Idea Exchange

3566 Ideas

MFJ v MFS comparisonDiscussion ongoing

Comparison report does not produce one for the state (in this case California). Suggest a comparison report for the state.

Forum|Forum|3 years ago

Jim DiFilippoLevel 2

Notes - Can we get them to show up in a column on the main screen?New

New Lacerte user for 2022.It would be nice to have different types of notes, for instance one that is not form screen or specific.  Then you could select a column to display on the main client screen which would have an icon indicating a note is present that you can mouse over and a pop up with those notes would open.  Then in that pop-up window if you click on the note, the program takes you to the screen it's on.It would be very helpful so that you didn't have to go into a client and guess what screen has a certain note or client level note.

Forum|Forum|3 years ago

KA30Level 1

PTE ELECTION 2023 CANew

though tax payer did not elect for 2022 to pay PTE tax, if they like to participate for 2023, there is no option to do so just for 2023

Forum|Forum|3 years ago

OvertaxedLevel 1

Estimated tax vouchersNew

There should be a way for the program to recognize if the preparer has opted to pay the future federal and/or state estimates online, that the government copies that are printed should not print all those voucher and slip sheets, unnecessary waste of paper.  Can't be that hard to figure that one out, is it??

Forum|Forum|3 years ago

Steven SLevel 1

AZ Passthrough Entity ConfigurationNew

It appears that Lacerte doesn't recognize beneficial owners of partnerships as it relates to AZ Passthrough Entity Taxes where disregarded entities are involved. The system treats disregarded entities as ineligible for participation in the (new) tax regime (even though they should be able to participate, to the extent that the beneficial owner IS an eligible entity - such as an individual, an estate, or a trust). However, because the legal owner doesn't exist for tax purposes, the system should be reconfigured to (instead) look to the tax type of the beneficial owner (on Lacerte Screen 32.1).

Forum|Forum|3 years ago

Doug ALevel 1

Electronic filing ESNew

There is no indication in Lacerte for the person running the E-filing wizard that they also need to run the State ES filing wizard.  For 2021 the words STATE ES WIZARD were darkend to show it was also applicable, that year that does not show.  The person processing the 8879 has nothing that shows the client also has electronic ES payments that need to be run.

Forum|Forum|3 years ago

enoblecpaLevel 1

Kentucky tax due is not included on client letterNew

I'm preparing a multi-state return for a partnership based in California and they owe tax to Kentucky. There is no voucher and the tax due is not appearing on the letter. I spoke with customer support and they said the reason the tax due is not on the letter is because there is no voucher for it to pull from. We have to type up a separate letter for the client explaining how much tax is due to Kentucky and where to send it but there is still nothing we can give them to mail with the payment to ensure it will be applied correctly. I don't know if Kentucky just doesn't have a payment voucher for a nonresident partnership return, but the tax due still needs to appear on the letter so we don't accidentally forget about it!

Forum|Forum|3 years ago

TaxfunLevel 3

Able to change the firm address on Preparer sectionDiscussion ongoing

 The firm address for the preparers on the tax return is not required to be preparer's physical address by the IRS instructions. The firm address can be mailling address on the firm. lots of sole preparers are working from the home and would like have mailing address show up on the tax returns.  so, it can provide their privacy. please bring back the feature that allows to change the firm address to the mailing address while using physical address for the  EFIN purpose. thanks.

Forum|Forum|3 years ago

WxRufusLevel 1

Oregon Corporate Activity Tax ReturnNew

I would like Lacerte to support e-filing of that return

Forum|Forum|3 years ago

WxRufusLevel 1

Oregon PTE estimatesNew

I would like the universal estimate modifications available - rounding, % of tax etcetera.

Forum|Forum|3 years ago

WxRufusLevel 1

E-file selectionNew

On screen 1, there is the comment "'Default to e-file' set to 'Yes' in user options, all newly created clients will be set to e-file."I wish that would apply to all new returns that are generated.  I forget to click.

Forum|Forum|3 years ago

neeter83Level 2

Quick employer formsNew

Quick employer forms has a cover sheet for the 1099-NEC and 1099-MISC. They do not have one for the 1099-INT. The 1099-Int needs a cover sheet. It is very hard to get the ss# not to show through the windows of the envelope which is very frustrating. I do more 1099-Int forms then anything. Please make a cover sheet for them.

Forum|Forum|3 years ago

TVBLevel 1

Individual Return with LLCNew

Add multiple LLC filing to individual returns.

Forum|Forum|3 years ago

TVBLevel 1

Single Member LLC for Fiduciary returnsNew

Add multiple LLC filing to fiduciary tax returns.

Forum|Forum|3 years ago

TraciPLHCLevel 2

Need to fix Lacerte locking up and then all the columns in your view are messed up completely.New

Why is 2021 and 2022 Lacerte both having the serious issue of messing up the columns in individuals or S-Corps or Partnerships.  I am working in them, then when I switch to a different entity type Lacerte locks up and after I close and reopen all the columns are messed up.  So far today I have had to fix it three times.  Twice in the last five minutes, two different years.  This happens daily.  Not every once in a while.  Daily and multiple times a day.  This is unacceptable!  I have never had such a problem in any of the prior year's Lacerte program.  

Forum|Forum|3 years ago

GAKCPALevel 2

KY control totalsNew

KY control totals do not work

Forum|Forum|3 years ago

Dale1Level 3

Utah PTE TaxNew

When partners are disregarded grantor trusts there is trouble with PTE Tax in Utah.  To get the PTET to show up on the Utah returns, I have to change the designation of the partners to individuals.  When doing so, the additional trust information won’t show up on the federal K-1 on line H2.  So the Federal K-1 requires the additional information on H2 for Disregarded Entities, but when flagged as a Disregarded Entity, the Utah K-1 does not report the PTE Tax.  The following is from the UT FAQ.   if a disregarded entity is taxed as an individual (so that after being disregarded, the income is reported on the income taxes of the individual owner of the disregarded entity) the PTE should report the individual owner’s name, SSN, and residency in the PTE’s SALT Report rather than the disregarded entity’s name and EIN which may not be reported on the SALT Report.

Forum|Forum|3 years ago

terri66Level 1

Annual exclusion check box for gifts on 709 gift tax returnNew

Your 2022 gift tax return program isn't calculating the correct annual exclusion gifts and I have to add special information in order to show the correct amounts on returns that have trust gifts that shouldn't count for the annual exclusion. If you had a check mark which could indicate "no annual exclusion" in the gift entry system, that would be helpful and make for more accurate reporting of gifts.Thank you.Terri

Forum|Forum|3 years ago

knowitallLevel 1

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

The Lacerte program, for at least when doing a paper Form 1040,should use all 14 lines of schedule B line 1 before generating a statement, not just 13.That should be an easy fix to the next update of the program please.The IRS should be able to match up better to the source of the 14 lines on the schedule B line 1when kept on the schedule B itself, instead of going to a statement after just 13 lines of detail.Keep up your good work by tweaking the program to fill up all 14 lines of schedule B line 1 of Form 1040. (not just 13 lines still with the latest release for 2022 in February of 2023).

Forum|Forum|3 years ago

FTPhilLevel 4

Add the penalty that is due for a taxpayer filing MFS to the "MFJ vs MFS Worksheet".New

If a taxpayer owes a penalty for unpaid estimated taxes when filing MFS, the penalty does not currently flow to the MFJ vs MFS Worksheet automatically. This would make the process easier for us as we would not have to manually add the penalty into the worksheet. Which by the way, is not even offered on the worksheet, I decided to add it as a negative number on Line 62 (Estimated Tax Payments) as there was no other entry there already.

Forum|Forum|3 years ago

OregonbadcalculationsLevel 1

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

 I have been waiting for Schedule OR-ASC to properly be updated and include code 898 in it. You are putting me in a huge disadvantage among my competitors that are using other programs such as Drake, etc. because those are already updated schedule OR-ASC with code 898.No one from Intuit advised me in advance that the programmers were not planning to properly update the State of Oregon with the New Tax law, I had to find out by myself.I already made several phone calls To Intuit and sent several emails requesting that update, some of my clients are asking about the new tax law regarding the earned income credit given by the State of Oregon.I am respectfully requesting the development team to make this update for the State of Oregon, so I could do my job with the professionalism all my clients expect and prepare all the Tax Returns without any missing credits.Thank you so much in advance for your consideration to my request.

Forum|Forum|3 years ago

mattheidaricpaLevel 2

Rejection error 760PY-205 for 2022 Virginia tax returnNew

I had to do both a Ca return and a VA return and was getting rejected from VA since I was getting a diagnostic error that said; "Form 760PY page 1. State and local Income Taxes cannot exceed itemized deductions paid while a Virginia resident". Then when I would override in screen 55.171 but putting a -1, the diagnostic will go away so I would think that it will go through VA but it got rejected. The solution was to not override and instead suppress the diagnostic because apparently the override was causing VA sched A not to print and there was no way for Virginia to compare line 11 of form 760PY with line 19 of VA Sched A which should be equal. I was helped by Lacerte technical support to suppress that diagnostic and it finally went through.

Forum|Forum|3 years ago

LsebcpaLevel 2

E-signature annoyanceNew

I use eSignatures for some of my service agreements.  Can I get rid of the notification to e-file for documents other than tax returns?  It looks like I'm going to get these notices every time I use the individual module, even though there's nothing to e-file.

Forum|Forum|3 years ago

farmtaxbradLevel 1

Fiduciary - IL 4562New

The IL-1041 line 7A and 7B allow for the IL 4562 special depreciation addition to be allocated to either the beneficiary or the fiduciary.  The program puts it in 7b to the fiduciary but gives you no way to put it in 7A.  Screen 55.071 does not have an override for this line 7A or 7B.  Screen 55.072 only allows for overrides of the fiduciary column and has no impact on the beneficiary 7A box.  The box 20A and 20B IL 4562 Subtraction is the same issue.  THIS NEED FIXED ASAP!!!!!!

Forum|Forum|3 years ago

Kevin-at-BrandtLevel 1

note section under the status, states, efile status and information.New

In the table of contents, in the right hand side of the screen we have a nice summary of the client.  I think it would be great, if we had a note section under the Efile bullet.  This note section should include the ability to put a date and also a secondary field for updates or changes. DATE |  NOTE | Status Update I know we already have a note section but is not readable accessible when you open the file. maybe link both. B

Forum|Forum|3 years ago

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3566 Ideas

MFJ v MFS comparisonDiscussion ongoing

Notes - Can we get them to show up in a column on the main screen?New

PTE ELECTION 2023 CANew

Estimated tax vouchersNew

AZ Passthrough Entity ConfigurationNew

Electronic filing ESNew

Kentucky tax due is not included on client letterNew

Able to change the firm address on Preparer sectionDiscussion ongoing

Oregon Corporate Activity Tax ReturnNew

Oregon PTE estimatesNew

E-file selectionNew

Quick employer formsNew

Individual Return with LLCNew

Single Member LLC for Fiduciary returnsNew

Need to fix Lacerte locking up and then all the columns in your view are messed up completely.New

KY control totalsNew

Utah PTE TaxNew

Annual exclusion check box for gifts on 709 gift tax returnNew

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

Add the penalty that is due for a taxpayer filing MFS to the "MFJ vs MFS Worksheet".New

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

Rejection error 760PY-205 for 2022 Virginia tax returnNew

E-signature annoyanceNew

Fiduciary - IL 4562New

note section under the status, states, efile status and information.New

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Idea Exchange

Filter by idea status

Filter by product

MFJ v MFS comparisonDiscussion ongoing

Notes - Can we get them to show up in a column on the main screen?New

PTE ELECTION 2023 CANew

Estimated tax vouchersNew

AZ Passthrough Entity ConfigurationNew

Electronic filing ESNew

Kentucky tax due is not included on client letterNew

Able to change the firm address on Preparer sectionDiscussion ongoing

Oregon Corporate Activity Tax ReturnNew

Oregon PTE estimatesNew

E-file selectionNew

Quick employer formsNew

Individual Return with LLCNew

Single Member LLC for Fiduciary returnsNew

Need to fix Lacerte locking up and then all the columns in your view are messed up completely.New

KY control totalsNew

Utah PTE TaxNew

Annual exclusion check box for gifts on 709 gift tax returnNew

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

Add the penalty that is due for a taxpayer filing MFS to the "MFJ vs MFS Worksheet".New

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

Rejection error 760PY-205 for 2022 Virginia tax returnNew

E-signature annoyanceNew

Fiduciary - IL 4562New

note section under the status, states, efile status and information.New

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