Idea Exchange

3567 Ideas

State tax planner worksheetDiscussion ongoing

We need a state tax planning worksheet in addition to the current estimated tax worksheet for clients that have more complex state tax situations. 

Forum|Forum|3 years ago

cbaxterLevel 3

Form 8867 Checklist needs to be automated as to the selection of check boxesDiscussion ongoing

On form 8867, paid preparer’s due diligence checklist.  Why not have it auto check the applicable items EIC, CTC/ACTC/ODC, AOTC, HOH?  It knows when you have the appropriate ones checked.

Forum|Forum|3 years ago

kdaglobalLevel 3

Auto e-file confirm sent via email to client once returns are acceptedDiscussion ongoing

CCH ProSystems does this: as long as the taxpayer has an email address in the email field, once a return is accepted by the tax authorities, CCH automatically sends the client an email alerting them of this.It would save so much time during tax season if ProSeries could do the same.

Forum|Forum|3 years ago

EdwardEstrinLevel 1

Tax Planner softwareNew

My client number is 959.Tax Planner, ConversionI purchased the Tax Planner because clients are asking about Solar and installing it, paying with IRA or 401K Money. Is this a good idea. It was very hard to get the software to work and I finally did so on my own, the tech support could not help me.ONLY to find out that the tax planner does not do Solar Credit. So a waste of my money. I do not understand why this would not be in the planner!Edward Estrin

Forum|Forum|3 years ago

PL22Level 2

Aggregating partnership basis when one partnership owns another partnership on 1040 K-1'sNew

I am converting from Ultratax and this applies to reporting partnership K-1's for 1040's. When a partnership (EIN 11-1111111) owns another partnership (EIN 22-2222222), in Ultratax you enter a separate K-1 for 11-111111, and a separate K-1 for 22-2222222 using the EIN of 11-1111111. In the K-1 for the 1st 11-111111 you can select to aggregate the basis combining the basis for all EIN's with 11-1111111. Therefore all the K-1 entries are combined for one basis under the 1st EIN of 11-1111111. Otherwise I will have to make a manual basis adjustment. This function allows a user to easily match the ending capital and liability amounts shown on the main K-1 a taxpayer receives to the partnership basis reported on the tax return. Any questions on how this works on Ultratax please feel free to contact me at

Forum|Forum|3 years ago

Shrude64Level 1

If it ain't broke, don't fix it .New

I recently attempted to access the so called new and improved "MyAccount" site. This is a total mess as far as I am concerned. The old account site worked well and did not need an "upgrade". On top of everything else that is wrong with it, my browser (Chrome) could not access it correctly and your absolutely fabulous customer representative (Brandi) walked me through a work around through Google which got me into the site where I was finally able to download the 2022 tax program. I believe it was titled "Incognito Access" . I used to get a simple email with a link to download the newest program. It took less than 1 minute to complete this. Instead, I spent over an hour trying to access the new 2022 tax program to no avail. Someone needs to change how the new 2022 program is downloaded and find out why Chrome could not get it to download.

Forum|Forum|3 years ago

Diana10Level 1

faster efile acceptanceNew

when i efile in drake software, i get an immediate acceptance; in lacerte, it takes about an hour; am i doing something wrong in Lacerte?

Forum|Forum|3 years ago

dennisj1Level 3

Special Allocations for K-3 is Not WorkingNew

I am working on a 2021 Form 1065 and need to complete a Special Allocation between partners for Schedule K-3, Part II, Section 1, Sales. The Lacerte program is generating the K-2 and K-3 (by partner).BUT Screen 29, Special Allocations, will not allow me to allocate any amounts on the K-3 because there are no balances being reported as Amt. Available For Spec. Allocation in the software. Can you please address this issue and report back to me? I am informed that my case number is: 1590839503. Thank You!

Forum|Forum|3 years ago

JayTeeLevel 1

Firefox problemNew

You might look into the reason Firefox interferes with downloading the 2022 Lacerte tax programs.I had to add Google Chrome to get it to work.My profound thanks to "Cheyenne", Case:1590824968 for her patience in resolving the problem.John Traller: Account # 88664

Forum|Forum|3 years ago

JimGNY2Level 1

Add Superseding Returns to Individual ReturnsNew

Most other software programs offer the superseding of Individual returns with their tax software.Lacerte needs to upgrade this option for Individuals since you already have the option forother business returns, Corp, Partnerships, Etc

Forum|Forum|3 years ago

Taxes-by-RockyLevel 7

Would you like to transfer last year's tax files? [Can we get a check box?]New

When installing ProSeries for the new tax year, the program asks the question "Would you like to transfer last year's tax files?" This usually requires that one review HomeBase from last year and sift out those files that will not be rolled forward, the reasons for which may vary widely.Is there a quick way to put a check box on which files should or should not be rolled forward so that the program knows automatically which ones to pick up and which ones to leave behind? The current process of highlighting/selecting by file name is not a great way to do so.For example, a check box in the 2021 program (on HomeBase or in the FIW) might work that addresses whether: the 2021 return is final; the client is no longer a client; the return was a projection; the return was the original return and only the amended should be rolled forward; etc. Such check box could instruct the 2022 program whether or not to transfer the return to 2022 (rather than us having to dig through file names).Further, it is much quicker to do this during the tax year (after you complete the return) and from, say, HomeBase than it is to go back 8 months later.Any technological approach to resolving the above process and making it more efficient would be welcome. Thanks.

Forum|Forum|3 years ago

tscottLevel 5

adding tax form 8996New

Please add federal tax form 8996 to the 1065 and corporate tax programs in ProSeries

Forum|Forum|3 years ago

PanthersLevel 1

why is not the PA local tax form available when the PA State is , have to wait about 3 weeks to file & printNew

No text available

Forum|Forum|3 years ago

zfetzerLevel 1

Emailing database Report LettersNew

Is there anyway to mass email the customizable client letters under database reports instead of sending them one by one or having to print all to SmartVault and send a notifying email? Thank you in advance!

Forum|Forum|3 years ago

allisonpriceLevel 1

Add KY local tax form OL-S to individual and business returns to allow us to prepare local tax returns for KYNew

Need to add KY local tax form OL-S to individual and business returns to allow us to prepare local tax returns for KY. This is a generic local tax form for KY where we could enter information for local taxing agencies and the applicable tax rates.  I have to prepare alot of individual local KY returns for clients and this would save a lot of time.

Forum|Forum|3 years ago

AnneRuleLevel 2

Form 926 for Form 1065New

During the filing season we noticed that the Form 926 is not currently available with the partnership module. As a result we had to fill one out from an IRS PDF and attach it to the return. It appears that every other major major program module (Individual, Corp, S-Corp) include it already. I request that this form be added to the partnership module.

Forum|Forum|3 years ago

dilip5106Level 2

wrong interest and penalty for extension paymentNew

The Individual client paid the extension on 05/17/2022.  The Lacerte is not calculating the correct the late payment interest and penalty for taxes paid after the extension date. We got notices for many  clients and very hard to explain to the client for IRS notice. Please add the additional payment date on individual screen #6 and  calculate the correct late payment interest and penalty. The right now the default date is 04/15. (Paid with extension -Not later than 04/15/22). Please update in your software to avoid the further IRS notices.ThanksDilip Shah25611

Forum|Forum|3 years ago

dilip5106Level 2

calculation of interest and penalty for extension paymentNew

The Individual client paid the extension on 05/17/2022.  The Lacerte is not calculating the correct the late payment interest and penalty for taxes paid after the extension date. We got notices for many  clients and very hard to explain to the client for IRS notice. Please add the additional payment date on individual screen #6 and  calculate the correct late payment interest and penalty. The right now the default date is 04/15. ( Paid with extension -Not later than 04/15/22). Please update in your software to avoid the further IRS notices.ThanksDilip Shah25611

Forum|Forum|3 years ago

LeslieAMartin27Level 1

1040X date pin entered promptNew

On numerous occasions I have completed a 1040X to be e filed and it gets rejected because there is no prompt to change the date pin entered to the current year.  This should be an error that occurs while reviewing or a prompt would be helpful to change the date to the current year you are submitting.

Forum|Forum|3 years ago

LeslieAMartin27Level 1

1099R entry screenNew

It would be helpful to have a prompt for any 1099R's that carried over from the year before to enter them if left blank, just like the program functions for the W2's.  

Forum|Forum|3 years ago

CLELLIOTTLevel 2

Support for VA Tax amended return e-fileNew

Virginia provided for this capability a year ago, but Intuit still has not made software update to support it, and cannot provide any answer on when it can.  We need better support!

Forum|Forum|3 years ago

Rick14Level 1

second California form 3893 esNew

We have only the first form 3893 es for California.  We need to be able to deduct the full payment of California state tax during the current tax year.  to do this, we need a second form 3893 es for 2022 that we can have clients pay prior to December 31, 2022.  if you review the state form 3893, they have payment 1 and payment 2.  We only have one.

Forum|Forum|3 years ago

joefLevel 1

DMS Adjust fonts, bold, size, etcNew

DMSI want to adjust fonts, make bold,  increase size, etc.

Forum|Forum|3 years ago

MM05Level 1

Oil & Gas ImportNew

Add Oil & Gas import to other entity types.  Currently included for Partnerships.  Would be useful for Individuals, Corporations and Trusts.

Forum|Forum|3 years ago

slslLevel 1

printing input sheetsNew

When input sheets were being printed in the 2021 program, if your setting was set to force, not only would you get an input sheet that had data already entered or proforma'd from 2020, but you would also get that same input sheet printed as a blank. Normally, the blank would print out first, so unless you were aware that something had already been entered , you could easily discard the one with information on it. It would be helpful if the blank wouldn't print if a filled out one was also printing OR atleast have the filled out one print first. 

Forum|Forum|3 years ago

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3567 Ideas

State tax planner worksheetDiscussion ongoing

Form 8867 Checklist needs to be automated as to the selection of check boxesDiscussion ongoing

Auto e-file confirm sent via email to client once returns are acceptedDiscussion ongoing

Tax Planner softwareNew

Aggregating partnership basis when one partnership owns another partnership on 1040 K-1'sNew

If it ain't broke, don't fix it .New

faster efile acceptanceNew

Special Allocations for K-3 is Not WorkingNew

Firefox problemNew

Add Superseding Returns to Individual ReturnsNew

Would you like to transfer last year's tax files? [Can we get a check box?]New

adding tax form 8996New

why is not the PA local tax form available when the PA State is , have to wait about 3 weeks to file & printNew

Emailing database Report LettersNew

Add KY local tax form OL-S to individual and business returns to allow us to prepare local tax returns for KYNew

Form 926 for Form 1065New

wrong interest and penalty for extension paymentNew

calculation of interest and penalty for extension paymentNew

1040X date pin entered promptNew

1099R entry screenNew

Support for VA Tax amended return e-fileNew

second California form 3893 esNew

DMS Adjust fonts, bold, size, etcNew

Oil & Gas ImportNew

printing input sheetsNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

State tax planner worksheetDiscussion ongoing

Form 8867 Checklist needs to be automated as to the selection of check boxesDiscussion ongoing

Auto e-file confirm sent via email to client once returns are acceptedDiscussion ongoing

Tax Planner softwareNew

Aggregating partnership basis when one partnership owns another partnership on 1040 K-1'sNew

If it ain't broke, don't fix it .New

faster efile acceptanceNew

Special Allocations for K-3 is Not WorkingNew

Firefox problemNew

Add Superseding Returns to Individual ReturnsNew

Would you like to transfer last year's tax files? [Can we get a check box?]New

adding tax form 8996New

why is not the PA local tax form available when the PA State is , have to wait about 3 weeks to file & printNew

Emailing database Report LettersNew

Add KY local tax form OL-S to individual and business returns to allow us to prepare local tax returns for KYNew

Form 926 for Form 1065New

wrong interest and penalty for extension paymentNew

calculation of interest and penalty for extension paymentNew

1040X date pin entered promptNew

1099R entry screenNew

Support for VA Tax amended return e-fileNew

second California form 3893 esNew

DMS Adjust fonts, bold, size, etcNew

Oil & Gas ImportNew

printing input sheetsNew

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