Idea Exchange

3566 Ideas

Import Wash SalesNew

Capital gains transactions import needs to be expanded.  I would like all fields to be importable.  But, certainly "wash sales" is the field that I use most often that I can't import.

Forum|Forum|1 year ago

ANTONINALevel 1

Error message in individual module (damaged data file) - resolved by Pamela!!!New

Pamela from Technical Support team guided me through the process calmly resolved my issue very quickly and efficiently.   Her clear guidance and directions were excellent and very reassuring. The error message was "Detailed file has been damaged".   Using SmartLook she guided me in the process of replacing damaged file with a recent back up copy.  Redoing the weeks of work was avoided in minutes!!! Thank you, Pamela!!!!

Forum|Forum|1 year ago

Z3330Level 1

Form 8752 e-filingNew

Please set up E-filing for IRS Form 8752 (fiscal year pass-through entity required deposit).We have encountered numerous processing errors by the IRS on the paper-filed forms.  Their staff reads the form and manually keys in the amounts from the form and this can introduce errors.  This year they have made errors on 3 of the 10 forms we filed.   We believe that e-filing would eliminate many of those errors.  It is a simple form that doesn't need to integrate with other forms.    Even Drake offers e-filing of that form!   An IRS Taxpayer Advocate Service rep agreed that there have been many more errors recently, possibly due to turnover at the service centers.  

Forum|Forum|1 year ago

codeaccountingLevel 1

Removal of "Do Not File" from esignature documentsNew

I had a few customers this year complain that the final tax return I gave them from the e-signature application was stamped "DO NOT FILE" and I had to send them separate tax returns through DocuSign without that stamp. I'd like to request a feature update from the engineering team to allow us to remove the "DO NOT FILE" stamp on the e-signature application. I understand why it was put on the tax returns by default, but I would still like the option to remove it based on customer feedback. From my limited research, it looks like this feature is already available to Lacerte users only, and this opiton is not available for users of Proconnect Tax Online.

Forum|Forum|1 year ago

MJP_CTMLevel 1

Intuit Link Client Portal needs a date and time stamp for new client uploads (tax preparer view)New

I would greatly appreciate it if you could add a date and time stamp for new uploads within the Intuit Link Client Portal viewing area.  This is from the tax preparer viewpoint (not the client view as I understand the client can see this already).  As it stands today, the only way the tax preparer can easily see which new documents have been uploaded is within the tax return input area.  I use the Intuit Link Client Portal area as my main portal with my clients, and they upload various documents within the portal for my review, not just tax documents.  The Intuit Link Client Portal gets very cluttered and overloaded and needs to be organized in a meaningful way and clearly identify the date and time a file is uploaded.  Thank you so much for considering implementing this change!

Forum|Forum|1 year ago

Ed-HoustonLevel 2

1040-X form missingNew

Electronically filed the 1040 which included the NIIT Form 8960 with a tax amount showing.  Later an amended K-1 with less investment income was received, so an amended 1040 was e-filed.  That resulted in zero NIIT.  The taxpayer received a letter from the IRS regarding the 1040-X stating "Form 8960 is blank, illegible, missing, or damaged."  Using the e-file support tool to View e-file, I don't see a Form 8960 as being included in the amended return.  Granted it would not be necessary to file had zero tax been due in the original return, but amended returns are supposed to include all forms that were changed.  Also, one would expect the IRS, person or computer, to realize that the NIIT had dropped to zero and not worry about the form.  Still, a letter was received and a response will be necessary.  Of course, to get Lacerte programmers to consider issues, it seems we have to post here so others can comment thus helping establish programming priorities.  Perhaps, include the "form" in the amended return or a diagnostic advising attaching it?

Forum|Forum|1 year ago

zkosidowskiLevel 1

990-PF Statement 4 - Ability Alphabetize GrantsNew

As the title suggests, I am looking for way to alphabetize grants given on Statement 4 for the 990 PF return. Currently, Lacerte displays these grants in the order they were entered. It is only on the details tab you have the ability to sort grants alphabetically. Thus to get an alphabetized list of grants, someone needs to re-enter the grants after sorting them alphabetically. This is request has two solutions. First, Statement 4 of the 990-PF Return is updated to display grants alphabetically. The other solution is offering a print setting that has Statement 4 being alphabetized.If this is implemented, it would be easier for clients to see who they gave grants to. We'd also be saving time on the preparation of the return instead of going back and redoing the grants alphabetically.

Forum|Forum|1 year ago

StarbuckLevel 1

Federal estimated tax payments after return has been filedDiscussion ongoing

Can Lacerte program Federal estimated tax payments so they can be electronically filed and paid after the original return has been e-filed as can be done with most states.  This would help greatly where a taxpayer that originally wanted to make the payments by paper filing has been incapacitated and has asked that future payments be made electronically.  Would be a great help to a client if this could be part of the Lacerte program.   Thank you for your consideration.

Forum|Forum|1 year ago

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.

Forum|Forum|1 year ago

Richard Paul JrLevel 1

Combining properties for New Hampshire tax filing into 1 LLC for the BT-SummaryDiscussion ongoing

I am looking for a combining of separate New Hampshire properties for SMLLC filing purposes for the BT-Summary.  Currently, New Hampshire only allows one property per LLC. However, I have clients that have multiple properties under the same SMLLC.   Can Lacerte be updated to include multiple properties under the same (or multiple) SMLLC?

Forum|Forum|1 year ago

LDideasLevel 1

Allow reports to be downloaded in Excel Spreadsheet instead of just PDFDiscussion ongoing

There are so many reports we'd like to be able to download and manipulate the data, but when we download to PDF that's not available. When we try to export from PDF to Excel, the columns and rows do not track correctly, and it often combines multiple columns into one, which eliminates the ability to manipulate the data pulled. Allowing it to go directly (and correctly) into Excel would be magnificent!

Forum|Forum|1 year ago

StraasdahlLevel 1

Include estimates in tax data reportDiscussion ongoing

It would be very helpful if the calculated future estimated tax payments were included in the tax data report available to export.

Forum|Forum|1 year ago

CF1Level 2

Colorado sales tax refund and estimated tax paymentsDiscussion ongoing

When Lacerte generates Colorado estimated tax payments for the following year, the program is assuming that the 2024 sales tax refund will occur again in 2025.  This is incorrect as the amounts change from year to year and sometimes there are no sales tax refunds at all in a given year. Please correct this program assumption to generate 2025 Colorado estimated tax payments assuming a zero sales tax refund.Thank you!

Forum|Forum|1 year ago

CPATIM1Level 2

Reviewer WorkpapersDiscussion ongoing

It would be great if Lacerte had a Reviewer Workpaper that showed all current year user inputs on the tax return iso it is easy for the preparer or the reviewer to review to make sure the user input is correct. For example each dividend input would show on the Reviewer Workpaper with columns for dividends ; qualified dividends ; capital gains ; Section 199 ; Foreign Tax ; US Bonds.  I realize the worksheets have some of this information but it would be great to have it all there for easy review.  It would save a great deal of times when reviewing tax returns to make sure user input is correct.This could be done for all of current year user inputs and make reviewing so much easier as opposed to having to go to each form to verify the user input is correct.  For example now you have to add up the Section 199 dividends for multiple brokerage statements to make sure it is correct on Form 8995.  The Reviewer Workpaper could have this listed out and be easily reviewed for accuracy.

Forum|Forum|1 year ago

Michael11_2Level 3

Mortgage and Educational Institution DatabaseDiscussion ongoing

Please configure the 1098 Mortgage and 1098-T worksheets to take advantage of the EIN database as is done with W-2 and 1099-R entry. 

Forum|Forum|1 year ago

RinaTringali61Level 2

Spell check drop down menusImplemented

New feature in Individual Module to create a Dependent's return from Screen 2.  Drop down menu spells the word:  DEPENDANT.Really?  For how much we pay for this program, you cannot spell check your menus?

Forum|Forum|1 year ago

jmiamiLevel 2

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYDiscussion ongoing

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARY so it is included in the client's copy of the tax return. Currently, it is shown as a worksheet only. This TAX BRACKET WORKSHEET easily shows the client's income tax calculation (by tax bracket) and includes the portion subject to capital gain tax rate.

Forum|Forum|1 year ago

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.

Forum|Forum|1 year ago

taxsolutionsLevel 4

Extended payment date 10/15???New

When a return is extended, the client letter automatically says that they have until 10/15 to pay. Other tax  software will automatically say to pay asap to avoid penalties. I know that it can be overridden. But I think it should be automatic to say pay asap.

Forum|Forum|1 year ago

jmiamiLevel 2

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth) so you can easily see the ages for that tax year without having to calculate them.This is needed when a dependent is 16 so you can tell the clients they will lose $1,500 of their $2,000 child tax credit the year the dependent turns 17.

Forum|Forum|1 year ago

jmiamiLevel 2

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Show the computed age for each dependent for the tax year based on the birth dates entered so users can easily see the ages without having to calculate.

Forum|Forum|1 year ago

emetelkaLevel 1

Add a FIND area for a dollar amount in the returnNew

Sometimes you want to quickly locate a number in the return. Great idea for Lacerte tech help, as well as preparers.

Forum|Forum|1 year ago

lstonecpaLevel 1

UPE adjustment to QBIDiscussion ongoing

UPE (unreimbursed partnership expenses) In Lacerte are not adjustment the QBI for the QBID calculation even though it is linked to that partnership.  Manual entry is required to QBI on the passthrough of partnership screen for 199A QBI.  There needs to be a link for this adjustment

Forum|Forum|1 year ago

nicktroiLevel 1

EXCELLENT SUPPORT PERSON FOR DMSNew

Had an issue in establishing a DMS folder in DMS.  Called for support. A representative responded and attempted to establish TY25 in DMS. After 1 hour 35 minutes on the call, I decided she had no idea as what to do, as I believe she was reading from a manual. I ended the support call, deciding to call back at a later time. Called back at @3:00 P.M., EDST, and spoke to a representative, Peter. During our call he discovered, after confirming I had the current version of the application, which I did, and that the TY25 version was not established yet, discovered a work around to establishing the TY25 DMS link, but it had to be done individually, until the new version was available. Though we spent over an hour on the call, he was excellent, in his presentation, and emailed me the procedure to set up TY25 individually until the program version was available. Since we use DMS for other uses than tax returns, having to wait until late in the year to scan, was a big issue. His procedure outlined to us takes less than 1 minute to individually set up TY25.  While I don't know how long Peter has been with Intuit/Lacerte, he is an absolute gem for support, even apologizing for taking so long to get the work around in the DMS application, until the TY25 version is formally established. If every support person was like him, with his determination to assist a user, the Lacetre Tax program would be great.

Forum|Forum|1 year ago

Tugboat5Level 2

NY LLC fee status for individualsNew

I would like to be able to see the efile status of the NY IT-204-LL for my individual returns as an optiNY LLC fee, Ease of Useon on the main screen.  I know there is an option to see SMLLC?  but it does not show all of the LLCs on the individual module.  I called Tech Support and they could not tell me why the check mark shows up sometimes and why it doesn't.  In any case, I would rather be able to see the efile stateus of the NY IT-204-LL.

Forum|Forum|1 year ago

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3566 Ideas

Import Wash SalesNew

Error message in individual module (damaged data file) - resolved by Pamela!!!New

Form 8752 e-filingNew

Removal of "Do Not File" from esignature documentsNew

Intuit Link Client Portal needs a date and time stamp for new client uploads (tax preparer view)New

1040-X form missingNew

990-PF Statement 4 - Ability Alphabetize GrantsNew

Federal estimated tax payments after return has been filedDiscussion ongoing

Check Mark DiagnosticsDiscussion ongoing

Combining properties for New Hampshire tax filing into 1 LLC for the BT-SummaryDiscussion ongoing

Allow reports to be downloaded in Excel Spreadsheet instead of just PDFDiscussion ongoing

Include estimates in tax data reportDiscussion ongoing

Colorado sales tax refund and estimated tax paymentsDiscussion ongoing

Reviewer WorkpapersDiscussion ongoing

Mortgage and Educational Institution DatabaseDiscussion ongoing

Spell check drop down menusImplemented

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYDiscussion ongoing

FBAR for secondary taxpayer in joint returnDiscussion ongoing

Extended payment date 10/15???New

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Add a FIND area for a dollar amount in the returnNew

UPE adjustment to QBIDiscussion ongoing

EXCELLENT SUPPORT PERSON FOR DMSNew

NY LLC fee status for individualsNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Import Wash SalesNew

Error message in individual module (damaged data file) - resolved by Pamela!!!New

Form 8752 e-filingNew

Removal of "Do Not File" from esignature documentsNew

Intuit Link Client Portal needs a date and time stamp for new client uploads (tax preparer view)New

1040-X form missingNew

990-PF Statement 4 - Ability Alphabetize GrantsNew

Federal estimated tax payments after return has been filedDiscussion ongoing

Check Mark DiagnosticsDiscussion ongoing

Combining properties for New Hampshire tax filing into 1 LLC for the BT-SummaryDiscussion ongoing

Allow reports to be downloaded in Excel Spreadsheet instead of just PDFDiscussion ongoing

Include estimates in tax data reportDiscussion ongoing

Colorado sales tax refund and estimated tax paymentsDiscussion ongoing

Reviewer WorkpapersDiscussion ongoing

Mortgage and Educational Institution DatabaseDiscussion ongoing

Spell check drop down menusImplemented

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYDiscussion ongoing

FBAR for secondary taxpayer in joint returnDiscussion ongoing

Extended payment date 10/15???New

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Add a FIND area for a dollar amount in the returnNew

UPE adjustment to QBIDiscussion ongoing

EXCELLENT SUPPORT PERSON FOR DMSNew

NY LLC fee status for individualsNew

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