Idea Exchange

3567 Ideas

slslLevel 1

displayNew

Often times the federal tax return due date is different from the state tax return due date. Therefore it would be helpful if there were added a category on the display for state due date.

Forum|Forum|3 years ago

slslLevel 1

input sheetsNew

1) Lacerte has not updated its table of contents over the past few years. If you print out the table of content input sheet, a number of input sheets are either not listed or are mis-labeled. This continues to be the case in the 2022 tax program.2) Lacerte continues not not proforma the input sheet printing option (force, when applicable, suppress) from one year to the next. This continues to be the case in the 2022 program.3) It is too early to test in the 2022 tax program, but in the 2021 tax program there were a number of input sheets that didi not print or printed with missing input fields. Hopefully these have been rectified in 2022.  

Forum|Forum|3 years ago

DaveAlsoLevel 1

When deleting old W2's it doesn't renumber the remaining onesNew

When deleting old W2's it doesn't renumber the remaining ones, even in subsequent years.  Same thing is true with K1's.

Forum|Forum|3 years ago

DaveAlsoLevel 1

Not have to switch between taxpayer types. Have one client list including all types of returnsNew

Not have to switch between taxpayer types. Have one client list including all types of returns. 

Forum|Forum|3 years ago

nr737Level 1

tax exempt income details on K-1 details ie PPPNew

it would be extremely helpful if Lacerte allowed you to label what the t/e income represents and not have all tax exempt income be labeled the same regardless of what it represents ie PPP loan forgiveness, muni income, grant income, etc.Many other software companies enable you to label the tax exempt income as what it actually is ie PPP forgiveness/grant income etc and not such a generic category.  Having it labeled as what it actually represents would provide more accurate info on the K1 and have your product be comparable to what we are seeing with other software packages. 

Forum|Forum|3 years ago

nr737Level 1

NJ GIT-DEP attachment to NJ K-1sNew

It would be extremely helpful if the Lacerte software took the GIT-DEP worksheet from the NJ flow through returns and added it as a page 2 to each NJ K-1 showing the adjustment for the partner's ownership percentage.Most other software companies have this added and page 2 of the NJ K-1. corporations take the federal income and make NJ adjustments, not having this information readily available on the k1 caused additional work and tracking which is not appreciated during tax season.

Forum|Forum|3 years ago

PattonCPALevel 2

990-T sch A part V line 3bNew

990-T sch A part V line 3b explanation statement is producing an error that the total does not match but it does match.

Forum|Forum|3 years ago

Art LLevel 2

ccccNew

Indiv module, screen 1, address. You ask for apartment number, but many clients use a PO or private mail box, office suite or other. Rather than apartment, a more general description would be appropriate.

Forum|Forum|3 years ago

Erica WLevel 2

Client database report for California pass through entity tax claimedNew

I'd like to be able to create a client database report showing clients who claimed the California Pass-through entity tax in 2021 Lacerte. This would be for assistance with tax planning for the 2022 pass through entity tax due at the end 2022 of March 15, 2023.

Forum|Forum|3 years ago

Erica WLevel 2

Database report showing clients who claimed the Pass-through entity tax in 2021 LacerteNew

We would like to be able to create a client database report in the Lacerte partnership and S-corporation modules, which show which clients claimed the 2021 pass-through entity tax. This report would be used for 2022 tax planning, to assist with the second 2022 pass-through entity tax payment.

Forum|Forum|3 years ago

BaboianCPALevel 2

PA schedule D problem - joint saleNew

When a disposition of investments is input as JOINT...  federal schedule D is fine.  But for PA, Lacerte is taking 50% of the gain to (T) and 50% to (S) schedule D.  But Lacerte is printing 100% of the sales price and cost on each of the 2 schedule Ds (does not crossfoot)(should use 50% instead).  The PA gain taxable gain is correct but the PA sales price and cost is doubled.I believe this problem started in tax year 2019 or 2020 but PA did not notice until tax year 2021.  I have several PA notices from this error.   

Forum|Forum|3 years ago

MaccountLevel 1

Forms to include in next years lacerate programNew

 Adding form 3520-a and 3520 to The individual module would greatly enhance the program. There is a lack of availability of this form in other tech software. Even if this upgrade would be an additional charge I believe many professionals would gladly pay for this as we don’t have a market that we can purchase this from.  Additional international tax forms would greatly improve the program would include form 8858(information return of US persons with respect to foreign disregarded entities) on the individual module. This form is already available on the partnership and corporate module yet most individuals own foreign disregarded entities.lastly similar to form 3520 above offering a product for form 8865 would greatly improve the program since there is a lack of availability in other software.  

Forum|Forum|3 years ago

Tax guys Level 1

ITIN CTCNew

ProSeries doesn't know how to work with a Form 1040 when a taxpayer is applying for an ITIN for a dependent.I tried two times to fill out the Form 1040 for a client with this situation and the two times have been rejected by the IRS. I expended a lot of time talking with different Proseries representatives, even a Supervisor, I shared screens with all of them and nobody found a solution., also I expended a lot of time (hours) talking to the IRS.1.-ProSeries Basic doesn't have the Form W7, which is a big mistake because W7 is an official IRS form as the rest of forms. 2.- When someone is applying for an ITIN can't put any info in SS#, the IRS accepts this but not ProSeries. 3.- The IRS requires a check marck in the Dependent Section in column 4, the second column. ProSeries doesn't do that, the Supervisor that talked to me after trying too many different options told me that I have to put a fake SS# and later when I print out the form white out, this number, to me this is not acceptable.  4.- The system calculated the 3,000 for Child Tax Credit on line 28 and not the ODC in the amount of 500 on line 19, coming from Scheule 8812. The Sch 8812 explains that from 2021 to 2025, any child that have an ITIN can't qualify for Child Tax Credit, only for the ODC, you can find all these new rules in the 8812 Form and Instructions. 5.- I included the Sanitize file, and the Forms 1040 and 8812 did it manually by myself, filling out from the IRS website, of course not from ProSeries which is impossible. 6.- My best recommendation is that Proseries includes in the information worksheet a question about if you are going to claim an ITIN for a dependent or spouse and from there your programmers have to create all the inter relations between the forms and schedules. 7.- For all these situations I wasted a lot of hours, with the client, with the IRS and with Proseries, I've felt terrible with my client and myself. Of course, I returned to the client what he paid for this service, but worse than this is my reputation.

Forum|Forum|3 years ago

BAD-kLevel 1

Earl at supportNew

Earl at support was great in helping me download returns from many years ago that I had backed up and now was required to submit for a court case after me being retired for so many years and had destroyed the paper copies I was no longer required to keep.

Forum|Forum|3 years ago

jknechtLevel 4

Anything but Outlook - Thunderbird for hosted (RightNetworks) emailNew

I just spent two days getting all sorts of stuff set up for Hosted LaCerte and I want to walk away.  THIS SUCKS that I am limited to using MS Outlook for my emails now.  I have no desire to use Outlook....I tried years ago and again about 12 months back for a different project and it sucks.Why can't RN - LaCerte (Hosted) make Thunderbird available as a MAPI approved and let use what we have been using for years.

Forum|Forum|3 years ago

trapprainLevel 2

MA Circuit Breaker ErrorNew

System incorrectly adds real estate tax from rental to the primary residence on the worksheet.

Forum|Forum|3 years ago

trapprainLevel 2

MA Amended Tax Return unclearNew

The tax return for an amended MA return shows the tax withheld amount only and does not state the tax amount paid (with extension or estimates) , which i think is misleading. Also the tax refund shown is actually the tax underpayment penalty!MA Amended ErrorAlso, there is no indication of the resultant amount applied. The above items are only clearly stated in the MA Tax Summary, however the amounts shown on the Form 1 clearly are concerning for and confusing to, the taxpayer, and make me wonder if the correct information is being transmitted. 

Forum|Forum|3 years ago

miked333Level 1

Allow Export of Appointment Calendar DataNew

In the past all of the appointment calendar data was stored in one single file and that could be opened with Excel. We could manipulate the data, import it into Outlook and do whatever we needed to do with it. This past year Lacerte encrypted the file so that we couldn't use it at all. There are no options at all to export the appointment information and very few print options. Please allow us to use this data. Either decrypt that file or allow us to export to a csv or something, anything!

Forum|Forum|3 years ago

loriuconnLevel 1

CT 2210 need line to enter amount paid with extensionNew

The 2210 is calculating interest without taking the amount paid with extension into consideration.

Forum|Forum|3 years ago

Lance_SieblerLevel 1

Make it so Form OR-PTE can be forced on Oregon amended tax returnsNew

Oregon will not allow the election into the OR-PTE rate to be changed on an amended return.  Without the ability to force the form and the higher tax that may result, Lacerte is absolutely useless and the amended OR return will need prepared outside of Lacerte and paper filed.

Forum|Forum|3 years ago

AKAACPALevel 1

Correct value for keyword [ORGGIFTS] for 2022 organizerNew

The annual gift tax exclusion has increased to $16,000 for 2022.  However the organizer keyword [ORGGIFTS] still lists $15,000.

Forum|Forum|3 years ago

AKAACPALevel 1

Restore character limitation in 2022 organizerNew

The character limitation on the prior year information printed on the 2022 organizer is much shorter than it was on the 2021 organizer (from 30 characters to 18).  This eliminates the portion of the client's account numbers entered to provide the client with a more meaningful checklist. For example, on the 2022 organizer three dividend items show "Merrill Lynch", vs the 2021 organizer which showed "Merrill Lynch #1, Merrill Lynch #2, Merrill Lynch #3".  It is unknown if this character limitation will extend to the 2022 tax forms.

Forum|Forum|3 years ago

Matt PLevel 1

"change print order of extension"New

When printing a 1040 to Smart Vault the Federal extension prints before page 1 of the 1040.  Is there a way to move the extension to behind the 1040?  I do not see anything in user options. 

Forum|Forum|3 years ago

jeromeburnettLevel 3

Accumulated Depreciation TotalNew

It would be great if the depreciation schedule would have a ending accumulated depreciation total column.  Many other tax software programs have this and I wish we had it for Lacerte

Forum|Forum|3 years ago

MarcoUlloLevel 2

Client Status report for amended tax returns?New

Now it's great to be able to e-file Amended tax returns... but, nothing shows on this on the 'Client Status' report... Developers, please add confirmation of amended e-filing, to Status Report...! 

Forum|Forum|3 years ago

Filter by idea status

Filter by product

3567 Ideas

displayNew

input sheetsNew

When deleting old W2's it doesn't renumber the remaining onesNew

Not have to switch between taxpayer types. Have one client list including all types of returnsNew

tax exempt income details on K-1 details ie PPPNew

NJ GIT-DEP attachment to NJ K-1sNew

990-T sch A part V line 3bNew

ccccNew

Client database report for California pass through entity tax claimedNew

Database report showing clients who claimed the Pass-through entity tax in 2021 LacerteNew

PA schedule D problem - joint saleNew

Forms to include in next years lacerate programNew

ITIN CTCNew

Earl at supportNew

Anything but Outlook - Thunderbird for hosted (RightNetworks) emailNew

MA Circuit Breaker ErrorNew

MA Amended Tax Return unclearNew

Allow Export of Appointment Calendar DataNew

CT 2210 need line to enter amount paid with extensionNew

Make it so Form OR-PTE can be forced on Oregon amended tax returnsNew

Correct value for keyword [ORGGIFTS] for 2022 organizerNew

Restore character limitation in 2022 organizerNew

"change print order of extension"New

Accumulated Depreciation TotalNew

Client Status report for amended tax returns?New

Filter by product

Idea Exchange

Filter by idea status

Filter by product

displayNew

input sheetsNew

When deleting old W2's it doesn't renumber the remaining onesNew

Not have to switch between taxpayer types. Have one client list including all types of returnsNew

tax exempt income details on K-1 details ie PPPNew

NJ GIT-DEP attachment to NJ K-1sNew

990-T sch A part V line 3bNew

ccccNew

Client database report for California pass through entity tax claimedNew

Database report showing clients who claimed the Pass-through entity tax in 2021 LacerteNew

PA schedule D problem - joint saleNew

Forms to include in next years lacerate programNew

ITIN CTCNew

Earl at supportNew

Anything but Outlook - Thunderbird for hosted (RightNetworks) emailNew

MA Circuit Breaker ErrorNew

MA Amended Tax Return unclearNew

Allow Export of Appointment Calendar DataNew

CT 2210 need line to enter amount paid with extensionNew

Make it so Form OR-PTE can be forced on Oregon amended tax returnsNew

Correct value for keyword [ORGGIFTS] for 2022 organizerNew

Restore character limitation in 2022 organizerNew

"change print order of extension"New

Accumulated Depreciation TotalNew

Client Status report for amended tax returns?New

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO