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3566 Ideas

C
captcookc3Level 2

Sch D/Form 8949 codesNew

Could the codes on the Sch D input be modified to correspond with the codes that show up on the return? Right now, for codes A and D on Sch D/Form 8949, you leave the input field blank; enter a 1 for codes B and E; and enter a 2 for codes C and F.Why can't we just enter A-F here? That would more appropriately correspond with the 1099-B information preparers have in front of them.

0
C
Forum|Forum|3 years ago
O
Ogden PageLevel 1

How long should I wait for the escalation team to call me and work on my case?New

My escalation case # is 1594893956.  It has been five days.  My 2021 and 2022 programs are not functional and preventing me from working on those two years.  I am begging you to call me and resolve my issue today, Feb. 15th, 2023.  I have been waiting for five days. FYI, our office hours are from 10am till 6pm, PST.  I am in Hollywood, Los Angeles, CA.   Please call me during these hours.  Tomorrow, Feb. 16, 2023, I have an appointment with my dentist.  I expect to be in the office at 11am.  Please, please, please, call me. Ogden C. Page, MBA, PhDEA, CPA, CGMA, PFS,CFP, CDFA, CCFC, CVA, CWPP, CAPPOgden Page Accountancy CorporationP.S.  My Lacerte # 17796.  I have been a Lacerte User for 35 years.  I have been paying $20K a year for a long time.  Please give me some brotherly love and help me!!!With Thanks,Dr. Page   

1
IRonMaN
Forum|Forum|3 years ago
D
DianawcpaLevel 1

EFIN Not in Prep FileNew

Prior to the 2021 program, the EFIN was in the Prep file because it was part of the firm information.  It was light grey just like name and address and Lacerte account number.  In 2021 it was not in my Firm information.  The EFIN is blank.  I was told that the 8879 is an  e-file form therefore if you are not working online it will not appear on the 8879.  The 8879 has to be printed before you e-file and should have the EFIN on the form.  I cannot wait until I e-file to print the 8879 because the client has to sign the 8879 before I can e-file.  Can we have it back into the prep file so we can print accurate forms from the program when working offline?  Otherwise the only solution is to manually put in the EFIN because cannot have the client sign an incorrect form.

0
D
Forum|Forum|3 years ago
F
FRCPALevel 2

Allow us to choose auto logout time period in settings.New

Auto logout previously was 30 minutes.  It has now been changed to 12 hours with no option to change the length of time.  Please add an option in settings for us to choose the length of time before auto logout.  We personally feel that for security reasons 12 hours is too long.  Thank you

0
F
Forum|Forum|3 years ago
S
SuperKirkLevel 1

Colorado Form DR 0112New

This form is "Do Not File".  This form is available in final release version by the Colorado Dept. of Revenue.  The Lacerte software developers need to fix this ASAP.  You are holding up my Firm's e-filing several Colorado corporate returns.  And, you cannot provide a reason for this delay, or an anticipated availability date for Form DR 0112.  We experienced the same delay (over two weeks from the date the IRS portal opened) before we could e-file Colorado Form DR 0106 for partnership and S corporation returns.  This is ridiculous!  You are costing my Firm, and I will not renew next year unless this gets addressed to my satisfaction!

2
Intuitjhaze
Forum|Forum|3 years ago
A
AnnieDLevel 2

Corporate Total Income field - add to available Display columnsNew

We compare the amount printed on the 8879 against the amount in Lacerte as a final quality control before e-filing.  Please add Display fields to match each of the Total Income fields on the redesigned 8879-CORP form. 

0
A
Forum|Forum|3 years ago
L
lshCPALevel 3

Biometric login choiceNew

Please add the option to login with a fingerprint like Windows Hello, or something similar.    It would be more secure, convenient and efficient.  The amount of time we all spend trying to remember & key in passwords in every app we have open on our desktops is too much.  And it's fun or at least super geeky so I like it. It is pretty easy to add a USB finger printer scanner to PCs.   

0
L
Forum|Forum|3 years ago
O
othmaneB_8532Level 2

When entering the withholding in 1099-NEC Worksheet it does not flow automatically to Form 1040New

When entering withholding (Box 4) in 1099-NEC Worksheet that is linked to Schedule C it does not flow automatically to Form 1040, Line 25b. We have to manually open Tax Payments Worksheet to verify it is showing on Line 13, no entries needed just opening the Tax Payments Worksheet triggers the amount to flow correctly to Form 1040, Line 25b

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

It would be very nice to be able to change multiple assets at onceNew

For instance changing the category, activity or situs (State) for multiple assets by selecting them, change the desired field then a confirmation asking if you want to make the same change on all assets.As a new user imported assets on multistate returns in a huge mess to correct a few hundred assets that imported with no category or situs.Or make the CTRL + Down Arrow command work without pressing enter and having to back the cursor up each time.

0
J
Forum|Forum|3 years ago
J
jdjoinerLevel 2

Form 8985 and 8986New

Lacerte does not support Forms 8985 and 8986.  These forms are required in order to file an AAR for a partnership.  I cannot believe the most expensive and supposedly robust tax software does not allow its customers to comply with the law by filing these forms.  We have 76 partners in this partnership and cannot prepare manually 76 of these un-supported forms.  If I was going to work more years, I would convert to another software.  Lacerte is just not worth the money.  

0
J
Forum|Forum|3 years ago
L
Larry 1956Level 1

S Corp Shareholder Loan RepaymentsNew

My client has loaned money to his company over two tax years. I was entering them all as one loan. He also was repaid some of the loan in the 2nd tax year. Entering all the activity as one loan over two years triggered a Form 4797 gain which was incorrect. Jeff from Qbooks helped me figure it out

0
L
Forum|Forum|3 years ago
I
Insanity2021Level 1

Hold option for clients who wish to wait to be sent offNew

I have multiple clients right now that do not wish to be electronically filed until April and to be able to filter them out of my processing list on HomeBase would be amazing. For instance when you filter out EF Accepted or Blank files etc, to be able to mark a file as hold and filter it out of the list so that it does not accidentally get sent off etc.  

1
Skylane
Forum|Forum|3 years ago
George4Tacks
George4TacksLevel 15

Proforma custom database reportsNew

Proforma the custom database reports  that are created each year into the next year. 

1
K
Forum|Forum|3 years ago
S
ShadyLadyLevel 3

Indiana Tax SummaryNew

Regarding the "Indiana Tax Summary", please break out the amounts listed under TAX PAYMENTS AND CREDITS as is done with the Federal Income Tax Summary. We would like to have the following: State WithholdingCounty WithholdingEstimatesCredits

0
S
Forum|Forum|3 years ago
I
ibs-cpaLevel 2

7203 Line DNew

There should be an informational diagnostic to check at least one box in 2022.  This diagnostic should be there for S Corp and for Individual.

0
I
Forum|Forum|3 years ago
J
Jack TaxLevel 1

Updates on a regular basis get hung up on "22WinopsLibrary"New

This happened last year all the time and it is happening again in the 2022 program.  Usually after 4-5 hours it gets fixed and I can do the update.  But, you guys are releasing updates that are corrupt or not ready.Also, it would be nice if before I submit transmit to efile a return the software tells me to update before I try to transmit.

1
A
Forum|Forum|3 years ago
A
anneleeLevel 3

LINK - status button for tax preparer assignedNew

Under client status in Lacerte, we use set up initials of the Tax Preparer to indicate who has the client file and who is assigned to prepare the draft tax return.  In the Intuit Link dashboard, it would be good to add a column for client status so that the tax preparer can quickly go to their assigned returns to see if the client responded to a request or if they uploaded additional docs.

0
A
Forum|Forum|3 years ago
A
anneleeLevel 3

Docu-sign - toggle between all entities & 1040New

Now that clients are responding to docu-sign, the link in the email notice is cumbersome with dual authentication.   If we use the Lacerte docu-sign dashboard, we need to change to S-Corp or Indiv or Ptn to get to the dashboard.Suggestion, no dual authentication from email OR in dashboard, the ability for only 1 dashboard with a drop down for the various entities.

0
A
Forum|Forum|3 years ago
J
JennyJLevel 3

attach Form 8915-FNew

2022 Lacerte asks to attach Form 8915-F as a pdf to the return before efilingHowever, in screen 4.4 "Link to form" dropdown Form 8915-F is not an option

1
R
Forum|Forum|3 years ago
S
StevooLevel 3

Connecticut CT-SINew

So Massachusetts residents working in Connecticut used to have their Connecticut wages allocated from the federal input side automatically. Now the CT-SI has to be entered manually on the State side.Not fun since we have not had to worry about this for years.  

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

MO-PTENew

Form MO-PTE needs to be available

0
R
Forum|Forum|3 years ago
R
richieLevel 3

(1040) Entering Self Employed Health Insurance to calculate Qualified Business Income Deduction (8995)New

First of all - it's my understanding that self employed health insurance reduces the QBI Deduction (2022 line 13 - 1040).  If I'm correct, then I need help determining where I enter the health insurance amount (which I assume is on Form 8995).Thank you for your help.Richard

6
S
Forum|Forum|3 years ago
H
HD RosethLevel 1

Business States Next Year EstimatesNew

I'm working on an Illinois partnership return. Illinois is one of the states that allows pass-through entity (PTE) withholding. This client did NOT make PTE payments for the current year, but I would like to set them up to make quarterly payments for next year. There is no way in the system to have the letter/vouchers print out that way without making the PTE election for the current year which would be very problematic. After 2 hours on the phone with support, we found a very cumbersome workaround, but that's not a good solution and will make a big mess if you make any changes to the return. There needs to be a way to indicate that the entity will be elect to pay quarterly PTE tax for the next year and have the letter and estimates generate accordingly.

1
C
Forum|Forum|3 years ago
B
b11oydLevel 1

organizer miscellaneousNew

at screen 3, we have the option to SUPRESS next year organizer; it would assist us if we could have an option to DO NOT mail organizer, but to still print it out.by checking "suppress" ti creates an extra step to hvae to unlock it so that we can print for our staff to use that subsequent year.

0
B
Forum|Forum|3 years ago
T
Tax Man TanLevel 5

Bring back the old calculator functionalityNew

The new calculator set up SUCKS! I want to be able to hit control A, run my numbers, hit "P," and paste the number in the line on the return. Then I should be able to hit ESC., to close the calculator back down. The calculator for 2020 and before worked perfectly for years and years. Then you guys decided to change it for no good reason and now it sucks. Please revert back to the old calculator so we can move quicker without having to use a mouse. 

1
T
Forum|Forum|3 years ago

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