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3566 Ideas

DaveGossettCPA
DaveGossettCPALevel 1

Colorado SALT Parity Act Election Running Short on Performance Standards- IncompleteNew

I know its a little early in the season and I assume the ProSeries gurus in the tech engineering are wrestling with this issue. In 2022 The Colorado Legislature passed a new bill which the governor signed into law. Regarding the SALT Parity Act. With a new election whereas passthrough entities canCO SALT PARITY ACT pay the Colorado Income Tax at an entity level and avoid passing through the tax to their member/shareholders. BTW, the tax is only 4.4% instead of the 5% flat tax rate. I won't go into huge detail here, but it seems to me that the ProSeries version of this is running a bit short of the software performance we are used to. I am completing this for a partnership so my references are to the Colorado DR 0106 and associated forms. Appropriate changes should aslo be made for the Sub S version. Why dont you have a check the box election, so that it populates form DR 1705 SALT Parity Act Election Form automatically and completes the tax calculation for you on form 106 part III?It should also automatically enter the SALT election income onto a line 7 Other Deductions, so it reduces the 'normal' taxable income passthrough. and of course, add appropriate notations to the Colorado k-1 forms.All of this should be EASILY put into the electronic filing program. I know you have to work with CO-DOR on this but, they are no dummies. Please contact me if you have any questions. But please do a little research yourselves as to how you think this should work. Dave Gossett, CPA, CFP(r) (CPA since 1977)[email address removed]  

1
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Forum|Forum|3 years ago
C
creed96Level 2

void payment after client signs tax returnNew

Hi:I have clients that use the e-signature feature with the invoice attached. However, I have some clients that decide to sign but call and make payment over the phone. There is not an option to VOID the payment only. This creates an issue because the payment is forever pending. 

0
C
Forum|Forum|3 years ago
K
KBALevel 2

Please make tax forms CD-429 PTE and NC-40 PTE, for S-Corps and Partnership, respectively available.New

Will Proseries make forms CD-429 PTE and NC-40 PTE available through the program?

1
T
Forum|Forum|3 years ago
D
DorenegarayLevel 1

FormlistNew

would like a way to change the sequence of form list.Form 1040 SR        2022 US Individual Income Tax Return for SeniorsForm 1040 ES         2023 Estimated Tax Payment Vouchers

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

Phila BIRT and Net Profits returnsNew

Software for Philadelphia BIRT and Net Profits returns is included in the 1040 package but not in the business  packages for corporations (Form 1120), S-Corps (Form 1120-S) or Partnerships (Form 1065).  Please provide the businesses with the Phila business tax sortware

0
J
Forum|Forum|3 years ago
L
Lisa139Level 3

masking ss#New

Does anyone know if I can mask the first five digits of the ss# ?

1
IRonMaN
Forum|Forum|3 years ago
A
AnnieDLevel 2

OR-21 filing instructions incorrectly printing with Preparer Review and Client Copy -New

The Preparer E-file Instructions - Oregon page should not be part of the OR-21 Tax Return when it prints. This  behavior is only in S-Corp module, Partnership is working the way it's supposed to. Please fix programming. Thanks!     

2
C
Forum|Forum|3 years ago
M
MarcBCPALevel 2

suppressing estimated tax vouchersNew

Why are you forced to print estimated tax vouchers if you want the estimated tax schedule printed on the client letter? Many clients pay electronically but need to know how much and when to pay.

1
L
Forum|Forum|3 years ago
M
mf61_2Level 1

suppress SS and EI numbers on forms and returnsNew

please set up to suppress EI numbers on all forms and returns and to suppress SS number on forms not just returns - we have clients that dont like getting forms by email with info

2
sjrcpa
Forum|Forum|3 years ago
O
OrlyLevel 2

Partnership Module does not accept a partner with a Valid Social Security starting with '07'New

I have been doing taxes for this individual for several years with the social security starting with '07' and had no issues.   Therefore, I feel that LACERTE has to update the PARTNERSHIP module to accept a Social Security starting with '07' as LACERTE does with the INDIVIDUAL 1040 Tax MODULE. Please get back to me ASAP and have someone to contact me! Please contact me as soon as possible as follows: Dr. Orlando M. Kohuloon TaxOK Consulting Firm

1
IRonMaN
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

Jump to Form from Input FieldNew

I know there is a jump to input from the form view... how about jumping to the form (and having the affected line highlighted) from an input field?  That would make the software much easier to use/navigate, particularly when there are multiple similarly names data entry fields on one screen.

2
J
Forum|Forum|3 years ago
P
prkworkLevel 4

Chat box does not automatically move to latest entryNew

In past ProSeries editions, using Chat, the open box would automatically scroll downward to the latest entry. Now, with Assistant, the chat box does not automatically scroll, so it must be done manually. That is annoying. This is not ease of use.

1
T
Forum|Forum|3 years ago
P
prkworkLevel 4

Providing Customer Account Number in Chat Requires Manual SpacingNew

In the latest edition of ProSeries chat (Assistant), when asked for the Customer Account Number, it provides it to the agent as X's, which neither he nor I can read. Now I have to enter it and then enter spaces between each number. This is not user friendly! Prior editions had no issue in sending the number to the agent.

1
T
Forum|Forum|3 years ago
N
nonexLevel 1

Alerts and for 8455 not printingNew

When logging in the Alerts pop up but unable to read them. One line and unable to view or read the entire alert. BROKEN Using Lacerte 16 years and the Form 8455 will show but not print with the Client Copy printing out. Not listed in items to print. It has automatically printed for 16 years. I need this to print. I can see it, but I hav to go back and manually print this very important form PLEASE FIX.

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

Jump to Original Data Entry Line by Clicking on the "O" for OverridesNew

It would be nice to be able to click on the "O" for an override field and have it jump to the field it is overriding. For example... in the state apportionment screen for an entity return... if you could click on the "O"  for wages and the program would carry you to the original data entry field.  I don't know if the system wants me to break down wages by state on the Schedule A input, or if there's another location this is going to override.

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

FileCenter DMS IntegrationNew

It would be nice to offer integrations with a DMS other than SmartVault... we use FileCenter and although getting returns into it is not difficult, it would be nice to take advantage of their portals, etc

1
J
Forum|Forum|3 years ago
O
orcgLevel 3

How about the new 'My Account" actually work!!New

Yep had this for months and still can not access users through that so we have to use the older versions which in my opinion was just fine. Quit trying to sell me stuff!!!! We pay 10's of thousands already to you for crappy CS, hours and hours on hold so far since 01/01/2023 thru today 02/18/2023 we have now logged in 94 hours on hold or speaking with IT.Lacerte used to be the Cadillac of tax programs now it's overly expensive, terrible CS, I know more that most of the IT people you hires.Please please Lacerte get it together, I don't want to have use a new program, but all the above, and lack of communication on important issues being nonexistent, because you are so busy trying to upsell us is becoming abhorrent.Signed 30+ year user. 

1
sjrcpa
Forum|Forum|3 years ago
M
Megan34Level 1

Partial Disposition - Changing the Description of the AssetsNew

When doing a partial disposition of an asset, Lacerte will create a new asset for the "remaining basis". It would be nice to be able to change the description on the new asset that it creates, otherwise next year when we roll forward assets, we are going to have to take the additional step to update the description so that it isn't confusing. For reference, it is a partial disposition of cattle. So if we sell 5 cows out of 20, I would like the new asset to say "15 Cows" instead of "Remaining Basis - 20 Cows". 

0
M
Forum|Forum|3 years ago
C
CAPTAXMANLevel 2

OHIO LOCAL RETURNSDiscussion ongoing

For years I have been told by various representatives of intuit that the Efiling of OHIO local returns such as RITA will be forthcoming. Fast forward at 10+years and still no effort appears to be made with this. Intuit's other platforms offer it and still smh as to why Proseries can't.Its time is way over due or at least address the real reason why  . Intuireturns will be ould be nrwstaff by fon and

13
V
Forum|Forum|3 years ago
E
EJH1Level 1

Form 8889New

Form 8889 is not allowing $1,000 for each for taxpayer and spouse when both over age 55. Per Pub 969, the total allowable HSA contribution should be $9300. 

0
E
Forum|Forum|3 years ago
P
PaulPLevel 2

Can you please fix the 2022 Form IL-2220 for S-Corporations?New

Estimated tax payments are not showing up on line 20 and the prior year overpayment credited to 2022 is not being applied to Quarter 1 on Penalty Worksheet 1.

2
P
Forum|Forum|3 years ago
2
2BBLevel 1

FORM OR-21New

2022 LACERTE:  Oregon Form OR 21 is not generating in the partnership module if one of the partners is a grantor trust (disregarded entity taxed as an individual).  The module generates error code #57715.  However, see FAQ #7 at https://www.oregon.gov/dor/programs/businesses/Pages/Pass-Through-Entity-Elective-Tax.aspx indicating that a grantor trust is a qualified member of an eligible PTE.Customer support indicated the documented solution was to change the "type of entity" to "fiduciary" at input Screen 7 which will allow the Oregon Form OR-21 to generate. This change, however, will cause Item H2 at Schedule K-1, to incorrectly populate. Customer support indicated the Oregon Form OR-21 should be efiled with input Screen 7 set as "fiduciary", then the federal return should be efiled after changing input Screen 7 back to "disregarded entity".This is an unacceptable solution.  We should not have to change an input between filing a federal and state return.  This is going to lead to errors for what would seem to be a simple programming fix (i.e., allow Oregon Form OR-21 to populate when a partner is a disregarded entity at Screen 7 and the "partner type for disregarded entity" is set to "individual" at input screen 32.1

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

Getting forms into program fasterNew

It seems that it is taking longer and longer for the NY forms to all be released and entered into the software.  This program is comparatively more expensive than most in my area - yet my clients who are affected by these missing forms can't file, while their neighbors are.  This needs to change!!!!!!!!!!!!!!  Makes both me and LaCerte look bad, and I think about switching to a less expensive program which seems able to have all the forms ready sooner!!!!!

0
D
Forum|Forum|3 years ago
M
mvanLevel 2

NY SMALL BUSINESS MODIFICATION (S-201)New

I believe lacerte is not calculating form CT-225 & IT-225 subtraction modification S-201 small business modification (s corp, ptr, and schedule c). Also when I override it in Path thru modules it does not flow to individual.1. is that correct?2. are you working to fix this? 

2
J
Forum|Forum|3 years ago
B
BradTLevel 1

Allow Tax Professional to override forms they are signingNew

Allow tax professional to override the forms that the return is printing and e-filing, rather than taking Lacerte's incorrectly populated numbers. If I am going to sign the return I would like to be able to agree with everything within it. But with Lacerte we have to rely on their typically incorrect forms and calculations. Other tax software does this already. We shouldn't have to wait for an update to be pushed out by Lacerte to file a correct return.

0
B
Forum|Forum|3 years ago

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