Idea Exchange

3567 Ideas

shellyjchessercpacomLevel 3

KY Contributions c/o 100%New

Please add a box for next year for the KY if different 100% conservation c/o if different. 

Forum|Forum|3 years ago

Art LLevel 2

iioNew

CA form 3849 line 12-23 col D. It would be good to have an explanation of this amount.

Forum|Forum|3 years ago

SRCLevel 2

Screen 29: Special AllocationsNew

Please allow the allocation amounts to be copy/pasted from an excel file.  The manual typing of the individual items for every line, every partner is extremely tedious and inefficient.  A particular input can be copy and pasted for a single amount, but not for multiple partners at a time.  The same feature would be appreciated when creating Allocation Groups, when allocating by % instead of $, being able to copy the allocation %s from a source file, rather than manual input for every partner would be appreciated.This would literally save hours on every tax return.

Forum|Forum|3 years ago

Colorado 12Level 2

rental pro forma only optionNew

It would be nice to have a rental option to pro forma only - no current depreciation and no Sch E generated. Then the information could be kept if rented again in a future year without a  blank Sch E.  (We have clients who did not rent vacation homes due to COVID and others where homes that were rented and then became personal residence again.  Our options are to include the addresses on an otherwise blank Sch E or to remove and need to re-enter all the detail again in a future year if the status changes.)

Forum|Forum|3 years ago

CPACathyLevel 3

not in use status for depreciationNew

It would be nice to be able to proforma the asset and accumulated depreciation for future disposition  when the use has changed, for example business use of the home has ended, but depreciation had been taken.  Same thing for moving into a rental property.

Forum|Forum|3 years ago

Art LLevel 2

bbbNew

hhhhhhhhh Please call me re fed form 8962 an. I can't attach anything to this.Art 310-746-8833

Forum|Forum|3 years ago

Debbie GLevel 1

IL ICRNew

With the recent change in IL law, taxpayers are to get a real estate tax credit based upon the amount of IL real estate taxes calculated on their IL ICR form.  However, when a taxpayer has zero IL Income (all of their AGI is from retirement funds & SSA) then the numbers from the ICR are NOT flowing from the detail input screen.Is there any way to FORCE the IL ICR to print in this c 

Forum|Forum|3 years ago

strongsilenceLevel 10

Deceased and EsignatureNew

The dead can't sign. (Well, maybe not. I've never asked one.)Suggestion: Email for deceased (TP or Spouse) should be removed from E Signature.For the 2021 return that I need E - Signed both the Deceased TP and Spouse emails are automatically populated. When I removed the deceased email, E signature would not let me proceed so I added the spouse email to both. I don't know if that solved it.

Forum|Forum|3 years ago

AnitaELevel 1

Pro Series Tax > 990 > Schedule I, > Part II - Ability to import grants awardedNew

We are a grantmaking non-profit Foundation. Now that we have to e-file it is imperative that we list all our grants awarded instead of attaching a separate document. I would like to be able to import our grants into ProSeries Tax software > 990 > Schedule I > Part II. I have the data in Excel. This year we made grants to 171 organizations. 

Forum|Forum|3 years ago

jahall3Level 1

Help signing in LacerteNew

Jeff was very good resolving my problem signing into the program after changing my email.  Others had tried but failed to get the job done.  It just takes a Hazard "hillbilly" to do the job right! Thanks again Jeff!James 

Forum|Forum|3 years ago

taxes96786Level 8

Renewal/PPR invoices for prior yearsNew

How do I get copies of ProSeries renewal invoices from 2018 through 2021? I also need PPR fees for each of those years. I can't find a history of purchases on my account site. It would be helpful to have available.

Forum|Forum|3 years ago

AccomacktaxLevel 3

Extension prepared on 02/16/2022New

I filed for an Extension for a client way back in February 2022  I finally got around to doing the return in September before the deadline. Only thing I did wrong was take off the extension information when filing the return  I unchecked the Extension on form 1120S and now I have no record of filing it I didn't know that if you uncheck the box  that information goes away is there any way of  recovering that information in the home base???  What do I do?

Forum|Forum|3 years ago

HarveyLevel 2

part ix use electronic funds withdrawal for federal balance due after extension filed with paymentNew

Program issues error when trying to make the Payment date for withdrawal for October 17, 2022, stating that the program date must be used.My client likes to pay on the last day of the year every year and so while their return is finished they do not want to pay the government until it is due.  Its a libertarianism thing.They have paid an amount for the extension, but have multiple documents K1 that don't appear until September 15th.The rep indicated its a program thing, well why can't the program be changed to except a payment for October 17, 2022.Causes me to try and file a return a October 17, kind of silly.Wonder how many returns are filed that away or probably with an error code as what I think I was told in the past to do. 

Forum|Forum|3 years ago

awrcpasLevel 1

Payment firstNew

Can Lacerte change it so that the client has to pay first before receiving their Docusign? We have a lot of issues where the client will sign without paying. It's an inconvenience to have to go back and try to receive payment.

Forum|Forum|3 years ago

lovetoskiLevel 1

worksheet of total state wagesNew

it would be helpful if Lacerte could have a worksheet showing taxable state wages and how that number is generated. There is one for the federal. We are constantly having to manual add up state wages to make sure what is reported on the state return is correct.   

Forum|Forum|3 years ago

iotafinanceLevel 2

Flag on All Required Fields like ProSeriesDiscussion ongoing

It would be helpful to me to have an automatic flag on all fields that are required to complete a form/return. It is difficult when all fields look the same and you may skip over one and then cannot file the return due to diagnostic errors. If all required fields for particular forms could be marked a different color or have a different outline, like in ProSeries, it would help me greatly as a practice owner.

Forum|Forum|3 years ago

hy1Level 1

auto withdrawal CA Form 568 $800Discussion ongoing

Form 1065 (CA Form 568) Partnership return has 2 fees $2,500 and $800. When I looked at F4 to see what was withdrawn on Form 1065 for the state CA (CA Form 568) all I see that $2,500 will be withdrawn but no mention that the additional $800 fee will be withdrawn. 

Forum|Forum|3 years ago

chervochonLevel 1

Client SSN/EIN Masking by Team MemberDiscussion ongoing

The ability to turn off a team member's ability to view SSNs and EINs would be helpful, especially for those using offshore preparers as this would make the required IRS disclosures a bit more palatable. 

Forum|Forum|3 years ago

anitleLevel 1

Superseded State ReturnsDiscussion ongoing

Please include this efile functionality. If we are able to supersede Federal returns, the same changes would likely need to be reflected on the state returns too. Currently, if we are able to supersede Federal with efile, we then need to amend the states in order to efile the updated returns. CCH and other tax softwares provide efiling of superseded state returns too- at least the states that allow it such as CA and NY. Please add this as soon as possible if you can. It really doesn't make sense not to have it. Thanks!

Forum|Forum|3 years ago

EasyStart_KarlaLevel 1

Ability to import K-1 in a 1040NRNew

The area to import a K-1 for a 1040NR return is unavailable.  This is not helpful for someone whose primary client base is foreign business partners. 

Forum|Forum|3 years ago

Jbc515Level 2

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Currently Lacerte does not allow users to efile a grantor return for California. Other software, such as CCH Axcess, allows users to efile grantor returns for California.  To my knowledge, the state does not disallow grantor returns from being efiled and at the moment Lacerte doesn't support the ability to efile grantor returns for California. Please add the ability to the efile returns to the software as having to paper file these returns is a huge hassle especially when other software have this capability. 

Forum|Forum|3 years ago

RapidRickLevel 1

survey without contact.New

I was asked to take the survey, without me having any contact.

Forum|Forum|3 years ago

MiriamLLevel 2

199A override from K-1 importNew

When I import K-1s from other modules more than once (something I have to do for estimate purposes and then to finalize the returns), the 199A data gets messed up.  If there are multiple 199A rows in the incoming K-1, then instead of overriding whatever was there, it just adds to whatever was there so that some lines are just completely wrong - reporting information that is no longer correct.  Please fix this bug so that the new information completely overrides the old information.  I spend hours fixing these things.

Forum|Forum|3 years ago

puravidaptoLevel 7

Please populate local tax rateDiscussion ongoing

In certain situations we need to use sales tax in itemized deduction. The amount computed by proconnect is lower than the IRS calculator on web because local tax is missing. Please populate local tax rate in Sch A input.It is true that a taxpayer may not live in the address on the form and all other exceptions, but remember this is only a default, and the preparer is responsible for the accuracy.Effectively the default is no local tax and the preparer has to fix. Assuming the taxpayer lives in the address on file is a better default and 99% true.

Forum|Forum|3 years ago

RDYCPALevel 3

Ability to search for amounts enteredNew

Currently the "Find Items" allows to search for user entered text, but no way to search for a user entered numerical amount. This search function would be very helpful to quickly determine if a preparer entered an amount to which form.

Forum|Forum|3 years ago

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3567 Ideas

KY Contributions c/o 100%New

iioNew

Screen 29: Special AllocationsNew

rental pro forma only optionNew

not in use status for depreciationNew

bbbNew

IL ICRNew

Deceased and EsignatureNew

Pro Series Tax > 990 > Schedule I, > Part II - Ability to import grants awardedNew

Help signing in LacerteNew

Renewal/PPR invoices for prior yearsNew

Extension prepared on 02/16/2022New

part ix use electronic funds withdrawal for federal balance due after extension filed with paymentNew

Payment firstNew

worksheet of total state wagesNew

Flag on All Required Fields like ProSeriesDiscussion ongoing

auto withdrawal CA Form 568 $800Discussion ongoing

Client SSN/EIN Masking by Team MemberDiscussion ongoing

Superseded State ReturnsDiscussion ongoing

Ability to import K-1 in a 1040NRNew

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

survey without contact.New

199A override from K-1 importNew

Please populate local tax rateDiscussion ongoing

Ability to search for amounts enteredNew

Filter by product

Idea Exchange

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KY Contributions c/o 100%New

iioNew

Screen 29: Special AllocationsNew

rental pro forma only optionNew

not in use status for depreciationNew

bbbNew

IL ICRNew

Deceased and EsignatureNew

Pro Series Tax &gt; 990 &gt; Schedule I, &gt; Part II - Ability to import grants awardedNew

Help signing in LacerteNew

Renewal/PPR invoices for prior yearsNew

Extension prepared on 02/16/2022New

part ix use electronic funds withdrawal for federal balance due after extension filed with paymentNew

Payment firstNew

worksheet of total state wagesNew

Flag on All Required Fields like ProSeriesDiscussion ongoing

auto withdrawal CA Form 568 $800Discussion ongoing

Client SSN/EIN Masking by Team MemberDiscussion ongoing

Superseded State ReturnsDiscussion ongoing

Ability to import K-1 in a 1040NRNew

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

survey without contact.New

199A override from K-1 importNew

Please populate local tax rateDiscussion ongoing

Ability to search for amounts enteredNew

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Pro Series Tax > 990 > Schedule I, > Part II - Ability to import grants awardedNew