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3566 Ideas

M
MICHAELMARSLevel 6

Client Letter CodesNew

Customizing a client letter is very hard since the sidebar lists codes without good descriptions.   ALSO where to enter the codes into the proforma letter takes a lot of trial and error.  It would be easier if the edit template had paragraphs separated and even labeled.Extension returns should have the due date printed too.

1
jtsjoz
Forum|Forum|3 years ago
C
CAPTAXMANLevel 2

RITANew

The Rita calculations on the current 2022 forms are not calculating correctly. More specifically, the credit limit rate is for the localities are waaaaaay off.REFER to Form 37, line 5b and 6 Smart worksheet column C is miscalculating

0
C
Forum|Forum|3 years ago
N
navyLevel 3

STATE INFO NOT PROFORMA THIS YEAR NEBRASKANew

PROFORMA FROM 2020 TO 2021 INCLUDED COUNTY/PROPERTY ID INFORMATION ON THE NEBRASKA PROPERTY TAX CREDIT. DID NOT HAPPEN FROM 2021 TO 2022. ANY REASON?

0
N
Forum|Forum|3 years ago
N
navyLevel 3

ELIMINATION OF BASIS SCHEDULENew

WHAT IS THE PURPOSE OF ELIMINATING THE BASIS SCHEDULE FROM THE 1120-S MODULE?HAD TO CALL SUPPORT(AND SHE WAS VERY PATIENT WITH THIS IRATE CUSTOMER)TO TELL ME HOW TO SET UP OUR WORKSTATIONS SO IT WOULD AUTOMATICALLY ATTACH THE 7203 TO THE 1040 AND THE 1120-S.

0
N
Forum|Forum|3 years ago
F
ff54_2Level 4

HorsesNew

Add horses as a type of asset.

5
dkh
Forum|Forum|3 years ago
J
JNL BOOKKEEPING INCLevel 1

TN F&ENew

i wish that the Sch F would support efiling the F&E return for state of TN.i have to manually load into the TN web site to file electronically 

0
J
Forum|Forum|3 years ago
C
CPA DaveLevel 2

Renumbering clients automaticallyNew

Allow for automated renumbering using a standard format like:1. Last 4 letter of last name and first 3 letters of first name.2. Last 4 letters of last name and last 4 letters of SS#.3. Renumber sequentially starting at xxxx.

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

tabsNew

I would like the ability to change the font size in the tabs at the bottom of the detail input screen and the forms screen. I have multiple workstations.  They all were using old Apple 30" Cinema displays.  The tabs were small.  On one workstation I change the display to a LG 43" and the tabs now are in bold and larger.  I never changed the settings in Lacerte or in Windows except for the new increased resolution size.  I have called support about this asking how I can get the tabs larger on my other workstation displays.  The answer has been the same for 10 years .  You cannot change them.I protested but they did change how come.  No response and no help.

1
George4Tacks
Forum|Forum|3 years ago
M
MMMMMMMMLevel 2

Input issuesNew

Three things:1. The state and city populates with zip code on individual client and W-2 data only. Make it the standard for ANY field where an address is used including Schedule C, Schedule E, Form 2441 provider, Form 8283 etc. and also corporate and partnership modules.2. Where social security wages (box 3) are input for a tipped employee and social security (box 4) automatically adjust, have social security in box 4 readjust with an entry to social security tips (box 7) rather than require manual adjustment.3. When trades are downloaded from excel to Schedule D, have a pull-down option for the wash sale adjustment. Currently it must be entered manually.

3
T
Forum|Forum|3 years ago
K
kahardestyLevel 2

LOUISVILLE GOVERNMENT PRINTINGNew

WHEN ELECTRONCALLY FILING THE LOUISVILLE METRO (KY), INSTEAD OF PRINTING ONLY THE PAYMENT VOUCHER, IT IS PRINTING THE ENTIRE RETURN.  THIS IS A WASTE OF A LOT OF PAPER.  REQUESTING LACERTE PLEASE CORRECT THE GOVERNMENT PRINTING OF LOUISVILLE METRO ELECTRONIC FILED RETURN TO ONLY THE VOUCHER.

2
K
Forum|Forum|3 years ago
J
JoewilliamsontaxLevel 2

use of signature pads in hosted enviornmentNew

why can't we use a signature pad in the hosted environment?  Drake software can be used in the Right Networks environment.

0
J
Forum|Forum|3 years ago
B
Bookkeeper148Level 1

CA Form 3532 line 4Discussion ongoing

To qualify for a dependent and the head of household the dependent must not earn over $4300.Line 4 of Form 3532 CA should generate an error if you enter more than that amount on said line.

1
B
Forum|Forum|3 years ago
K
kahardestyLevel 2

Kentucky Tangible Return print as Government copiesNew

For the last 2-3 years the Kentucky Tangible Tax Return will not print as a government copy to be mailed.  We must always manually print this return.   It prints fine for the client's copy.   Can Lacerte please fix this issue?  Or is there a setting that I am missing.

0
K
Forum|Forum|3 years ago
P
PS-Level 2

Proforma invoice amounts in all modulesNew

There is a box we check every year to proforma all past invoice amounts in all modules.  The program does not proforma these amounts in the S corporation, fiduciary and partnership modules.  The program has been doing this in the individual module for quite a while so why after all these years have you not made this active for the other modules? 

0
P
Forum|Forum|3 years ago
1
1financial_rmtaxLevel 1

Accommodating ready to helpNew

Jocelyn help me out walk through the process for technical support. Very friendly and accommodating. Mary

0
1
Forum|Forum|3 years ago
C
creed96Level 2

E-Organizer MAC CompatibilityNew

Hi:We have had many clients that have MACs complain that the E-Org will not work on their computer. Even to go as far as to say they will not be using our service because of it. Is there any possibility you can create the E-org to be compatible with MACs. It seems as more and more individuals are using MACs only.Thank you!

1
sjrcpa
Forum|Forum|3 years ago
N
navyLevel 3

Earl supportNew

He was polite, helpful and patient and most importantly, solved our issue in a timely manner. 

1
sjrcpa
Forum|Forum|3 years ago
D
donuhrigLevel 1

ADD SECTION 179 RECAPTURE TO BASIS IN K-1 EXPORT TO 1040New

Can you please include the Section 179 recapture gains in the K-1 export so it doesn't have to be manually added to the basis on the 1040 K-1 input screen.

0
D
Forum|Forum|3 years ago
N
nevergoingtouseLevel 1

annual link inviteNew

It is a huge waste of time that I have to go through and invite all my clients every year.  why did you make it that way.  Once they have established a login every year should be accessible without me having to invite them all again every year!!!!!!!!!!!

0
N
Forum|Forum|3 years ago
T
taxes96786Level 8

PPR confirmationNew

It would be extremely helpful if the payment confirmation for PPR would include the last for of the efiled client SSN. There is no way, right now, to match the confirmation to an efiled return when several are submitted in one day.

0
T
Forum|Forum|3 years ago
B
BphaywardLevel 2

Please add e-filing to NH Business Profits TaxNew

Please add e-filing to the NH 1065, NH 1120 and NH 1040

1
D
Forum|Forum|3 years ago
M
mummalawLevel 1

IA PTE-CNew

It would helpful to include the IA Nonresident Member Composite Agreement for with the S Corporation, Partnership and Fiduciary programs.

0
M
Forum|Forum|3 years ago
L
LGColemanLevel 2

Add 1099-B for specific accounts to Client Checklist.New

The current checklist just has one generic entry for Form 1099-B.Since we now have the 1099-B worksheet with the brokerage house & account number, it would be helpful for the checklist to specify the name of the reporting financial institution and at least the last 4 digits of the account number.Some clients have more than one account at the same institution. Including the last 4 digits of the account would help the client submit all required documents.

0
L
Forum|Forum|3 years ago
1
1phorningLevel 1

add the client email under the phone numbers on the client invoiceNew

John Doe123 Sample LanePhoenix, AZ. 85201phone 123-456-7890john @ email.com

0
1
Forum|Forum|3 years ago
P
Planning PlusLevel 1

Special Allocations for K-1 Ptshp ret §751 adj AB for Box 20New

Program is 'wonkey'  Groups do not seem to work correctly.

0
P
Forum|Forum|3 years ago

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