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3566 Ideas

M
M DohertyLevel 1

Locality for Sales Tax Deduction Schedule A Line 5New

If I put the clients zip code into Info Worksheet and ProSeries can populate the city they live in, why not program it to fill Schedule A Locality for Sales Tax Deduction Worksheet in as well? Those locations that aren't cities are usually county localities. Thus, with some simple programming, this time suck could be done automatically!

2
T
Forum|Forum|3 years ago
D
drspa2Level 1

IRS and California granted extension to file and pay for California residents until May15, 2023New

Lacerte has no way to override or force the payment due date for balances due until the May15, 2023 actual due date.  I have called customer support for 3 weeks now and they still have not done anything about it.  You are able to put the May 15th due date in the penalty screen and it shows that the payment will be deducted by IRS on May 15, 2023.  There is no way to override the date for California.  This is also a problem for clients that want to to pay their estimated tax payments on May 15th instead of April 18th.  Clients have access to the internet and know about the delayed payment dates but we cannot do that on our own.  So we have to look incompetent to our clients.  I have called Lacerte for 3 weeks now asking them to fix the problem with no help or response from them.          

1
R
Forum|Forum|3 years ago
R
ray kLevel 2

cryptocurrency sales add a box to check on schedule dNew

If a cryptocurrency sale is on Schedule D , it would be helpful that there is a box to check on the inout screen that there is a crypto sale, now we have to go out and go to Misc info to check the box shown on page 1 of the 1040, an extra step  not caught most times

0
R
Forum|Forum|3 years ago
A
aaron_akabasLevel 1

Stop Requiring a code on the cell phone when I've been using the computer all dayNew

I understand if I haven't used the program in a while, you should verify that I am the user. And I understand if I have left it open and not moved the mouse in hours. But when I have been in and out of files all day and back and forth through files and different years and individual and partnership files, it gets old very quickly to have to grab the cell phone every time I switch files and get the code and type it in as well as the password.Security is important, but let's consider here whether someone is really going to steal all the files or all the information just because you require an extra step. People also leave their cellular telephones lying around on their desks at work, so that's not going to guarantee safety.

2
BobKamman
Forum|Forum|3 years ago
R
RustygLevel 1

install updatesNew

Many errors this year for these update installs.  have to reinut to get the system to finally not hang on install.  While it could be xfinity, I don;t think so.  

1
George4Tacks
Forum|Forum|3 years ago
F
farmtaxbradLevel 1

IL 4562 - LINE 10 WRONGNew

If you use Lacerte and have some clients that you keep depreciation using Lacerte's internal depreciation module. It seems that the IL 4562 Line 10 is not correct. It should be the 2022 depreciation calculated as if no 100% special depreciation was claimed on that specific asset in 2021 or 2022. It seems to be grabbing the bonus depreciation that was claimed in the 2017 - 2020 tax years and creating a subtraction for these years also, which I think is incorrect (since there was no IL addition in those years). The subtraction for 50% special depreciation (line 7A) seems correct. The only solution I have found is to go through the Prior Special Depreciation assets and for the 2017-2020 year assets only move the amount from "Prior Special Depreciation" to "Prior Bonus Depreciation" (federal column, St if Diff is blank). Leave the older assets where 50% special depreciation was used unchanged. I have never understood the difference between these 2 boxes in Lacerte, bonus and special are the same word to me, but there must be some issue or maybe the coding in the software uses one and not the other. Of course Lacerte's customer support was a joke.

1
K
Forum|Forum|3 years ago
M
MRego123Level 1

Update Number of Letters for MFJ Taxpayers with different last names!!!!New

Can we please update the total number of letters for a Married Filing Joint individual tax return to more than 30 places?  We have a lot of taxpayers that do not share the same last name, and when the total letters, for both taxpayer's complete names, is more than 30 spaces, the return will reject for e-filing.  Come on. Did I miss the time warp that sent the software back in 1923?

0
M
Forum|Forum|3 years ago
T
TheresaOpinionLevel 1

E-Signature Completed - more organized and user friendly.New

For Esignitures: when someone esigns their 8879 forms for efiling I need an easier way to see who is finished - a column for completed and also a column for downloaded the file. I want to open the dashboard and see all my individual and entities in one spot and not have to go through each one to see who completed their e-signature. Column - e-signature completed | Column - E-Signature not completed | Column - E- signature downloaded [insert checkmark manually] basically, I want to be able to keep better track of who has and who has not completed their e-signature forms. 

0
T
Forum|Forum|3 years ago
A
AnnieDLevel 2

Add OR-QUP-CAT for calculation of underpayment interest as part of programNew

It would be helpful if Lacerte would add the underpayment interest calculation for the Oregon Corporate Activity Tax to the program. It is very inefficient to manually calculate estimated CAT tax underpayment interest.

0
A
Forum|Forum|3 years ago
C
cin15Level 5

MO-PTENew

Please get this finalized and released ASAP!

3
IRonMaN
Forum|Forum|3 years ago
P
pETERsCHAEFFER64Level 1

State tax add back for NJ Partnership returnsNew

If an amount is entered as a state tax in screen 13, it should be added back to the NJ form 1065 on page 2 line 13. It currently requires a second entry in screen 38.

0
P
Forum|Forum|3 years ago
C
CfosterLevel 2

Fiduciary Return NOL Worksheet Page 1New

Getting critical diagnostic for Fiduciary return stating "Federal NOL worksheet, page 1 is not included in this version." Have verified we are on the latest version and release. Service and a supervisor all tell me there is no information on when, or even if, this worksheet will be released. 2nd time this season we have been completely stopped on filing a return because of Lacerte. Most disappointing is the lack of care or response from Service in trying to get information on a release date or fix.

0
C
Forum|Forum|3 years ago
D
D HuennekensLevel 1

Post callNew

Jocelyn was great helping me resolve my installation issues. I would not have been able to do it without her.

1
IRonMaN
Forum|Forum|3 years ago
C
Cory KLevel 1

Changing permissions is a chore!New

Please implement a solution that allows us more flexibility to change user permissions!Remove the requirement to boot users out of Lacerte to change primary options.Option to apply permissions to ALL tax types at the same time for a given user.Option to apply default permissions to usersOption to Add users (there’s no way to add users unless they open every module)Button to reimport permissions from last year as they have never proforma'd correctly for our firm.Currently we must kick everyone out of Lacerte, Login/Out for every module’s change, and click hundreds of check boxes to set permissions! If you have a firm with 20 users, 9 tax types and 19 permissions… That equals 3,420 checkboxes for 1 software program!! That’s insane.

0
C
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

Fill Client Signer of State Powers of Attorney from Partner / Shareholder Screen on Entity Returns?New

Apparently we have to key in the partner details for whoever is signing the state Powers of Attorney.... since all the details exist in the partner screens, can you add a check box at the top of the partner screens for the ones signing the POAs so we don't have to type the same info in for each state return - and have the system pull the necessary details???This one is kind of a no-brainer.Also... since we all know the POA's get filed separately, maybe have that as an acknowledgement someplace in the company set up file, rather than have it generate a diagnostic?

0
J
Forum|Forum|3 years ago
D
DanaCPALevel 1

Please have all partnership allocations on the K-1 summary sheet in worksheets. Including the QBI breakdowns, allocation of liabilities, etc.New

No text available

0
D
Forum|Forum|3 years ago
D
DEB6Level 2

The Federal ID number should be removed from the corporate electronic filing acknowledgement letters.New

There is no purpose to the federal EIN being on the electronic filing acknowledgement letter for all corporate returns.  You do not show individual socials on their acknowledgement letter.  Your placing of the federal EIN makes it very easily showing through a window envelope, which is extremely dangerous.  We feel it should be removed all together from the acknowledgement letter.

0
D
Forum|Forum|3 years ago
S
strongsilenceLevel 10

CA RDP, RI Single and CA OSTCNew

A CA RDP return, but for RI each taxpayer files single. This means that the RI returns must be done before OSTC calculation for CA.  Then that combined RI taxable income is input as an override for CA Schedule S.There is no way to get the OSTC and the CA 540 correct.  Either one or the other can be correct because the OSTC is automatically calculated based on the State indicators.  And the Schedule CA adjustments, to Part I, Section B, Line 5 are also based on the state indicators.   

0
S
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

If you're logged into the software, and click on "Settings" - Manage Users" - or anything that kicks you to the website...New

..how about the program logs you into the internet.  Instead of having to log into stuff over & over.

0
J
Forum|Forum|3 years ago
S
Seamus1Level 1

New Missouri Form MO-PTE for pass through entities - Please add this formNew

Missouri passed a law for 2022 allowing pass through entities to elect to be taxed by Missouri at the entity level.  The entity will be able to deduct this tax against federal taxable income whereas in the past this deduction was limited on the partner/shareholders personal return.  Most partnerships and Sub S corporations will be electing this.  Currently Lacerte does not support this one page form.  Please make this available for the 2022 tax season.  The return and payment are due April 18th. Other states already have this form on Lacerte with Illinois as an example.

1
J
Forum|Forum|3 years ago
J
jhwcpavtLevel 2

Finish programming the Lacerte Fiduciary program for input of line 12J from K-1s from estates/trustsNew

Fiduciary program:  Why doesn't Screen 25, Passthrough K-1s have a field to input Line 12J, exclusion amounts?  This field is necessary to correctly calculate the Line 12J amount on the beneficiary's K-1!  

2
J
Forum|Forum|3 years ago
S
ShadyLadyLevel 3

Organizer Depreciation Asset NumbersNew

Please list the Asset Numbers on the Organizer "Asset Disposition List" to be same as what is on the Depreciation Schedule.

0
S
Forum|Forum|3 years ago
R
RUPPQUINCYLevel 2

Program is inconsistentNew

When last years fee is selected as a column on the client display screen last years fee is ************'d out just like the social security number column is when the client is password protected.  I can completely understand why the social security number is *****'d out and that makes sense.To screen out last year's fee makes no sense.  There are other fields that are also screened out besides the social security number when cleints are password protected. 

0
R
Forum|Forum|3 years ago
D
dgleLevel 3

Schedule E (carryover of suspended losses)New

Schedule E (carryover of suspended losses) Explanation should be more clear. The pink show up as 2018. I would have gone back to 2018 with no results. I then had to decide whether to put numbers in 2020 when the loss occurred or 2021 when the loss got carried over. Again, instructions did not help.Why doesn't the program carryover the numbers. I understand that prior to 2018 they were not allowed though. I the files are carried over by the program, it should know.

0
D
Forum|Forum|3 years ago
C
CPATIM1Level 2

Have an option on Screen 7.1 Next year estimates that allows the estimates for the next year to have only the taxpayer or spouse's name on the them. This would be great in a divorcing situation.New

Have an option on Screen 7.1 Next year estimates that allows the estimates for the next year to have only the taxpayer or spouse's name on the them. This would be great in a divorcing situation.It would be as simple as a check box to have taxpayer only estimates and a check box for spouse only estimates.  Obviously if nothing is checked it would be business as usual with both names and SS#s on the estimates.

0
C
Forum|Forum|3 years ago

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