Idea Exchange

3567 Ideas

Long term/ hort term for disposition screen in GridNew

Put short term/long term in in grid for the dispositions screen. Helpful for covered transactions using various date.  Also to see what is long term or short term at a glance.

Forum|Forum|3 years ago

paul11_2Level 1

Number of status fieldsNew

20 return status fields is not enough to follow a return through every step of the processing. Please double the number of statuses

Forum|Forum|3 years ago

sbastanipourLevel 1

Please provide the option as "Non-paid Preparer" in 990-PF and 990-EZ as it may happen someone prepares a 990 return as volunteer and do not get paid for it. ThanksNew

No text available

Forum|Forum|3 years ago

jeffery sauerLevel 2

missing data tags auto fill on client transfers to next yearNew

add an option that allows for missing data tags to go on all input areas in the current year that mirror the year before - since most returns are similiar to last year - this would be a way to help us find things we have not input yet

Forum|Forum|3 years ago

jeffery sauerLevel 2

excess business interest expense Form 8990Discussion ongoing

Form 8990 Excess business interest expense is not fully operational in lacerte.  When you enter Box 13K - the amount entered will flow to page three of the Form 8990.  as a preparer/reviewer you must ENTER THE AMOUNT AGAIN - this item is an expense on the K-1 that is not reflected in the return and the amount should show on line 4 of Sch M-1 - it will not auto flow from any combination of boxes you check in lacerte.  You also have to manually enter on line 7 of the M-2.Good luck in trying to figure out this shows in lacerte as it unwinds in future years - you have hunt and peek to find where it ultimately lands in lacerte as it reverses in future years.So if you have a box 13K entry in a partnership return due to the partnership invested in another partnership - be prepared for this.  Lecerte tech team will likely not be able to help - I have tired 5 times and know one can solve in lacerte. I recognize that a partnership investing in another partnership that has the rare box 13k is a very limited audience so I can understand that this gets little attenction.Lcerte could help by adding diagnostics - you have manually enter or adjust the M-1 and M-2 for excess business interest entries or a diagnostic that lacerte does not fully support this situation.  Just be real with preparer reviewer in this very rare situation.  let people know that the entries are in a very narrow scope and do not rely on the software to get the correct entries on all forms.    

Forum|Forum|3 years ago

Yehuda SchlesingerLevel 2

Slow listsDiscussion ongoing

When you need to select from a list in Proconnect, it takes too long for it to load. A list should load Quick and be easy to click on it.

Forum|Forum|3 years ago

EllenBLevel 1

Form 8949 codeDiscussion ongoing

The instructions provide Code N if the taxpayer received a Form 1099-B or 1099-S as a nominee.  Lacerte makes this a check box.  I have a client that co-owned 25 pieces of property with another person.  The total proceeds of sale were reported under my client's name.  IT WOULD BE HELPFUL TO BE ABLE TO ENTER AN AMOUNT WHEN IT IS ONLY PART OF IT IS RECEIVED AS A NOMINEE. 

Forum|Forum|3 years ago

enCPALevel 2

Include e-file copy of Idaho K-1 in Forms sectionDiscussion ongoing

When a taxpayer receives an Idaho K-1 with state income tax withholding, Idaho wants a copy of the K-1 with the return. To double-check our data entries, it would be nice if we could see, under the Forms tab, the Idaho K-1 copy to be e-filed, similar to how we can see copies of K-1 equivalent forms for Illinois, Minnesota, North Carolina, and Pennsylvania.Thank you for your consideration!

Forum|Forum|3 years ago

UMDJeremyLevel 4

Minnesota gross income - K1 and NonresidentNew

Have a return where client has a K-1 from a partnership in Minnesota (is a MN nonresident). The PTE tax was paid on behalf and shows on the K-1. Lacerte was calculating no tax due because the net income was less than $12,525. However that seemed wrong since K-1 showed gorss income line 36 of ~$13000. There is an info diagnostic ref #1756, however that just says you need to file because it's less than the gross # and to collect a refund. However I found there is an input box on K-1 screen (screen 20 code 312). Once I put the ~$13k # in that box, the tax was calculated on the return as is correct.There should be a critical diagnostic that if you have a K-1 input with MN source #s this field is required or to input -1 in the field if none on the MN KPI form.

Forum|Forum|3 years ago

taxtomLevel 1

I have been working off-line, I click on the icon and I cannot access the program. If the client does not have wifi, I am stuck. This has happened to me 3 times in the last 6 weeks.New

When I am at a clients home,  I click on the 2021 Lacerte Individual tax program and I cannot access the program.  I cannot sign it.  I cannot click that I am using it off-line.   I simply cannot open the program.  This has happened this afternoon,  last week (she had wifi so I could ultimately open it) and it happened again in September.

Forum|Forum|3 years ago

jimweyantLevel 1

Virginia Individual Forms ListNew

The forms list for a Virginia individual return includes "VAC/CG" and "Sch OSC/CG", These forms are not displayed in bold print, even though they are included in the return. The reason is because they are included in the list of pages for the main form "760CG" as pages 4 and 6, respectively. Therefore, the inclusion of these forms separately in the forms list seems inappropriate and confusing, given they are not presented in bold print when present in the return.

Forum|Forum|3 years ago

EllenBLevel 1

Condensed organizer improvementDiscussion ongoing

List the K-1s the taxpayer had the prior year in addition to 1099 sources on the condensed organizer for individual returns.  This will remind my clients and me that they need to bring in those K-1s when I am not preparing the S-Corp or Partnership returns. P.S. I don't know which module this should be in.  Maybe a module for Organizers would be nice.

Forum|Forum|3 years ago

Happy DanLevel 1

include KY filing instructions in letterDiscussion ongoing

 KY Form 740NP-WH is not included on the letter when it should be.RE: Multistate S Corp

Forum|Forum|3 years ago

reginaldLevel 1

Wisconsin Form 2 fiscal year, beginning date issueNew

I would like to suggest a programming change for the WI Form 2.  When filing short year returns, there is a data entry field on screen 2.1 for fiscal year beginning date and ending date.  This information populates correctly to the federal 1041; however, only the ending fiscal date appears correctly on the WI Form 2.  The beginning date has a pre-printed year, which doesnot get over-ridden.  For example, our office filed a short year, fiscal return beginning 01/01/2022 and ending 08/31/2022.  The 1041 reflects these dates correctly; however the WI Form 2 reflects beginning date 01/01/2021 and ending date 08/31/2022.  This covers a period greater than 12 months and is not allowed.  Therefore, we have received a notice from the WI Dept of Revenue.  Hopefully it will be easily solved with an explanation.  But to avoid future notices it would be a simple programming update to allow the data entry field to over-ride the pre-printed date.  I appreciate your time in reviewing this feedback....and hopefully making the necessary correction.

Forum|Forum|3 years ago

MrMojoLevel 4

Allow EFILING of ALL NH TAX RETURNS & FIX Form BET!Discussion ongoing

Currently, Proseries ONLY Allows eFiling of Form DP-10 Interest and Dividends.It does NOT allow eFiling of the BUSINESS returns:1. Form BT-Summary2. Form BET3. Form NH-1040.These 3 forms can ONLY be PAPER FILED!WHY?! PEOPLE HAVE BEEN REQUESTED EFILING CAPABILITY FOR YEARS!The State of NH ALLOWS EFILING as OTHER tax software allows Efiling of the NH forms!!! Also, Form BET does NOT AUTOMATICALLY FILL IN the information when the income threshold is met or exceed.File BET IF Gross receipt >$222,000 or Enterprise Value tax base is >$110,000.You have to MANUALLY 'Check her if required to file Form BET-80', when it should be done AUTOMATICALLY based on the Income threshold above!!The form SHOWS the 'gross business receipt for this organization' ... say in this example... $500,000.The form does NOT PULL the information from Federal Sch C net income or from the wage line, if any, which it SHOULD BE DOING! Same with the 'Interest Paid/Accrued' line.It must be manually entered!

Forum|Forum|3 years ago

JAThompsonLevel 1

Wisconsin Form 6 for Combined Corporate Returns Needed for ProSeriesDiscussion ongoing

Currently, Form 6 Wisconsin Combined Corporate Returns is not available in ProSeries but this return is required to be e-filed.    Federal Combined returns are available as are many other states.   Please add this Form 6 for Wisconsin for 2022.    Is there anyone else out there with the same problem?

Forum|Forum|3 years ago

bethsvenLevel 3

E-Responses to CustomersNew

When responding to requests for help, please print the initial problem. It is hard to know what you are responding to days after the issue was raised.

Forum|Forum|3 years ago

bethsvenLevel 3

Navigating the Partnership ReturnDiscussion ongoing

Create a shortcut which would allow reviewto jump to the same page on multiple K-1s.  Will allow for faster review.

Forum|Forum|3 years ago

enCPALevel 2

Support the WA Estate Tax ReturnDiscussion ongoing

I heard through the grapevine that the WA Department of Revenue is working on electronic filing for estate tax returns. It would be wonderful if Lacerte supported the Washington State Estate and Transfer Tax Return and let us e-file it through Lacerte, if/when that's available.These tax returns are surprisingly common: Washington's threshold is one of the lowest in the country (gross estate over $2.193 million) and due to the local tech industry we have many residents who pass away wealthy enough for their estate to owe a return.Thank you for your consideration!

Forum|Forum|3 years ago

MiriamLLevel 2

Alphabetize K-1s in data entry tabDiscussion ongoing

Lacerte alphabetizes the K-1s in the individual data entry module.  Can Lacerte do the same for partnerships and other modules?  We have some returns with dozens of K-1s and the data entry gets confusing when we can't alphabetize them.

Forum|Forum|3 years ago

EmmabobLevel 3

Schedule K-2 increase number of countries we can input forDiscussion ongoing

I have more countries than are being allowed to populate on Schedule K-2.  I have 30+ including US.   Would be nice to have a "see attached" option and I could put in totals for excess countries if more space was not available

Forum|Forum|3 years ago

Manhattan KS CPALevel 1

Changed tick mark reportDiscussion ongoing

I am a new Lacerte user converting from UltraTax.  UltraTax provides a section in their diagnostics called the "Tick Data", which shows any prior green tick marks which have changed to red due to a change in the data.  That diagnostic section could be interactively accessed and then provides a jump to link to each changed tick mark throughout the entire return.  This diagnostic report shows the "Current Value", the "Prior (Ticked) Value" and the "Difference".  I discussed this with my Lacerte Success Coach and she told me there is not a similar feature in Lacerte.  I would highly recommend that you add this diagnostic feature as it is extremely helpful.  

Forum|Forum|3 years ago

BowieLevel 4

CA Consolidated Return Apportionment Data CA Income is greater than Income EverywhereNew

I'm working on a Consolidated Corporate Return.  There are 3 Corporations all being brought together into one Consolidated Parent return.  On the CA Apportionment screen, I've had to override the sales factors to tell Lacerte gross receipts Everywhere and Sales shipped to CA purchased from within.  I've also indicated Sales from Partnerships or LLC's treated as Partnerships Inside CA and Everywhere on the 3 sub Corp returns.  When I look at the CA Combined Report Apportionment Data the partnership income is included on the CA Sales section but not on the Sales everywhere section.  I get a diagnostic telling me my Everywhere Sales cannot be less than the CA Sales.  I end up having to either leave the partnership income off entirely or lump the partnership income together on the apportionment screen with CA Gross Receipts and Everywhere Gross receipts.  I spent 2 1/2 hours on the phone with Lacerte who couldn't find any way to fix this.  I believe this is a program error that needs to be fixed.  Maybe someone else has some kind of workaround?  Maybe Lacerte can fix this issue before next year's software is rolled out?

Forum|Forum|3 years ago

Art LLevel 2

BPNew

Efile Activity Report (AR) indicates date rejected. Often I resend a return more than once in a day, but since the AR gives only the date, I don't know if the latest sending is reflected. In addition to the date, the time could be stated.

Forum|Forum|3 years ago

shellyjchessercpacomLevel 3

OH nonresident credit.New

Please look at the OH nonresident tax credit line so that it can be e-filed next year.OHIO Filing Rejected - This filing was rejected by the taxing agency on October 06, 2022. You need to fix errors that caused the rejection before it can be accepted by the agency. Follow these instructions for fixing the errors and you can transmit again at no additional charge.Reject: Error/ReturnState/ReturnDataState/FormIT1040/FormDetail/OHScheduleOfCredits/RefundableCredits/OPassThroughEntityCreditInfo/: Data in the filing is missing or invalid. Please double check your entries. (/ReturnState/ReturnDataState/FormIT1040/FormDetail/OHScheduleOfCredits/RefundableCredits/OHPassThroughEntityCreditInfo/PercentageStockOwnership)Occurrence: 00000(0000)Resolution: When there is an amount on the Pass-through Entity Credit line, the FEIN and Corp Name is required for e-file. Also, verify the percentage of ownership (if not 100%) is entered in the correct format (xx.xx).Please update your entries and resubmit the filing. We entered as an override and in the partnership tab.  Both are not allowing e-filing of OH.  We are forced to paper file.  

Forum|Forum|3 years ago

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3567 Ideas

Long term/ hort term for disposition screen in GridNew

Number of status fieldsNew

Please provide the option as "Non-paid Preparer" in 990-PF and 990-EZ as it may happen someone prepares a 990 return as volunteer and do not get paid for it. ThanksNew

missing data tags auto fill on client transfers to next yearNew

excess business interest expense Form 8990Discussion ongoing

Slow listsDiscussion ongoing

Form 8949 codeDiscussion ongoing

Include e-file copy of Idaho K-1 in Forms sectionDiscussion ongoing

Minnesota gross income - K1 and NonresidentNew

I have been working off-line, I click on the icon and I cannot access the program. If the client does not have wifi, I am stuck. This has happened to me 3 times in the last 6 weeks.New

Virginia Individual Forms ListNew

Condensed organizer improvementDiscussion ongoing

include KY filing instructions in letterDiscussion ongoing

Wisconsin Form 2 fiscal year, beginning date issueNew

Allow EFILING of ALL NH TAX RETURNS & FIX Form BET!Discussion ongoing

Wisconsin Form 6 for Combined Corporate Returns Needed for ProSeriesDiscussion ongoing

E-Responses to CustomersNew

Navigating the Partnership ReturnDiscussion ongoing

Support the WA Estate Tax ReturnDiscussion ongoing

Alphabetize K-1s in data entry tabDiscussion ongoing

Schedule K-2 increase number of countries we can input forDiscussion ongoing

Changed tick mark reportDiscussion ongoing

CA Consolidated Return Apportionment Data CA Income is greater than Income EverywhereNew

BPNew

OH nonresident credit.New

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Idea Exchange

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Filter by product

Long term/ hort term for disposition screen in GridNew

Number of status fieldsNew

Please provide the option as "Non-paid Preparer" in 990-PF and 990-EZ as it may happen someone prepares a 990 return as volunteer and do not get paid for it. ThanksNew

missing data tags auto fill on client transfers to next yearNew

excess business interest expense Form 8990Discussion ongoing

Slow listsDiscussion ongoing

Form 8949 codeDiscussion ongoing

Include e-file copy of Idaho K-1 in Forms sectionDiscussion ongoing

Minnesota gross income - K1 and NonresidentNew

I have been working off-line, I click on the icon and I cannot access the program. If the client does not have wifi, I am stuck. This has happened to me 3 times in the last 6 weeks.New

Virginia Individual Forms ListNew

Condensed organizer improvementDiscussion ongoing

include KY filing instructions in letterDiscussion ongoing

Wisconsin Form 2 fiscal year, beginning date issueNew

Allow EFILING of ALL NH TAX RETURNS & FIX Form BET!Discussion ongoing

Wisconsin Form 6 for Combined Corporate Returns Needed for ProSeriesDiscussion ongoing

E-Responses to CustomersNew

Navigating the Partnership ReturnDiscussion ongoing

Support the WA Estate Tax ReturnDiscussion ongoing

Alphabetize K-1s in data entry tabDiscussion ongoing

Schedule K-2 increase number of countries we can input forDiscussion ongoing

Changed tick mark reportDiscussion ongoing

CA Consolidated Return Apportionment Data CA Income is greater than Income EverywhereNew

BPNew

OH nonresident credit.New

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