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3566 Ideas

H
HW45Level 1

Tax planner - NIIT calculationNew

The NIIT calculation is including rental income from a self-rental as taxable income.Return had two self-rental properties.  One had a profit in both the base and projection years.  This one was excluded from the NIIT.  The other had a loss in the base year and a profit in the projection year.  The projection year profit was incorrectly included in the NIIT.

0
H
Forum|Forum|3 years ago
A
Art LLevel 2

KKNew

2022 1040 Screen 6 Code 2 can have a negative but CA Code 102 cannot. I'm splitting a joint return and have to shift withholding between spouses. Making the adjustment on Screen 10 will cause problems.  

0
A
Forum|Forum|3 years ago
E
et at gdpLevel 2

Log in problemsNew

Add choices for how to verify you are you when you are in the "locked out of lacerte" loop. Contact customer support link gets you back to the same screen you were just on. Then locks you out for another 15 minutes. Let's make sure you're youChoose how you want to verify your identity.Learn moreContact customer support

0
E
Forum|Forum|3 years ago
V
Vince-in-OPLevel 1

consolidated returnsNew

C corporation owns a disregarded LLC. The LLC rents property. How to report the rental income & expenses in the LLC and then in the consolidated C corporation tax return.

0
V
Forum|Forum|3 years ago
L
LFeldmanLevel 1

California May 15 Extended Payment Date DisasterNew

I understand that electronic payments processed through Lacerte will all be transmitted on the regular original due dates without regard to the extended due date allowed for California filers. This means we cannot use Lacerte to process any electronic payments, a complete disaster for us, requiring hundreds of extra hours of staff time to manually enter individual electronic payments on the IRS and FTB websites. Of course, time which cannot be billed to our clients and can be so easily solved by programming a checkbox in Lacerte.Lacerte programmers, please save us from this!

4
A
Forum|Forum|3 years ago
C
CS Bray Accounting LLCLevel 4

Suppress e-filed LOCAL returns in government filing copyNew

We urgently need the ability to suppress the printing of local returns that are set for e-file with the government filing copy.In Oregon, we now have 3 local returns that are set to e-file, as well as 1 new state return that is e-filed at the corporate level. All 4 of these returns print, with all required supplemental Fed/state copies, in the government copy of the return. We are either having to shred sometimes 30 or more pieces of paper per return, or slow down our process even more by printing it to PDF and selecting what pages to print around the unnecessary pages. This is so cumbersome and wasteful.The specific returns in our case are MC-40, MET-40, SP-2022, and OR-21.Thank you.

3
G
Forum|Forum|3 years ago
T
TVBLevel 1

Organizer estmated payment due dates for each quarter needed.New

On the 2022 Organizer it lists for Federal and State the following payments - Overpayment applied from 2021, 1st qtr payment, 2nd qtr, 3rd qtr & 4th qtr.Problem is clients one or all of the following: Entering their 1/15/22 estimate for the 2021 tax year on the 1st quarter line because that is the one that occurs in the 1st calendar quarter.  And then continue to list the April payment for the 2nd (calendar) quarter and so on.  Finally clients don't enter their 1/15/23 payment for 2022 because it didn't occur during the 4th quarter of 2022.Solution:  Change the wording for for the payments to include the due dates - i.e. "1st quarter payment due 4/18/22" and so on for 2nd - 4th quarters.  Since the year the "Overpayment applied from" year is changed every tax Organizer year (2021 above and will be changed to 2022 for the 2023 tax software)  the estimate due dates can also be changed each year.

0
T
Forum|Forum|3 years ago
B
BowieLevel 4

Suppress Federal P'ship Return when using the P'ship Module to prepare a state SMLLC returnNew

I prepare and file all of my state SMLLC returns using the Partnership Module in Lacerte but I would like Lacerte to add something that would allow me to suppress the creation of a federal partnership return and all related federal forms and schedules.  Why do I use the Partnership Module to prepare state SMLLC returns? 1.  Frequently, the SMLLC returns are ready to be filed long before the individual returns or entity returns who own the SMLLC.2.  It is easier to pay the state tax due with the SMLLC return and any taxes and fees due for the next calendar year electronically using the Partnership module than it is to do the same from inside the individual module.3. I used to prepare the SMLLC inside the Individual module and give clients their individual and SMLLC return at the same time.  When done like this, it was difficult for clients to recognize that a totally different business filing took place for their SMLLC.  They understood what was going on when I started using the partnership module to prepare the SMLLC returns.Why do I want the federal Forms and schedules suppressed? 1.  It is confusing for my administrative staff who are printing SMLLC returns.  They have to jump through a bunch of extra hoops to exclude the federal forms and schedules from printing and/or saving to our electronic client folder and they have to physically modify the invoice printed out of Lacerte to exclude any language related to federal forms.  2.  It is confusing for my tax preparation staff who see a BUNCH of federal diagnostics that do not need to be resolved because a federal return isn't being filed.  

0
B
Forum|Forum|3 years ago
S
Sarah WLevel 1

Basis ScheduleNew

So 2021 had the Basis Schedule computation on the S Corporations. Due to Form 7203 the IRS released Lacerte for 2022 no longer has this schedule. This Basis Schedule was very easy to read and follow. I would recommend having it still included even though there is Form 7203. Also, on the Individual software for the Basis Limitation Worksheet it has the calculations showing for the AMT basis limitation for the shareholder but does not show the calculation for the basis limitation for the regular income. I would recommend that both show the calculation in order to easily verify that the Basis is correct. 

0
S
Forum|Forum|3 years ago
C
christina3Level 1

Printing from hosted directly to local.New

It would be nice to be able to print from the hosted environment directly to the local environment, without having to copy and paste in local.

0
C
Forum|Forum|3 years ago
P
PA CPA 900Level 4

Include Form 5227 in ProSeries ProfessionalNew

Form 5227 for a Split Interest Trust should be included as part of the ProSeries Professional package. Those of use who prepare these returns are forced to either use LaCerte on a pay per return basis or use other software. LaCerte is substantially different than ProSeries and causes a lot of wasted time, plus the additional charges so it is not a good option. Even low cost Drake includes Form 5227. 

1
IRonMaN
Forum|Forum|3 years ago
L
luisnjenLevel 1

Correct the flaw of basis being counted twice with a partial asset dispositionNew

When partially disposing of an asset, a new asset is created that has the remaining basis and the original asset is shown as being disposed of. This works; however, the original asset still shows the entire original basis. This is a problem because then part of the basis gets added to the total twice (one with the original asset that has the whole basis and once with the new asset that has the remaining basis), causing the total basis to be off which causes it to not match up with a few different documents that we work with. I realize that we can look at the next year depreciation schedule to see the correct basis total, but shouldn't the current year have the correct basis? When a partial disposition occurs, the original asset's basis should only show the amount of basis that is being disposed, so that the remaining basis isn't counted twice. This will allow the schedule to be cleaner in a couple different ways and make it easier to understand.

0
L
Forum|Forum|3 years ago
S
sanderson16Level 1

More Detail on the General Information Page on the Individual Tax ReturnNew

It would be incredibly helpful if the form(s) and line(s) numbers were shown on the General Information to trace where the carried forwards originated from.It would also be helpful if the worksheets detailed out the entries on the income statement which add together more than one line of input data particularly the tax line.  

0
S
Forum|Forum|3 years ago
B
Bill999Level 1

Lacerte SurveysNew

I am not interested in doing your surveys. All the people I talk to are very nice. But I do not get called back when cut off in the middle of a call. And it takes far to long to reach a live person when I call for technical support.

0
B
Forum|Forum|3 years ago
J
jacquelinehoLevel 1

Return folder slip sheet by last nameNew

Can Lacerte programmer re-program the return folder slip sheet so that it can be printed with Last name first?  It'll be very helpful for client pick up.  

0
J
Forum|Forum|3 years ago
M
mknaubLevel 3

Montana attachmentsNew

Your diagnostics list all kinds of Montana attachments that are needed.  Per my direct reply from the MDOR, they do not need all of these attachments.  Please take these diagnostics off your program.  they are annoying and time consuming.  Plus, the font is so small in your diagnostics screen I really struggle to read them.

0
M
Forum|Forum|3 years ago
M
Marilyn JLevel 1

Exporting K-1 information from an S Corp to the shareholder's Form 1040New

I could not understand why the information regarding the QBI discount (Form 8995) was not importing from the S Corp K-1 to line 13 of the Form 1040.  Tiffani spent the better part of an hour reviewing all of the steps for the S Corp module as well as the Form 1040 module.  Everything seemed to be in place, but no number appeared on line 13.  So we went to the Form 8995 and wandered around reviewing the calculations.  Somehow a negative number was in there showing a carryforward negative number. Once we erased the number, everything fell in place.

0
M
Forum|Forum|3 years ago
E
EdHILevel 1

Tax Summary ErrorNew

YEAR 2022:  PAYMENTS & REFUNDABLE CREDITS section of Tax Summary not including "Other Payments & Refundable Credits" from the prior year's total.  Missing in this case $3,225 (Child & Dependent Care Credit in 2021).  The total is correct but doesn't add-up.  Please fix this.

0
E
Forum|Forum|3 years ago
J
jeffpinkneyLevel 2

Kansas Form K-9 not included in e-file XMLNew

2022 Lacerte is not transmitting the Form K-9 along with the electronically filed tax return/xml file. Our clients are receiving letters from Kansas that indicate they are needing that form and we are having to mail or fax them a copy of that form.Please update Lacerte to send Form K-9 electronically to Kansas along with the e-filed tax return as it is a required form.Thank you.

0
J
Forum|Forum|3 years ago
B
BNLLevel 2

Extension Accepted record where storedNew

Where does Proseries store the “Extension Accepted” record?  If Extension is efiled and “Extension Accepted” and then the client file deleted and replaced by transfer from previous year to update client data. The EF center no longer shows “Extension Accepted” even after updating efile “Acknowledgement” status where did the Accepted go? How do I get it back on the “Electronic Filing Client Status History for Tax Year 20xx”?

2
B
Forum|Forum|3 years ago
D
Debbie61Level 1

NM 1120s and 1065New

Requesting that NM 1120S and 1065 added to Proseries as an option to efile.  

0
D
Forum|Forum|3 years ago
P
Patrick4Level 1

Schedule H Name ControlNew

The household employer is the spouse, but lacerte's business rules is pulling the name control from the taxpayer's name and the return is being rejected.  Unfortunately, there is no way I can currently override this as is the case with business returns.  It would be nice if this was incorporated into the next update.

0
P
Forum|Forum|3 years ago
J
JeaninedLevel 2

SarahNew

Sarah helped me today with a multi state/local tax return for Kansas City, MO. She understood my question and knew exactly how to help me. She pointed me to the right input section I needed instanty! She answered all of my questions accurately and resolved all of my issues. She is very bright and was very supportive and helpful.That saves me so much time and made me feel confident in the return I prepared for my client using Lacerte Tax Software!I hope I get her next time I need help/support! Sincerely,Jeanine DiGiacomo - Affordable Tax Services   

0
J
Forum|Forum|3 years ago
J
Jay15Level 1

EnhancementNew

I would like to be able to print a report showing how many returns for a particular state were prepared and/or efiled.

0
J
Forum|Forum|3 years ago
T
Tootie07Level 1

please research this return for accuracy 2022New

No text available

0
T
Forum|Forum|3 years ago

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