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3566 Ideas

R
rjotkoffLevel 1

k-1 list by 1040 clientNew

I need to be able to create a report by 1040 showing all of their K-1s.

0
R
Forum|Forum|10 months ago
S
snatkowitzLevel 2

deferred section 1031 exchangeNew

I have a sale of real estate that has a deferred 1031 gainhow do I report it and what form would be usedThere is not going to be another 1031 exchange with the sale.

4
S
Forum|Forum|10 months ago
A
al5Level 1

LLC questions for checking numbersNew

She was very helpful and pleasant on the phone.  I have been with Inuit for over 20 years and most of the folks are very well Trained and nice

0
A
Forum|Forum|10 months ago
A
alisonbrownLevel 2

place to put current year docs in proconnectNew

It would be nice to have a folder in pro connect to put current year docs into.. as we work on them or as client send us stuff .. maybe even an intuit link for the current year so clients can upload as they receive their stuff .

0
A
Forum|Forum|10 months ago
J
JWMLevel 4

FBAR/8938 Integration + additional featuresNew

Generate a worksheet in list format to enter all bank accounts, dates of opening/closure, related income and form reconciliation, assign them to taxpayer/spouse, select for FBAR/8938, allow preparation of spousal return within main joint form, include special efile submission acknowledgement form (to provide clients), carry accounts forward each year. etc.

0
J
Forum|Forum|10 months ago
K
Kim CLevel 2

Oregor CAT efileNew

Please make the Oregon CAT return available for efile

0
K
Forum|Forum|10 months ago
S
Sandy_RichardsonLevel 3

Second amended 1065 should generate a 8879 automatically.New

1065 second amendment did not generate an eFile authorization 8879 automatically.

0
S
Forum|Forum|10 months ago
B
bwcpaLevel 4

pdf of k-1 package title needs to be more descriptive with full name of partnership/S corpNew

We normally email pdf copies of the partnership K-1's to our clients, who then distribute the respective packages to their investors.  More than one client has commented that the description provided on the title of the pdf files (of the K-1 packages) do not spell out the entire name of the partnership entity, but instead simply use the very abbreviated client code as the description,, and in many cases this is not sufficient so they end up renaming the pdf file for their investors before forwarding them over to their investors.  This is obviously very time consuming for our client, and it would be nice to have an option to either use the client code, or the full name of the partnership, for labelling the pdf versions of the K-1 package.

0
B
Forum|Forum|10 months ago
M
MalissaLevel 2

Age of Taxpayer and SpouseNew

It would be helpful to have an auto calculate of the age of the clients because we sometimes have to see who is getting close to 65 years of age and what that will do to their taxes next year in tax planning.

0
M
Forum|Forum|10 months ago
M
MARILYNKRLevel 2

PDF ORGANIZERS, UPDATED TAX PLANNING FOR 2025, SAVING FILE AS PDFNew

PDF Organizers - my clients would like this one instead of the e-org they are getting now.  They could fill it out easier or even just use it to bring what I need.  They don't like filling out the one we send now so I have to send in paper and that is a waste of trees. Updated Tax Planning - with the many changes to the 2025 taxes, it would be helpful if we could have all the changes in order to really do a good job with tax planning. Saving return file as PDF - I do that so that I can put it on a USB and not print so much paper.  However, when I try to save it from the program, I get it showing so I can put the client's name on it but after I click ok, it asks me to do it again! Marilyn R. [edited], EA

1
Kathi_at_Intuit
Forum|Forum|11 months ago
C
commander24Level 3

Business Modules add when to file text 1=as soon as possible, 2=immediatelyNew

In the individual module 5.1 (2024 lacerte) invoice, letter, filing instructions in the client letter area, there is the option to make 1 = as soon as possible, 2=immediately to pay any balance due. I think that line needs to be added to all business modules (partnership, S corp, C corp, Fiduciary, Exempt) so the letter will state pay immediately when after the initial due date of return for any balance due on any of the entity types listed above.  This could be done on prior years of Lacerte.

0
C
Forum|Forum|11 months ago
C
commander24Level 3

IL-56New

Add this form to Lacerte in fiduciary and individual module (can be be used in guardian situation).

0
C
Forum|Forum|11 months ago
A
Akiko1040Level 1

Password for the DMS programNew

Why doesn't DMS have the same password protection that Lacerte has? It has all my client's information and is vulnerable if someone manages to get into my computer. I know you can password each client, but that isn't practical to do so to protect all clients.If you can somehow password DMS, no one at the help line knew how.Thank you,Ed

0
A
Forum|Forum|11 months ago
J
jesse5Level 1

ZaJuania's performanceNew

ZaJuania was very helpful in pointing out where to resolve the issue.

0
J
Forum|Forum|11 months ago
K
KenA1Level 1

Tax Organizer Schedule C Expenses PageNew

In the Tax Organizer, Schedule C income is on one page but expenses are on the following pages.  I have too may clients that have multiple steams of income and, therefore, multiple groupings of expenses that need to tie directly back to each income source.  However, too often when the client turns the page and sees that page 2 of Sched C without the name of the business on the preceding page, they tend to list an aggregate of expenses, including any that may be related to W2 jobs, clergy housing expenses, itemized deductions, other Schedules C, etc.  Please either:Add the name of the business activity from the preceding page in the upper part of page 2ORCombine Schedule C pages 1 and 2 onto one page (similar to Schedule E) to make more obvious the "Expenses" section for each Schedule E.  

1
B
Forum|Forum|11 months ago
M
mthiesLevel 1

Contact PreferenceNew

There should be an option to set a primary contact for MFJ clients in Lacerte. We wish we could select whether the taxpayer or spouse was preferred contact. Especially with Link, the invite only goes to the taxpayer's email address listed. There is no option to send to spouse instead, or choose them both, or one or the other. This seems like a pretty standard function of most computer applications. Now we have to go into each client (we have over a thousand) and change the taxpayer's address to the spouse's address, which come on, that's silly. Thanks for listening. Hope this gets fixed soon!

1
C
Forum|Forum|11 months ago
T
taylar11251992Level 1

prior unallowed losses schedule e proconnectNew

When entering prior year unllowed losses on an active schedule e you have to use the passive loss tab and enter in the prior unallowed for active in the first operating for regular, this could use a article or batter labeling

0
T
Forum|Forum|11 months ago
C
CDavid Level 2

Entry field for a prepayment Federal and State after 04/15 is missing and entry field or fieldsNew

Clent used IRS direct pay to do a payment of the proposed balance due on the return.  Entry field toreflect a payment Federal and State is missing.  Even entries in the estimated payments field and datefailed to correct the now balance due.

0
C
Forum|Forum|11 months ago
C
Cathy JohnsonLevel 1

Populate the Oregon OR-AUTH-REP with the practitioner's information.New

You do an excellent job of populating the information for us for the federal 2848, but nothing for the Oregon form.  Could you please do that for us?  Thank you >>Cathy Johnson, Silver Creek Financial Services, Client #1663, 541-569-2272

0
C
Forum|Forum|11 months ago
B
BowieLevel 4

Adding a cell on interest and dividend screen for last 4 digits of investment accountNew

To help clients gather their source documents we frequently add the last 4 digits of an investment account number to the interest and dividend description.  For instance, Schwab #1234.  These customized entries make our data base table HUGE.  I would like Lacerte to add a separate cell next to the account description that prints on the tax organizer to help clients gather all their source documents.  For instance, I want the account description to just say Schwab and in a cell next to that on the organizer 1234.  Lacerte does have a cell for the account number at the bottom of the dividend and interest screen in the Data Source Section but that doesn't print on the organizer.  

0
B
Forum|Forum|11 months ago
D
dlgarelickLevel 1

EFINNew

Hi there.  Our office works through Right Network and our EFIN was compromised.  We all have 13 digit passwords through Last Pass and know that we weren't compromised this way and worry that we were compromised by possibly a client who can see our EFIN number on the Efile Forms.  Is there a way we can block out the EFIN to clients receiving EFile Forms through DocuSign or just printed when a client needs to sign in our office?  We would like to block it out the same we we can block out their Social Security Numbers?  THANK YOU.

0
D
Forum|Forum|11 months ago
K
kcomstockLevel 1

Print option for all applicable e-file authorizations and vouchersNew

Basically, adding print option to that top section in "print --> tax return..." that would gather all of the necessary e-file authorization forms (fed and any state) in one place, without having to scour each state to see if they even need to have an e-file signed. Same thing with any applicable vouchers. (tax year balances due + any estimates for fed and states all in one document). Would definitely make my life a lot easier when sending out returns.

0
K
Forum|Forum|11 months ago
B
BethPLevel 4

1041 Virginia 770 letterNew

The standard client letter coding does not pick up that there is a balance due to Virginia. It only picks up the estimated payments. Please fix this so that the letter works.Also, the Form 770-PMT is not available in Proseries. This voucher allows the fiduciary to pay a balance due by check after e-filing.Thanks.  

5
Accountant-Man
Forum|Forum|11 months ago
J
Jeremiah DeWayneLevel 2

Add Ohio generic city of FredericksburgNew

Add Ohio generic city of Fredericksburg OH to the list of available Ohio Taxable Municipalities. Information on Ohio Dept of Taxation list is "201201019999123128616FREDERICKSBURG0.01It has been taxable since 2012 but never got added to any Intuit tax products. There is another municipality of Fredericktown OH that is so similar that they might get confused with each other. 

0
J
Forum|Forum|11 months ago
co75_2
co75_2Level 5

PA local EIT returns e-fileNew

Pro Series needs to Incorporate E-filing of PA Local EIT returns as part of the Protocol e-filing Federal and PA state tax returns. The fact that we tax pros need to have a SEPARATE PAPER FILING system is inefficient and NOT cost effective for continued use of the PS Software when there are other software companies on the market that have successfully implemented this feature.

1
Accountant-Man
Forum|Forum|11 months ago

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