Idea Exchange

3566 Ideas

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.

Forum|Forum|9 months ago

bobachilleLevel 1

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

No text available

Forum|Forum|9 months ago

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. 

Forum|Forum|9 months ago

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? 

Forum|Forum|9 months ago

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. 

Forum|Forum|9 months ago

billykashLevel 1

Lacerte Tool Hub as a Right Networks AppNew

Lacerte Tool Hub as a Right Networks App

Forum|Forum|9 months ago

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.

Forum|Forum|9 months ago

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.   

Forum|Forum|9 months ago

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.

Forum|Forum|9 months ago

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.

Forum|Forum|9 months ago

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.

Forum|Forum|9 months ago

jmoczygembaLevel 1

helpNew

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

Forum|Forum|9 months ago

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. 

Forum|Forum|9 months ago

hamiltonscLevel 2

Add another description box on 8949New

We need two description boxes for the 8949. You can't fit everything that might need to be stated regarding the sale of the stock, property, etc on one line. If you can see by my screen shot. There is room on the 8949 to add the ability for another description that can fit underneath the first one. As you can see: It says Prudential Stock 2660 L. There is a whole blank space underneath that can be utilized to give more of a description so you are not running into the other lines for different information. This is the first software I've used that I've not been able to take advantage of all the empty space. 

Forum|Forum|10 months ago

hamiltonscLevel 2

Consolidated 1099 Input ScreenNew

Ability to have a brokerage statement input screen that you can enter all the data from the brokerage statement on screen and the system carry it to the correct forms. 

Forum|Forum|10 months ago

hamiltonscLevel 2

Show account numbers on quick entry screen for incomeNew

On the quick entry screen for all income that comes with account numbers (e.g. interest, dividends, stock, retirement/pensions, etc). Have a box for account number for the company the client has the accounts with. Several clients have multiple accounts with the same companies. It would be great for the order of the boxes: Dividend Quick Entry Screen Example <Name of Payer <Taxpayer or Spouse> <Account #>. This way you see it at first glance instead of having to slide the scroll bar or hit details. 

Forum|Forum|10 months ago

dtplante1Level 2

How to add security to DMS program?New

How to we secure the DMS program?

Forum|Forum|10 months ago

izlarpLevel 2

client letterNew

Individual tax returnsOn the client letter screen, there is an option to tell the letter to print file and/or pay return "as soon as possible".  When you click here, it only changes the letter in the federal area.  Can we also make it to change the state letter so that we do not have to do the special letter and override it?

Forum|Forum|10 months ago

psmitcpa1Level 3

originally filed return versus copyNew

When i made a copy of the original return, the Copy says "Original" behind it and the other file has all the filing history (efile status, etc.).  This seems backwards.   I cannot unlock the file labeled "original" because PTO support says that contains all the original data.  But i can make changes to the file that can be unlocked that has the efiling history.   Confusing.  Lacerte would allow the preparer to name the copied file whatever they woudl want - such as add "plng" for a tax planning file, or "cpy" for a copy.   This is confusing.

Forum|Forum|10 months ago

MalissaLevel 2

Worksheets with a snapshot off all W2s and 1099-Rs.New

Worksheets with a snapshot off all W2s and 1099-Rs. This would be helpful to review all the documents that went into the return to make sure we have them all. I love the checkmark feature on the 1040 and it would work great with this sheet also.

Forum|Forum|10 months ago

michaelacpaLevel 1

CA Form 3519New

CA Form 3519 is an extension for individual taxpayers.  The amount of the payment that Lacerte populates in this form does not include any ISR or underpayment penalties, so when you generate this extension and you want your client to be paid up for the year, you have to override the field in Screen 9.  The software states that it "defaults to amount due".  This is incorrect and misleading. The amount due includes ISR penalties and underpayment penalties, but the amount that defaults to Form 3519 is only the tax.  This is very misleading to the client and practicioner because a payment is made on extension and then when the return is filed addtional amounts are due. Please update the software to populate the actual amount due on Form 3519 or update the field name to say "defaults to amount of tax due, penalties are not included".   

Forum|Forum|10 months ago

CPATIMLevel 2

Maryland late payment penaltiesNew

Lacerte gives a diagnostic error when an individual MD return includes late payment penalties. Lacerte will not allow the return to be e-filed with the penalties included nor e-pay the balance with the penalties.  I was told by a Lacerte representative that MD did not permit e-filing with the penalty.  THIS IS NOT CORRECT.  According to the MD Comptroller's office, e-filing with the penalties is permitted.  Additionally, other tax software (Drake) does allow e-filing with penalties calculated and included with e-pay.I cannot believe that a program like Lacerte will allow Drake to better it.Come on Lacerte (Intuit), get with the 21st Century.

Forum|Forum|10 months ago

AbayomibolagiLevel 1

Open multiple clients for tax preparation or review.New

While working on a client's return, another client calls regarding return under preparation. One will have to close the current file to open a new file for a few minutes of review, close the file after consultation to go back to the other return under preparation. Am I making any sense?  

Forum|Forum|10 months ago

mcdanieltLevel 3

KY PTETNew

Individual software does not give instructions for the 740-PTET on the Letter.   Also, there does not appear to be an option for e-filing or paying the 740-PTET electronically.   

Forum|Forum|10 months ago

HyacinthClareLevel 3

Smart Vault Duplicating FilesNew

Smart Vault blames ProSeries when a long-term client suddenly duplicates when the tax return is uploaded.   Anybody know a fix for this?

Forum|Forum|10 months ago

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