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3567 Ideas

J
jerryLevel 6

Reduce PDF sizeDiscussion ongoing

PDF files printed by Lacerte are ridiculously large.  A 1 page e-filing confirmation letter is 1 MB, which Acrobat can reduce down to  12k.  When you have a lot of clients, and are emailing out 1 MB at a time, it really eats up email server space.  And a tax return reduces down 10x when I optimize in Acrobat.If Acrobat can optimize and make these files 10-100x smaller, so can Lacerte.  

8
K
Forum|Forum|4 years ago
I
IllniLevel 4

Make final distribution checkbox delete the 1099-R on the proforma listDiscussion ongoing

Why not make our job easier by coding the "Final Distribution Box" into the same category as "delete next year" for 1099-R Pension pro-formas?

1
I
Forum|Forum|4 years ago
V
VerifiedLevel 1

Account numbersDiscussion ongoing

I think the masking features are brilliant, but they do not go far enough. There should be a masking feature included for the account and routing numbers for payment and refund. The SSN is not the only identifying number that could cause a significant breach in client security.

1
V
Forum|Forum|4 years ago
S
swarren69Level 2

Implement lacerate organizers in proconnectDiscussion ongoing

So tired of the lame Proconnect client organizers.  Been asking to implement to implement lacerate style organizers in Proconnect.  FOR YEARS! can we finally get this done??

1
S
Forum|Forum|4 years ago
J
JamesL1Level 2

Kiddie TaxDiscussion ongoing

Ability to import parent's tax information to child's tax return for purposes of the kiddie tax. 

1
J
Forum|Forum|4 years ago
J
jklausLevel 1

state default on multi state returnsDiscussion ongoing

It would be really helpful on a multi state return if you had the ability to assign the entire input screen to a particular state, rather than having to go line by line and assign individual lines to the state. It's too easy that way to miss something and have the allocation wrong. In lacerte you can assign the entire schedule c entry to the state you want, and it's so much better.

1
J
Forum|Forum|4 years ago
F
FTPhilLevel 4

Add notification when numbers are changed on a return after it has been e-filed.Discussion ongoing

Add a notification to the Homepage if numbers on a return have changed after it has been e-filed, rather than only having the notification pop-up when you open the return. Once a return has been e-filed, there is often no reason to go back into that return, but if something changes in tax law or a system update corrects internal calculations, the only way we can find out about these changes is when we open the return, and if there is no reason for us to open the return we will never catch the correction which means we have no ability to correct it until the client gets a letter from the Feds or State notifying us of a correction.

3
F
Forum|Forum|4 years ago
H
Hello2Level 1

E-filing 2020 1040-XDiscussion ongoing

Your software used to allow me to e-file 2020 1040-X's, even if I didn't e-file the original.  I did this with multiple 1040-X's on the 2020 software.  However, with an update, it no longer allows this option, and in the EF Center, it just has "Federal Return" not "Federal Amended" under Return Type.  Can someone please fix this?  Make sure it is for 2020.

1
H
Forum|Forum|4 years ago
C
CJJLevel 1

Form 4868 application for ExtensionDiscussion ongoing

Please change the billing option for basic to use the application for extension and not the 4868 EF Information worksheet.  I currently have to make sure this is included for all of my clients that I have filed an extension.  Listing the other form would make no sense to my clients. Thanks.

1
C
Forum|Forum|4 years ago
R
ryanprimeksLevel 1

See E-file status from within the returnDiscussion ongoing

It would be great if you could view e-Filing Status History report from within the return itself. Although looking globally in the EF Center is great, it would be nice to be able to look at the e-filing history from within the return. 

2
R
Forum|Forum|4 years ago
N
NNHLevel 2

d-30Discussion ongoing

Have ability to e-File District of Columbia D-30

1
N
Forum|Forum|4 years ago
D
Darlene ALevel 1

E-file AttachmentsDiscussion ongoing

Please allow pdf attachments for Form 8621, page 3 calculations.  

1
D
Forum|Forum|4 years ago
D
Darlene ALevel 1

Form 8621 attachmentsDiscussion ongoing

Please allow a pdf attachment to the individual Form 1040 for the calculations on page 3 of Form 8621.  At this time, the tax return must be paper filed since attachments are not allowed for Form 8621. 

1
D
Forum|Forum|4 years ago
J
jmarkhamLevel 3

Form 461 (Limitation on Business Losses) to ProSeriesDiscussion ongoing

Please add Form 461 (Limitation on Business Losses) to ProSeries. The Cares Act suspended Section 461 (Originally Part of the Tax Cuts and Jobs Act) due to the Pandemic for tax years 2018, 2019, and 2020 but is effective again for tax years beginning after 2020 and before 2027 and per the 2021 Recommended Names and Descriptions of PDF Files Defined in MeF Publications, Web Pages and Business Rules (https://www.irs.gov/pub/irs-schema/ty2021-bmf-pdf-recommended-file-names-by-form-type.pdf) Form 461 can only be attached to a 2018 return. Currently the Section 461(l) Excess Business Loss adjustment is reported on Schedule 1 Line 8 o (input is on Line 18 of the Other Income Statement). However, there are NO warnings in the REVIEW about the need for Filing Form 461 with a business loss in excess of $262,000(single) or $524,000 (MFJ) flowing to Line 8 of the 1040 (from Line 3 or 5 of Schedule 1). In other words, unless you enter the excess amount on Line 18 of the Other Income Statement the entire loss will flow through to Line 8 of the Tax Return without limitation or warning that this needs to be checked. There is also no calculation of the NOL carryforward of the limited amount (but we can't calculate it yet either because as of 02-14-2022 the IRS has not issued Publication 536 which is where you are directed to go to calculate the carryforward NOL from the Instructions in Form 461 (https://www.irs.gov/pub/irs-pdf/i461.pdf). Update (4-29-2022) Publication 536, now has the NOL calculation worksheet for Section/Form 461 on page 9 of the publication (https://www.irs.gov/pub/irs-pdf/p536.pdf). Now the question is how do you make this work in Proseries, when there is no “Worksheet 3” on the NOL Worksheet inside the ProSeries Software?Finally, if we can't attach Form 461 to the return per 2021 Recommended Names and Descriptions of PDF Files Defined in MeF Publications, Web Pages and Business Rules, shouldn't there be a Review Error message that the Return can't be electronically filed (must be paper filed) because of the entry on Line 8 o of Schedule 1?We are already going to be seriously delayed due to new K-2 and K-3 requirement, why not get Form 461 in an update as soon as possible. The issues of not having this form or appropriate review warning messages is going to cause a huge issue with prepares missing these new business loss limitations.   

1
J
Forum|Forum|4 years ago
N
Nirmal GuptaLevel 1

Carryover losses on Basis statements from 2020 to 2021New

No text available

0
N
Forum|Forum|4 years ago
S
sdkallagentLevel 1

Intuit Link new document alertDiscussion ongoing

The client's name in the homebase view of Intuit Link would be in bold when there were new documents uploaded but now it does not do that. Can that feature be added back in?

3
S
Forum|Forum|4 years ago
C
CpalmeidaLevel 2

Massachusetts HC formDiscussion ongoing

The Massachusetts HC form (health insurance)  is cumbersome and time consuming to enter data from year to year. Where most taxpayers insurance information doesn't often change, it would be great if the previous years info transferred automatically each year as does other client data when the new years program is installed.

2
C
Forum|Forum|4 years ago
J
jaclynlubinLevel 1

k-2 multiple copiesNew

I need more than one copy of k-2 to be able to generate with a 1065.

0
J
Forum|Forum|4 years ago
W
WiesenbergCoLevel 2

Diagnostic for IRS IP PINNew

Please create a critical diagnostic that the e-file will be rejected without the IRS IP PIN, for all clients that had this PIN in the previous year. Currently Lacerte allows the user to submit an e-file without the PIN, but then the e-file gets rejected.The IRS sends Identity Protection PIN numbers to clients who have had issues with identity theft in the past.  This PIN is entered in the Client information in Lacerte, and is required in order to e-file. Once a client receives this PIN, they need a new one every year.  

0
W
Forum|Forum|4 years ago
J
jskouberdisLevel 5

Bulk SaleNew

Can the developers of our Pro Series Software develop a way that if you sold multiple assets in one sale that you can include them as one sale instead of having to allocate manually the sales price to every asset.

1
IRonMaN
Forum|Forum|4 years ago
W
WilsonTaxProLevel 2

HomeBase Gray Side BarNew

Please give us the ability to get rid of the right-hand gray side bar (includes Messages, E-signature, Advertisements).   

4
W
Forum|Forum|4 years ago
K
kathyssLevel 2

Identifying Returns Affected by ChangesNew

My specific issue has to do with Proseries broken functionality of efiling KCMO RD-109. The efiling broke toward the end of the season without notice from Proseries (efiling looks like it's available but it doesn't efile). After 2 hours and 20 minutes with support it seems that Proseries was unaware of the problem and has little interest in fixing it.I am suggesting that Proseries have a clear and easy way for users who have identified software errors to request that a new analyzer function be added to allow us to easily identify clients potentially affected by the error. If you give me an analyzer that will return a list of all returns containing RD-109 I can compare that list to the list of KC returns successfully efiled and have a relatively small list of remaining returns that may be affected rather than having to open up hundreds of returns to see where the problems are.I am told that they will not do this for a customer -- how about doing it for all customers and all relevant errors and hiccups? Refusing to take the time to help me fix a client service problem that I have due to Intuit's error is, while fairly standard, an abdication of responsibility. Intuit boasts about the time savings they provide and I am grateful for software that is efficient. It's time to start tracking the amount of time spent on this issue and any others for which a supportive solutions or assistance is not provided.

0
K
Forum|Forum|4 years ago
Swadesblynx
SwadesblynxLevel 2

Form 1041-ANew

Form 1041-A should be automatically generated when you enter an IRC 642c election. When entering this selection you have to search for it & then enter the required information; however, it will not generate Form 1041-A, which is required by the IRS when claiming an IRC 642c election. Then it must be paper-filed separately from Form 1041. Thank you in advance for your consideration. 

0
Swadesblynx
Forum|Forum|4 years ago
Swadesblynx
SwadesblynxLevel 2

Form 1041-A IRC 642c ElectionsNew

Form 1041-A should automatically link to Form 1041 when entering the IRC 642c elections. To enter the election you have to use "Where Do I Enter" & choose the 642c election>IRC 642c election form>Enter the information requested & then it auto-fills the Estate & Trust Elections Summary Form; however, it doesn't link to the Form 1041-A which is required when entering a 642c election, per the IRS instructions. Please consider adding this to the program in the future. Thank you in advance for your consideration.

0
Swadesblynx
Forum|Forum|4 years ago
F
Fantomplayer1Level 2

State WithholdingNew

Add a list of all state withholding similar to the worksheet that lists all of the federal withholding.

0
F
Forum|Forum|4 years ago

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