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1728 Ideas

L
luxtaxprepLevel 1

Intuit Link RecommendationsNew

As others have previously mentioned, the following suggestions would make the Link client platform much better: 1. you should be able to delete client data - totally delete the file and all of its contents. 2. you should be able to add more than one email to a file, especially for MFJ taxpayers. 3. there should be a section to account for quarterly estimated payments for federal and states. 4. the list of documents turned in the PY should roll over so the client can make sure they are not missing any documents. 

0
L
Forum|Forum|11 months ago
M
Martino1Level 2

Change estimated tax electronic payments form 1040ES payment date on the 1040ES Proseries processes on behalf of client. If we miss the coupon payment date we should not have to wait for the next coupon date to process the additional amount due.New

When you file a tax return after the extension date and you miss 1040ES preset dates.  It would be nice with we could modify the payment date the first of which will not coincide with the actual preset dates on the 1040ES.  We really should not have to wait till the next payment due date to electronically file the estimated tax that should have been paid to that point.

0
M
Forum|Forum|11 months ago
J
jburke1758Level 1

990s with UBIT add VA Form 500New

The Virginia Form 500 is required to be submitted for NFPs with a 990-T (located in VA).  However the only state you can get with the 990s is CA.  Therefore we have create a second entity on the corporate side and re-enter all the information for the organization a second time.  It would be far more efficient to make the VA Form 500 available as a state form under the 990s.

1
sjrcpa
Forum|Forum|11 months ago
S
SurfgolfLevel 3

e-Signature needs to notify tax preparer when it has been signed by the clientNew

Presently, when the client signs the 8879, a notification is placed next to the client's name under the heading "esignature status".     However, the tax preparer isn't notified.  Unlike Docusign, we don't get an email notification so we must constantly be looking back at our tax return list. In the midst of the tax season with potentially dozens of returns filed daily, it can be missed.  That actually happened to a preparer I know.We get email notifications on rejections (that's only been in the last few years) so I think it should at least be on par with Docusign where we get that notification also.

0
S
Forum|Forum|11 months ago
A
Art LLevel 2

mmmNew

2024 Indiv Louisiana nonresident. Form 540B-2D Line 12. Printing a worksheet explaining the amount would be helpful.

0
A
Forum|Forum|11 months ago
S
SKIND777Level 2

Allow the user to customize the filing instructions in LaCerte.New

This is NOT in regard to the Client Letter or Slip Sheets which I'm aware can be customized. For example; The Due Date states "File Immediately" for a Separate Form 8822-B Change of Address that isn't being filed late. That wording is basically implying that you have missed the due date and are filing late in my opinion. I have been asked several times if they have missed a due date for the filing of such Forms. I really just wanted to change to As Soon As Possible. Not a huge deal but also sometimes I want to change the date or some wording within the instructions. Thank you, Scott

0
S
Forum|Forum|11 months ago
J
Jarcpa6Level 1

When will ProConnect provide a Tax Return Branded Cover SheetDiscussion ongoing

Branding is very important for marketing of CPA firms.When will ProConnect provide a Tax Return Branded Cover Sheet?

2
P
Forum|Forum|11 months ago
P
psmitcpa1Level 3

PDF of government copyNew

When printing business returns (not sure about Individuals, but likely the same) and printing the government copy to PDF, PTO only prints the cover letter that's it, no matter what custom printing settings say will be printed.  That's the first issue - if it isn't going to print anything else, then at flag that with a message when customizing the goverment copy that it doesn't matter here what you check b/c PTO isn't going to do it anyway!!!  Why have custom government copy options if it doesn't print them to PDF????  Also, the government copy (at least for us) is not bookmarked.  I believe Lacerte's was so why is this different since PTO is built on Lacerte programming.  Also there was a setting in Lacerte that you could override this printing to include federal and state copies, etc. rather than the default Lacerte which seems to be the same in PTO in that it just doens't print anything other than the letter b/c the return was efiled.  So please add this checkbox.  It's a pain to print a different version and then remove unneeded pages or to uncheck the efile buttons in the return setup so that it is defaulted to paper filing and then will print what you want.  

0
P
Forum|Forum|11 months ago
S
SmithcLevel 1

Estimated Taxes PaymentsNew

With the upcoming mandate of federal taxes having to be paid electronically, there needs to be an option to be able to submit your federal estimates when they are due to pay them electronically. The current ability to have it schedule it with the return is great for people with steady income but what about business owners that have varying income. One year they may need to pay $5,000 in estimated taxes and the next need to pay $50,000. You also would need to have the return filed by 4/15 every year to get the estimates to pull automatically.

1
sjrcpa
Forum|Forum|11 months ago
R
RETaxAcctBrkLevel 3

How to Trigger / Populate NYC SCorp Tax Form NYC-3L when a non-resident / apportioningNew

Screen 1, New York Information, has a checkbox New York City Return.  This finally triggered the NYC forms to populate. Of course this was in addition to completing additional data needed in Screens 42 to 50 specific to New York State and City.

0
R
Forum|Forum|11 months ago
G
goldensteinLevel 1

Share Screen - Representative Support CursorNew

My support call today was great, she was very friendly and helpful.Come to find out, when I shared my screen I found out that her cursor was removed from some recent update on Lacerte's side, bad bad bad idea as that was a super helpful tool. Please bring that back.  The Lacerte rep's want it back, they were surprised when it vanished as it was a good tool.  

0
G
Forum|Forum|11 months ago
R
Roger KLevel 1

E-filing a 1st amended and then a 2nd amended return for the same client.New

When e-filing a 2nd 1040-X after the 1st 1040-X, you must go the 1st 1040-X in the E-file Center by opening the tab "ALL" and change the last digit of the SSN/EIN on the 1040 and on the 1st 1040-X. Then when you convert and transmit the 2nd 1040-X, you will not get an ERROR MESSAGE that there are two or more returns with the same SSN/EIN.After the 2nd 1040-X has been accepted by the IRS, you can return to the tab "ALL" and correct the SSN/EIN on the 1040 and 1st 1040-X. 

1
dd4vols
Forum|Forum|11 months ago
U
user logged in when they are nLevel 1

Partnership Return / Multiple TN F and E returnsNew

Need the ability to create multiple F&E returns for a single taxpayer filing a partnership tax return. The individual module allows the creation of multiple F&E returns within a single return but the partnership module does not have this option.

0
U
Forum|Forum|11 months ago
B
bobachilleLevel 1

Pro series Basic should allow printing of "filing copy" with sensitive data masked.New

No text available

0
B
Forum|Forum|11 months ago
L
lazzaraLevel 2

State of Ohio - CCA city tax returnNew

This question refers to the CCA city income tax form in the State of Ohio.The question pertains to the taxable income (line one) of CCA form 120.Line one list the employer's name, city tax withheld, city of employment, and income.  The question is for the city of employment column when the taxpayer works in multiple cities for one employer.  I have some W-2's that include more than 30 cities.For 2023 and older returns, when the taxable income on line 1 was entered, the intuit program allowed entering any city in Ohio that has an income tax via the drop-down menu on the city column.  There are well over 300 such cities in Ohio. The intuit software changed in 2023 and 2024.  It is now much more difficult and time consuming to prepare the CCA return.For 2024 tax year, when you click on the employment city column you can only select about 50 cities in Ohio.  For any other city there is only one option (other city).  That option does not work if you need it more than one time for the return. The tax rates, tax credit, and credit limit is different for each city which creates a nightmare when you get to section A line 9. My question is why was the intuit program changed and WHY can it not be changed back so that it works like the 2023 and older years. 

2
L
Forum|Forum|11 months ago
H
hamiltonscLevel 2

Showing the amounts for the State Wages on W2 Input in ProConnect.New

When entering a W2 it says box 16 state, wages if different. That box should just say State Wages and actually show the amount that was carried from Federal. I don't like that it doesn't show the actual amount. Then you can choose whether or not you need to override. When checking a return, it is easier to review a return when show the actual amount that was carried forward. Also, not really a "feature" but on the W2, put all of the state info together. You enter in the state withholdings in one spot, then scroll down a lot to enter in the State name and ID. Then there is an override spot for state wages, income, and tax withheld. It's confusing and weird. Why are there 2 spots to enter boxes 16-19 on the state? 

0
H
Forum|Forum|11 months ago
H
hamiltonscLevel 2

Ability to print hold slips "in progress returns" to attach to clients documents to know what is still needed to finish a return.New

We need to be able to create and/or print a "hold" slip for clients we are currently working on that we still need information/tax docs to finish. That hold slip we print should have the client information listed (name, SSN, DOB, Spouse, email, phone numbers, etc) with a spot to type a reason of what the returns needs to finish. 

0
H
Forum|Forum|11 months ago
B
billykashLevel 1

Lacerte Tool Hub as a Right Networks AppNew

Lacerte Tool Hub as a Right Networks App

0
B
Forum|Forum|11 months ago
H
HPTALevel 2

After filing an extension with a payment, the E-file log should show a record of the payment sent so we can look it up. The Efile log shows payments for Individual filings but not busness filingsNew

I filed multiple extensions for S Corps and Partnerships. Some included payments sent with the extension. As I was finalizing a business return that I had completed in September, the State return showed a balance due. I thought I had paid it with the extension but when I looked it up in the file a return tab it did not show the payment or the amount sent. It only showed that the extension was accepted. I than looked it up in the Efile tab and again no reference to any payment sent or the amount sent. I had to call in to question where to find it as I did not save it to an external file. The Customer Service person was kind and informed me there is no place to look it up once the return has been changed from the extension filing. But she was able to look it up for me with the submission number. I was happy to know that I did make the payment with the extension but I could have overpaid the amount due if I did not call to find out. I feel this is a very important part of filing to make sure that payments were sent at the time of the filing and to have assurance especially if 5 months have gone by. I also feel that if I wanted to look up the return years later I should be able to have some information on when and how much the payment was.Thank you and I hope to see this as a new update in the coming 2025 software update.

2
H
Forum|Forum|11 months ago
M
MattatDHLevel 1

E-file Direct Debit Payment RecordsDiscussion ongoing

The e-file history should include the direct debit information (dollar amounts and partially masked account numbers) that were transmitted to the IRS/states at the time of filing and acceptance. Currently, if you request a direct debit draft on an extension, and something in the return changes, there is no way to confirm what amount was actually transmitted to the jusrisdiction.  If a extension was filed and accepted previously, and then for some reason has a diagnosic when you go to file the return the e-file payment confirmation does not populate.   

2
H
Forum|Forum|11 months ago
B
BowieLevel 4

Suppress printing of estimate vouchers but still provide estimates in client letterNew

I would like Lacerte to add a checkbox to the individual and trust federal and CA estimates screen that allows the recommended estimates to print on the client letter along with instructions for them to log into their IRS Online account, IRS Direct Pay website, FTB Online account, FTB Webpay BUT the estimated tax payment vouchers themselves are not printed as part of the tax return documents.  I have many clients that electronically pay their estimates for the next year but we have to manually delete the payment vouchers and customize the letter because Lacerte only accommodates either mailing off a payment with the voucher or the tax preparer cuing up electronic payment from inside Lacerte.

0
B
Forum|Forum|11 months ago
R
ryan36Level 1

Oil and Gas Input SortNew

It would be very helpful if the oil and gas properties had the ability to be sorted by property number or name on the input screen.  It is difficult to find properties when you have hundreds and have to scan through them visually to find the ones you need when entering data.

1
J
Forum|Forum|11 months ago
J
jeffpinkneyLevel 2

Allow more keywords regarding electronic payment in the client letterNew

The ability to have a keyword for the Bank Name and maybe the last 4 digits of the account number would be helpful to add to the Client Letter. This populates on the Financial Transaction Summary but it would be nice to have that right on the client letter for clients to easily check.

0
J
Forum|Forum|11 months ago
J
jmoczygembaLevel 1

helpNew

Great experience is solving a problem regarding a corporate state return issue!

0
J
Forum|Forum|11 months ago
H
hamiltonscLevel 2

Ability to use various on aquired date for stock transactionsNew

At this time you have to put in a "negative" date instead of the word various. Just allow us to use the word various and will will select if it is long-term or short-term. 

2
George4Tacks
Forum|Forum|11 months ago

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