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3566 Ideas

C
ContinuouslearnerLevel 3

8082 for Partnerships needs updatingNew

Currently the 8082 for partnerships are only able to be accessed if the partnership has a passthrough entity so this precludes partnerships which don't from filing the form.  This is important for those BBA partnerships that need to amend the return by using the 8082 instead of the 1065-X, such as those that need to for the Employee Retention Tax Credit received.  The 8082 is supposed to be used for partnerships that need to amend the 1065 even if they have no passthrough K-1 entity investments per the form instructions, but Lacerte won't allow it as it asks for the passthrough entity's name and EIN causing e-file critical diagnostics. The 8082 input should not be tied to a passthrough entity screen, unless that entity has a passthrough K-1 that needs to be corrected.

0
C
Forum|Forum|3 years ago
S
SteveLevel 2

OrganizerNew

Add to the 'Electronic Filing Section ...'  of the Organizer a question if a balance due does the client want to pay by check or electronic Funds withdrawal by the IRS and the date IRS should make the withdrawal. 

0
S
Forum|Forum|3 years ago
D
Dave KroppLevel 4

Two Year Comparison for Michigan IndividualNew

Why is there no Two Year Comparison for Michigan Individual Returns?

2
IRonMaN
Forum|Forum|3 years ago
O
othmaneB_8532Level 2

Include Client Presentation in the Change Print Order section of the Global Print OptionsNew

Please include Client Presentation in the Change Print Order section of the Global Print Options

0
O
Forum|Forum|3 years ago
Help me Please
Help me PleaseLevel 3

Add Filter for Officer Name in S-Corp, Partnership and C-CorpNew

We would like to be able to filter for the officers of an entity so that when we call or something comes up with them, we know all of the entities that they are connected with. Some clients have 5 entities and it would be nice to be able to export all officers and their respective entities to a list. This would either involve fields linked to Treasurer, Secretary and president or Officer 1, Officer 2 . . . or the easiest is signing officer name.Now we are having to go through and put this list one by one in excel . . .

0
Help me Please
Forum|Forum|3 years ago
J
JoeTaxTNLevel 3

Lacerte, right networks and local driveNew

So when you run Lacerte on Right Networks and you have no way to access your local drives.  IE Lacerte will import / export CSV files, Trial Balance Utility, update Quickbooks billing etc.  Also Quickbooks can export files to use in Excel.  BUT there is no way to get files from RN to the C drive without becoming a File Explorer wizard.  OR paying a lot of extra money to have all your apps hosted on RN.1.  Copy / Cut from I:2. then switch to C drive.3. Go to correct folder and paste file4.  Goback to Hosted environment and delete file - since cut/paste doesn't work.We should have a way to use the Lacerte / Quickbooks features easily - not this slow and mistake ridden process.

0
J
Forum|Forum|3 years ago
joshuabarksatlcs
joshuabarksatlcsLevel 9

Lacerte: Standard paragraphs than can be pulled into the Custom Client Letter (Screen 5.2)New

Years ago (could be the DOS days), Lacerte allowed users to set up standard paragraphs under codes [MISC1] and [MISC2], and when the code is placed in the custom client letter, the pre-set, standard paragraphs would be pulled onto the letter.Then, the custom client letter capability got expanded.  User can now set up multiple letters, and  MISC1 and MISC2 can be set up as a note (Screen 47) for a particular client. For Example, I have special instructions for clients who file Form 114.  The instructions are standard.  I have to save the standard instructions on a special WORD file, and copy and paste on the client's Note (Screen 47).  But then, the placement on the letter is limited.  (Below the salutation for Misc1 and before the sayonara for Misc2).   Another issue is that I have multiple Client letters (Pape file; EFile with check payment; EFile with electronic ES payments....  Yes, I got carried), and to expand them into WITH 114 and WITHOUT 114 would be a pain in the tax season.So, I hereby suggest Lacerte to bring back ALSO the old [Misc1] and [Misc2] concept, and allow users to set up and define global paragraphs that can be pulled into the custom client letter.   

0
joshuabarksatlcs
Forum|Forum|3 years ago
D
dwashburnLevel 2

colorado addback meals from K-1 partnership/S-Corps - Statement wrong lineNew

Hello,Colorado K-1 addback for meals. On Page 2 of the DR 0104 line 6. First off it is an override for the meals or state adjustment in the software. The statement says everything correctly except it says Form DR 0104, Page 2, LINE 4 other additions, when it should say Form DR 0104, Page 2, LINE 6. Also, does the input for the partnership/S-Corp K-1s at the bottom, Colorado Form K-1 (EF only) show anywhere in the return that it will actually be sent to Colorado or will the preparer need to attach the Colorado K-1 as a PDF? When I fill in that information, I cannot find that the CO DR 0106K electronic copy will be sent to Colorado.

0
D
Forum|Forum|3 years ago
R
rose1110Level 1

Search engine for locating client.New

It would make it so much easier if there was a search engine created so, that when we are looking for a client we do not need to scroll through 1000 plus clients to find the client. Please consider doing this it would save us a lot of time and make the program easier to use. Thank you! 

0
R
Forum|Forum|3 years ago
D
DHGLevel 1

Please add Maryland Form 500CR to ProSeriesNew

Maryland has a biotech credit that is a refundable credit for 50% of an investment in a Maryland Biotech firm. If requires the use of Maryland Form 500CR.  You need to support it as it has to be e-filed and currently ProSeries does not support the form.  I currently have to use Ultra Tax which is a very expensive piece of poorly designed software.

2
B
Forum|Forum|3 years ago
C
cpawayneLevel 1

short year duplicate efileNew

When there is a short period or change of year-end with two periods are in the same program, a paper return is required for one of the returns.  Instead of requiring one year to be paper filed, I suggest the program test the year-end in addition to the EIN of the entity in order to allow both returns to be e-filed.Example: Short year 1-1-21 to 8-31-21 and next return 9-1-21 to 8-31-22 are both filed in 2021.  Currently one of these, usually the second filed, has to be paper filed. 

0
C
Forum|Forum|3 years ago
J
JonVLevel 1

QBO Tax mapping should import into lacerteNew

I can create a ProConnect return from QBO tax mapping and Lacerte is supposed to be a more robust program, right?

0
J
Forum|Forum|3 years ago
B
Bill M 123456789Level 2

Organizers from 2021 Tax Program - Many ErrorsNew

2022 Organizers produced from the 2021 tax program during mid-December are rife with errors, including:Interest/Dividend descriptions - not included where duplicate names existState Tax Refund - amount produced is the Organizer is the 2020 state tax refundAlimony Paid - prior year amounts not printed on Organizer (huge issue, as this is easy to miss)Other Property Taxes - descriptions and prior-year amounts did not printMiscellaneous Deductions - descriptions and prior-year amounts did not printWe have been left to find these errors on our owns.  To our knowledge, Lacerte users have not been notified of the botched Organizers.  On top of the lack of transparency for Intuit's failure, we have asked on several occasions for a full list of the errors, which has not been provided.  We are left to find them on our own.We have been informed that many of these errors were fixed in January.  Our Organizers were printed in mid-December for our customary mailing between Christmas and New Years Day.  For us, the fixes do not solve our issue.Clients are questioning why prior-year amounts and descriptions are not printed, while erroneous amounts are printed.  We have a credibility and confidence issue with clients, who we are now asking to "trust us, the tax software that produced these errors will correctly produce your tax returns" and left to explain why we sent the error-filled Organizers.  It is time-consuming and frustrating.In addition to requiring more time and attention to such matters, the possibility for creating tax returns with errors is significantly greater.  

0
B
Forum|Forum|3 years ago
M
md1mLevel 1

Please change Intuit Link status display!New

Lacerte - I hate the change to Intuit Link process. I used to be able to look at the display and see which clients had received the link for the tax year. I know they don't need a new link each year, but most don't remember how to get to the portal. And I use the link I send as a way to touch base. Please change it so we can tell from the display if we've sent a link for the current year.

0
M
Forum|Forum|3 years ago
D
Dbtaxes1Level 1

IRS Business Code Search Schedule CNew

Any way to make the IRS Business Code box longer? It is tedious to scroll through the list when we can only see a few lines at a time. 

0
D
Forum|Forum|3 years ago
J
JoeTaxTNLevel 3

Partnership change of ownership worksheetsNew

I am calling it "change of ownership" but that is when we need simple recap reports.  When there is a change of ownership we need to change from "old partners" to "new partners" many items.  There is no simple report of most of these.  Would like recap reports showing all partners for Basis, Debt, etc.  These can be formatted like Capital Account Reconciliation or put on the Schedule K-1 Allocation Summary.  For each of calculations it would be nice to be able to export these into a CSV file.

0
J
Forum|Forum|3 years ago
B
BowieLevel 4

Treat Grantor Letters the same as K-1's in LacerteNew

I have a Grantor Trust that generates Grantor Letters instead of fiduciary K-1's.  For some reason, only one Grantor Letter appears on the display column on the left side of the screen.  To view any additional Grantor Letters for the spouse, I have to use a toggle at the top of the Grantor Letter Display screen.  this is counterintutive and doesn't make logical sense.  They should both be listed on the display screen to the left so it is clear there are two Grantor Letters that need to be printed.

0
B
Forum|Forum|3 years ago
loricpa100
loricpa100Level 5

california revised due dateNew

Does anyone know if Lacerte will be updating the client letters to reflect the May 15 vs. April 18 date for remitting payments in CA counties affected by the storms.  If the software cannot look to the country (which is input from a drop down table) to determine if in an included county - maybe we could check a box?  Virtually the entire state and all my clients fall into this category and hope will not be manually updating every letter this season.

1
abctax55
Forum|Forum|3 years ago
J
jcfModel ALevel 1

Problem between IRS and Lacerte unresolvedNew

Rejection code on Form 990-PF. Called Lacerte and told to call IRS. Called IRS and told to call Lacerte. Cannot get any help from Lacerte on issue!

1
sjrcpa
Forum|Forum|3 years ago
A
AngieGLevel 1

I'd like to select K2 and K3 printing by K1 issued, whereas now, if I select I want the K2 and K3 it prints for everyone?New

One member in a partnership of 65 requested the K2 and K3 only but I was not able to just select that one member for printing; all K1s had the K2 and K3 attached which was a waste of paper.

0
A
Forum|Forum|3 years ago
B
bookcpaLevel 1

Form IL 1065 & IL 1120S Schedule B names getting cut off due to Portrait rather than landscapeNew

2022 tax program prints IL Sch B Part B for both the IL 1120S & IL 1065 cutting off the names and addresses because the format is now portrait rather than landscape.  I spent almost 3 hours on the phone with Lacerte trying to get this fixed but to no avail.  I was told IL approved the format but only 18 characters fit on the name & address lines.... which cuts off the name and address for many owners. Lacerte needs to somehow write a patch to change the font to allow more characters!  It is embarrassing & incorrect to file the form with a shareholder/partner name cut off

0
B
Forum|Forum|3 years ago
D
Dan lLevel 2

bulk esignaturesNew

please add ability to have and save multiple templates for bulk esign.

0
D
Forum|Forum|3 years ago
J
jschmererLevel 2

Idaho form 49ABENew

Idaho has released a new form for the 2022 forms 41S (S-Corporation) & 65 (Partnership) returns for entities electing to be an Affected Business Entity which are claiming the Idaho investment tax credit.  An ABE entity must complete form 49ABE instead of the regular form 49 to calculated their allowed investment tax credit.  This form is currently not showing up in Lacerte.I just spoke with the Idaho State Tax Commission and they are absolutely requiring that this form be completed by any ABE entity claiming the Idaho investment tax credit.  Will Lacerte be supporting this form and if so, when will it be released?

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

CO DR0106EPNew

It would be nice if Lacerte s-corp module could support the estimated tax payment vouchers for Colorado, form DR0106EP.

0
L
Forum|Forum|3 years ago
H
hedgeslawLevel 4

Home Base View-eFile Center - The display of Client name is chopped off (missing) horizontally if more than 8 lines items are displayedNew

2022 ProSeries: Home base, - eFile Center View with more than 8 line items fails to display fully the client name on the last client in the list if there are 2 tax return for that client (such as federal and state). The display of the client's name is cut off across the horizontal center line. Most of the time, it is very difficult to make out that client's name. Please fix this display problem.. 

3
IRonMaN
Forum|Forum|3 years ago

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