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3566 Ideas

D
DwoolLevel 1

Zipfile downloading by date range when using Intuit LinkNew

We desperately need a way to download the zip file using a date range so we only get the docs we need. The alternative is that we have to click on each new doc and download it separately which takes ALOT of time when we have a ton of new docs coming in from the client.

0
D
Forum|Forum|4 months ago
M
Mike_SLevel 2

DUPLICATE STATES W-2 INCOMENew

MA resident Form 1 is duplicating income from a W-2 that shows CT wages and identical MA wages but the actual wages were earned only in CT (non-resident). There should be a box that corrects this situation similar to the MA Non-Resident form "Massachusetts Duplicate Wages Exclusion Smart Worksheet" Column D "Exclude Duplicate State Wages" check box which would be checked for MA. 

1
Skylane
Forum|Forum|4 months ago
D
dfongcpaLevel 1

City of Detroit Income Tax Partnership Return Form 5458New

City of Detroit Income Tax Partnership Return Form 5458 is currently unsupported for Michigan partnership tax returns. Please implement.

0
D
Forum|Forum|4 months ago
G
GeoffSCPALevel 1

using the mouse roller in selecting input sheets to printNew

This has been annoying for many years.When in the input sheet  print screen, you should be able to use the mouse roller wheel to scroll through the available input sheets.  Instead, the program requires to you use the 'up/down' slide on the right side to navigate to the lower list of available input sheets. 

0
G
Forum|Forum|4 months ago
E
Erica WLevel 2

CALIFORNIA FIDUCIARY TAX MANDATORY E-PAY REQUIREMENTNew

Per Franchise Tax Board, I have two California fiduciary clients who have mandatory e-pay requirements. In the Lacerte fiduciary module, the client instruction letter should include the language instructing the client to make the state tax payments electronically, similar to the individual module in input screen 3.  For the time being, I have added this language manually to the instruction letter via the Notes input screen 51.Lacerte, please program this California mandatory e-pay language into the trust module.

0
E
Forum|Forum|4 months ago
G
GeoffSCPALevel 1

Input sheet printingNew

I should be able to print a clients either blank or filled in input sheet directly from the input screen.As opposed to the 'alt-P', 'input screen' >  'input screen'  route.

0
G
Forum|Forum|4 months ago
G
GeoffSCPALevel 1

Input. Screen 12 code 501New

The hyperlink from the F1 help screen doesn't work.

0
G
Forum|Forum|4 months ago
K
KdHop1Level 1

Acceptance/Rejection notification to ClientNew

I would like to suggest Pro Series to utilize client information already available to notify the client/taxpayer, whenever actions are taken by IRS such as Acceptance/Rejection of their tax return when submitted by Intuit.

0
K
Forum|Forum|4 months ago
B
BethPLevel 4

RMD age is now 73. Checklists still reads taxpayer is over72, was RMD madeNew

Please update the checklist (and underlying query that adds the question) to reflect that the new RMD age is 73.currently reads Over age 72, has required minimum IRA distribution been made?

9
Accountant-Man
Forum|Forum|4 months ago
A
AdminStewardshipTALevel 1

Be able to sort the Tax Return Status (when customizing) and make certain Status's inactiveNew

Be able to sort the Tax Return Status (when customizing) and make certain Status's inactive.

4
F
Forum|Forum|4 months ago
C
CaryNC-CPALevel 2

Carrying forward NOTES to 2025 PTO versionNew

It appears that PTO has taken a step backwards in the name of "collaboration" (a large percentage of users are sole practitioners so we don't need to collaborate with ourselves).  I key in 2 sets in the Notes field - one is Carryover applicable year after year, and the other relates to the upcoming year only.  The sections are separated by a space.When you set up a 2025 return from a 2024 return (1040), the Notes section is now gone and replaced by a BLANK "Comments" section, again in the name of collaboration (thanks for thinking of us sole practitioners).  None of the Notes automatically carry over to the Comments section.  If you go back to the 2024 file, the notes are grayed out (as in faded and hard to read) and they are "read-only", which many will assume that you can't copy & paste them to the 2025 Comments section.I went through a lengthy tech support call and the only good thing is that you CAN copy/paste (manually - tedious process) each set of Notes to the Comments section for the following year, but you lose the formatting so my 2 sections all run together and have to be reformatted.  I have roughly 200 clients and if nothing is fixed, I will have to do this 200 times.The EASY fix, which should have been obvious to the coding folks, is to have the prior year Notes automatically copy/pasted to the Comments section during the conversion routine from 2024 to 2025.  There is still plenty of time before tax season so I IMPLORE the coding folks to fix this and maybe in the future when you are testing a new year's changes to the software, actually pull in someone who has done a tax return online before, because forcing people to go back to the previous year for critical Notes and having them squint at a faded version of the notes is beyond belief, AND also forcing them to do hundreds of manual copy/paste routines to get their years of critical notes into the current year file is NOT fun.  The program is supposed to get better every year, not worse.Thanks for fixing this. 

10
L
Forum|Forum|4 months ago
C
clmcpaLevel 3

better consistency with electronic payments of estimated taxesNew

The federal estimated tax payments and state estimated tax payments follow two different systems.  One gives you control over the payment dates and amounts, one doesn't.  One gives you a confirmation letter that the payment was processed, one doesn't.  One is clear on the client letter that the payment will be made electronically, one doesn't (and there isn't a way to customize it either) thereby forcing us to manually override the client letter or use the instruction letters which are miserable.  The state payments are on different screens in different modules.  As more of the taxing authorities force electronic payments, we need to be able easily determine and confirm what was paid and how.  Clean it up, enhance the client letter, give us an acceptance letter for the federal estimated tax pmts, and make the process more consistent across the modules for the users.  

2
B
Forum|Forum|4 months ago
T
tuanmnguyenLevel 2

Wisconsin S Corporation have form PW-1New

Wisconsin S Corporation in Proseries does not include a Form PW-1 which is need to be filed for non-resident shareholders.  This is pretty common so is there a way to get this form included into Proseries Professional?

0
T
Forum|Forum|4 months ago
T
taxes---taxesLevel 3

W2 Input FieldsNew

Make it mandatory to make an input in tax withheld and wage fields. If I miss box 17 for example, the system will assume a value of 0 when it was a case of oversight. This can lead to costly errors. If it is truly 0 then force the user to input 0. At a minimum, an error will cause the user to have to go back and check the input source. 

0
T
Forum|Forum|4 months ago
S
speterLevel 1

The banking information on the Tax Organizer should have a box to check confirming that the prior year information is still current.New

The banking information on the Tax Organizer should have a box to check confirming that the prior year information is still current.

0
S
Forum|Forum|4 months ago
P
premiertaxmaui1Level 2

Tip Deduction ERRORNew

There appears to be a calculation issue with tip income entered on Schedule C. The tip amount is not duplicated in the input screens, yet it is being included twice in the calculation, which materially affects net income and related deductions.I have contacted Lacerte, but definitely was not 'heard', I probably should have called back and spoken to somebody else.This does not appear to be user error. The duplication seems to occur within the calculation flow.

0
P
Forum|Forum|4 months ago
T
TaxxyLevel 3

8879-TANew

This form is not appearing when I request an e-signature.  Please add it to the forms you want to request if the client is filing Form 4547.  The form is not appearing when I use Custom Copy and select Federal e-file signature form.  I don't see another way to include the form in this copy.  I use this for my letter, e-signature forms and other related documents.   It should be selected when we choose Federal e-file signature form.

0
T
Forum|Forum|4 months ago
8
8184062544Level 1

E-File status - When a return is being held by IRS for accuracy check show that in the E-File Status updateNew

When a e-file return is being held by IRS for accuracy check indicate that in the E-File update.

0
8
Forum|Forum|4 months ago
I
ibs-cpaLevel 2

Trustee Rights - Client Maintenance Too BroadNew

Client Maintenance includes backup, restore, delete, rename and copy.  This is way too broad.  This needs to be broken into 3 parts - backup and restore, delete, and rename and copy.  In fact, I might even put restore in a separate 4th part.  If nothing else, delete needs to be on its own.

0
I
Forum|Forum|4 months ago
P
pleasefixissuesLevel 2

User Access should allow PRINT ACCESS for Prior YearsNew

You should not have to pay for current year User Access to print prior year returns when you've already paid a User Access fee. Absolutely greedy and egregious.

0
P
Forum|Forum|4 months ago
X
xinzhou6655Level 2

CA PTE Prepayment(Form 3893)-electronic withdraw in Screen 3.1New

Hi there,this is my first year to have a client to set up eletcornic withdraw for the PTE prepayment due by 6/15. I noticed that once I e-filed this return. Lacerte has no e-file activity report to indicate that I have already submitted the auto payment of Pass-through elective estimated tax.Does anyone have ever tried this Auto payment for PTE estimated tax payment? Did it go through well? I'm considering advising my client to make another $1,000 PTE elective payment on FTB website just in case this Lacerte auto withdraw failed and I don't have evidence to shown to FTB. 

2
X
Forum|Forum|4 months ago
D
dianaswansonLevel 1

WI Retirement ExclusionNew

I don 't  understand why there is a checkbox for this to opt in to take the exclusion if they meet the age requirements.

0
D
Forum|Forum|4 months ago
H
hawaii-warrenLevel 1

MONTANA NONRESIDENT RETURN POSSIBLE PROGRAMING ERRORNew

I am a Hawaii resident with a Hawaii Sch C. I also have a Montana Sch K-1 with a rental loss.1. The Montana Form 2, Sch II, line 6a is showing the Hawaii Sch C income as Montana income. I believe this is program error.2. The rental loss is not showing up on line 10a of Schedule II.  I exceed the income on the Federal and Hawaii returns so the loss deductible on those returns. The Montana instructions say to enter the income or loss from real property located in Montana, (not the amount from Form 1040 Sch 1, line 5 which was limited) so I believe the loss should be listed on 10a.I've spent and hour and 20 minutes with technical support and I spent an equal amount of time trying to fix it on my own. No success. 

0
H
Forum|Forum|4 months ago
P
PH2026Level 1

Add statement/notes/worksheet to main formNew

ProConnect needs to add "create statement /notes/worksheet to Fed/State main form" to the input screen

0
P
Forum|Forum|4 months ago
D
dfrycpa73Level 2

Ability to add ProConnect Advance User role to a custom role designed for QBO accessesDiscussion ongoing

The only 3 choices for giving the Advance User role in ProConnect to someone is to select "Advance User with books admin", "Advance User with books access", and "Advance User" (no QBO access).  For our Office Manager, I created a custom role that included most accesses to our Firm's books, just not our banking and reporting (could not see bank balances and couldn't print a firm P&L).  We needed to add Advance User to her role so she could print returns, e-file when payment was received, etc.  In adding this, the only choice that even came close was the Advance User with books access, which by default allows her to see our firm's bank balances, print our P&L, etc... and DOES NOT allow any changes or customization to take away anything. I called ProConnect to see if they could add the Advance User role for ProConnect to a perfected, custom QBO role, and I was told this wasn't possible... That the roles available were designed with a purpose.  Intuit lists the suggested roles for "Advance User with Books Access" are tax admins, tax preparers and reviewers.  Does any firm owner want a tax admin or tax preparer to have the ability to view the firm's bank balances at any given time, or the ability to print the firm's P&L?  The answer is NO, in my humble opinion.  This needs to be an added feature to custom QBO roles immediately!

10
L
Forum|Forum|4 months ago

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