Idea Exchange

3566 Ideas

CF1Level 2

2022 Colorado spousal pension exclusion incorrectNew

The 2022 Colorado spousal pension exclusion calculation is incorrect.  The exclusion for spousal taxable SSA benefits is calculating correctly but the program is not including other IRA or retirement exclusions on Line 6 of Form DR0104AD.

Forum|Forum|3 years ago

CF1Level 2

Colorado 2022 Individual Form DR8454 printing twiceNew

The Colorado 2022 individual efile Form DR8454 is printing twice in Preparer File and Client copies.  Please fix, thank you.

Forum|Forum|3 years ago

hedgeslawLevel 4

2022 Indiana IT-40 page 2 (Client Copy) not printing correctly-upper left 1/3 is blankNew

The page 2, form IT-40 (Client Copy) has an area of missing print in the upper left 1/3 of the page and it has funny characters and ZEROs all over the page. However, if I print only that form form the single page from the Selected Forms Print Routine, page 2 prints ok. The area of missing printed only shows up when I print the Client's Copy whole Indiana individual tax return.

Forum|Forum|3 years ago

TC4Level 1

Date modified column for clients listNew

Add date/time modified to client list columns.Add log to show detail changes in clients with sortable modified times.

Forum|Forum|3 years ago

Sarah45Level 1

Form 8995 - Qualified Business Income DeductionNew

Does the Lacerte software automatically limit the QBID if the taxpayer's income is over the limits appropriate for that taxpayer's filing status.

Forum|Forum|3 years ago

arinLevel 2

preview for engagement lettersNew

Currently there is a preview mode for other letters in Lacerte tax, but not for Engagement Letters. Would it be possible to create a preview mode for engage letters? It would save a great deal of time when editing / formatting, and reduce the delay we're experiencing with finalizing organizers before printing and mailing.

Forum|Forum|3 years ago

TA2476Level 1

Submitting my new EFIN to LacerteNew

I spoke with Brianna who was very helpful in everything!!!

Forum|Forum|3 years ago

web setup 2017Level 1

Printing Form 2848 power of attorneyNew

When printing power of attorney the client name, social, phone number do not appear on the Form 2848 unless we indicate to have the form print with a complete return.  This is STUPID and has been required for years now.FIX IT.  Thank you, Steve

Forum|Forum|3 years ago

pnlcpaLevel 3

Lacerte Rights TemplatesNew

Lacerte should create rights templates in addition to the Default Rights that can be applied to users, such as for managers and partners. It would also be beneficial to be able to apply the same rights across all modules, not just delete the user from all modules. Changing rights to a group of people who need more than the default rights across 9 tax types is very cumbersome. 

Forum|Forum|3 years ago

JNettLevel 1

Masked SSN on E-signature CopyNew

Mask SSNs on the client copy of the tax return that is generated by the E-signature process. 

Forum|Forum|3 years ago

Mitch 12Level 2

K-1 line 20V and 20AHNew

I think the program should only generate one statement for code 20AH (AH FOR UBTI REPORTING: IRA PARTNER'S UNIQUE EIN:) no matter how many times you enter items for 20V. For example, we disclose 4 items for line 20V and the program automatically generates the unique EIN statement 4 times. It seems a bit redundant.

Forum|Forum|3 years ago

JeriBCACLevel 1

Client billing form is missing from open forms list in 1120S and 1065 returns in 2022New

Client billing is only able to be accessed in version 2022 for an 1120-S and 1065 by going to Tools, Billing,  Set Billing Options, click Client-Specific Billing Options, but in pas version has been under the Open Forms menu, one of the last forms in the list.2022 Form 1040 and 1120 have the Client Billing in the Open Forms list as one of the last forms to open, which the software has always had.  

Forum|Forum|3 years ago

TaxLady7771Level 2

DMS FIle NameNew

When I  save the 8879 signature pages to DMS, it labels it "2022 File Copy for_____". The same label comes up when I actually save a REAL FILE COPY to DMS. The naming convention needs to be different and more specific. Please RENAME the signature file to (suggestion) 2022 Form 8879 for ______. OR 2022 Signatures for ___________.

Forum|Forum|3 years ago

Jake2Level 2

M2 using CA numbersNew

CA law requires we now report M-2 using CA numbers.  Why is Proseries still pulling from the federal return on both M-2 and the State K-1's and State basis worksheets.  We need to force all these numbers now to comply with State law.  Can this please be corrected on all the modules?

Forum|Forum|3 years ago

TommyThomasLevel 1

client billing and client status 1120S 1065New

Would like "Client Billing" and Client Status" to show in the F6 window on S-corps and Partnerships as it was in all the older programs from 2021 back.

Forum|Forum|3 years ago

TaxLady1947Level 1

Errors in the programNew

I am a long time user and have had to call Lacerte three times in the last two days for glitches in your program.  This is not usual.  I hope that problems get resolved quickly!  I pay about $58 a person for your program that cost me over $5800.00!  I expect an excellent program that gives me no problems that should be resolved before the IRS opens!

Forum|Forum|3 years ago

jphilmarinerLevel 1

K-3 suppressionNew

Need to be able to support K-3 suppression as not all partners or shareholders may need/want a K-3 when at least one entity or individual might require it. This will also help with requests that may come in before the "one-month" date.

Forum|Forum|3 years ago

mallory2Level 2

the ability to save the "zoom" view you like in lacerteDiscussion ongoing

I waste a number of "clicks" because when I move from forms to detail or diagnostics, the zoom changes.  I prefer the "zoom to normal"  sometimes it changes it to the full page, sometimes it keeps it, sometimes it changes it to the "thumbprint" . It would be nice to be able to save the "view"/"zoom" that is your preference.

Forum|Forum|3 years ago

TaxxyLevel 3

CA Form 3509New

Please add this form to Lacerte.  It has been a requirement that if Box J Form 1099 is checked that Form 3509 must be attached to the Form 199.  This is similar to Schedule C Form 990.  We have requested many times that Lacerte include this Form so that we don't need to file a paper tax return and request a waiver for e-filing from CA for our clients.  It would save time to add this Form.  It's a simple one page Form.  Thank you for your consideration.

Forum|Forum|3 years ago

Chris_GrindyLevel 1

Fiduciary Organizer Make Options the Same as IndividualNew

Add the option "When Applicable" to the Fiduciary Organizer options.Currently only allow to "FORCE" or "SUPPRESS" are available when selecting pages to print.Thanks

Forum|Forum|3 years ago

jonric3121Level 2

Lacerte update notificationNew

When selecting notifications, after enabling disable - lacerte updates do not go away unless user is using multiselect. After selecting notifications and marking as read, the only way to see the marked files is to go into archive folder to see articles. Only way to see archive folder is to select. Filter icon. The entire three step process is a waste of time. Please go back go back last years'  methods. A lot smoother easier for end user. Less clicks. 

Forum|Forum|3 years ago

TA004Level 1

MA Form M-8453 missing spouse signature & date headingsNew

Final MA Form M-8453 from state of MA has signature & date headings for spouse.  Lacerte needs to update form to comply.  

Forum|Forum|3 years ago

Doug ALevel 1

Add tax year to PDFs savedNew

When you save a copy to PDF the system automatically names it "complete return for XYZ".  Every year is the same and if you are sending multiple years copies to a client they all have the same name. Lacerte is able to automatically add the year in the name going into DMS, why not for the PDF copy?"Complete 2022 return for XYZ"

Forum|Forum|3 years ago

ChrisD1Level 1

Allocation of CT PTETNew

The amount from part 8 line 2 needs to be specifically allocated to each partner based on formula.Currently there is no work around to accomplish this.Allocation of CT pass through entity tax from CT 1065 part 8 line 2

Forum|Forum|3 years ago

Nancy12Level 2

Option for two individuals to sign into one Intuit Link accountDiscussion ongoing

It's very awkward for many married couples that only one user ID is allowed.  Intuit Link accounts need to have the option to add in additional user ID.  This would allow either spouse to add information to the organizer, and lessen the frustration I hear from my clients.

Forum|Forum|3 years ago

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