Idea Exchange

3567 Ideas

Is intuit ever going to create a Proconnect Tax Online or Intuit Link app for clients?Discussion ongoing

Although client can upload documents from a web browser, it would probably be more user friendly if Intuit Link had an app.

Forum|Forum|3 years ago

JOEDURLevel 2

georgia form 500 schedule 3 computation error with S corporation K1New

The Georgia form 500 schedule 3 has a computation error.  When you view the schedule 3 on the print preview screen column A minus Column B should equal Column 3 but in some situations it doe not.  In particular line 4 and Line 5 of schedule 3 column A minus Column B  does not add or substract to equal column C unless you manually manipulate the Inc/Ret worksheet in the program.  If this calculation is wrong then Georgia Dept. of Revenue will just delete the schedule 3 all together and your return will be incorrect. Line 4 other income (loss) on schedule 3 from a S corporation was my issue where I directly inputted the Correct S corporation income from Georgia on Inc/Ret Wks on Georgia Column A line 6A. The return was correct but The Schedule 3 was not computing the math for column A B & C Line 4 and 5 correctly.Again Georgia Dept. of Revenue rejected Schedule 3 entirely.

Forum|Forum|3 years ago

LindsayHLevel 1

Create report on returns with 1040ESDiscussion ongoing

We are looking to be able to create a report that would show us which clients have estimated tax payments. We want to be able to remind our clients when payments are due, as a courtesy. We'd like to pull a report showing all tax returns that have voucher forms 1040ES for estimated payments.

Forum|Forum|3 years ago

Moggy291Level 1

prior year depreciationDiscussion ongoing

It would be nice if the software can quickly calculate prior year depreciation like ultratax CS because many customers may not have the depreciation schedule from prior year.

Forum|Forum|3 years ago

hunterchamberlainLevel 2

Accepted e-file returns should automatically share with clients via Intuit LinkDiscussion ongoing

My understanding is that you need to download files and then upload them to shared files in Intuit Link in order for client to gain access to them via the client portal. Is this correct? If so, can intuit please add a feature that allows tax preparers to automatically share tax returns with clients in Intuit Link when e-filing? Also, is there a way to share other documents without having to upload them twice or download and then upload to shared documents? There should be a share button/option for all firm documents (see attached image).

Forum|Forum|3 years ago

HilaryCPAatPASLevel 1

Query reports from PTODiscussion ongoing

We would love to be able to query our returns to compile downloadable lists of subsets of clients based on forms or other data in their return.  For example, if there is a law change in CA, it'd be nice to run a report for all CA clients.  Or to set-up estimates reminders in our system, to be able to pull a report for all clients' with a 1040-ES populated in the return.  Thanks for your consideration.

Forum|Forum|3 years ago

Laura RoseLevel 2

Basis computation of partnership K1 on individual moduleNew

In the individual module, the Basis Computation for the partnership activity has 2 errors that could easily be fixed:1) Federal basis is not reduced by 13W deductions if put in the portfolio expense {CA only} (screen 20 code 226) - I have to enter as an adjustment to basis then add back for CA purposes2) CA is getting reduced twice by foreign taxes paid - once from the foreign tax input and then again in nondeductible expenses reported on CA K1 line 18c (screen 20 code 359) I have to add back to CA basis due to the double entry.

Forum|Forum|3 years ago

kl1812Level 1

client invoice headerNew

As a result of the recent requirement that the Firm information contain only the physical address, my client invoice now shows my physical address and not my P O Box mailing address. When I go into settings, client invoice, suppress the firm information and add a custom invoice header the header (firm name and address) them appears below the client's name and address on the invoice. Could the program be revised to show the firm name and address in the same location as it was before suppressing the firm information.

Forum|Forum|3 years ago

RayK-CPALevel 3

NYS E-File all Estimates at onceNew

NYS estimated taxes should be E-Filed all at once. Currently only the next estimate is E-Filed for NYS.UltraTax and CCH ProSystem Wfx32 prepare and send all state estimates when the return or extension is e-Filed.Authorizations required to be signed should automatically be part of the SF (Sign Forms) pdf that the client needs to sign.This is not a NYS limitation, this is a ProSeries limitation, and it's a shocking limitation.ProSeries needs catch up quickly.And why is the federal E-File Estimates all sent at once but not NYS?

Forum|Forum|3 years ago

OvertaxedLevel 1

REP statementsDiscussion ongoing

Why is it that twice this calendar year, I have received my REP statement the day before the invoice is due? Today is June 3, I received the statements dated May 5 closing today, my balance is due tomorrow. Mail, from wherever its coming from, will not take that long. I am old school, I like to pay my bills with checks. This is absurd.  P.G. Cardasis 21341

Forum|Forum|3 years ago

Elaine1Level 2

OK 511-NR-1 and OK NOL carryforward needs to be releasedDiscussion ongoing

Oklahoma individual non-resident return is not generating correctly because OK 511-NR-1 is not released.Client has an OK NOL Carryforward with no way to enter the carryforward. Lacerte has state specific screens for Hawaii and California so I know you can offer state specific NOL carryforwards.Time 

Forum|Forum|3 years ago

walzuckyLevel 1

PA Schedule SP Tax ForgivenessDiscussion ongoing

You should include an option to override the PA tax forgiveness since PA rarely accepts the automatic calculation of a forgiveness of the entire tax liability.

Forum|Forum|3 years ago

puravidaptoLevel 7

Eliminate the foreign address requirement to file extension form 4868 for overseas taxpayersDiscussion ongoing

The Intuit help says to use a foreign address to file form 4868, but I looked up the IRS instructions for the form and found none on the requirement.If you enter a foreign address, and choose to use firm address (option 1), then form 4868 has firm address, not the foreign address. This again shows the foreign address is not required by the IRS.Many overseas taxpayers prefer to use an US address for easier and quicker communication, and I think the IRS too. To use a foreign address, you have to erase the US address, file the extension, and then re-enter the US address.Please eliminate the foreign address restriction. 

Forum|Forum|3 years ago

jknechtLevel 4

esignature BUG - [CLIENT NAME] - Fix it or remove the new [Client Name]Discussion ongoing

I can't get support to open a ticket and this is WRONG.  You have added more work to us by putting in [Client Name] about 3 weeks ago....when you should either populate it with the Client Name or remove it. You should also allow us to choose First Name or Last Name (Family) so it can be personal.  Better yet....don't add it until it is working.

Forum|Forum|3 years ago

WAAZCPA2762Level 3

Extension efile payment recordDiscussion ongoing

The State extension efile payment record when printing the return is shows an incorrect date of payment.  The amount was paid with the extension, sent by filing due date.  Return was finalized at a later date, 3 months later.  When printing the taxpayers copy of their return, I noticed the state extension efile payment record is showing payment due on the date the return was filed (July), not the extension filing date (April).  In the detail input of Lacerte, screen 6, the correct dates of the tax amounts due and when paid were  entered.  Why doesn't this date paid carry over to the Extension Efile Payment Record that prints with the return?  The payments are showing as paid on the returns themselves, but this payment record and the Preparer efile inststructions are not updated with the payments being made and it makes it look like the tax is still due, but it was paid 3 months ago.  Supporting schedules to the returns do not match up to the returns that the extension payments were actually made.  Please fix this.

Forum|Forum|3 years ago

Cheryl RLevel 2

2290Discussion ongoing

Please add Form 2290 to the list of forms for businesses and add efile capability please.

Forum|Forum|3 years ago

rwlarsonLevel 1

Filter/Display Option for Auto-withdrawDiscussion ongoing

While I can add to my display seeing which clients owe a federal balance or have estimates, it would be EXTREMELY helpful to have a display option to see which clients are enrolled for auto-withdraw. Numerous clients have called after receiving an IRS letter that claims they did not pay when their client letter says their balances were to be auto-withdrawn from their accounts. By allowing preparers and back office staff members a way to see this displayed,  we can stay on the same page a

Forum|Forum|3 years ago

just4kickrsLevel 1

Form 8996 QOZ census tract numbersDiscussion ongoing

Please note that the QOZ census tract number needs to include the leading zeros as IRS verifies against the GEO database for 11 digits.  Please update the field for the partnership module screen 74.We received a letter from the IRS to correct this matter.

Forum|Forum|3 years ago

commander24Level 3

being able to filter any business return by final return (business closed)Discussion ongoing

Being able to generate a list of clients in the business modules (Partnership, S Corp, C Corp, Fidicuary, Exempt) of returns that are final (not status) but final as in the business sold, closed, etc.  

Forum|Forum|3 years ago

amycpa96Level 1

Mississippi extension payment draftDiscussion ongoing

The state of Mississippi assures us that electronically drafting an extension payment is possible on their end.  We do not have that capability on Lacerte. We would very much like to be able to do this.

Forum|Forum|3 years ago

MichaelN30Level 3

Pro Series needs to include Federal Form 8082New

In order to amend a electronically filed Form 1065 (year 2020 and later) aka an AAR, you are required to attach Form 8082. Making us prepare & file Form 8082 as a pdf is a waste of valuable time. (Also your instructions for Amending an efiled Form 1065 do not mention the Form 8082 requirement which can cause accountants to file incomplete amended Form 1065's.)

Forum|Forum|4 years ago

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxLevel 1

passive loss addback for m1pr, rental loss addback m1prNew

In MN, we have a third Return to file. It is for Renters Rebates and Property Tax Refunds.The statements we need to do the Property Tax Refund do not come out until the end of March. Anyone that files before then can not file it, and we have to file it after their Federal and State are already completed. You need to add back any rental loss (passive loss) to the income to compute the M1PR. It would be great if the program did it automatically. The client ALWAYS gets a letter and has to pay back money if it is missed. It is very easy to miss since we prepare the returns later than  The Federal and State. Please add this. Everyone in Minnesota will love you!    

Forum|Forum|4 years ago

BowieLevel 4

Add State PTE tax on display optionsDiscussion ongoing

As we approach the 6-15 deadline for our pass-through entities, I tried to add a column to my display showing ow much CA PTE tax was due for each entity.  No such luck!  Not available to add to my display.  This would be very helpful to see on my display.

Forum|Forum|4 years ago

CPACathyLevel 3

California health insurance questionNew

If client has full amount of Medicare premiums deducted from Social Security, then the California health insurance question should automatically be checked for coverage for entire year. 

Forum|Forum|4 years ago

trueacctLevel 2

Form 3804-CR fiduciaries override Part II, line 4New

There is an issue with the Form 3804-CR handling of the California PTEE.  I have multiple trusts that have had California PTEE credits passed form partnerships to the trust and the credits will then passthrough to the beneficiaries via K-1.  However, the current Lacerte version does not deduct the amount of the credit passed out to the beneficiaries from the amount carried over to future years for the trust.  This is wrong and would incorrectly carry over more credit than available.  The software allows me to add the credit amount to the K-1 via a note, but does not allow me to override the reduced credit amount (listed on Part II, line 4) to correct the carryover amount to 2022.I just need the ability to override to get the returns correctly prepared as my clients are antsy and this has been going on for months.I have submitted various requests previously and gotten nowhere and was told to come here for relief. Previous Lacerte service requests: 15841505031583369136158336379115826870361582678115   

Forum|Forum|4 years ago

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