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3566 Ideas

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
D
danraylcpaLevel 1

EF Center federal showing zeroNew

The EF Center Federal amount is showing 0 (zero) and using what was submitted as a balance due on the Form 4868 extension.  This happens only on extended returns and only after you go into the file again and save the file.  This started after the 5/13/2025 update or around that time.  Confirmed with an agent that file is e-filing the correct data but is a final check before I e-file a return and would like this corrected.  Tech support said to remove the e-file Form 4868 check box on the Federal Information Worksheet and the EF center will show the correct data.

0
D
Forum|Forum|1 year ago
M
MAT19Level 1

Global print settingsNew

Set the schedules to print for review for all clients.  For example, we would like to print schedule A, schedule B, form 8949, etc. for all clients, without having to force printing in each record.

0
M
Forum|Forum|1 year ago
M
MikeHAOCPALevel 1

Enable Import for any Area You Can ExportNew

If you can export your input to Excel/CSV, you should be able to import it. This should be in every type of return and every screen.

0
M
Forum|Forum|1 year ago
M
MDAROSA1Level 5

Massachusetts funtionality for non profitsNew

Proseries should add unrelated business income tax forms for Massachusetts returns.

0
M
Forum|Forum|1 year ago
T
TaxService USALevel 3

Form 2210 underpayment penalty calculation error for the 2023 PRO SERIES softwareNew

For the 2023 PRO SERIES software, I've had several clients send me letters adjusting the form 2210 underpayment penalty calculation error from PRO SERIES and issued them refunds from overpaying the balance due.  Everyone of these had a 2022 return on file.     Please look into this formula and correct it, I was told to post this here when I called PS and told them about it.

13
A
Forum|Forum|1 year ago
E
ekutner1Level 1

ET-706New

I am working on a NYS estate tax return (form ET-706) for an estate of someone who died in early 2024. I originally did the data entry in Lacerte 2023. As I was finalizing the tax returns, I saw the NYS exemption used by Lacerte was incorrect (it used 2023 exemption not 2024). I understand that I am using the 2023 program BUT it seems to be an error by Lacerte not to use the exemption that correlates with the year the decedent died.

0
E
Forum|Forum|1 year ago
A
Anita ShirkeLevel 1

Arlesia- Customer Support RepNew

I would like to give 20 out of 10 for her excellent work knowledge and wonderful customer service.She is the best !!!! Anita Shirke

0
A
Forum|Forum|1 year ago
R
RDWLevel 2

Surtax calculations on the Massachusetts 2025 Estimate WorksheetNew

Anyone else notice/not understand why the 4% surtax on Line 3 of the 2025 (i.e. in the 2024 program) Massachusetts Estimated Tax Worksheet does not automatically calculate?  I would think this would be an easy programming item, given that it is a relatively simple math calculation.  In the "A. Taxable Income" column, it would just be the sum of lines 1, 2a, 2b, and 2c minus the surtax threshold, with the resulting amount multiplied by 4% and carried over to the "B. Amount" column.Further, if the taxpayer is subject to the surtax in 2024, the amount calculated on Line 3 in the "Current Year Taxable Income" column actually takes into account the adjusted threshold in 2025....not the threshold amount in 2024.  So the current year amount subject to the surtax on line 3 is actually the 2025 amount.Am I missing something here? 

0
R
Forum|Forum|1 year ago
J
JBrown7Level 1

Allowing electronic filing of CA 541 with income tax withheld from 1099R.New

While preparing a CA 541 return, the estate had liquidated a retirement account and income tax was withheld.  In the proseries program, it only allows you to electronically file the 541 return if you have tax withholding from a W2.  I believe the program should be updated to allow electronic filing if you have a 1099R as well.

0
J
Forum|Forum|1 year ago
A
akidicullaLevel 1

The 2024 tax program the non payment or underpayment penalty calculated in error and every client got letter from IRS and some cases they received refund checkNew

I am using the proseries professional  product for the last several years and the first time the 2024 program   client non payment or underpayment penalty calculated in error.  Every client I serviced received a letter from IRS stating penalty calculated in error and they received a check from IRS. please help with the explanation.

1
IRonMaN
Forum|Forum|1 year ago
S
spectrumfinancialmgmtLevel 1

Database Reporting Made EasierDiscussion ongoing

Hello,Every tax season and every quarter when our firm needs to run Database Reports, we run into difficulties. Filters, modifiers, groups, and folders are all in different places. Then they each need to be selected in a specific order before printing. This system is very unorganized, frustrating, and not user friendly. In the future, can you make an easier way to streamline database reports?For example, make one place where you go to select clients by tax preparer, and by if they have federal estimates AND state estimates. Including having the list of selected clients go by full name (last name first).Thank you.

1
I
Forum|Forum|1 year ago
S
spectrumfinancialmgmtLevel 1

Database Report Printing ViewNew

Hello,Another issue our firm keeps having is when we try to print database reports with more than four columns, it won't display the fourth or fifth column when it prints.Could Lacerte develop a printer preview version that allows us to zoom in or zoom out on a page for printing to enable having all four or more columns on it? Just like on other printer previews, people can choose to Fit on one Page, or No Scale, or Fit All Columns, etc.For example, if we need to print a report that needs to have Client Number, Full name (last name first), Taxpayer email address, Spouse email address, and another column, it doesn't all fit and only prints the final column on the final page.

0
S
Forum|Forum|1 year ago
S
strongsilenceLevel 10

Khrystle - you sent the wrong linkNew

May 20, 2025Krystle, you intended to send me a survey but sent me a link to the Tax Idea Exchange. LC users should not be posting surveys of representatives in this forum.  Regards,strong silence Your message:  "This is Krystle sending you a follow-up email about our interaction today. I'm glad I was able to resolve your issue with diagnostics. I would just like to remind you of the survey that will be coming in your email today. The survey responses are strictly based on my performance and our interaction, not the program, a 9 or 10 tells my team you were happy with me during the call! I would greatly appreciate it if you would fill that out for me. The survey should be above this email if you 

0
S
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
A
aminichielloLevel 1

Need to add current fees to column listNew

Need to add current fees to column list for view in the 1040 individual list.Currently only allows previous year fees

1
Accountant-Man
Forum|Forum|1 year ago
S
sonifrankLevel 2

8985, 8986 and 8978New

With so many businesses receiving money from the ERTC in 2022 and forward, these forms (which are now required to be e-filed) are really necessary to have for any partnerships affected.  Is there any slated time period for them to be available?

2
S
Forum|Forum|1 year ago
L
linda19Level 2

sep calculation in 1120SNew

have a field that will calculate SEP contributions for employees and flow through to the form 1120S. Wages for owners and non-owner employees could be entered, then ProConnect could calculate and fill the amount on the form as it does for Schedule C filers on the individual return. 

4
L
Forum|Forum|1 year ago
K
KatieMonkLevel 1

add state efile extension status for Texas in individual tax typeNew

While Texas does not have income tax, there is a Texas Franchise Tax annually for businesses including single member LLCs. In the display settings in the individual module, there needs to be an option to see State efile extension status. There is a state efile status but not for extensions. The state efile extension status is available in the business modules (corps, s-corps, and partnerships), but not in the individual module. This would very helpful to see in my display if the single member LLC extension requests have been accepted. 

1
J
Forum|Forum|1 year ago
J
jberrierLevel 2

Income Annualization for Form 2210New

It would be great if Lacerte could feature a quick and convenient way to perform income annualization for Form 2210 estimated tax penalty calculations.  Since the software automatically assumes income is earned evenly throughout the year for Form 2210, it would seem like it would be simple enough for Lacerte to include a feature whereby a date could be entered for an item of income or expense (for example: capital gains distributions all earned during the month of December).  Then the software could automatically annualize the income.  This would be much more convenient than making manual calculations on a spreadsheet and then entering on the Lacerte input screen.  

0
J
Forum|Forum|1 year ago
W
wbehrensLevel 1

Diagnostic 55834 is not working correctlyNew

M-2 line 3 does match Schedule K-1 total 1065 page 6.  This says the total is on Page 5 but is incorrect.  The diagnostic 55834 indicates there is a problem however there is none.  

0
W
Forum|Forum|1 year ago
C
Christine-ColeLevel 2

1040-V languageNew

 Can you please add the how to make a payment online language to the 1040-V in Proseries?  Currently only the information on where to mail a check is displayed.  Would like the website and how to pay electronically to be shown also. 1040-V  

0
C
Forum|Forum|1 year ago
C
Christine-ColeLevel 2

Add form 502INJNew

Hi,Can you please add the Maryland Injured Spouse Claim form 502INJ to ProSeries?Thanks,Christine ColePicket Fence TaxForest Hill, MD

0
C
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
K
kathrynMLevel 2

Release 2025 tax plan tool timely!Discussion ongoing

I just went to start forecasting 2025 for clients that need insight on current year projections and 2025 isn't availble! It's almost mid-year... We need access to client tools that we are paying for in a timely fashion. Another wrinkle is that I have to do a ton of work by hand for a new 2024 client because there is no 2023 return in the system to force a fake 2025 plan using the 2024 tax plan, which pulls 2023 data.Nightmare.

2
R
Forum|Forum|1 year ago

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