IRA as a partner type.  They simply do not allow that type of partner listed on Schedule K-1.  However, I called the ND tax department and they do legally allow IRA's a partners in a partnership (they have to since the IRS allows it), but the ND tax technician said that that the IRA partners required be marked as "Exempt" on the ND Schedule KP Column 3.  This is because IRA's are exempt from ND income tax and allows the return to be properly processed for e-file purposes.The instructions for ND Form 58, page 10 state that the only acceptable reporting types are:Individual.........................IC corporation.................CND PartnershipS corporation..................SPartnership......................PEstate...............................ETrust.................................TExempt organization.... OSolution: Please add a field on Screen 7 under the North Dakota section to allow IRA partners to be marked as type Exempt.  Or better yet - change the program so that if type for Federal purposes is marked IRA, that the program AUTOMATICALLY reports the partner type on ND Schedule KP column e as Type O Exempt Organization.   Thank you for your help.

Forum|Forum|3 years ago

jakal05Level 2

1-click option for PDF copy of payment vouchers and invoiceNew

As a CPA using Lacerte for many years, we have transitioned more and more to providing PDF copies of the tax return, E-File signature forms, payment vouchers, and invoice to our clients.  These files are usually sent via secured e-mail.However, while you can print a copy of the tax return and E-File signature forms with 1-click, you have to dig through the "Forms" tab to isolate and print payment vouchers and invoices to PDF.I propose that a 1-click option be included in the tab header at the top of the screen, so that you have the option of printing payment vouchers and/or invoices with a single click, rather than the time-consuming task of searching for each one through the "Forms" tab.This solution would provide a significant time-savings during tax season.

Forum|Forum|3 years ago

acheaneyLevel 1

Self employment tax farm income on 1065New

14B should not be filled in for limited partners. Negative numbers must be added on the schedlue K1 input screens. This is a sysytem bug that should be corrected

Forum|Forum|3 years ago

rliptzinLevel 2

Lacerte FixNew

Page 20 of the instructions regarding Line 15. S corporations who meet the protections of Public Law 86-272 are exempt from state taxes based upon, or measured by, net income. However, they still are subject to the annual minimum franchise tax if they are doing business in, incorporated in, or qualified to transact intrastate business in California. If S corporations are claiming immunity in California under Public Law 86-272, do not include their net income or loss on line 15 and write "PL 86-272" at the top of Form 100S.I need to type  "PL 86-272" at the top of Form 100S on the Form 100S but Lacerte does not allow me to do so. I am being told that they will not be able to do a software fix. It is totally unacceptable.   

Forum|Forum|3 years ago

cwebb2237Level 2

Diagnostic reminder to use state estimated tax efile wizardNew

Can Lacerte generate a diagnostic that reminds us to use the state estimated tax efile wizard when required?  It would help us to remember to use the separate efile wizard for state estimated tax payments, as they do not automatically get sent when the return is efiled.It is easy to miss this requirement and can have severe penalty and interest ramifications if the wizard is not used to transmit the request to process the state estimated tax payment in a timely manner.

Forum|Forum|3 years ago

Ann77Level 1

Iowa PTE-C tax calculationNew

The Iowa tax rate for 2023 is 6%.  I am doing an estate that ends in 2023 and needs to have the tax rate be 6%.  I cannot override the 2022 tax rate of 8.53%.  This is a program deficiency and needs to be changed!  This is going to happen all of the time with fiscal year estates.  Please advised when the program has been update

Forum|Forum|3 years ago

StevooLevel 3

Ultrawide Monitor SupportDiscussion ongoing

      It would be nice that Pro Series supports Ultra Wide Monitors on all forms without having to change     the view to 60 or 80%.     On the info worksheet because of the length of the form if you do not change the view the form disappears to a white screen.   There are other forms as well that you manually have to change the view to view the form in it's  entirety.   Very frustrating. These monitors have been out for quite sometime.   I would appreciate if Pro Series would correct this.

Forum|Forum|3 years ago

BCW60Level 3

form 2441 qualified dependent care expense over age 13Discussion ongoing

I received IRS notice of tax correction for client with two children, Ages 12 & 15.  (Neither is Disabled)I entered child care expenses for both children, and the program carried the total of both children's expenses into form 2441 Line 3.   This effectively gave the full deduction for both children, as apposed to only the 12 year old's expenses.My client asked me why Intuit's software would allow this, if neither child was listed as disabled.  Due to this calculation error, my clients now owe an additional $232.  (They are first year clients)I believe the software should have prevented the flow of expenses for the 15 year old child (absent marking him disabled), and the tax calculation would then be correct.I would appreciate a chance to discuss this with an appropriate level of programmer when this is addressed.

Forum|Forum|3 years ago

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3566 Ideas

Hosting demo for free with LacerteNew

Update Reboot Completely UnproductiveNew

Calculate the 401(k) excess contribution amountDiscussion ongoing

990-T E-file Rejection due to missing rental property addressNew

Different colors for different tax yearsNew

Ohio Cities print turn off on business returns. Individual modules already doesNew

time spent in returnNew

acknowledgement of efiling of extension for 1041New

Federal Basis Limitation Worksheet.New

alt min depr 1065s not working properlyNew

Statement on Line 17 Form 1120 -- TaxesNew

Correct AR K-1 Box 1 CalculationNew

Auto fill VT HI-144 from federal input for all line items.New

Corrections for California due dates for 2022New

Roth - Traditional choice made by lacerteNew

1040-NRDiscussion ongoing

PLEASE PLEASE add a way to change client types, business vs individual.Discussion ongoing

ND Partnership Return - Schedule KP - IRA partners REQUIRED to be reported type ExemptDiscussion ongoing

1-click option for PDF copy of payment vouchers and invoiceNew

Self employment tax farm income on 1065New

Lacerte FixNew

Diagnostic reminder to use state estimated tax efile wizardNew

Iowa PTE-C tax calculationNew

Ultrawide Monitor SupportDiscussion ongoing

form 2441 qualified dependent care expense over age 13Discussion ongoing

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Hosting demo for free with LacerteNew

Update Reboot Completely UnproductiveNew

Calculate the 401(k) excess contribution amountDiscussion ongoing

990-T E-file Rejection due to missing rental property addressNew

Different colors for different tax yearsNew

Ohio Cities print turn off on business returns. Individual modules already doesNew

time spent in returnNew

acknowledgement of efiling of extension for 1041New

Federal Basis Limitation Worksheet.New

alt min depr 1065s not working properlyNew

Statement on Line 17 Form 1120 -- TaxesNew

Correct AR K-1 Box 1 CalculationNew

Auto fill VT HI-144 from federal input for all line items.New

Corrections for California due dates for 2022New

Roth - Traditional choice made by lacerteNew

1040-NRDiscussion ongoing

PLEASE PLEASE add a way to change client types, business vs individual.Discussion ongoing

ND Partnership Return - Schedule KP - IRA partners REQUIRED to be reported type ExemptDiscussion ongoing

1-click option for PDF copy of payment vouchers and invoiceNew

Self employment tax farm income on 1065New

Lacerte FixNew

Diagnostic reminder to use state estimated tax efile wizardNew

Iowa PTE-C tax calculationNew

Ultrawide Monitor SupportDiscussion ongoing

form 2441 qualified dependent care expense over age 13Discussion ongoing

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