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3567 Ideas

R
RDYCPALevel 3

1040, Screen 32.1 - HSA contributions should have an "[A]" as amounts get pulled from the W-2 screen 10, box 12 entries and causes duplications. Need better CAUTION diagnostics that it could be duplicated.New

1040, Screen 32.1 - HSA contributions should have an "[A]" as amounts get pulled from the W-2 screen 10, box 12 entries and causes duplications. Need better CAUTION diagnostics that it could be duplicated... causing penalty and nasty IRS notices and an amended return to fix.

0
R
Forum|Forum|3 years ago
N
ngoldyLevel 2

Depreciation schedule always prints on Government copyNew

Even though we have it selected that if the return is being e-filed, the government copy should not print the forms that are being sent as part of the e-filed return, the depreciation schedules are still printing. This is a waste of paper. If I deselect the depreciation schedules on the government copy, and then the return is being paper-filed, the deprecitation schedules will not print, even though we need them to. Therefore, my options right now are to either waste a lot of paper, or take an extra step to remember to print an extra set of depreciation schedules when the return is being paper-filed. Lacerte should know, just like with the form 1040 for example, whether it should print the depreciation schedules or not, but right now it doesn't. 

0
N
Forum|Forum|3 years ago
N
ngoldyLevel 2

State only print not printing return folderNew

In the partnership module, when printing the return for a single member LLC. We choose the State only type of return since there is no federal return. When we do this the Return Folder (part of the slip sheets), doesn't print. We need that to bind our client copy of the return. Can you add a setting so we can turn that on? 

0
N
Forum|Forum|3 years ago
S
stevedallascpaLevel 1

Defect that requires attentionNew

While working in the 2019 program (due to an IRS audit for a client), the IRS auditor requested information that posted to various forms (4797, 4952, etc) from the K-1s received by the client.  Each time I needed backup support for the selected items on the tax forms, I right-clicked onto the amount, then clicked on Cross Reference, hoping to see the amounts (by K-1) that make up the desired item.No such luck...  It never worked.This process has worked in the past, but it actually appears to work less now than it used to work.  What's up with that ?Please let me know that you can develop the software so that any number on a tax form can be "seen" for all sources that feed into that amount.thankssjf

2
sjrcpa
Forum|Forum|3 years ago
A
alshadcpLevel 2

481 (a ) adjustmentDiscussion ongoing

I have an amount on form 8825 under other expenses that belong to federal only, no sourcing option for CA this is for partnership return.

2
A
Forum|Forum|3 years ago
N
Nicole S 31Level 1

E-Signature OverallDiscussion ongoing

Being able to send files to a client through the E-Signature dashboard has many features which would make it more efficient to use for the full range of Tax Preparation needs. 1. The ability to send documents to clients should have nothing to do with their tax-filing readiness. Currently, you cannot send documents to clients who have already had their taxes filed, or if there are errors in their return. (Yes, there are some ways around sending documents if there are errors in the return, but this is a time consuming process and makes the client falsely appear ready to E-File). Since I can send any necessary PDF through the service, I would like to be able to send Powers of Attorney or Form 8821s to clients regardless of their tax filing status. 2. Multiple CPAs should be able to electronically sign a document before it is sent to a client to sign. Currently, for engagement letters, Form 8879s, and Powers of Attorney my firm has been creating a file in ProSeries for a client, then printing a version of that file to sign with pen, then scanning the signed copy which can then be sent to the client. This process is daunting and takes both the tax preparers and admin team a significant amount of time. Docusign already allows multiple signers to be sent a document in order to consecutively view and sign - and the E-Signature dashboard is run through Docusign. Please allow for multiple CPAs to be able to sign a document before it is sent to clients! (Powers of Attorney can have more than one CPA authorized, thus the need for multiple signatures.)3. The E-Signature dashboard should have a button which allows me to pick a client from my list to send a document. Related to point 1, if tax-readiness was not required for sending documents I wouldn't have to open the client's file in order to send them a document. A button to "request signatures" could open a list of clients, from there I could select from "frequent forms" (it would be extra awesome if this frequent forms was customizable) or select from the form lookup box. 3b. It would also be very helpful if I could send a specific page from a client's tax file. For example: I could fill out the required form in the client's file, then request that specific and already filled out form be signed. (from both the drop-down E-Signature dashboard, or from the aforementioned button). 4. Be able to multi-send forms to clients. Forms like the engagement letter which need to be sent out enmasse should be able to be prepared in advance then multiple clients can be selected to receive their copy of the form. Names can be auto-populated from a list and linked to specific emails. Email marketing campaigns do this, why can't we?  Many of these features were things my firm was under the impression were already possible when we switched from a different E-Signature service, we haven't been particularly happy with the product. It is clunky and difficult to use. There are some useful features and we appreciate the integration with other intuit services, but as the world becomes more digital so should our ability to prepare taxes securely. 

1
N
Forum|Forum|3 years ago
R
rzinkLevel 1

Key wordsDiscussion ongoing

When creating a letter in the Print-Database Reports the limit on keywords should be expanded.  W Key word hy for individuals are things like mobile number, spouse mobile, spouse email, prior year invoice amount not available.  For business the is not a client contact name or prior year invoice amount either.  Can keywords be created by me so my routing sheets and other letters is more friendly.  These should be basic keywords so how can this be fixed.

1
R
Forum|Forum|3 years ago
S
SL1Level 2

Efile confirmation letter's Accepted Date should match the accepted date on submission ID history.Discussion ongoing

Per the submission ID history, my client's Federal efile was in "Accepted" status time-stamped on 8/15/2022, 5:01pm PST.  Yet, the efile confirmation letter (PDF) would state 8/16/2022 as the accepted date.  When I printed the efile confirmation letter on 8/15/2022 for my client's record, the letter has stated 8/16 (i.e. the following day!?!) as the Federal accepted date.This is clearly an error and very confusing for my client.  When I went on LiveChat for help, the rep told me it is because the efile confirmation letter was generated based on GMT.  Not sure why GMT would have anything to do with the efile confirmation letter not showing the actual accepted date as shown in the submission ID history.  Regardless, 5pm PST on 8/15 can't possibly be 8/16 anywhere in the US!Please fix the efile confirmation letter to match the accepted date as shown in the submission ID history.  Thanks. 

6
S
Forum|Forum|3 years ago
A
alatourLevel 1

Non-taxable PPP income included in AMT incomeNew

K-1 box 16b (1120S), other non-taxable income, which is the non-taxable PPP income, is being included in AMT income when it flows over to the individual module.  It should not be included in AMT income, but in AMT basis.  This did not happen in the 2020 Lacerte.  Something has changed and it is not flowing properly now.  Please fix.

0
A
Forum|Forum|3 years ago
L
LM20Level 1

eSignature needs to include requests for CPA/preparer signatureDiscussion ongoing

eSignature should be able to request signatures from any or all of the CPAs of the firm. Several documents in the system need CPA signatures (client letters, POAs) and the only way to get them on the document currently is to sign them after the document has been processed, or print, sign, scan to pdf, request signature from client and browse for the saved document. It's not saving us any time as it stands.

1
L
Forum|Forum|3 years ago
W
wagner1cpaLevel 1

Suggestions for improvements of 2022 ProSeries ProfessionalDiscussion ongoing

I have the following issues with your software that probably a lot of other practitioners have the issues also.When you start your program, either have the password block tell you that you have CAPS LOCK on, or have a option to show what you typed after you typed it. The second one is used in QuickBooks. It has a “Show” button that lets you see what you typed. Go to their programmers and steal it from them.As your program is loading (during tax season when you have some returns sent electronically and not finally accepted by the taxing agency), you have the program to automatically go out to get acknowledgements. That is a pain, especially when you are going in to get a piece of information for a client. This is also happening after the end of the regular filing season and I don’t have any “Pending”.While in the dashboard (not in a tax file), THE ADVERTISING OF SERVICES (E.G. ELECTRONIC SIGNATURES) is not needed. Send me an email so I can elect to read the email or let it set for later review.How can we make the dashboard screens bigger print? In the older software this is really a problem. There has to be a fix for that other than making your universal settings have a large print. 

3
W
Forum|Forum|3 years ago
M
Manhattan KS CPALevel 1

Kansas electronic estimated tax paymentsDiscussion ongoing

I am a new user to Lacerte converting from UltraTax.  To my shock and indeed horror I just found out that Lacerte does not perform electronic payment of Individual Kansas estimated tax payments. UltraTax did perform electronic payment of Individual Kansas estimated tax payments.  I am herein pleading with Lacerte management and programming staff to implement this change ASAP.  Briefly, I prepare about 280 individual income tax returns.  At most I have maybe 10 such clients who will remember to make their KS estimated tax payments when I provide them with vouchers and instructions.  The rest of my clients just forget it about and then they are aghast when it comes filing time and they realize how much KS income tax they owe.  At this point it is probably too late for me to back out of my Lacerte subscription, but if I had known this in advance it would have been a deal breaker for me.  The same is true of every other state and jurisdiction - any that allow electronic payment of balances due, extension, and estimates should be fully automated in Lacerte and any other competitive income tax preparation software.  HELP!!!!!

1
M
Forum|Forum|3 years ago
D
Don46Level 1

Problem with K-1 Import from Form 1065 to Form 1040New

An amount appears in the Form 1065 individual partners K-1s, but when I import the K-1s from the Form 1065 to the Form 1040 K-1 Worksheets line 21 (Foreign Tax Paid) does not import at all.  THIS NEEDS TO BE FIXED BY PROSERIES..  I am now faced with reviewing all K-1 Worksheets to determine how many returns have this problem and how many amended returns need to be filed.  

1
sjrcpa
Forum|Forum|3 years ago
M
mknaubLevel 3

Montana late payment penalties and interestNew

The program is not calculating late penalties and interest if the spouse has an underpayment on a MFS combined return.If you enter a 1 in the input screen, it just calculates $1.

0
M
Forum|Forum|3 years ago
T
TJFCPALevel 2

Authentication Code entryNew

Can Lacerte update 2 factor authentication number entry so that with the splash screen appears the cursor is automatically in the cell that needs the code input.

0
T
Forum|Forum|3 years ago
T
TaxesRbadLevel 2

Shareholder Basis Schedules not printing or displayingNew

Yes IRS has form 7203 but your old basis schedules are much easier to understand & we should still be able to print them.Also it'd be nice if your not going to answer the **bleep** phones after 5:00 then have your message say so instead of placing someone on hold without any explanation.

0
T
Forum|Forum|3 years ago
M
MPCPA1Level 1

Lacerte individual program late penalty calculationNew

Lacerte individual tax program sometimes does not calculate the late payment penalty. I spent 2.5 hours with support, on the phone, and they could not determine why the program would not function correctly. I have property entered the date of filing and asked the program to calculate the late interest and late payment penalty but only the late interest calculates. If I remove the timely filed extension from the return, by unchecking the automatic extension box, the program will calculate the penalty correctly. This seems to be a software issue and the resolution is to manually enter the penalty. With all due respect, I use and pay for professional software to do these calculations for me.  Further, would appreciate the software to give me a diagnostic warning if it is not calculating the penalty.

0
M
Forum|Forum|3 years ago
J
Jim128Level 1

Review of Earlthe person who just assisted me with my Lacerte technical problemNew

I explained my problem regarding input of foreign tax credits from a partnership and Earl directed me to the Help screen, "F1". My answer was there and the issue was resolved.

0
J
Forum|Forum|3 years ago
R
RustygLevel 1

Oregon PDF required attachmentNew

Could not tick off error diagnostic for Oregon PDF attachment for partnership return.  Had to bypass efile diagnostic. 

0
R
Forum|Forum|3 years ago
C
CRA1Level 1

REP was charged for previously filed returns in Lacerte choice 300New

I subscribed to Lacerte choice 300 for 2021 returns in October 2021. I knew that I would have more than 300 returns and wanted to upgrade to 400, but I was told by Lacerte that they didn't have a package that is more than 300, which is not true. Anyways, I now maximized my package and am paying each return that I filed. Here is the problem. Every time, when I clicked on "Form" of a previously filed return, I was requested to authorize a REP and was charged. I called the billing department three times about the issue, but so far it was not resolved. I was told that I needed to request a credit/refund manually. This requires a lot of time, and to track which one is covered by the 300. This is very stressful.Can Lacerte pay attention to this issue and fix the program?  

0
C
Forum|Forum|3 years ago
G
gscholtenLevel 2

Efile Michigan (MI-CR) ReturnsDiscussion ongoing

Please consider efiling the MI-CR city returns.  Currently they have to be mailed in, but other competitors do efile these return.

1
G
Forum|Forum|3 years ago
R
RayK-CPALevel 3

Redact social security number on government copy of 104 when e-filedDiscussion ongoing

We need the ability to redact social security number on government copy of 1040 when e-filed.  This version of the return is the best version to give banks, schools, and anyone else needing a copy of the filed return.  It is concise, complete, and no unneeded supporting schedules.  I even have a cool cover sheet automatically generated so when the pdf is forwarded it make a nice package.  The problem is it has the clients SSN etc on all the pages and that should not be distributed.  You don't know how that is going to be handled once it leaves the clients possession.  And redacting ourselves doesn't make sense, too expensive, and prone to omission.I currently provide the client with the client copy and it has all the schedules, worksheets, etc that I feel will support the return and give the client the information of how the numbers were arrived at.  But that is way too much info for banks etc.I load up the Preparer copy with any schedule or worksheet I might need to support my position without having to access the software.  Also not a good version to distribute.The other solution is to add a fourth category called "DISTRIBUTION COPY" where we can determine what pages to include and it's redact-able.We need to make security easy to do.  Perhaps the 4th version might be the best.99.9% of my clients are e-filed fed and state.  And now 80% I get the info electronically and the return goes back to the client electronically, so moving documents needs to allow for redaction.  Yes I use a secure Portal but clients may not be as careful as we are, and the recipient of the copy may not be either.  We should do what we can.

1
R
Forum|Forum|3 years ago
H
heinitz1Level 2

Form 990 - How to e-file a final short year Form 990 using the prior year forms?Discussion ongoing

The IRS requires all 990's to be e-filed, no exceptions. Proseries is not allowing us to e-file a short year 2022 Form 990 on the 2021 forms. The diagnostic is "The submission is a duplicate of one that was previously received." How can we e-file the 2022 Form 990 on the 2021 form, which is pursuant to IRS instructions? 

5
H
Forum|Forum|3 years ago
H
hocketstikLevel 1

id numbers removedDiscussion ongoing

Please make changes to have the ability (as is already available in the individual tax module) to remove the ID numbers in the top right hand corners from the Tax Summary sheets of all business and fiduciary tax returns.  

1
H
Forum|Forum|3 years ago
A
Art LLevel 2

1099 DIVNew

1099 DIV sometimes includes short - term capital gain. There's no place on screen 12, 1040 module, to input this.

0
A
Forum|Forum|3 years ago

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