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1728 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|9 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|9 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|9 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|9 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|9 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|10 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|10 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|10 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|10 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|10 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|10 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|10 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|10 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|10 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|10 months ago
D
dlgarelickLevel 1

Please include the CA LLC like you do Form 114aNew

No text available

0
D
Forum|Forum|10 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|10 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|10 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|10 months ago
M
mfkcpaLevel 3

Size of files accepted for electronic filingNew

After spending about 40 hours on my biggest return I found that Lacerte would not accept the file because the return and attachments were too large.  This was true even after I compressed the pdf attachments.Some of the attachments were directly from the Lacerte output that I had to pdf and attach to the home state return.If Lacerte is going to have complicated returns, it should be able to get them to the finish line.Please increase the size of files you can accept.

0
M
Forum|Forum|10 months ago
B
bjh243Level 1

Mass Delete Sch D InputsNew

My Sch D upload had thousands of lines, software froze and will not function. Cannot mass delete all, which seems ridiculous.

1
abctax55
Forum|Forum|10 months ago
M
MRego123Level 1

Critical Diagnostic 55150New

This is the first and only critical diagnostic that I can't clear.  The directions when you look up the 55150 diagnostic are inaccurate.  There are no numbered add-back codes as listed in step 3 for clearing the diagnostic.  There is only the "adjacent add-back section" listed in number 4 with different add-backs that have specific names, not codes.  Even when you utilize this section, the diagnostic will not clear.  I understand that it is not an e-filing diagnostic, but it should not be a critical diagnostic, if it can't be cleared.  It makes the review cumbersome, time-consuming and wholly inaccurate.  Lacerte needs to either allow the diagnostic to actually be cleared or move it back to informational.

0
M
Forum|Forum|10 months ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

HOMEBASE EF CENTER - COLUMN HEADERS RELATING TO PAYMENTSNew

WHEN IN THE HOMEBASE EF CENTER - WHETHER IN THE "PENDING" OR "ACCEPTED" TAB - IT IS NEARLY IMPOSSIBLE TO DETERMINE WHAT REFUND/PAYMENT AMOUNT AND REFUND/PAYMENT METHOD WILL BE PROCESSED WITH AN EXTENSION OR RETURN WHEN TRANSMITTED.  I REALIZE THIS IS LARGELY DUE TO THE MANY POSSIBLE COMBINATIONS THAT ARE AVAILABLE.  THAT SAID, THE HOMEBASE COLUMN HEADERS DO LITTLE TO IMPROVE CLARITY.  PARTICULARLY WHEN ONE ADDS THE POSSIBILITY FOR THE PROCESSING OF A QUARTERLY ESTIMATE INTO THE MIX.  SEPARATING THE EXTENSION VERSES THE RETURN ON SEPARATE ROWS HELPS BUT DOESN'T REALLY GO FAR ENOUGH.SHORT OF AN OVERHAUL OF THE PRESENTATION OF THIS DATA IN THE EF CENTER (E.G., ON A POP-UP TABLE RELATED SOLELY TO A SINGLE EXTENSION OR RETURN - ONE THAT MERELY REITERATES THE DATA IN THE RETURN ITSELF) COULD YOU PLEASE IMPROVE THE LAYOUT OF THE COLUMNS AND THE COLUMN HEADER DESCRIPTIONS IN HOMEBASE EF CENTER FOR CLARITY?  THE FLOW OF THE COLUMN ORDER SHOULD BE LOGICAL (HOW MUCH AND WHAT METHOD FOR AN EXTENSION, RETURN AND/OR ESTIMATE).WHILE I REALIZE THAT THE COLUMNS CAN BE MOVED AROUND, THAT SEEMS TO MAKE MATTERS WORSE (AGAIN, DUE TO THEIR LIMITED DESCRIPTIONS).  YOU SHOULD BE ABLE TO TAKE A BYSTANDER OFF THE STREET CORNER, HAVE THEM LOOK AT THE HOMEBASE EF CENTER AND THEY SHOULD BE ABLE TO TELL YOU EXACTLY WHAT IS GOING TO OCCUR WHEN THE RETURN (ROW) IS CONVERTED AND PROCESSED (I.E., BASIC GUI WORK).AS ALWAYS, THANK YOU IN ADVANCE.

7
Taxes-by-Rocky
Forum|Forum|10 months ago
J
JOEPCPALevel 4

NYS IT-225 WORKSHEETNew

Can we get a worksheet or statement showing a breakdown of each amount on the NYS IT-225? It's difficult to check your nubers without a breakdown.Thank you. 

0
J
Forum|Forum|10 months ago
2
222AndrewLevel 2

inprove e-filing,if transmissions fail return should be rejected and not come back as readyNew

software should get better

0
2
Forum|Forum|10 months ago

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