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1728 Ideas

R
RenaCPALevel 3

Exempt organization foreign transactionsNew

In years past, when an organization sent funds to an individual missionary in a non-US country, I would enter the information by region in Screen 56 for Schedule F - Foreign Activities and this would flow into line 10 of the 990 & 990EZ.  However, in 2024, this was changed for some reason to only flow to line 10 of the 990.   In 2024, in order to get that same information to flow into line 10 of the 990EZ, we now have to enter it in screen 43.  However, this screen requires a name and an address of the person receiving the funds as opposed to just the region, amount and # of individuals receiving said funds (as in Screen 56) .  This either needs to be changed to not require the name and address or to go back to flowing from screen 56, as putting individual name and addresses in can be problematic for missionaries that may be in war -torn countries or countries with adversions to other religions.  Please correct this in future versions/updates.  

0
R
Forum|Forum|1 year ago
D
Diegog07Level 3

In person SignatureNew

Why does this software does not allow In Person Signature??? Very basic software systems allow in person Signatures by generating a QR Code and using the Phone as Signature PAD. Why is this not availible in the "MOST EXPENSIVE SOFTWARE IN THE WORLD

11
D
Forum|Forum|1 year ago
B
billswigLevel 2

Form 2220 for Form 990 PF INTUIT REFUSES TO UPDATENew

Dear Community,Please post a comment that Intuit should update the Form 2220 for Private Foundations Form 990PF.Intuit never updated the Form 2220 for 2023.  The interest rates are missing for 2025 on page 2.  Intuitsays they are not going to update the program.  Intuit is having a CE about AI but can't even program asimple Underpayment Penalty Form.  I am at road block.  If you override the penalty for the annualizedincome the Form 2220, the Form 2220 does not get attached to the efile. It is unbelievable that Intuit will not take the time not to update the form.  Intuit should warn new users of Proconnect that an accurate form in certain situation. I spent hours with the tech support and they all came up with the conclusion the program can't file an accurate Form 2220 and  Intuit is not going to fix the program.I think they should and would not suggest any tax professional switch to Proconect.If anyone has other issues with Proconnect.  Please add my tax issue to your list.     

0
B
Forum|Forum|1 year ago
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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year 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|1 year ago
M
miaverccpaLevel 2

Audit LogDiscussion ongoing

It would be helpful to be able to see which user did what on the tax return. QBO has very detailed Audit Log to investigate changes made. It would be ideal to know who update bank information in the clients file and who e-filed the return if multiple users have access to e-file. This would help to keep employees accountable. 

3
E
Forum|Forum|1 year ago
C
cjmccpaLevel 1

DMS Login Password ProtectionDiscussion ongoing

We use DMS (Document Management System) software for our document management, it of course has clients tax returns and supporting documentation, which includes SSN's, EIN's, addresses, etc...Why does this program not have a login similar to Lacerte?The Gramm-Leach-Bliley Act (GLBA) is a U.S. law that requires financial institutions to protect customer data. Under the GLBA, tax and accounting professionals are considered financial institutions, regardless of size.So how is it that DMS, which I'm sure many other accounting firms use, is not GLBA compliant, and for that matter IRS compliant when it comes to protecting taxpayer data?This really is a huge problem with the program.  Do we have other safeguards in place, of course we do, that does not detract from the fact that the program should have a password protected login.

8
D
Forum|Forum|1 year ago
K
KimberleyLevel 3

Joining two individual Lacerte files when taxpayers get marriedDiscussion ongoing

Lacerte currently has the ability to separate a MARRIED return into separate returns.  But, I do not see a mechanism to take two individual single filers and join them when they marry.  We either have to update one file by adding the new spouse and updating all of the prior year information or we have to create an entirely new client file and manually join their information.

4
K
Forum|Forum|1 year ago
K
KarlIntuit Community Champion

Lacerte 2555 Enhancement RequestDiscussion ongoing

In Lacerte, Screen 31.1, code 11 for the "type" of income is currently a drop-down box, allowing only one selection. Code this be changed to multiple checkbox options in the 2025 software? I have an overseas taxpayer paid by both a U.S. employer AND a foreign employer. From my research, I believe I'm supposed to list BOTH on the same 2555. So I want be able to check A & B, but as a workaround for time being, I'm checking E. Is this something the dev team could look into changing for next year?  

1
Kathi_at_Intuit
Forum|Forum|1 year ago
A
Ashley3Level 1

Check Mark DiagnosticsDiscussion ongoing

When placing audit check marks, it would be helpful if it created a diagnostic when the item with an audit check mark has been changed.  I know that the check mark changes to red when the item has been changed, but it would be helpful if it also triggered a diagnostic showing that one of the check mark items has changed and what the line was prior to the change.  This would help so that you don't have to go through every page of the return to make sure that items previously reviewed haven't changed.

1
I
Forum|Forum|1 year ago
Taxprohere
TaxprohereLevel 7

FBAR for secondary taxpayer in joint returnDiscussion ongoing

Rather than create a file copy, want to be able to assign a separate FBAR ownership to the secondary taxpayer.  Dare I hope for more, the ability to allow two FBARS in a joint return if each taxpayer needs it.

4
I
Forum|Forum|1 year ago
I
ihatepickingnamesLevel 1

Due Dates ColumnNew

I used to use Lacerte (desktop version) and I was able to add a column to my default view that showed the tax returns due date. This was incredibly helpful for fiscal year end clients. It would be great if you could add this column on the tax returns list screen. 

3
R
Forum|Forum|1 year ago
L
Lturpin13Level 2

Completed e-signature notificationNew

When we (the client and us) get the completed docusign notification back email the Subject line and in the body reads: "Completed: Action needed by (Name of Client): Please sign your tax documents."   It is confusing for some clients because it reads as more action is needed by them.   My suggestion is to have it just read "E-Signature Completed by (Client's Name)" in the subject line and in the body.  

1
S
Forum|Forum|1 year ago
R
RogersroxyLevel 2

990 short year filingDiscussion ongoing

The IRS will not allow paper filed returns for the 990 starting in January 2022.Please update your software so Form 990 clients can file short year and 2 tax returns in the same year when a Form 990 client changes its year end.  This is still a valid issue for 2022 and 2023.I have been calling proseries for over a year waiting for the updates. 

10
IRonMaN
Forum|Forum|1 year ago
M
mindsmithLevel 1

Need to know the time length spent in each tax return.New

Need to know Exactly...  How many hours, minutes and seconds it takes a preparer from start to finish to prepare each tax return.

9
IRonMaN
Forum|Forum|1 year ago
J
joeyaronbayevLevel 1

Printing client letter for extensions.Discussion ongoing

There should be a way to generate a client letter for extensions. Some extensions need to be paper filed and some need signatures. This is a pretty generic thing and surprised ProConnect does not have this option.

4
C
Forum|Forum|1 year ago

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