Idea Exchange

3566 Ideas

M1PR Information Diagnostic Jump to M1PR InformationNew

When filing out the inputs for Minnesota Form M1PR, the form doesn't populate rent paid until you check 'Renter' on M1PR Information on Screen 53.221.  There should be an informational diagnostic to jump to that checkbox.

Forum|Forum|3 years ago

troubleshooter1Level 3

CA Disaster 2022 earthquakeNew

I have ran into two issues when preparing returns in CA.1.  There is not way to enter the CA declared disaster for the 12/20/2022 Earthquake. This was declared a CA Disaster loss only.  Drop down menu has no options that are valid or that will work.  2.  The Federally and CA declared disasters for storm damage in January 2023 do not show up as a possible choice in Screen 17.1 under either "Disaster Loss (ctrl+T) or under Qualified CA Disaster (FTB 3805V) Ctrl+T)(CA).  The drop down menus for both of these are lacking the January 2023 storm damage.  We can take this on the 2022 tax return now, so we do not have to amend later. 

Forum|Forum|3 years ago

cpawayneLevel 1

estimated payment question should be added to Link questionnaireNew

the Link questionnaire has no question regarding estimated payments.  Several clients have noted this and asked about a place to enter estimated payments made.  The questionnaire or the documents should have a place to enter estimated

Forum|Forum|3 years ago

rsedorisLevel 3

Schedule D 1099-B worksheet auto fillNew

When entering the Property Description, on the Schedule D, 1099-B worksheet, have the program autofill in additional lines so that I do not have to keep typing the same name.  For example, if it is Fidelity when I enter the next line have it auto fill the name when I start to type.  It does this on other forms.  Saves keying and time.

Forum|Forum|3 years ago

user68683Level 2

For married couples, would be nice to also be able to email the tax return to the spouseNew

We have a lot of clients that the spouse is the one to review the tax return.  It would be nice, when emailing the returns for review, to have the option to send to one or both emails on file.

Forum|Forum|3 years ago

othmaneB_8532Level 2

When attaching Form 8888 to 1040 return, the Client Letter shows the wrong direct deposit amountNew

When attaching Form 8888 to 1040 return, the Client Letter shows the wrong direct deposit amount. It shows the full amount of the refund instead of what is entered in Part I of Form 8888.

Forum|Forum|3 years ago

Rick G RobertsLevel 1

Utah nonrefundable credit code 31New

Please add to the Utah State individual tax return, the nonrefundable credit, Enterprise Zone Credit, with a code number 31.  

Forum|Forum|3 years ago

fsb cpaLevel 3

nys it229New

there is no way to generate an input sheet, whether blank or completed for NYS ITP 53....to allow for batch entry of IT229 real property tax relief credit. additionally and perhaps more importantly, a diagnostic warning only appears if real estate taxes are entered onto ITP/screen 25. as opposed to real estate tacxes entered only on and NOT on ITP/screen 29 (home office)

Forum|Forum|3 years ago

Fasten HalberstamLevel 2

NY PTE - NYS Portal ExportDiscussion ongoing

NYS PTE tax election and tax return filing can only be made by NYS online portal. It would be helpful if Lacerte can calculate the tax for each partner by adding a couple of input fields so that the numbers can be plugged into the NYS portal.Also, NYS does have an upload feature to import all the partner information. Lacerte should have a way to export the information needed for the import, in the format that NYS requires, so that it can be quickly and easily uploaded.

Forum|Forum|3 years ago

Abhay BhargavaLevel 3

9325 to Print with Client ReturnNew

Clients want to know if return was accepted so best is to print 9325 with the return that we email client.  They can save return with this confirmation/acknowledgement.  1040 seems to print 9325 but 1065 and 1120s do not.Thanks

Forum|Forum|3 years ago

JJ2004Level 1

Schedule 1299-B IllinoisNew

Please add Schedule 1299-B to fiduciary module so that trusts can be efiled.

Forum|Forum|3 years ago

jamestax1040Level 1

Hosting with other vendorsNew

Why do we have to use Rightnetwork when they are the worst hosting company out there.  I am using Ace Cloud hosting and it works a lot better.  You can use your own Internet Explorer and Microsoft accounts.  

Forum|Forum|3 years ago

RyanBurrisLevel 1

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

Can the Watermark be lightened?  The Watermark is so dark that you cannot read what is underneath once printed.

Forum|Forum|3 years ago

jonric3121Level 2

Organizer naming when savingNew

Printing organizers to PDF always relies on client number. Functionality to save by client's name would be a welcomed addition to the software.

Forum|Forum|3 years ago

jonric3121Level 2

Batch Print (PDF) EorganizerNew

When Printing to PDF - I would like a way to batch save selected clients, instead of saving them one at a time. The current procedure request a user to press ok after each save.Batch functionality would be highly appreciated. 

Forum|Forum|3 years ago

Art LLevel 2

Fed 8962New

1040 Module Screen 39.2 has codes 21 and 22. These codes are used for the shared responsibility payment (SRP). The SRP was repealed a few years ago.

Forum|Forum|3 years ago

RalphTLevel 2

EF processing error starting Lacerte 22New

Thanks for fixing the problem. 

Forum|Forum|3 years ago

BARRYWACHHOLDERLevel 1

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTIC AS IT WAS ON THE 2021 PROGRAM:WITH AN INPUT JUMP1000

Forum|Forum|3 years ago

J1334Level 2

Fiduciary return NOL worksheetNew

For Form 1041, I've had a critical diagnostic for a quite while, saying that page 1 of Federal NOL worksheet is not included in this version.  Could you please provide an estimate of when this might be included?

Forum|Forum|3 years ago

Art LLevel 2

ffddNew

2022 1040 screen 39 code 114  HELP refers to 8962 line 6. This line is reserved for future use.

Forum|Forum|3 years ago

KappyLevel 3

Need ability to print out "Not Final" FormsNew

When a form says "not Final, and displays on the screen with a watermark saying 'Do Not File', why can't we still print it out, instead of getting a blank white page that just says "Form Not Available"?While I am aware that the form is not final, I would still like to be able to have a copy of the form for my records, while waiting.If I can display the form on my screen, I should be able to print it!!!  

Forum|Forum|3 years ago

othmaneB_8532Level 2

Better support for high resolution screensNew

On high resolution screens the bottom part of a long worksheet or form (eg. Information Worksheet) not showing properly and just shows up as blank white background. Magnifying the forms down fixes the issue but it is not an ideal solution

Forum|Forum|3 years ago

morriswcpaLevel 1

prior qbi losses for 2022New

Prior year disallowed QBI losses are not shown on the QBI worksheet for form 8995.  This is happening in the Fiduciary module for 2022.  The worksheet in 2021 did contain these losses.

Forum|Forum|3 years ago

santeetaxLevel 2

Client Letter suggestion - state specific in the Salutation sectionNew

I was trying to update the Salutation section of the main letter for the IRS extension to Oct 16 for most of California. However, I wanted this section to ONLY print if it was a CA resident. I know I can put it in the state CA section, but I wanted it to print at the beginning of the letter - salutation section. There isn't a 'code or trigger' I can use to modify it to be only for CA. I know I can modify each individual client, but then if the return changes, the letter won't recalcuate unfortunately. But this is a good workaround for non-CA states for me. Tech support rep was very helpful - Haley - so I did learn a lot of other things I can do with the client letter.

Forum|Forum|3 years ago

ArynWilsonLevel 1

40824New

With the Hawaii return only one attachment can be made to the Schedule D, and the program wants to auto attach a form to the return.  When having additional 1099's to attach it becomes a problem because Hawaii will only allow one attachment.  By turning off 'auto attach' in the settings a new error is generated (error 40824) which says an attachment needs to be made when there's a Schedule G.  My schedule G was blank and yet I still get that error message.  This should be fixed. 

Forum|Forum|3 years ago

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3566 Ideas

M1PR Information Diagnostic Jump to M1PR InformationNew

CA Disaster 2022 earthquakeNew

estimated payment question should be added to Link questionnaireNew

Schedule D 1099-B worksheet auto fillNew

For married couples, would be nice to also be able to email the tax return to the spouseNew

When attaching Form 8888 to 1040 return, the Client Letter shows the wrong direct deposit amountNew

Utah nonrefundable credit code 31New

nys it229New

NY PTE - NYS Portal ExportDiscussion ongoing

9325 to Print with Client ReturnNew

Schedule 1299-B IllinoisNew

Hosting with other vendorsNew

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

Organizer naming when savingNew

Batch Print (PDF) EorganizerNew

Fed 8962New

EF processing error starting Lacerte 22New

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

Fiduciary return NOL worksheetNew

ffddNew

Need ability to print out "Not Final" FormsNew

Better support for high resolution screensNew

prior qbi losses for 2022New

Client Letter suggestion - state specific in the Salutation sectionNew

40824New

Filter by product

Idea Exchange

Filter by idea status

Filter by product

M1PR Information Diagnostic Jump to M1PR InformationNew

CA Disaster 2022 earthquakeNew

estimated payment question should be added to Link questionnaireNew

Schedule D 1099-B worksheet auto fillNew

For married couples, would be nice to also be able to email the tax return to the spouseNew

When attaching Form 8888 to 1040 return, the Client Letter shows the wrong direct deposit amountNew

Utah nonrefundable credit code 31New

nys it229New

NY PTE - NYS Portal ExportDiscussion ongoing

9325 to Print with Client ReturnNew

Schedule 1299-B IllinoisNew

Hosting with other vendorsNew

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

Organizer naming when savingNew

Batch Print (PDF) EorganizerNew

Fed 8962New

EF processing error starting Lacerte 22New

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

Fiduciary return NOL worksheetNew

ffddNew

Need ability to print out "Not Final" FormsNew

Better support for high resolution screensNew

prior qbi losses for 2022New

Client Letter suggestion - state specific in the Salutation sectionNew

40824New

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