Idea Exchange

3567 Ideas

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.

Forum|Forum|3 years ago

hedgeslawLevel 4

AL '22 (Individual) Form 8453 (E-file Auth) does not populate preparer's PTIN and Paid Preparer's Check Box. Please fixNew

No text available

Forum|Forum|3 years ago

jmsbacpaLevel 3

Data Mine Electronic payment estimated taxNew

We would like to set up a reminder email to clients who elected to make electronic estimated payments and would like to pull the list of clients either by export to .csv file or through the database reports function.  It is my understanding that the indicator checkbox found on screen 3 is not an accessible field.  If this field could be made accessible, then the report could be pulled via Lacerte and a separate spreadsheet would not need to be maintained to send the emails.

Forum|Forum|3 years ago

CaitlynLevel 1

Export data from Database Reports (currently only option is Print)New

It would be hugely beneficial to be able to select the database reports to Export to Excel for beneficial data analysis.  

Forum|Forum|3 years ago

hedgeslawLevel 4

'22's 1040 Transfer Prior Year Function does not transfer Driver's Lic Info. Please fix thisNew

No text available

Forum|Forum|3 years ago

rseckercpaLevel 1

A report to be generated to provide to other tax preparers for percentage of owners in case of not 100% (i.e. the other nonpartner) of their % (share) of income & expenses.New

A report to be generated to provide to other tax preparers for percentage of owners in case of not 100% (i.e. the other nonpartner) of their % (share) of income & expenses. For example in a Partnership return on screen 17 where I input under "Percentage of Ownership Not 100%, I would like Lacerte to generate a report to provide to other tax preparers the "minority interest" breakdown of income and expenses of the non partner. as well as certain balance sheet amounts to be allocatedto non partner owners (i.e. real estate with outside direct ownership such as a "Tenancy In Common"arising from like kind exchange transaction by other than partner direct owners).Case reference #1593454212 

Forum|Forum|3 years ago

JSwerdCPALevel 1

MD Fiduciary e-fileNew

MD now allows e-file of Fiduciary returns. Please add to Lacerte.

Forum|Forum|3 years ago

CedarLevel 2

Quick Employer Forms: Filters for 1099's & W-2's / delete old unused clients & uncheck e-file boxes so you only have to check the one you want to send.New

We have several clients that are no longer using our services for Quick Employer Forms (1099's & @ W-2's) and I would like to delete the unused companies. I would like to have a filter to put all clients in alphabetical order.  And I would like to see the list for E-Filing unchecked so you would only check the one you want to submit.

Forum|Forum|3 years ago

tmcpaLevel 1

How about a simple "back" button?New

When preparing returns, it would be great if one could go back to forms / input screens that have been accessed - sequentially, with a "back" button.  This retraces the steps the preparer has taken to that point, rather than having to try to remember the screens that have been recently accessed.  This would be a great help, as often one forgets what forms one has been looking at (e.g. "I see something on this form that seems to impact what I was just looking at on another form.  But what form was I looking at?") I think this would be a great feature on Lacerte, which could be implemented with minimal programming (I think).   

Forum|Forum|3 years ago

Scine 2020Level 1

Intuit Link-BusinessesNew

Our 2021 and 2022 Intuit Link has all our S-Corps, C-Corps and Partnership client. I know Intuit Link is only for Individuals and I think Trusts so I am not sure why they are in there but now I have too go through one by one about 200 clients and make each one Inactive. This will take days to fix because I have to do it in between all my other work that has to be done. Just seems like unnecessary work since the program is not doing what it is suppose to do, very frustrating! Its tax season and who has time for this. This program needs some work on your end. Please fix it.

Forum|Forum|3 years ago

NRI TAX GROUPLevel 1

CA 100 xNew

If there is any adjustment of tax due for CA PTE Tax adjusted from payments other than CA FORM 3893 (CA PTET Payment) it needs to be adjusted with the payments line 27 of CA 100 X, as this does not flow properly in Pro series from TY , if there is any overpayment or especially if there is a payment applied toward next year estimated taxes.

Forum|Forum|3 years ago

KarinaLevel 1

K2-K3 Exception wording as default in the K-1 client letter?New

I was wondering if anyone knows if this required wording will be something that LACERTE will be providing as a default or a "check yes if you wish to include the required wording" with the K-1 letters to partners and shareholders.  This would be a wonderful feature so all practitioners will not have to recreate the wheel.Karina Lapp

Forum|Forum|3 years ago

JSwerdCPALevel 1

e-organizer email designationNew

Please create a field to switch between taxpayer and spouse when sending the e-organizer. This would save significant manual labor. 

Forum|Forum|3 years ago

CMCPALevel 2

Ease of UseNew

Please remove the photo of the women staring at me when I open the software.  It is particularly disconcerting that someone I do not know is looking at me with a creepy smile.  Maybe if she was looking at someone in the photo, it would be fine.  Basically, she violates my space by starring at me.  Also, many of my employees have the same discomfort.

Forum|Forum|3 years ago

HPMCPAsLevel 2

State depreciation schedulesDiscussion ongoing

Please provide state depreciation reports for those states that do not recognize federal section 179 and bonus depreciation.  

Forum|Forum|3 years ago

FTAXLevel 5

Please move Section 1099A dividends entry (box 5) to the Schedule B Smart Box entry page.Discussion ongoing

You can put it in the column currently reserved for the pointless box 3 Non-dividend distribution box and move THAT to the Dividend Income worksheet.  1099A dividends are quite common.

Forum|Forum|3 years ago

accountingPlus1Level 2

Set form templates with prefilled datsNew

Want to have the option to set prefilled form with data to apply to all new or transferred tax returns.some info or all the same to all clients, and some fields we would like to have it set as estimated.

Forum|Forum|3 years ago

accountingPlus1Level 2

more print packageNew

I would like to have more print package sets.file signature fromfiling copy, when mailing the return.client copy with statementpreparer copy with worksheetscopies to share with third-party on clients' request.

Forum|Forum|3 years ago

bob4Level 3

automatic backup time controlNew

Regarding the automatic backups that are being created - please consider running these when we are not trying to prepare tax returns.  In our office, the 2021 program would run the backup routine at roughly 9:10 am every day.  Our server resources would be totally consumed and our ability to work in Lacerte would come to a halt for several minutes.  The 2022 program is kicking off the backup routine between 9 am and 1 pm local time, setting us up for a repeat this year.  It's a problem when we are already on a tight schedule with client appointments to have the system essentially "freeze".

Forum|Forum|3 years ago

Bob FLevel 3

ATTN: Software Developers. Please insure that Accountant's Trial Balance (ATB) software links into ProSeries 2022, and beyond.New

Please insure that Accountant's Trial Balance (ATB) software links into ProSeries 2022, and beyond. This feature allows for business trial balances to be seamlessly imported into business tax returns. Adjustments are automatically updated in the tax return. It saves me an amazing amount of time, especially since the links carry forward every year.  While ATB is an older software no longer supported, it still works as good as ever.  Without this link with ATB, I won't be able to prepare anywhere near the number of returns I have been preparing annually.

Forum|Forum|3 years ago

misakopLevel 3

Lacerte 2022 updates window does not displayNew

When updating Lacerte 2022 manually from the tools menu, it says Updates are available, and when you click update it should display the updates window showing all the updates that will be downloaded.  This window appears, but it is blank with an all gray screen.  The communications manager does appear and show the updates as they are received, but you cannot see what is remaining to be downloaded.  This problem was also in the Lacerte 2021 program in the earlier versions, but it was rectified and the window appeared correctly in later versions.  Please correct the Lacerte 2022 program to fix this.  In either the updates window or the communications window, would it be possible to add a little timer bar to each update to show how much has been downloaded and how much longer until each download file is complete? 

Forum|Forum|3 years ago

Basis QueenLevel 1

IRS Protection PINNew

Create feature to that allows tax professionals to export a report from their client database that will show which clients have an IRS ID Theft Protection Pin, not the PIN itself, just that the PIN was assigned by the IRS.  I would be helpful to have this a resource from one year to the next to be sure the PINs are received from the taxpayers each year rather than waiting for the return to reject after e-filing.

Forum|Forum|3 years ago

dhannayLevel 1

immediate FIX of W-2 and W-3 forms where streets line 1 and line 2 are printing together on street line 2New

This is our 2nd year using your "Print and e-file W-2s and 1099s" module as found under Tools in Lacerte. And for the 2nd year in a row, you still have not fixed the fact that when you enter 2 street lines, they both print together on the W-2s and W-3 on street line 2. When I enter street line 1 for the company (such as a DBA) and enter more street information on street line 2, they both print together only on street line 2 (so street line 1 is blank). This should be fixed immediately and should have been tested before the end user, me, had to take 1.5 hours this year with a phone call to Lacerte (Case:1592811472 Print Issue) only to be told that you have a software issue and nothing more can be done but for me to take even more time to type up my "idea". I didn't call last year because I assumed you would find the mistake on your own. I was wrong and so here I am and I expect a resolution. No resolution tells me I need to look for another W-2/W-3 software which there are plenty out there.Sincerely not happy as I have had to take extra time that I don't have to go through this process,Don

Forum|Forum|3 years ago

IllniLevel 4

Allow for forced Form 8606 on 1040 Settings in LacerteNew

It is very helpful to force form 8606 even in tax years that the form is not required in order to track IRA basis for future tax years and in case the client goes to another accountant. We can currently force the 8606 through the input screen, but why not make a universal print choice up in Settings in Lacerte?

Forum|Forum|3 years ago

Jessica Dumas Level 1

OrganizersNew

Organizer help 

Forum|Forum|3 years ago

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