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3567 Ideas

W
Win 1265Level 1

OR K1s for partnerships and S corporationsNew

Please add the the Oregon state Form K1 for partnerships and S-corps in the Lacerte system. The Partner or Shareholder summary does not provide the information needed for partners and shareholder's individual tax return reporting requirements as it only details share of additions or subtractions and doesn't list Oregon Source Income.

0
W
Forum|Forum|3 years ago
D
dmostertLevel 3

CHAR500Discussion ongoing

Please develop software so the exempt module is able to efile the NYS CHAR500 with the NYS charities bureau and submit fee to Department of law

2
D
Forum|Forum|3 years ago
K
KRS1Level 2

1310 Refund for Deceased be eligible to e-fileDiscussion ongoing

Can Form 1310 be eligible to e-file when option A, B or C is checked in Part I?  Currently only option C is allowed for e-filing if you check "No" to all the boxes in Part II which states that no Personal Rep will be appointed.  Otherwise, the return needs to be mailed.

2
K
Forum|Forum|3 years ago
P
Positive1Level 2

organizer options _ mass print to pdfNew

We are not fond of the e-organizer as it looks old school and we don't want our clients to feel like they are completing their tax return.  For years we printed a complete organizer and mailed it to our clients.  Last year we tried emailing it - I had to email each of them one by one to our clients (almost 3,000) - needless to say it was very tedious.  Not to mention many of the files showed up in a different format that the client wasn't able to open. This year we would like to print the organizers to pdf and add to a client portal for them to view at their discretion.  Could there be a setting that allows us to pick the format of the file name?  Right now the client number is what gets used.  Renaming each file individually is tedious and leaves room for error.Does anyone have any suggestions/ideas for an efficient way to send out organizers to a large client base?  

0
P
Forum|Forum|3 years ago
S
StafftaxnewLevel 1

IRS FORM 1120REITDiscussion ongoing

IRS FORM 1120REIT A Real Estate investor. one of clients is required to file 1120REIT by IRS.So Proseries must have it.Thank you for your Support.

1
S
Forum|Forum|3 years ago
A
accoun5Level 5

S corp mod screen 2 shares ownedDiscussion ongoing

S corp mod screen 2 shares owned needs to say "shares directly owned" as there isn't an attribution box. Husband owns 100% S Corp and employees his wife as officer. I would think that for the 1125-E for a community property state, if a wife is an officer and we disclose her comp, her shares owned are "zero." Under attribution, she owns 100%. However, there isn't a box for constructively owned shares. So there should be a diagnostic or rewording saying "shares directly owned" as there is in the C Corp module.

1
A
Forum|Forum|3 years ago
A
accoun5Level 5

Loss on AbandonmentDiscussion ongoing

Form 4797 instructions say to put loss on abandonment on Form 4797 Part II line 10. However, if the asset was held over a year, then Lacerte puts the loss on Form 4797 Part I line 1 for a long-term asset. I would think to follow the instructions that it would go on Part II line 10. There is no over-ride. So, there should be a box to check showing this is an abandonment so it flows to the correct line on the form.

1
A
Forum|Forum|3 years ago
M
mkemptonLevel 2

When including copy of the tax return in request for e-signatures would be great if we could choose between forms filed and all forms, worksheets, statements, etc.Discussion ongoing

The current feature send all forms, worksheets, statements etc. which could be 100+ pages. Quite overwhelming for even a tax professional.  Need a new module  

1
M
Forum|Forum|3 years ago
T
taxmanbing04Level 3

Programming error for Arizona multistate partnership returns if apportionment equals 100% in AZNew

I recently dealt with an Arizona partnership return that was e-filed but rejected due to an issue as explained below.I recently spent 50 minutes on the phone with a Lacerte support specialist trying to figure out an issue.  It is a multistate partnership return but the box "is this a multistate partnership" was being checked no by Lacerte.  We did the "jump to input" and spent a significant amount of time trying to figure out why the inputs weren't causing Lacerte to check the box "yes" instead of no.We finally figured out what was causing it, although it shouldn't have been a problem in the first place.In this case, we were using "sales factor only" apportionment for Arizona, and it so happened that it was 100% in Arizona, and therefore the apportionment percentage was 100%.  Because Schedule C of the AZ return was showing 100%, the box "is this a multistate partnership" was being checked no by Lacerte.  I had to reduce AZ sales by just a few bucks to get the percentage to be 99.9999% and then it went back to "yes".This should NOT be necessary.  It is completely normal and reasonable for a state to have 100% apportionment even though it's multistate.  Perhaps the simplest example would be that 100% of sales occur in AZ even though they may have some property or employees in another state.  In such a case, they would be required to file in that other state, which may use a 3-factor apportionment formula.  Thus, a taxpayer could have 100% apportionment in one state and still have apportionment in another (they do NOT have to add up to 100% since each state has its own rules).The next Lacerte update should change the programming so that a 100% apportionment in AZ doesn't automatically cause the box to be checked "no" on if it's a multistate partnership.  Again, it can be totally normal for the state to have 100% apportionment AND be multi-state.  

0
T
Forum|Forum|3 years ago
D
ddwadeLevel 3

Form 8990 for individualsDiscussion ongoing

This form relates to Item 13K on individuals' K-1's - excess business interest expense.  Many of my larger individual clients who invest in multiple high level investment partnerships, have this as a pass through item from the partnership.  The form is NOT available in ProSeries Professional.  How embarrassing is it to tell the client they have to paper file as my software doesn't support one of the forms needed.  It makes them think of me (and the software I use) as been 'small time'.   I know this is a relatively 'new' form, but - at least for a partner in an investment partnership - there are not many items which are required to be completed.  Even if you make it a totally manually entered form, please include it for 2020 returns. 

3
B
Forum|Forum|3 years ago
C
cindydoffingLevel 2

Proseries software should add back Nontaxable Income on the Minnesota Property Tax Refund M1PRDiscussion ongoing

Proseries software needs to be updated to add back nontaxable income to the calculation of the Minnesota Property Tax Refund. See page 8 of instructions for Line 5 of the M1PR:https://www.revenue.state.mn.us/sites/default/files/2021-12/m1pr_inst_21_0.pdf

5
C
Forum|Forum|3 years ago
L
lyubayoungLevel 1

Transfer 1120S to 1120 from previous year and within the same yearDiscussion ongoing

From the previous year to transfer 1120S to 1120. The same for the current year availability to transfer from 1120S to 1120 and from 1120 to 1120S within the same year.

1
L
Forum|Forum|3 years ago
L
lyubayoungLevel 1

Statement A Partnership & S-CorpDiscussion ongoing

Values from Statement A from Partnerships and S-Corps do not transfer automatically to Section D1 on individual's K-1 when imported. Amounts have to be entered manually. If any changes to Partnership and S-Corp tax return, amounts have to be re-entered and if incorrect, it affects the QBI calculation. If the amounts do not correspond with corrected on the Partnership/S-Corp side, it does not prompt an error message. Line 20 Sch K-1 code Z shows error only if no information on Section D1 is entered but does not show if the information is incorrect. The information Statement A on Partnership/S-Corp has to transfer automatically to Section D1. 

1
L
Forum|Forum|3 years ago
D
DominicdLevel 1

Partnership return - calculate late filing interest and penaltiesDiscussion ongoing

Currently Lacerte doesn't automatically calculate late filing interest and penalties on partnership returns.

1
D
Forum|Forum|3 years ago
T
TTI DianaLevel 2

EFILE A TAX RETURN OF A DECEASED TAX PAYER WITH A PERSONAL REPRESETATIVEDiscussion ongoing

THE IRS INSTRUCTIONS FOR FORM 1040 DO NOT REQUIRE A COURT APPOINTED PERSONAL REPRESENTATIVE OF A DECEASED TAX PAYER TO FILE FORM 1310. LACERTE REQUIRES FORM 1310. THIS NEEDS TO BE RECTIFIED.

1
T
Forum|Forum|3 years ago
D
Dani 12Level 1

Tax Year - Intuit LinkDiscussion ongoing

I feel that tax year 2022 should have already been added to the link.  I am advised that the 2022 link will be added when the program for 2022 is ready.  I have situations where my clients are already wanting to upload tax documents for 2022 now.  For example a client may have had a real estate closing & have some or all of the documents ready.  I would like to suggest even further to have the tax preparer have the ability to create a new link such as Misc., Permanent etc.  Thank you for considering my request!

2
dkh
Forum|Forum|3 years ago
R
realestateacctLevel 1

Partnership lettersDiscussion ongoing

It should be possible to send a customized letter to the partners in each partnership separate from the K1 transmittal. This would be helpful in handling notices regarding tax issues and also helpful to clients wanting to obtain consents from the partners. 

1
R
Forum|Forum|3 years ago
E
EdNkincTaxLevel 2

Estimated tax printingDiscussion ongoing

I would like ProSeries to allow us to use one click printing to print all four estimated tax vouchers rather than individually clicking each voucher and then clicking each voucher separately. If you have 4 estimates for the IRS and 4 for the State, you are performing 16 clicks to print those 8 pages. It could be trimmed to 4 total clicks if there was a way to print all four at once.

1
E
Forum|Forum|3 years ago
N
nonononoLevel 3

Watermarks Should Not Print On LettersDiscussion ongoing

Very appreciative of the new feature with different options for watermarks.However, the watermark should not print on the client letter, I think that it is better for the letter to be a clean sheet then the actual return be what is watermarked.

4
N
Forum|Forum|3 years ago
K
kgudgelLevel 4

Access to reference codes for letters and/or presentationsDiscussion ongoing

One of the top requests has been to have a two year comparison for states.  It was marked (by Intuit) as having been implemented - yet many states do NOT have it.And alternative implementation would be to provide those who request it a list of the codes in the software so that they can either create customized letters, use the Excel Presentation, or otherwise create some kind of app.  The problem is that proseries HAS to know what the prior year state info is (in many cases it has to be reported on the Federal).  So, why can't we reference that?  Why is there no reference code in the letters or Client presentation?I would also like to be able to add more tax planning to my presentation / letters.  So, I would like to be able to call up the client's birthday and determine if they are coming of RMD age, Medicare Age, etc.  So, I would like to do some "logic" on that field.  Excel would be fine, if Proseries would only give me a list of the field codes.

1
K
Forum|Forum|3 years ago
A
aifinLevel 3

Paid Preparer CodeDiscussion ongoing

Allow an option when transferring client files to new year to remove PREVIOUS year's preparer initials. Every year we should have to enter this field.  Not rolled over.  In large offices, we often forget. Thanks.

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

IRS form 8971 Sched ADiscussion ongoing

It would be helpful if this form had a total.

1
A
Forum|Forum|3 years ago
L
lyubayoungLevel 1

1040NR several requestsDiscussion ongoing

1. Add 1040X on 1040NR (amendment on 1040-NR).2. Please allow in the current year to transfer date files from 1040-NR to 1040. 3. Transfer data files from 1040NR from previous year to 1040 in the current year. 

1
L
Forum|Forum|3 years ago
T
taxmom KatieLevel 2

client billing from prior yearDiscussion ongoing

Is there a way to carryover client billing from previous year and have it flag if there is a past due amount  when we open their fileIt would be nice to catch anyone who did not pay last year before we move forward with this year.

6
T
Forum|Forum|3 years ago
L
lyubayoungLevel 1

Bank account information unmasked on 1040 p2 when amount owedDiscussion ongoing

Bank account information unmasked on 1040 p2 when amount owed. Many clients complain that they cannot verify the account for payment withdrawal. 

2
L
Forum|Forum|3 years ago

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