Idea Exchange

3566 Ideas

Masking infoDiscussion ongoing

Hello,I was on the phone yesterday with customer service for a great deal of time trying to figure out how to mask important information. While I was able to accomplish part of my goal (masking SSN's on the organizer), I was surprised to find that I'm unable to mask my firm's EIN number and my preparers PTIN on my clients copy of their tax return. While I understand It is necessary on the government copy, I feel it lends to an unnecessary risk of those numbers being used to file fraudulent returns. Many experts in my field recommend this and I feel it is an easy way to protect against fraud. The fact that your "Top of the Line" program (Lacerte) does not do this will have me strongly looking at other software that does because the risk is just to great.

Forum|Forum|6 months ago

jkristofeldLevel 1

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

need lacerte to be enabled for city tax filings/paymnets to city of columbus. Make it like RITA city filing.  

Forum|Forum|6 months ago

hamiltonscLevel 2

Intuit Link invite should open the ability to access all years for client doc uploadNew

It is very frustrating when doing multiple year returns for a client and you have to send a intuit link invite for each year in order for them to send you documents for that year and for them to see what you share with them. You should be able to send a link invite to a client and that gives them access to any year they need to choose to upload. It is also frustrating to the client that they can't just pick a year and go...they have to create an "account" essentially to access to each year they need done. The link should be like a portal that gives them access to all.

Forum|Forum|6 months ago

JameshLevel 1

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

The new Schedule 1-A items do not flow over to the 2 year comparison--- absent from the "Two-Year Comp" in the forms in use pane as well as the standard diagnostics/analysis that print with the return.I believe it would be beneficial to have modified adjustments to income displayed as well as the: "qualified tips deduction", "qualified overtime compensation deduction", "qualified passenger vehicle loan interest deduction", and the "enhanced deduction for seniors" listed on the 2 year comps and the tax analysis. It should be done in a manner similar to how the itemized deductions are displayed.Many clients will be looking for these new deductions when reviewing their 2025 tax results.  

Forum|Forum|6 months ago

BWarneLevel 1

View documents sent in E-SignatureNew

We would like to be able to view the documents that have already been sent, but not yet signed.  We would also like to be able to view the message that was sent with the email.

Forum|Forum|6 months ago

SuzieQ1Level 4

printing pdf copy of returnNew

It would be helpful if the default name for the FC were Tax Return, or Client Copy for the CC.  I have to change it every time I print a return. 

Forum|Forum|6 months ago

TYoung2000Level 2

Organizer only prints state estimates for resident stateNew

If we give a client estimates to pay in multiple states, only the resident state estimates print in the organizer.  Can all state estimates print on the page or a reference a supplemental sheet that is printed at the end?  

Forum|Forum|6 months ago

BJRLevel 1

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

I moved all client files (.24I & .24i.cache and .24S & .24s.cache) to a portable hard drive and then moved them to my new computer. The Restore function dropped the last client (in the 1040 group) and dropped the first client (in the S-Corp group).Help,bjr

Forum|Forum|6 months ago

Blake1040Level 2

Monitor settingsNew

I currently fit Lacerte current year program, Forms and Diagnostics breakout screens on a single monitor (at the same time).  I can then use another monitor for communications (email) and my third monitor for PDF documents, prior year Lacerte program, etc.When I open the program, the windows open on screens that are different from my desired setup (even after using the Lacerte Tool Hub and following the Move and Resize instructiosn previously provided). A little more display configuration would be desireable so that I do not have to configure the window location every time I open Lacerte.  A good model would be the setup that Creative Solutions Ultratax uses.

Forum|Forum|6 months ago

Blake1040Level 2

Intuit Link organizer - Send actual fill in Organizer using ...New

When I send an organizer using Intuit Link, it does not provide a screen with all of the address and contact information that can be verified and corrected on screen.  Also, on screen fillable Schedules C, E and F would be very helpful since many elder clients do not have the ability to print the full organizer nor do they have the ability to scan the completed organizer back into their computer to send back to me.The problem is that having to e-mail a PDF version of the organizer AND an Intuit Link to expedite answering of questions causes a lot of duplication of effort, information and time, for both the client and me.

Forum|Forum|6 months ago

ZakLevel 1

Intuit LinkNew

Intuit Link allows only one client to login and upload documents. We have many clients where both spouses want to upload documents. It'll be super helpful to allow more than one user to be able to upload documents. At least 2 people in case of MFJ clients. My circle of professionals and I have been trying to get this implemented, but it has not happened yet. If you need details, please reach out to me at 925-977-7784 or zak.s@capitaltax.com. My name is Zachary Sahar. Thanks.

Forum|Forum|6 months ago

jayweiszLevel 1

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

Needed so there are less returns populated on EF Center to make batch E-filing easier.

Forum|Forum|6 months ago

Art LLevel 2

vggNew

P'ship 2024 module. Why can't I print screen 81?

Forum|Forum|6 months ago

dkeller496Level 3

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

Please add Iowa Form 2220 e-filing support in both the partnership and S corporation filing packages

Forum|Forum|6 months ago

TopGcpaLevel 1

ARLEISANew

Arleisa is a great professional at Lacerte.  I needed to print an amended explanation for a single member llc.  She quickly provided the option of client notes and assured me it will be included in the CA EFILE return.   Her experience showed.  No panic, smooth and confident.

Forum|Forum|6 months ago

lalaurenceLevel 3

Correcting program related to how notes carry from year to yearNew

We have had an issue for many years with the program which causes us considerable time to correct every year we transfer a particular client, and a bit on other clients as well.The programming carries notes (the type with the pencil notation) from year to year in Sch Es and K-1s based on the numerical order of the particular Sch E or K-1 in the program.  Should a property or partnership be sold in a year, the placement of a note on another property or K-1 remains in the same numerical order, not with the correct property or K-1.  For example, you have 3 properties.  There is a note on the second property's Asset entry worksheet.  Should the first property be sold, the note shows up now on what was the third property's asset entry worksheet, rather than the correct property, because it is now the second listed property.  I would like to request that the programming be changed to recognize the property ID or K-1 EIN and carry notes accordingly within that property.  

Forum|Forum|6 months ago

ShanaBakerLevel 3

Electronic Return File Attachments Form-Add "Extension" to the drop-down menuNew

Please add "Extension" as a form option to 3.2 Electronic Return File Attachments.An issue came up this year (TY24) with Nebraska. Many of our businesses owed tax (due to PTET) and we needed to provide a copy of the extension with the tax return. The only option is to attach the extension as "OTHER". I called NDOR to try to figure out what happened. They informed me that unfortunately, NDOR didn't receive the "OTHER" pdf as an extension because it was not labeled as such. This gap of a proper label cost our customers thousands of dollars in late filing penalties and caused us to respond to unnecessary and overstated Nebraska Balance Due Notices. Detail: On 3.2 Electronic Return File Attachments, there is a drop-down box under, "Nebraska Information: Form, line or instruction reference"The current options are Sch K-1N, 1099-MISC/1099-NEC, Form 3800N, NDOI annual tax return, and Other. Action:Please add "EXTENSION" to those optionsReference: Case #15149170002

Forum|Forum|6 months ago

huntsdabibilLevel 3

Search AssetsNew

A method for searching for assets within the software. We work with some clients who have over 10 pages of deprecation reports, and when we need to find a specific one, it's a fully manual find. 

Forum|Forum|6 months ago

L_BLevel 1

System UpdateNew

loss connection, system update, transfer file

Forum|Forum|6 months ago

Pam9945Level 2

Automatically open Notes if Data present when return is first openedDiscussion ongoing

I see several posts to have the Notes change color if data is present, but not one to have it automatically open when first opening a return if data is present. This is a very useful tool in Ultra Tax and helps avoid missing anything especially with multiple preparers and reviewers. In Ultra Tax, you have to turn it on (click a box) if you want the option, so those who do not want to use it or find it annoying can leave it off.

Forum|Forum|6 months ago

kmdcpaLevel 2

Update client letter formatting - remove border and update fontNew

The ProConnect client letters still use a shaded border and a typewriter-style font, which makes them look dated. Could we update the font and remove the border for a cleaner, more modern appearance? Adding a firm logo and a signature down the road would be great as well, but starting with the basics would make a big difference. This is a key deliverable to our clients, and the current look doesn’t reflect well on the final product.

Forum|Forum|6 months ago

Gary WLevel 1

C Corporation State Tax-Exempt Interest IncomeNew

The C Corporation module, the specific issue is state non-taxable interest income.  (As in US Treasury Bills).  I entered the proper amount in the income screen on the row labeled state state-exempt interest, but the program did not exclude this income from its calculation of CA taxable income.  This is exactly the opposite from the individual module.  Apparently, the C Corporation module also requires you to enter the non-taxable income to the state on another screen (47?).  This makes the first entry for non-taxable income to the state redundant.  Even worse, it allows for a false sense of the proper preparation of the return.  I lost 4 hours yesterday because of this situation.  I expect more from a program.

Forum|Forum|6 months ago

Doug ALevel 1

TFA for DMSNew

We have set up all our programs, including Lacerte, using Two Factor Authentication except for DMS. I called and you said TFA is not available for DMS.  Can we please set DMS up to allow TFA? That would be so much easier than password protecting every file. 

Forum|Forum|7 months ago

aifinLevel 3

DEBIT DATE OF PAYMENT BE THE SAME AS FILING DATENew

Many times we are preparing a return, after the deadline has passed and we have to put the current date as a date to debit the amount due. However, sometimes the return is not e-filed on that day. And we get an e-file error asking us to change the date to the filing date. Very annoying when it is a batch of several dozen clients. Solution: add a check box that says "Debit date equals the filing date?"That way no matter when it is e-filed, we don't have to go back in to each individual return to change the date. Sometimes both federal and state. 

Forum|Forum|7 months ago

PhiltgrahamLevel 1

Delete "direct pay" from the instruction letter.New

Is there a way to delete this option from the instruction letter or make it optional.  I find that clients are calling and asking how they can utilize direct pay.  I know the instruction letter gives them the website for more information, but I find that in many cases they are calling use to tell them how to do this.  When we are approaching the deadline, we don't have time to explain this to them.  With some clients, it works great.  If it were optional I could select which clients, I would give this information to.

Forum|Forum|7 months ago

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3566 Ideas

Masking infoDiscussion ongoing

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

Intuit Link invite should open the ability to access all years for client doc uploadNew

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

View documents sent in E-SignatureNew

printing pdf copy of returnNew

Organizer only prints state estimates for resident stateNew

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

Monitor settingsNew

Intuit Link organizer - Send actual fill in Organizer using ...New

Intuit LinkNew

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

vggNew

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

ARLEISANew

Correcting program related to how notes carry from year to yearNew

Electronic Return File Attachments Form-Add "Extension" to the drop-down menuNew

Search AssetsNew

System UpdateNew

Automatically open Notes if Data present when return is first openedDiscussion ongoing

Update client letter formatting - remove border and update fontNew

C Corporation State Tax-Exempt Interest IncomeNew

TFA for DMSNew

DEBIT DATE OF PAYMENT BE THE SAME AS FILING DATENew

Delete "direct pay" from the instruction letter.New

Filter by product

Idea Exchange

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Filter by product

Masking infoDiscussion ongoing

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

Intuit Link invite should open the ability to access all years for client doc uploadNew

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

View documents sent in E-SignatureNew

printing pdf copy of returnNew

Organizer only prints state estimates for resident stateNew

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

Monitor settingsNew

Intuit Link organizer - Send actual fill in Organizer using ...New

Intuit LinkNew

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

vggNew

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

ARLEISANew

Correcting program related to how notes carry from year to yearNew

Electronic Return File Attachments Form-Add "Extension" to the drop-down menuNew

Search AssetsNew

System UpdateNew

Automatically open Notes if Data present when return is first openedDiscussion ongoing

Update client letter formatting - remove border and update fontNew

C Corporation State Tax-Exempt Interest IncomeNew

TFA for DMSNew

DEBIT DATE OF PAYMENT BE THE SAME AS FILING DATENew

Delete "direct pay" from the instruction letter.New

Filter by product

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