Idea Exchange

3566 Ideas

dispositions - add a columnNew

Please add a column for short term/long term to 17.1 dispositions.  It would make keying in sales with various dates faster.

Forum|Forum|3 years ago

nonononoLevel 3

Change e-file status from "rejected" to "paper filed"Discussion ongoing

Sometimes a reject cannot be resolved and a return must be paper filed. Having a completed return stuck in "rejected" perpetually makes it seem like there is something wrong every time we log in.Please allow a manual status change from "rejected" to "paper-filed"

Forum|Forum|3 years ago

BCW60Level 3

Payroll (or other income) tax withholding analysis to help clients better understand why they always owe each year.Discussion ongoing

I have always tried to show my clients why they have a tax balance due.  For some it is a mystery and demoralizing to always owe money each year.  I have created my own Payroll Tax withholding analysis spreadsheet to analyze current year, and prior year(s) so that they can see where the weakness is.  Sometimes it's their own paycheck, sometimes it's their spouse.  Sometimes, it due to a job change and they didn't understand the impact of their choice on their Form W4.For years, I have used the Federal two-year comparison to show trends, changes, and individual components that make up their total tax calculation.  It has been a great help, clients love it and I believe it helps me stand out in helping my clients see me as a valued advisor, instead of just a data input.This year, I have gone one step further.  I use the Pro Series W2 Payroll Summary, 1099 Summary, and other relevant income sources as input to show them how each of their income sources is either withholding enough or drastically coming up short.   It's a pretty simple excel spreadsheet and many clients are thanking me for helping them better understand their payroll tax withholding rates vs their tax return effective rate, so they can better understand and fix their withholding weak spots.  This tax w/h report is now one of my most requested reports from my clients.  They want to take home and use it to correct their Form W4.I would be glad to show you an example if interested.It's late, and I'm tired, not sure if I have explained this concept very well.

Forum|Forum|3 years ago

Lnhcpa52Level 2

Password ResetNew

Unfortunately, I forgot my password and tried to obtain a password reset from the customer service.  When I contacted customer service and explained that I had forgot my password and needed to reset it, the representative said I had to fill out information on the Intuit website and provide a copy of driver's license.  The representative then said that it would take 24 hours to review the information.  The representative also said that I would need to call back after the 24-hour period had passed and then they would let me know if information was okay and would give me a link to reset the password.  In the meantime, I would be locked out of Lacerte. While I can understand the need to verify the identity, I do not understand the 24-hour requirement.  To be lock out of Lacerte for a 24-hour period can put a real strain on our business.  This would be especially true between January 1 and April 15th of each year and anytime we are close to a 15th of the month deadline. Please try to come up with a procedure that would require identity verification that can be done within minutes instead of the 24-hour period. Thanks, Larry  Customer [removed]

Forum|Forum|3 years ago

ROGER37Level 1

TWO YEAR COMPARE FOR SCH FDiscussion ongoing

Make a two yr compare  for sch F( Farm) 

Forum|Forum|3 years ago

coordinatorLevel 1

Print efile Extension Accpetance Letter and Extension Forms for Federal and StateNew

Hello,Can you customize, “Extension Only” Print out template in Lacerte to include following:Form 7004State extension form if applicableE-File extension acceptance letter – as first page.Lot of client need to submit this to lending institutions and it will be time efficient for us to be able to print this in one go.

Forum|Forum|3 years ago

kbbbLevel 1

taxypayer download docs/documents in bulkDiscussion ongoing

Some clients/taxpayers do not keep a record of all docs submitted to CPA's through Intuit Link. Intuit Link from the taxpayer's portal does not provide an option to download all files/responses/To Do's in bulk but it is my understanding that the CPA can. I have spent so much time searching Intuit's articles and googling a way for a taxpayer to download in bulk on their own; I have called Intuit and clicked on all the links they provided and they are either clueless or won't tell me that this is not an option. Is this option available for taxpayers? If yes, where/how? If no, please add it! It seems like such a simple option that should have been available by now. Please make it easier to find a response! The phone menu does not even mention Intuit Link (to reroute the call) and the rep I spoke with on the phone had no idea how to get in touch with a Link expert. This would be a great feature for taxpayers to do this on their own as CPA's are sometimes really hard to get a hold off for small issues like this and it can be a lot of work (specially if taxpayers have been clients for several years) to request that the CPA provide all documents.  PLEASE NOTE: I did try the "download my data" feature but the information that Intuit provided is useless/random letters that comes in an incomprehensible zip file without my tax documents and without any instructions as to what the purpose of this 'data' is. 

Forum|Forum|3 years ago

PL22Level 2

Federal Estimated Tax Worksheet and StateNew

When entering changes to income, withholding, &  deductions you have to calculate an addition or subtraction to get the end result.  Example If the 2022 wages is $250,00 but the 2023 wages will be $110,000, you have to enter -$140,000 to wages. It would be better to just have to enter $110,000.  Also the state estimate taxes should follow the federal income when making these type of estimated income changes.  For Massachusetts, the estimated income should follow the federal income.  I had to look at the estimated federal income and make a negative change to my MA income to my state estimated income equal to my federal income.  Example my federal income is $200,000, but the state shows $380,000.  I had to enter -$180,000 to get the state income equal to federal income. 

Forum|Forum|3 years ago

cpa4skiLevel 2

previous year estimated tax payments set up for electronic payment method in lacerteNew

It would be extremely helpful if the return would proforma and included a button or diagnostic that the previous year return had estimated tax payments scheduled for electronic payment. There is no guarantee that the payments were made (or not cancelled by the taxpayer), but it would be helpful to know if they were set up in the current year without having to go back to the prior year return.Also, if a client always requests electronic payment of taxes due and/or estimates, it would be helpful to have a check box to indicate this, so that it would carry forward with the proforma. Anything to help preparers from having to make a note about such a simple item or eliminate having to ask the client every year, would be very helpful. Thanks.

Forum|Forum|3 years ago

narly CPALevel 1

Rev Proc 2021-48 prior year disclosureNew

Facts: PPP loan forgiveness in 2020 and reflected on 2020 tax return (fiscal year). No Rev Proc 2021-48 disclosure given timing of issuance and filing tax return. Lacerte 2021 critical diagnostic regarding disclosure for a prior year. Lacerte 2021 program provides for Rev Proc 2021-48 statement disclosure for 2020 PPP forgiveness on 2021 tax return.Query: should the 2020 return be amended or is it acceptable to report the tax year 2020 Rev Proc 2021-48 statement on the 2021 tax return?

Forum|Forum|3 years ago

mattbobmanLevel 1

Montana S Corp returnNew

I prepare an 1120 S for a client who files in 25 states.  This was the first year I did a Montana return.The K-1 came out with 100% ordinary income allocated to Montana even though there was zero sales, payroll or property in Montana.I was on the phone with a Lacerte service rep.  I was able to fix this by going into screen 33 and putting a -1 in the two categories that the K-1 had an amount.  This zeroed out the income and related deductions.My question is why should this have happened?  Since I put zeroes in all of the allocation categories for Montana, the allocation to Montana should have been zero.   I feel your program needs a revision.

Forum|Forum|3 years ago

sambrownLevel 1

Data Entry in LaCerte - State & Federal FormsNew

There is a major problem with entering information for a deceased client with a surviving spouse that is preventing e-filing.The input section for the Federal Form 1310 is also the input section for Colorado DR0102. When you click the diagnostic for the Colorado Form DR0102, it takes you directly to the Federal Form 1310 section. Due to this, the information entered populates correctly on the Colorado DR0102, but it then forces a Federal Form 1310 to be produced and the box "A" is checkmarked indicating the surviving spouse wants a "Reissuance" of a refund check previously sent in both names. This should NOT be happening since a 1310 isn't required when a surviving spouse is filing an original joint return.We, unfortunately, had a number of clients pass away in 2022 and the incorrect information being populated on the returns has been a serious thorn in our side.It would be greatly appreciated if someone could remedy this situation and make a separate entry section for the 1310 and DR0102.Thank you for your time,Sam Brown

Forum|Forum|3 years ago

JJ CPALevel 1

Invoice Firm addressNew

I want to be able to change my firm address on the client invoice without having to change my firm info.. I don't want to suppress the firm info and type it in the Header area. 

Forum|Forum|3 years ago

jencocpaLevel 2

Form 8990 Bu Int Carryover from PYNew

Create a right click to take you to the input on the K1 screen, Line 13 section.  It took much longer than it should have to find it.  Wasted time that cannot be charged to a client for a $111 carryover that needed to entered to be correct.  

Forum|Forum|3 years ago

cpazottLevel 3

Estimated taxesNew

When estimated taxes are set up in the prior year (example 2021 for 2022), it would be nice if the estimated taxes were rolled over into the proforma 2022.  The programmers could leave the dates blank forcing the preparer to confirm that the estimates were made.  

Forum|Forum|3 years ago

michelemarieLevel 1

IT guys downloaded software to wrong areaNew

My IT guys couldn't find how to correct the fact that they downloaded the software to the wrong area and the clients didn't show up . They wanted me to wait 4 days to get back to me . I called Lacerte, spoke with Chris and he walked me through getting all my clients added back in so that I could work . This made my day and I am so backlogged and I couldn't work at all with no client information in the Lacerte software ! Thanks Chris Michele 

Forum|Forum|3 years ago

smckelveycpaLevel 1

Form 114 included with client copyNew

Form 114 is included with the preparer copy of the return. I think that Form 114 should be included with the client copy of the return.  The client needs to review the for

Forum|Forum|3 years ago

cathy1163Level 2

Printing issuesNew

Earl was very patient with me as we tried to gain access from our IT to perform a repair. Unfortunately it is still not working but with no fault of Earl. I will try again later on getting this fixed.

Forum|Forum|3 years ago

erickmersLevel 2

EFILE STATUSNew

THE EFILE STATUS IS OUT OF ORER AND WE CAN NOT SEE WHEN THEY ARE REJECTEDAND ONCE THE REJECT IS ACCEPTED IT STILL SAY SENT TO LACERATE UP TOPWE ONLY SEE SENT TO LACERATE  NOT REJECTED OR ACCEPTED IN THE US EFILE COLUMN

Forum|Forum|3 years ago

GoCanesLevel 2

W-9New

It would be nice to be able to print a Form W-9 for a taxpayer. The information needed to complete the form is already in the taxpayer's return.

Forum|Forum|3 years ago

ChimpLevel 1

Instructions for Amending and emailing returns.New

Input details were explained and successfully completed Amended and emails.Thanks again

Forum|Forum|3 years ago

Brandon Johnson CPALevel 2

Invoice Showing Price per FormImplemented

For those of us who bill based on the form (and other that like to use these features to figure out how much they should charge), being able to add a flat fee per form into the software and have invoices generated would be very helpful.  Lacerte has this feature and all the firms I worked at before used it.

Forum|Forum|3 years ago

dgray2901Level 2

customer supportNew

I usually get a survey too, but I don't see one.So I will just say thank you to Chris who helped me solve a Lacerte question today. He was terrific

Forum|Forum|3 years ago

ftpbooksLevel 3

social security number drop down boxDiscussion ongoing

On several forms we have to include the social security number of the person along with the name.  Presently if you hit the drop down box all you get are options such as "applied for" or ITIN etc.Form affected would be like the 8863, 2441 etc.When we need a name and social security number of a taxpayer or dependent, why can we not have a drop down box with that dependents name and social security numbers.  This is available in other Intuit tax products.I have to leave the form and go to the client or dependent information and copy and paste the social security number into the appropriate area.  If you can do this in TurboTax, you certainly can do this in a professional program.  Thanks for the consideration.  

Forum|Forum|3 years ago

BonenfantLevel 1

diagnostic warning that PTE for is not complete.New

We need a critical diagnostic that PTE input is not correct or maybe incomplete when there is any data that looks like we intended to both put in PTE payments actually made and most importantly that shareholders or members were not selected who elected to have PTE payments made for them.Twice now I put in actual PTE payments made but did not check the box for the shareholder so guess what no PTE credit on the K-1 and the S Corp got the refund.The S and LLC tax return letter provides for only the first PTE payment, should provide for  two payments and there should be a schedule of payments just like there is for estimated payments and the date for payment should be Dec 31. there should be a diagnostic that not all members or shareholders election box was checked and a diagnostic to allocate the ordinary income and the PTE credit to the correct shareholders --actually the software should do this allocation automatically. Personal returns should have a diagnostic that warns not all PTE was used in the year and taxpayer should be warned to possibly stop their election in next year so as not to end up with unused PTE at end of 2025 A diagnostic on personal return that last year there was PTE and this year should be checked that the credit was incorrectly not input from the K-1. Made that mistake also-had to amend the personal return

Forum|Forum|3 years ago

Filter by idea status

Filter by product

3566 Ideas

dispositions - add a columnNew

Change e-file status from "rejected" to "paper filed"Discussion ongoing

Payroll (or other income) tax withholding analysis to help clients better understand why they always owe each year.Discussion ongoing

Password ResetNew

TWO YEAR COMPARE FOR SCH FDiscussion ongoing

Print efile Extension Accpetance Letter and Extension Forms for Federal and StateNew

taxypayer download docs/documents in bulkDiscussion ongoing

Federal Estimated Tax Worksheet and StateNew

previous year estimated tax payments set up for electronic payment method in lacerteNew

Rev Proc 2021-48 prior year disclosureNew

Montana S Corp returnNew

Data Entry in LaCerte - State & Federal FormsNew

Invoice Firm addressNew

Form 8990 Bu Int Carryover from PYNew

Estimated taxesNew

IT guys downloaded software to wrong areaNew

Form 114 included with client copyNew

Printing issuesNew

EFILE STATUSNew

W-9New

Instructions for Amending and emailing returns.New

Invoice Showing Price per FormImplemented

customer supportNew

social security number drop down boxDiscussion ongoing

diagnostic warning that PTE for is not complete.New

Filter by product

Idea Exchange

Filter by idea status

Filter by product

dispositions - add a columnNew

Change e-file status from "rejected" to "paper filed"Discussion ongoing

Payroll (or other income) tax withholding analysis to help clients better understand why they always owe each year.Discussion ongoing

Password ResetNew

TWO YEAR COMPARE FOR SCH FDiscussion ongoing

Print efile Extension Accpetance Letter and Extension Forms for Federal and StateNew

taxypayer download docs/documents in bulkDiscussion ongoing

Federal Estimated Tax Worksheet and StateNew

previous year estimated tax payments set up for electronic payment method in lacerteNew

Rev Proc 2021-48 prior year disclosureNew

Montana S Corp returnNew

Data Entry in LaCerte - State & Federal FormsNew

Invoice Firm addressNew

Form 8990 Bu Int Carryover from PYNew

Estimated taxesNew

IT guys downloaded software to wrong areaNew

Form 114 included with client copyNew

Printing issuesNew

EFILE STATUSNew

W-9New

Instructions for Amending and emailing returns.New

Invoice Showing Price per FormImplemented

customer supportNew

social security number drop down boxDiscussion ongoing

diagnostic warning that PTE for is not complete.New

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded