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3566 Ideas

S
SuzVSLevel 1

Indiana PTENew

Hi, can you please update the Indiana 1120S form by adding the Indiana PTE form?  This will make the calculations much easier than trying to compute it manually.  I have several clients who need to file this form for 2022.  I have extended them for now until the form is released on update.

1
I
Forum|Forum|3 years ago
M
Moggy291Level 1

Orig Amount Transfer for Amended State Taxes BusinessNew

It would be nice for the software to transfer the original amounts to the "orig amounts" column on amended state taxes i.e CA 100X.  Currently you have to manually enter the original figures that was filed.  Amending business taxes should flow like amending individual taxes.

0
M
Forum|Forum|3 years ago
T
TaxPrep99Level 3

Add check all or uncheck all option on print pagesNew

Add a check all or uncheck all option on print pages in Proseries Basic. That prevents user from having to uncheck all documents just to print one or a handful.

1
IntuitEric
Forum|Forum|3 years ago
K
KMTLevel 2

Iowa e-file rejection caused by FormIA4562ANew

Received Iowa e-file rejection for same issue that occurred earlier in the season.  It took awhile but Lacerte fixed it.  Getting the same error; however, the resolution is "This electronic filing reject is the result of a defect in the tax program.  As a workaround for the issue, please paper file this filing."  We are almost to the deadline and paper filing is not ideal.  Frustrated that this issue was resolved and now is causing rejections again.  Error message: /ReturnState/ReturnDataState/FormIA1040/Primary/GrossIncome/FormIA4562A/AcquiredProp     They have depreciation coming from a K-1 and that is what originally caused the error at the beginning of the season.

0
K
Forum|Forum|3 years ago
M
MeridithLevel 2

missouri salt parityNew

The SALT parity credit for the state of Missouri is nonrefundable, but any unused credit does carry forward.  I would like to request that the software be able to tract the unused credit in the General Information and, hopefully, proformas to 2023.

0
M
Forum|Forum|3 years ago
F
FasttaxLevel 1

LINK not working for new clientsNew

There is a software glitch in LINK, when entering in new clients' returns in the prior year, and inviting them to LINK for the current year, all requests go to the prior year, nothing to the current year.  Even using the same Engagement letter template, these new clients, with no history in LINK are sent to the wrong year.  It's nearly impossible to get the requests into the current tax year in LINK.  I've reported the glitch at least a dozen times and no one understands or tells me it's supposed to work this way(!)

0
F
Forum|Forum|3 years ago
E
Erica WLevel 2

California disaster counties display is not functioning correctly where a client has a multi-state tax return.New

When using the 'California Disaster County' column display feature in the client menu, it appears that if a client does reside in one of the disaster counties, however this client files tax returns in  multiple states (not just California), then Lacerte will not indicate that this client resides in a California disaster county. Lacerte, would you please fix this problem?

0
E
Forum|Forum|3 years ago
GodFather
GodFatherIntuit Community Champion

Pennsylvania Estimated Tax Payments - Enable Electronic DeductionNew

Are there any plans to allow Pennsylvania Estimated Tax Payments to be deducted automatically instead of having to have clients send paper checks or file electronically outside of ProSeries?

6
PATAX
Forum|Forum|3 years ago
C
cengleLevel 1

Daily input client logsNew

Is there a way to print a log each day for all clients that show changes made to each client?   I need to track down a change that was made in error and with over 1000+ clients, it is nearly impossible to go through each client log to determine which one was changed.

0
C
Forum|Forum|3 years ago
Y
YOLOTaxesLevel 3

Track time in a client by the userNew

The time tracking has been a nice feature. However, it only shows the total time. Need a feature to be able to see how much time was spent by each Lacerte user in the client. 

1
IntuitAlicia
Forum|Forum|3 years ago
M
mtmiddletonLevel 1

Direct Deposit on Fiduciary/TrustNew

There really should be a direct deposit option for overpayments on Trust/Fiduciary returns for the Federal overpayments.

1
BobKamman
Forum|Forum|3 years ago
S
SlewisLevel 1

estate k1 us bondsNew

Please help us to understand why on an estate K1 it indicates that US bonds are a nontaxable state item...yet we have to make a manual entry for it to be subtracted from the income.  

1
sjrcpa
Forum|Forum|3 years ago
C
contador1Level 1

Need larger file attachments on Fiduciary income tax returnsNew

I had a fiduciary income tax return with 42 pages of stock trades.  My file attachment limitations was 2.0 megabyes, which was 4 pages.  I can attach much larger files and more data to 1040s.  This needs to be fixed.  If an individual client has too many pages of stock transactions to be attached to an electronically filed return, I can print them out and send them with a form 8453 to the IRS in Austin Texas, checking the box of what is attached, and still e-file this person's personal income tax returns.  You don't have the same option with the Fiduciary 8453 form.Jeffrey Rothman, CPA

2
sjrcpa
Forum|Forum|3 years ago
George4Tacks
George4TacksLevel 15

Offer keyboard short cuts to jump forward/backward to next form or input screenNew

For example, we have several W-2 to input. Allow something like Ctrl+PgDwn to go to the next W-2 and Ctrl+PgUp to go to the previous W-2. At the end of the W-2s allow Esc to the W-2 screen and Ctrl+PgDwn to go to next input area. 

1
Skylane
Forum|Forum|3 years ago
C
contador1Level 1

Individual screen 20.1 input for partnership K-1 should include spaces for K-1 boxes M and N inputNew

A client did a like kind exchange of real estate for an interest in a Delaware Statutory Trust REIT.  He had a built in gain re the property he contributed re the like kind exchange.  It was listed in boxs M and the amount in box N of the K-1 he received from the DST REIT, but there is no place to list this on screen 20.1 module of the individual tax program.  Ironically, if I was doing the DST REIT partnership return, there are places in the partnership program for me to list these items.  Please fix.Jeffrey Rothman, CPA 

0
C
Forum|Forum|3 years ago
R
RajLevel 1

Automatically attach other state tax returns to resident state when e-filingNew

It is tedious to print as pdf and attach to the resident state when they require the other state tax return to be attached for tax credits.  This should be done by Lacerte automatically, just like it sends the federal return to some states that require it.

0
R
Forum|Forum|3 years ago
G
GCOTLVLevel 3

CO DR0617 vehicle credit from pass-through entityNew

 The individual module needs to allow the CO DR0617 Innovative Motor Vehicle Credits to be adjusted for ownership % when coming from a pass-through entity. 

0
G
Forum|Forum|3 years ago
P
parvitstaxLevel 6

1040NR US-India Treaty did not promptNew

When a client is an India Citizen / Resident the form should prompt for entry of that years allowed standard deduction due to the US-India Treaty. 

5
itonewbie
Forum|Forum|3 years ago
D
DHWEALevel 2

eSignature Recipient Email Validation ProblemNew

Currently eSignature does not validate recipient's email address. This causes an eSignature request to fail without notifying the sender that the email address in the sender's records is incorrect.  After failing to send a request to a client several times, this caused me to contact support. Support did not question the email address spelling and proposed a solution that was erroneous and did not solve the problem.Validation is needed or, at least, return a message that the email address was incorrect.

0
D
Forum|Forum|3 years ago
B
blakestoweLevel 2

LACERTE post 2017 NOL applied to current year returns should be automated with a worksheet to be attached to the return for electronic filing. This is not an option for the so-called top-shelf program sold by Intuit. Get this fixed now!New

LACERTE post 2017 NOL applied to current year returns should be automated with a worksheet to be attached to the return for electronic filing. This is not an option for the so-called top-shelf program sold by Intuit. Get this fixed now!  We will be looking for other software providers that actually automatically calculate this and provide the government requested worksheets.

0
B
Forum|Forum|3 years ago
K
kfrostycpaLevel 2

Calculation Worksheet for Form 5227 Box ENew

My team would really appreciate it if we could have a calculation worksheet (or statement) for box E on Form 5227. We wanted to make sure our workpaper numbers for gross income were matching Lacerte's, but when our sum was falling short, Lacerte didn't have a breakdown for us to compare our numbers to. Thankfully a customer service representative assisted us, but we would have saved a lot of time if we had a calculation worksheet to begin with.

0
K
Forum|Forum|3 years ago
B
bethsvenLevel 3

Gross income from all sources reported on Schedule K-3New

Please make this an active cell rather than a memo item to eliminate the need to adjust  K-1 net income on Screen 35.1.  The information is needed in the calculation of the foreign tax credit.  

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

W-4V to be availableNew

It would be helpful to have the ability to prepare a W-4V form within Lacerte. We find many clients need to adjust the withholding on their social security benefits

2
P
Forum|Forum|3 years ago
S
Stan Christiansen EA LTCLevel 1

Plz Performa Invoice DetailsNew

I'm always having to look at last years invoice to look for additional charges & discounts for the current year invoice.  It would be helpful if I could click a button and have these notes performa into the next year like so many other places in this software.Thanks,

0
S
Forum|Forum|3 years ago
R
rtdewileLevel 1

MO-PTENew

The MO-PTE forms needs to be available as soon as possible.  Missouri has had the form available since the beginning of January.  We have several returns that we can not complete until this form is available for S corporations and partnerships.  

19
E
Forum|Forum|3 years ago

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