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3566 Ideas

B
bcaulkLevel 2

document storage for current year/future tax yearNew

i find it difficult to believe that other preparers do not have the need to store current year forms, tax planning, etc rather than only need to store prior year tax data. as an example, we just finished the 2024 preparation year (today is 10/24). i have tax planning beginning now for the 2025 year but i do not have a 2025 document year drop down. seems like an easy fix ? i have to create a subfolder called '2025' and then when the 2025 document drop down appears, i have to download and save again. its a work around but an unnecessary one IMO

0
B
Forum|Forum|8 months ago
D
ddrumgoolLevel 2

import add 1099-SSANew

This is one of the simplest government forms out there.  All are exactly the same format.  Really don't understand why this form is not importable yet.

3
D
Forum|Forum|8 months ago
D
ddrumgoolLevel 2

General Client Info gapsNew

When starting a new client we have to input the basic information, name, address, ss, dob, etc.  Then when we start the client profile, it picks up the name, ss and street address, but drops the dob, state and zip code?  We just entered it - why would it not flow through?

0
D
Forum|Forum|8 months ago
D
ddrumgoolLevel 2

Make prior year's return available in doc listNew

We can import the 23 (or prior year) return to start a client, but once it is used for that it disappears.  Since it only picks up the basic info for import, it would be useful to have the pdf available in the docs list to retrieve info like AGI and Tax for penalty calculation, or to compare return to prior year figures.

0
D
Forum|Forum|8 months ago
K
KenGreenbergLevel 4

make government copy default printDiscussion ongoing

Every time I go to print a client return, the option showing is Client Copy. That has way too many pages. I always print the government copy for the client, with a few added modifcations.We should be able to set a DEFAULT print option that the government copy will be the one highlighted. I have to switch this every time.

3
K
Forum|Forum|8 months ago
T
Troyrcpa1Level 1

Oregon Local Returns - Fix How Estimates ProformaNew

Hello, State of Oregon, local return for Multnomah County Preschool Tax and Metro Supportive Housing Services (Screen 54.028). Currently when estimated taxes are computed for the following year, and when the following year is proforma'd, Lacerte is populating the line items:- Prepayments paid on or before 12/31/2024; and,- Prepayment paid after 12/31/2024 as though they HAVE been paid based on the prior year estimated tax amounts. Please remove this.As you know, clients rarely do what we tell them to and so we must proactive come into screen 54.028 every time and remove the estimates (if not made, which is most of the time) or else the amounts populate directly to the tax return(s). I have not seen this issue come up with any other screen that has estimated tax payments associated with it. Thank you!

0
T
Forum|Forum|8 months ago
C
CAROL MLevel 1

Social Security BenefitsNew

Show the Social Security benefits  paid to each spouse on the Social Security Benefits worksheet on a separate line and the total, which will save time in reviewing the tax return.

0
C
Forum|Forum|8 months ago
CPA4Biz
CPA4BizLevel 3

Force Print 8829 and Depreciation schedulesNew

Please add an option to Force Print 8829 and force print Depreciation schedules.  Clients may want to  see this form. and the schedules.   When optional Simplified Method is used, form 8829 does not print and it also suppresses depreciation schedules.  So even if all the info is there, it does not print it and as a result, the invoice is also wrong if it is based on charges per form.  This request is only for cosmetic changes and Lacerte can continue to do it's calculations in it's own ways.  The request is just like an option to force print 6251 even if AMT is not actually kicking in.

0
CPA4Biz
Forum|Forum|8 months ago
E
ERIC BLevel 1

Iowa Corporate Consolidated Tax ReturnNew

The State of Iowa is now mandating that all business tax returns need to be filed electronically. I have a Consolidated Corporate Tax Return that I file with the IRS electronically, but can not file electronically with the State of Iowa.  I have no problem with filing an Iowa paper return (and have had to do so for the last 15 years), but I now am no longer able to complete due the new Iowa Electronic Filing mandate.  That is because Lacerte and the State of Iowa have not been able to agree on the processing of Schedules H2, H3, I, J1, J2, L, and M.  Some of these schedules are required to show the income and expense detail split between the 2 companies on the consolidated return.   I am currently in communication with the State of Iowa to see what can possibly done to get this filed, but am not sure they will work with me.  The exemption form request states in the instructions "A claim that the return preparation software purchased or licensed by a taxpayer or taxpayer’s return preparer does not include all of the features necessary to comply with the taxpayer’s Iowa filing obligations shall not be considered good cause for purposes of granting an exception to the electronic filing requirement.).  Please work this out with the State of Iowa to get these added to your electronic filing capabilities. I have been working with Lacerte for over 20 years and do not want to switch software providers, but I am possibly left with no choice in the matter if I am no longer able to efile this return.   Thanks, Eric J B., CPA

0
E
Forum|Forum|8 months ago
S
SLP WealthLevel 1

8878 - need the ability to request esig for 8878 regardless of payment owed, refund etc.New

We want the ability to send an eSign request for an 8878 form even if there is no payment owed or a refund in the ProConnect software. 

1
T
Forum|Forum|8 months ago
S
SLP WealthLevel 1

Get Proconnect to give signed, unwatermarked copy of return to download along with esignature formsNew

When we go to download signed eSignature (Federal 8879 & state 8879 or similar) forms, we want to also be able to download a complete, signed, and unwatermarked copy of the return at the same time. Better yet, if Proconnect could merge all of those signed forms together and have the entire signed, unwatermarked return including signed 8879's, that would be awesome!

0
S
Forum|Forum|8 months ago
M
MsTaxSolutionsLevel 1

Create an audit trail accessible by Proconnect users & not just support agentsNew

Please create an audit trail feature that would allow Proconnect users/admin to see in detail (at minimum) what returns were worked on & by which user, and what returns were created, copied, printed, deleted, etc. I recently spent an hour on a chat trying to solve a mystery I couldʻve solved in a few minutes if I had access to a feature like this. Tech support had to search at length for me (why? itʻs all my activity!), which is why the chat took an hour. If Proconnect had this feature, it wouldʻve saved me & the poor support guy an hour of our time.

0
M
Forum|Forum|8 months ago
L
liliyacpaLevel 1

Printing StatesNew

Would be nice to be able to print each state into its own PDF file automatically, without having to select each state and print it one by one manually. Where there are many states (for example I have a client with 16 states), I like to provide each state as a separate PDF file for easier navigation and lighter file size. However, to print each state separately, I must manually select each one and print to PDF. It would save a lot of house to be able to print each state into a separate PDF with one click. 

1
dpan
Forum|Forum|8 months ago
D
DBGLevel 1

Fix the Lacerte PDF printer once and for allNew

The Lacerte PDF printer continues to be an on-going problem, causing program errors and shut-down.  What will it take to fix this once, and for all?  Intuit Meeting, Glance.Intuit, and Smart Look are the latest problems surfacing.  These are core competencies that we shouldn't have to struggle with.

0
D
Forum|Forum|8 months ago
P
petermcarlinoLevel 1

Customer ServiceNew

Talisha was patient and understanding and professional with handling diagnostic issue on tax returns 

0
P
Forum|Forum|8 months ago
M
MalissaLevel 2

Notes visible on Tax Return tab next to each clientNew

Several other software's will show some of the notes on the main client return section.  This is helpful when you are waiting on something and you don't want to go into the return to remember what you wrote in notes.

0
M
Forum|Forum|8 months ago
N
nonononoLevel 3

PDF attachments should print with the returnNew

Please add a feature whereby any PDF attachments made to the tax return are also included in the forms that are printed for the preparer/client/government copy.If we are uploading them into Pro Connect, but they are not printing when we are printing the client a copy or printing a copy for our files, we then need to manually attach the requisite files to the return PDF so the client has a complete copy of the return. this creates unnecessary administrative burdens 

2
J
Forum|Forum|8 months ago
D
dlgarelickLevel 1

ESIGNATURE FOR TRUSTEENew

Hi there.  Please allow when needing to get signed Efile Forms from Trustee's to let them sign when needing to file a deceased tax return.  

0
D
Forum|Forum|8 months ago
D
dlgarelickLevel 1

Please include the CA LLC like you do Form 114aNew

No text available

0
D
Forum|Forum|8 months ago
K
KejalNJLevel 1

Federal & States ExtensionsNew

Federal & States Extensions form should be available to print when needed or always with its original filed data like the amount of tax due with extension and whether this amount was stated to be auto debited from clients bank or was client needed to pay via mailing a check. So, basically for 4868 and all states extension forms should be available with the e-filing instructions for extensions and details for taxes dues and method of payment. The extension data should not be over written with the new data entered for the tax year while actually filing the return. Also, if it was auto debited then the entry of amount paid should automatically flow to the estimated payments section in the payment with extension box. Doesn't make sense to re-enter the payment amount manually.

0
K
Forum|Forum|8 months ago
H
hamiltonscLevel 2

Need to add form 9325 ProconnectNew

This needs to be done. I saw that there was a post in 2023 and then it was put to a vote. This isn't something that needs to be voted on. This is an actual federal form that the system should have. Too many companies require this for loans, etc. Being able to pull an email confirmation letter means nothing when those can be created manually. I have never worked in a tax software that didn't have this form....including online softwares...including Turbo Tax. This should be embarrassing for ProConnect to not have this form within their system.

1
George4Tacks
Forum|Forum|8 months ago
C
Colleen650Level 2

PARTNERSHIP LINE 11A (PORTFOLIO INCOME) DOES NOT PRINT OUT ON INPUT DATA.New

Line 11A doe not appear on the input sheets when printed out.  It is a line item that is commonly used in the partnership module.   Need to update so this prints out.

0
C
Forum|Forum|8 months ago
F
file is locked by another userLevel 1

Form D-20, p5 Sch. H-2, line 1 - please allow negative numbers for e-filingNew

Form D-20, p5 Sch. H-2, line 1 is invalid for State Electronic Filing if it includes a negative number.This is a DC (District of Columbia) form under the 1120 module.This line is for the Balance at beginning of year for Unappropriated Retained Earnings.  It needs to be a negative number for many of my clients.  This field should be changed to allow for a negative number without causing an error message.  

1
E
Forum|Forum|8 months ago
PatrickSanford
PatrickSanfordLevel 3

Provide Which Dependent Results in Error Code to UserNew

Provide which dependent is the problem without calling support.I recently filed a tax return that was rejected with the Code: IND-517-02. Basically a dependent has a tax return already filed for the IRS, but they didn't indicate they were eligible to be claimed as a dependent.Which dependent, you may ask? Well, here's the solution provided in the rejection text by ProConnect:'''If multiple dependents are present in this return, review the Description field. There will be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top.'''No matter where I looked, I could not find any number in brackets. Finally, I talked to support. They asked for the submission ID (confirmation ID) and were able to tell me immediately which dependent was the issue. So I asked how I was supposed to find that out, and he said that you must contact support to get that info.That's dumb. You have the info. Allow the info to be available to the tax return preparer so they can solve the issue without contacting support.

2
PatrickSanford
Forum|Forum|8 months ago
D
dd11Level 3

PRINT FOREIGN EMPLOYER COUNTRY NAME ON NY FORM IT-2Discussion ongoing

When foreign employer information is entered for foreign wages in the form 2555 input, country name doesn't print on NY Form IT-2.The XML file for e-file includes the employer country code, but country name doesn't print on form IT-2.This especially becomes an issue when the return needs to be paper filed.The only way to get the country name there as suggested by Lacerte support is to manually print it on the form outside of the program.

2
P
Forum|Forum|8 months ago

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