Idea Exchange

1728 Ideas

MORE STATUS AVAILABILTIY PLEASENew

The statuses in the software seem to be limited to only 20.  We really need a few more! Is there any reason there cannot be more status availability in the software?

Forum|Forum|1 year ago

SunshynGrlLevel 1

Filing Instructions - add webpay informationNew

Currently, 1040 filing instructions for estimates do not include an option to pay at irs.gov. Please add these as a default to the filing instructions, along with the option to pay with a voucher.At least with California, we can indicate to use webpay. This is provided in a check-box in the program. However, no information is provided as to where to go online. All it says is "Use the FTB's webpay." Why not send them to the website? 

Forum|Forum|1 year ago

MyKeeperLevel 1

Option to suppress watermark on client letter only (and lighten it too)New

It doesn't seem to make sense to me that the watermark would be on the client letter.  I want the watermark on the return, but not the letter itself.  It's way too big and dark too.  It could stand to be lightened a little too, because it is a watermark.  It completely covers the data it's over.  Surely this would be an easy feature to implement.  Pretty please!

Forum|Forum|1 year ago

EZTAXADVISORSLevel 1

PRINT ALL PAYMENT VOUCHERS LIKE YOU CAN PRINT ALL EF SIGNATURE FORMSNew

PROVIDE THE ABILITY TO PRINT ALL PAYMENT COUPONS IN THE RETURN FROM THE PRINT SCREEN LIKE PRINTING ALL THE EF SIGNATURE FORMS INTO 1 PDF FILE FOR FEDERAL AND ALL STATE RETURNS.  THIS FUNCTION WOULD SAVE A LOT OF TIME SO YOU WOULD NOT HAVE TO GO INTO THE STATE RETURN AND THEN PRINT THE SELECTED FORM AND THEN HAVE TO SELECT THE PAYMENT/FILING PAYMENT COUPON FOR EACH STATE.

Forum|Forum|1 year ago

joegcpaLevel 2

HAVE THE ABILITY TO SORT NEWLY ENTERED EXPENSE CATEGORIES WITH "OTHER DEDUCTIONS"Discussion ongoing

The user should have the ability to sort alphabetically newly entered expense categories within 'OTHER DEDUCTIONS" for any of the tax return types. If it can be done within Ultratax, why can't we do it?

Forum|Forum|1 year ago

Taxman605Level 2

INTUIT LINK NEEDS TO IMPROVE WHEN IMPORTING CONSOLIDATED 1099 FORMS FROM BROKERS.New

INTUIT LINK DOES NOT IMPORT ALL OF THE DIVIDEND AND INTEREST FIELDS ON A 1099 CONSOLIDATED FORM FROM A BROKER.  ALSO, IT DOES NOT IMPORT THE 1099B ACTIVITY.THIS RESULTS IN A LOT OF KEYING WHICH SHOULD NOT BE NECESSARY.

Forum|Forum|1 year ago

refundstatusLevel 1

easily swap taxpayer and spouse with a clickNew

I live in an area where there is a higher than normal elderly population. Id love to see a button added or something as to how it can easily swap the taxpayer and spouse when one passes (even MFS when it occurs) to allow a more efficient tax return. as of now, its a mess to do and haven't found an easy way. 

Forum|Forum|1 year ago

GodFatherIntuit Community Champion

Client SnapshotNew

The Client Snapshot view should provide information on any federal or state refund / amount due.  Currently, the Snapshot only provides the federal and primary state information.  If additional states are part of the return, provide the status of those states as well.  

Forum|Forum|1 year ago

ZH18_2Level 2

GA 500-NOLNew

Please make GA 500-NOL form available as  Proseries GA State tax forms for  Individual Tax preparation for Georgia .  This is greatly needed. 

Forum|Forum|1 year ago

kherreraLevel 1

Remove default access for newly added clientsNew

Staff is now given access to all new clients by default.  Data security is of utmost importance; therefore, access should never be automatically assigned by default.  Please either change it back or add a setting where we can choose how we want access assigned.  Anyone who outsources, especially offshore, should be very concerned about this.

Forum|Forum|1 year ago

jimbetz2Level 1

Client Letter PDFNew

Would like a feature that allows to do a PDF of the client letter so it can be emailed to a tax client.  I always email my clients a PDF containing their tax returns for review before I USPS Mail them returns for filing or e-file.  So the only way to do this for the client letter is to print, scan, and attach to the email. Jim Betz    

Forum|Forum|1 year ago

RoxanaLevel 2

State lettersNew

When we click review return in 1040s we can see that proconnect is producing a State Letter and the Federal letter.  BUT when we print full return, the state letter is NOT printing. Please allow it to print. It shows up as part of the return when reviewing and then we are not able to print it at all. Thank you  

Forum|Forum|1 year ago

TTI DianaLevel 2

Full Date on the E-File Activity Report.Discussion ongoing

Please include the year of the date accepted on the E-File Activity Report.

Forum|Forum|1 year ago

GretaLevel 7

Social Security Benefits - flag if entry was overlookedDiscussion ongoing

No text available

Forum|Forum|1 year ago

KenGreenbergLevel 4

transfer sole proprietor in QuickBooks to Schedule C in a personal returnDiscussion ongoing

Currently, we can transfer a QuickBooks sole proprietorship or sole member LLC to Proconnect through prep for taxes. But it's seriously limited. QuickBooks will create a Schedule C, but only in a new return or a return with the same name as the business. This doesn't help us in joint returns or even single returns where the client has a new LLC and we want to get the QuickBooks P&L into a Schedule C in their personal return. This is important because there can be all sorts of info and carryover data in the personal return. If we have to recreate, it's more trouble than manually entering the P&L into a Sch C.Two possible fixes:1. Handle this the way Proconnect handles business return K-1s:Create a Schedule C export table in QBOLet us select that for import into whatever 1040 we choose2. Alternatively, we need to be able to push the QBO P&L to a schedule C in any 1040 we select - new or existing. If the 1040 has an existing Sch C, we should be prompted to update it or create a new one.If no Sch C exists in the 1040, QuickBooks would push one in.That's what we need if there's going to be any value to prep for taxes with small businesses.  

Forum|Forum|1 year ago

SusanAlefiLevel 1

Importing 1099R and alike does NOT import ALL fieldsNew

When importing 1099R and other allowable documents, it misses some fields like State, it is not complete upload of all information on the document.

Forum|Forum|1 year ago

PulaskiBoyLevel 1

MaskingDiscussion ongoing

When I print my client’s filing copy, client copy, and preparer copy, I select Mask Sensitive Data for the client copy.  However, Form 8879 is not masked, which seems counter-intuitive.  How do I send the client home with a masked copy to prevent identity theft?  When the client is in front of me, and I want them to sign Form 8879, I can print it from the preparer copy or by Print Selected Forms, which is not masked.  The way it is now, if I want the client copy to be masked, I need to take a black marker and redact the first five numbers of the social.  My suggestion for enhancement is if I select Mask Sensitive Data for my client copy, all sensitive information will be masked.

Forum|Forum|1 year ago

blakestoweLevel 2

post 2017 nol limit to 80% of taxable income before nol deductionNew

please get this calculation automated. CCH and Ultra tax sales reps tell me their programs do this calculation

Forum|Forum|1 year ago

cwilkinsonLevel 2

1065 and 1120s extensionsNew

Fix the programming to allow business extensions to be e-filed without entering W-2s, prior year income, or unchecking the box to e-file the original return.  W-2s were required in 2023 and now prior year income, fix the programming to the 2022 version that allowed extensions to be filed without all the extras that aren't reported on the extension form. 

Forum|Forum|1 year ago

KevinRRileyLevel 2

California mandatory epayNew

In California, when business entities pay by check and submit a voucher, the state will assess them a whopping 10% penalty.  For individuals the penalty is 1%.  The problem is that Lacerte continues to print payment vouchers when, if used, the client will get an immediate 10%/1% penalty.  The state has also not been abating these penalties.  My wild idea is this.  Lacerte development team... when we preparers mark the box that the client is subject to mandatory epay. PLEASE DO NOT PRINT THE PAYMENT VOUCHERS FOR ADMINISTRATIVE STAFF TO PRINT OUT FOR CLIENTS TO USE.  I can not tell you how many times i have gotten the call "well your staff gave me the voucher and i used it"This is an issue for corporate and s-corporate modules, but there may be other modules that are ignoring the mandatory epay rule in California.  

Forum|Forum|1 year ago

kristinewLevel 2

Notifications when clients upload documentsNew

There needs to be notifications every time a client uploads documents into their file so we do not miss any forms to import into their tax returns.  I almost missed a 1099-R file of 5 forms because the client uploaded forms after I had processed their tax return and thought I was done.  This notification feature is very crucial.

Forum|Forum|1 year ago

MMMMMMMMLevel 2

Wash sale adjustment DOWNLOADNew

Why is there no option to enter wash sale adjustments when downloading Schedule D from  an excel sheet? I am forced to drop those amounts into the "expense of sale" column and move them over manually.

Forum|Forum|1 year ago

FrostiLevel 2

1099 Misc/NEC transfer to Schedule CDiscussion ongoing

When 1099s are entered, they do not transfer to a schedule. Please make the ability for entered 1099s to link to a schedule C or F

Forum|Forum|1 year ago

DK50Level 2

Need Support Ticket SystemNew

Once again, it's tax season, and I'm wasting time on the phone (and Intuit is wasting time) due to Intuit not having a professional support ticket system to report and resolve bugs.I have 50 years experience on both sides of the IT aisle--as support and user--I know what the L I'm talking about.Currently, for example I have 2 simple issues that I'm currently working around because I don't have the time or inclination to call someone with less experience than me to walk them through my issue without resolution then arm wrestle to get the issue escalated; and wait days for a call back; play phone tag with level 2 support; only to have the issue relegated to the lost pile.What I need is to be able to quickly submit a support "ticket" from my program that I can track and ensure that support is tracking the issue through resolution.Right now, I'm having trouble with:1. Problems with printing to DMS for California returns where I cannot highlight fields in Adobe Acrobat Pro DC for markup and digital signature through DocuSign.2. Problem with printing to DMS for Arizona Non-Resident returns where several forms are garbage due to some font issue.3. Problem with both Letter and Invoice Icons on the tool bar dimming so I cannot look at them; and having to close and re-start the program; only to have the issue recur...Again, I'm currently just working around these issues rather than try to deal with support.If, LIKE EVERY OTHER LEGITIMATE SOFTWARE PROVIDER Intuit had a support ticket system, I could spend minutes, rather than hours reporting, tracking, and hopefully resolving this type of issue...FRUSTRATED FOR 30 YEARS!

Forum|Forum|1 year ago

FLangeLevel 3

Previous Tax Year ColorNew

Under Tools -> Options -> General -> Field Background Color, there is an option to "Show Previous Tax Year Color", a great tool to remind the user that he/she may be working on a prior year file.  However, this setting should apply to the Home Base as well.  If the Home Base were a different color, it would remind the user of the prior year software, very helpful if you have two years open.

Forum|Forum|1 year ago

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1728 Ideas

MORE STATUS AVAILABILTIY PLEASENew

Filing Instructions - add webpay informationNew

Option to suppress watermark on client letter only (and lighten it too)New

PRINT ALL PAYMENT VOUCHERS LIKE YOU CAN PRINT ALL EF SIGNATURE FORMSNew

HAVE THE ABILITY TO SORT NEWLY ENTERED EXPENSE CATEGORIES WITH "OTHER DEDUCTIONS"Discussion ongoing

INTUIT LINK NEEDS TO IMPROVE WHEN IMPORTING CONSOLIDATED 1099 FORMS FROM BROKERS.New

easily swap taxpayer and spouse with a clickNew

Client SnapshotNew

GA 500-NOLNew

Remove default access for newly added clientsNew

Client Letter PDFNew

State lettersNew

Full Date on the E-File Activity Report.Discussion ongoing

Social Security Benefits - flag if entry was overlookedDiscussion ongoing

transfer sole proprietor in QuickBooks to Schedule C in a personal returnDiscussion ongoing

Importing 1099R and alike does NOT import ALL fieldsNew

MaskingDiscussion ongoing

post 2017 nol limit to 80% of taxable income before nol deductionNew

1065 and 1120s extensionsNew

California mandatory epayNew

Notifications when clients upload documentsNew

Wash sale adjustment DOWNLOADNew

1099 Misc/NEC transfer to Schedule CDiscussion ongoing

Need Support Ticket SystemNew

Previous Tax Year ColorNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

MORE STATUS AVAILABILTIY PLEASENew

Filing Instructions - add webpay informationNew

Option to suppress watermark on client letter only (and lighten it too)New

PRINT ALL PAYMENT VOUCHERS LIKE YOU CAN PRINT ALL EF SIGNATURE FORMSNew

HAVE THE ABILITY TO SORT NEWLY ENTERED EXPENSE CATEGORIES WITH "OTHER DEDUCTIONS"Discussion ongoing

INTUIT LINK NEEDS TO IMPROVE WHEN IMPORTING CONSOLIDATED 1099 FORMS FROM BROKERS.New

easily swap taxpayer and spouse with a clickNew

Client SnapshotNew

GA 500-NOLNew

Remove default access for newly added clientsNew

Client Letter PDFNew

State lettersNew

Full Date on the E-File Activity Report.Discussion ongoing

Social Security Benefits - flag if entry was overlookedDiscussion ongoing

transfer sole proprietor in QuickBooks to Schedule C in a personal returnDiscussion ongoing

Importing 1099R and alike does NOT import ALL fieldsNew

MaskingDiscussion ongoing

post 2017 nol limit to 80% of taxable income before nol deductionNew

1065 and 1120s extensionsNew

California mandatory epayNew

Notifications when clients upload documentsNew

Wash sale adjustment DOWNLOADNew

1099 Misc/NEC transfer to Schedule CDiscussion ongoing

Need Support Ticket SystemNew

Previous Tax Year ColorNew

Filter by product

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