Idea Exchange

3566 Ideas

Transfer "what ifs" to "tax planner" in ProSeriesNew

Hello,Could we get the option to transfer the "What ifs" information entered to the "Tax Planner"?Thank you,Paula

insert logo on client tax letter & additional pages to printNew

Please add an option to insert company logo to the client letter in the tax return.  Also add an option to insert an additional letter to print with the return. 

Forum|Forum|5 months ago

Rose SLevel 3

Feedback formsNew

This is not specific to a software change, but I was looking for a platform to post this.Intuit sends feedback forms maybe for the tax software or accounting software and but the way the questions are drafted it does not help express what needs to be conveyed. I got a survey form yesterday for Proconnect, when I clicked on the link the document needed permission to access, but because it was a no reply email there was nothing much I could do. Infact, I was looking forward to complete the survey to share ideas.Today I got one for Quick-books the questions were so insensitively specific that the moment I clicked no to one it immediately said I am not eligible for the survey. I think whoever makes these surveys needs to be more involved and aware of user end needs and details.  

Forum|Forum|5 months ago

parhutchLevel 3

Link tells us we need to update clients email address and it is already correct. Need that info deleted from the clients link page.New

Link indicates client email address needs to be updated and it is already correct. that message needs to be deleted

Forum|Forum|5 months ago

jberrierLevel 2

Fix the paper organizer WINMAIL.DAT file issue!!!New

I don't understand how this issue STILL persists.  Clients do NOT like the e-organizers, so I end up having to email the paper organizers as pdf files, through the Lacerte print option.  And probably about 20% of clients reply that the email attachment (organizer) shows up a non-openable winmail.dat file.  I have to then print the pdf of that client's organizer to my desktop and email them separately, with that attachment from my desktop.This has something to do with the way Lacerte opens Outlook when generating the email.  I have tried Lacerte's "fix" of making sure that Outlook options are to compose mail in either plain text or html format, but this does NOTHING to fix the issue.Does anyone else have this problem every year?  Organizers have now become such a huge time sink and it seems like it gets worse every year.  

Forum|Forum|5 months ago

scorecpaLevel 2

Redact tax preparer information EIN and PTINNew

We need to be able to redact our company EIN and preparer PTIN.   Criminals are stealing this information and preparing fraudulent returns. 

Forum|Forum|5 months ago

reganstewartLevel 1

Usage DetailsNew

This isn't necessarily a software suggestion, but a way to improve billing and usage transparency. When we go to Purchase > Usage Details to see *how* we used the return credits we've purchased, in addition to seeing the date each credit was used, the client name, return name, return type, and tax year, I'd like to be able to see the method which used that credit. In other words, was it because we printed the return? Or because we e-filed an extension? Or because we e-filed the actual return? Currently there's no way to distinguish whether credits were used from just printing a return or e-filing that return.

Forum|Forum|5 months ago

happycamper923Level 1

Enhancing Flexibility for Intuit Link Batch Invites and Template CustomizationNew

Currently, there is a significant gap in how we can customize client requests when moving between single and batch invites. Specifically, I am looking for more granular control over the individual modules (Engagement Letters, Questionnaires, and Checklists) to better fit my firm's existing workflow.First, when using the batch invite tool, we need the ability to manually uncheck or remove the Engagement Letter module before sending. Currently, the batch tool forces the letter included in the template, which creates a conflict for firms like mine that prefer to send a custom PDF engagement letter outside of the Link interface.Second, I am suggesting an update to the "Organizer Template" creation page. There should be a simple toggle to completely disable or "turn off" the Engagement Letter and Document Checklist sections at the template level. This would allow us to create a "clean" template that only includes the specific items we want, without the system forcing us to include placeholders or proforma data.Providing this level of flexibility in both the template settings and the batch sending screen would ensure a much more professional and streamlined experience for our clients.

Forum|Forum|5 months ago

DrTanyaPhDLevel 1

ProConnect Training Sandbox or Training ModuleNew

It would be GREAT to have a training platform or sandbox for training seasonal tax assistants and interns how to review and upload tax documents from the tax organizers into client returns. This capability would increase productivity and revenue for small businesses.

Forum|Forum|5 months ago

rachaelMHLevel 1

Advanced tax and books access WITHOUT PAYROLLNew

We continue to run into the same permission issue across ProConnect and QuickBooks.Our firm has full-time accountants and admins who prepare returns in ProConnect and handle client accounting, billing, and reporting in QuickBooks. They need full operational access to tax and accounting functions, but must not have access to:Firm internal bank accountsOther employees’ payroll and compensation detailsCurrently, the permission structure forces an all-or-nothing choice: either restrict staff from critical workflows or grant inappropriate access to sensitive internal data. This creates compliance, privacy, and internal-control concerns and is not a rare use case for professional services firms.What’s needed:Full ProConnect tax prep/review accessFull QuickBooks accounting & billing accessExplicit exclusion from payroll and firm banking

Forum|Forum|5 months ago

Jeffkaczcpa1Level 2

Tax Planner Worksheet be able to copy a Plan from one column to nextNew

Tax Planner defaults to prior year tax info.  Once I create a plan, I want to create multiple variations but the next column always defaults to the prior year amounts.  Provide an option to copy a specific column to a new column and edit it

Forum|Forum|5 months ago

Root TaxLevel 2

Docusign WatermarkNew

Please let us change the watermark on returns send for signature using e-sign via docusign. Having DO NOT FILE is causing so many communication issues with clients and their bankers. Can we at least change it to CLIENT COPY if you cannot allow us to remove it?

Forum|Forum|5 months ago

JRO TaxLevel 1

Intuit link has incorrect engagement headerNew

I'm having a problem with Intuit link.In proconnect my engagement letter heading says 'Please review and sign the terms of our engagement."When I send myself a link invite, the heading reads, "Please review the following. If needed, you can skip and come back later when you have more information."The latter heading us incorrect. What needs to be done so the proper Engagement letter heading appears in the client portal? Clients should not be encouraged to 'skip' the engagement letter.

Forum|Forum|5 months ago

Frank8Level 1

Financial Transaction Summary Showing the confirmation for federal tax estimates paidNew

Currently in Lacerte, when we process the Quarterly Federal Tax Estimated payments via Lacerte, there is no report nor any confirmations.     It would be tremendously useful if there is a report we can refer to similar to the State tax estimated payments made through Lacerte.

Forum|Forum|5 months ago

LK57Level 2

ExcellenceNew

I was having an issue with efile confirmation and was lucky enough to get Patrice to help me.  She was professional and so nice!  She took care of my issue within minutes, and I appreciate working with someone like Patrice!!  Thank you so much!!

Forum|Forum|5 months ago

spalazzoLevel 2

Engagement LetterNew

Lacerte should have the ability to import a client engagement letter that can be sent out with the client letter when sending out return for review and signature.

Forum|Forum|5 months ago

spalazzoLevel 2

1040 SRNew

I supress all 1040 SR forms in settings.  We use one form for all clients regardless and it the standard 1040.  However, I noticed when we lock a return for some reason the return in locked status reverts to a SR form.  This is a glitch that needs to be fixed.Also, I noticed wage statements move to worksheets.  Please fix so we know the systems integrity is in place.Thanks, Steven Palazzo 

Forum|Forum|5 months ago

KenGreenbergLevel 4

overtime on invoice and tax summaryNew

With the overtime and tip deductions we need these improvements:Include the overtime or tip deduction on the Federal tax summaryFor the state summary show if it's getting added backWe need a place to add a form fee for Sch 1-A; it hasn't been added to invoice autocomplete billingI'm suggesting this because at first I didn't think the overtime deduction was working since it's not on the Tax Summary. The latest release does have drafts of the 1040 and Sch 1-A - so I was able to confirm that the deduction took place.Having it on the summaries will make it easier for clients to see that they got the deduction.Invoice Autocomplete needs a line for the Sch 1-A where the calculation takes place.

Forum|Forum|5 months ago

RManLevel 1

Require Corporate (1120) NYS Entities to Input Their County and Create a CT-3M DiagnosticNew

Please create and require a County Input for NYS C-Corporations. Additionally there should be a diagnostic setup for NYS corporations inside the MCTD counties or cities. The fact that there is just a checkbox to indicate you are subject to file a NYS CT-3M and you have to manually check it is not great and can be easily missed. There should be a diagnostic that reads City/County and indicates you may be required to file a CT-3M or better yet if the address is physically in a MCTD location you should have to manually turn the CT-3M off if it does not apply.

Forum|Forum|5 months ago

llasotaLevel 1

Net Operating Loss CarryoverNew

I used another software program in the past and it would calculate the NOL carryovers correctly without having to manually input the adjustments for such items as social security and passive loss items from real estate.  I am wondering if Lacerte could make this enhancement ? 

Forum|Forum|5 months ago

zoekleinLevel 2

Printing issues with no SSNNew

Unable to print and paper file a return for a non-resident without a SSN or ITIN.  IRS requires the ITIN application to be filed WITH the tax return, not eligible for efile. Must be paper filed.  I can get a repID by using all 9s in the field, but printed returns have a watermark that says DO NOT FILE on every page. Caught between a rock and a hard place.  Very expensive software, no workaround according to support.  I only spoke with one person but she went the distance as I got 3 separate survey requests for 3 agents.  Very unhappy customer!

Forum|Forum|5 months ago

gilsalascpaLevel 1

California health insurance requirement check boxNew

Is there a way to globally check the box that says the taxpayer has had health insurance for the entire year. 

Forum|Forum|5 months ago

CESMITHCPALevel 2

One software download for basic and businessNew

Go back to providing one software to download for unlimited 1040 & 4 states w/businesses.  Downloading multiple software utilizes more CPU/memory.  With today's technology, certain access can be restricted within the software which is how it was previously.  I'm not sure why you switched to separate software.  It's been a pain ever since.

Forum|Forum|5 months ago

JasonGrayLevel 2

K-1 Automated Data SharingNew

Minimize errors and overlooked details by enabling automatic data sharing of K-1 information with 1040 clients. In UltraTax, a notification is sent when a 1040 client is opened, indicating K-1 information that requires review and acceptance. Any updates to the K-1 in the business return trigger a notification upon opening, allowing the preparer to compare the previous and updated information and decide whether to accept, reject, or defer the new data for import. Currently, ProConnect preparers must be aware of the relationship to import K-1s for a PTE, and both the preparer and reviewer need to ascertain if there have been changes to the K-1 information.

Forum|Forum|5 months ago

BentleyLevel 1

Carryforward Notes tab into commentsNew

Please move the Notes tab into comments so that we preparers don't have to cut and paste each individual note into Comments.  Very time consuming & frustrating!!!!

Forum|Forum|5 months ago

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