Idea Exchange

3567 Ideas

Frank BroadwayLevel 3

Allow "Client Template" entries for State tax returns.Discussion ongoing

Allow user to create default entries for for State Tax Returns. This is already allowed for Federal returns.

Forum|Forum|4 years ago

curt1Level 5

Functionality to quickly determine tax savings from IRA contributionsDiscussion ongoing

It would save a great deal of time if Proseries had the functionality to quickly/easily determine the max IRA/Roth/SEP contributions a taxpayer could make AND show the corresponding tax savings (fed and states) at various contribution levels.  I'm sure the current manual process using worksheets could be automated which would provide a time savings for preparers and a monetary savings for happy taxpayers.My clients love when I can tell them a $X IRA contribution will save you $Y in taxes this year.  Calculating the $Y takes a few minutes going back and forth between the returns and jotting down the savings somewhere like in the comments field. 

Forum|Forum|4 years ago

cbaxterLevel 3

Transfer information from last year's 1065 module to 1120S.Discussion ongoing

Transfer information from last year's 1065 module to this year's 1120S.  This would speed the conversion from a 1065 to an 1120S.

Forum|Forum|4 years ago

Frank BroadwayLevel 3

Allow user to "highlight" and "copy" from the print preview screen.Discussion ongoing

Allow user to "highlight" and  "copy" from the print preview screen. Currently a user must print to PDF to copy name and address of the client or any other information to use in other documents. This would save a lot of time for the user because they would not have to open a separate PDF reader to copy the data.

Forum|Forum|4 years ago

jgcpaLevel 5

Basis limitationsDiscussion ongoing

We have all heard of BAP! Proseries- you offer At risk and Passive Activity limitations

Forum|Forum|4 years ago

sharolLevel 3

Efile ExtensionsDiscussion ongoing

Improve the box of information before efiling an extension. Not only should the ready status be shown, but also the amount of payment to be paid with the extension and the date of withdrawal for Federal and state returns.It should like this:   Return   Status  Tax to Pay  Withdraw DateX Federal Ready  $10,000       7/10/20X CA        Ready  $     250       7/10/20 This would be a great double check. Perhaps it should also be used for efiling the returns.

Forum|Forum|4 years ago

FTAXLevel 5

Please move Qualified Mortgage Insurance Premium line to a column in the Mortgage InterestDiscussion ongoing

and points Smart Worksheet on schedule A.   It's a nuisance to scroll down that cluttered form and find mortgage insurance entry line.

Forum|Forum|4 years ago

The_AntiTax_ManLevel 7

ProSeries Client TransferDiscussion ongoing

In ProSeries 1040: Transfer Clients from last year:The transfer does not include the Schedule F, Line 7, Supporting Statement, Descriptions list.Can you please add this back into the Transfer routine?Thank you!

Forum|Forum|4 years ago

taxbiz2511Level 3

real estate taxesDiscussion ongoing

ProSeries needs a more streamlined method of entering real estate taxes across schedules A, E, F, 8829 and so on. Entering on 8829 proves to be a circular type reference ie: I don't know if the taxpayer will itemize until after I make the entries on the other forms/schedules. And I pay the big bucks so that I don't have to do the math! Also, mortgage interest entered in the excess line (for those who are taking standard deduction) does not flow to New York. Very frustrated with this. A worksheet to enter deductions that will be prorated across schedules would be great

Forum|Forum|4 years ago

cbaxterLevel 3

Be able to transfer backwards. Example: From 2019 to 2018.Discussion ongoing

Sometimes clients behind on filing have to do the latest year first.  This would be convenient.

Forum|Forum|4 years ago

kdwaiteLevel 3

Spouse FBAR Form 114Discussion ongoing

Please add the ability to prepare the Spouse FBAR Form 114 in the same tax data file you are preparing the Taxpayer and Joint FBAR Form 114.

Forum|Forum|4 years ago

swongtaxLevel 5

Sensitive Data Masking WatermarkDiscussion ongoing

In Proseries:   Please change the Masking Watermark from "DO NOT MAIL - DATA MASKED" to"CLIENT COPY".  Also, the masking is covering some numbers on certain forms, so please make the watermark smaller and lighter. Thank you!

Forum|Forum|4 years ago

cbaxterLevel 3

Schedule D, 1099-B Reconciliation needs cost basis columnDiscussion ongoing

1099-B Reconciliation Smart Worksheet on Schedule D, why not have another column next to Gross proceeds, Cost or other Basis.  It would make it easier to review a return with this information.

Forum|Forum|4 years ago

cbaxterLevel 3

Final K-1 needs a check box to indicate that sale already reported elsewhere.Discussion ongoing

On a final K-1 have a check box that you have already reported the sale of schedule D  or elsewhere so you don’t have to create entries there.  That wastes time.

Forum|Forum|4 years ago

dclemensLevel 3

Tic marksDiscussion ongoing

Allow preparer and reviewers to tic mark entries to show that entries have been reviewed and verified. Need at least 5 different colors and/or shapes

Forum|Forum|4 years ago

lhcpaLevel 2

E-file center ViewDiscussion ongoing

Add ability to memorize a view in the EF center the same way as the other Homebase views. Or at least move the Preparer column to be visible instead of all the way to the right. Seeing the submission ID and Refund Method are not as useful as seeing who the preparer is when you have multiple preparers. 

Forum|Forum|4 years ago

mvp2885Level 5

Analytics for Customer BaseDiscussion ongoing

It would be helpful to have some type of system that tracks new vs. old clients, and the comparison of this years returns submitted compared to last year. Possibly even comparing income to the firm.

Forum|Forum|4 years ago

carmeloLevel 1

Bulk E-mails to clientsDiscussion ongoing

The Proseries program should be programmed to allow users to send  the same E-mail to all clients' E-mail addresses without having to enter each E-mail address separately one by one.

Forum|Forum|4 years ago

PTL1Level 2

1099s; Forms ListDiscussion ongoing

It would be a great advantage if the list of 1099s at the left of the return currently being prepared could be displayed by name in alphabetical order. When preparing a return with up to 40 1099s, it would certainly save time in entering the information after transferring to the next year's return.  So much time wasted in going through that long list searching for a particular name.  If in alpha order, not so much of a problem.Also, the option to change the Font Size in the HomeBase would be of immense help.

Forum|Forum|4 years ago

taxshackLevel 6

Two Year Comparison for Schedule FDiscussion ongoing

Please add a Two Year Comparison for Schedule F.  I've been asking for 20 years.  This is a business form just like Schedule C and Schedule E and deserves a two year comparison!  I don't understand why there isn't one already.

Forum|Forum|4 years ago

mchauLevel 1

Allow Form 1040 K-1 data entry of Boxes 1, 2, and 3 into a single K-1 WorksheetDiscussion ongoing

Allow K-1 data entry of Boxes 1, 2, and 3 to be on the same K-1 Worksheet.  The current method requires a separate K-1 Worksheet for each of the three entries.  For clients that have multiple K-1s, this is quite cumbersome and inefficient.  Thanks.

Forum|Forum|4 years ago

cbaxterLevel 3

On 1041 Module, why not have schedule D entry the same as the individual?Discussion ongoing

On 1041 Module, why not have schedule D entry the same as the individual?  The 1041 module is still using the old Proseries format that was so inconvenient.

Forum|Forum|4 years ago

Export dependents SSNLevel 1

Create report by exporting dependent SSNDiscussion ongoing

During our 2021 tax year we had several clients that had to go on extension due to dependents with expired ITIN's.  I wanted to prevent this in future years by exporting a report into excel and sort by Social security numbers to create my initial database and send out notifications for clients with ITIN's that may expire on 12/31/2022.  The issue is through Lacerte report generator I cannot capture dependent Social Security Numbers, only taxpayer and spouse so I am missing a large number of clients in my report that could be impacted with this issue in 2022.  Can Lacerte please add Dependent Social Security number, Dependent First Name, and Dependent Last Name as selectable  fields in the custom report settings in future developments.Thank youJason PowellJenderuss Forensic Accounting 

Forum|Forum|4 years ago

Bonzo76Level 2

Input screen for Form 1042-S for 1040NR tax returnsDiscussion ongoing

There should be an input screen in ProSeries Form 1040NR for Form 1042-S documents. There are available screens for SSA 1042-S and RRB 1042-S but nothing for regular Form 1042-S which most Non Resident Aliens receive from the IRS.

Forum|Forum|4 years ago

DHWEALevel 2

freeze invoice dateDiscussion ongoing

Please set up ability to freeze invoice dates as default. It is now possible to assign an unchangeable invoice date on each individual return but, not possible to freeze all as default. 

Forum|Forum|4 years ago

Filter by idea status

Filter by product