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1728 Ideas

T
TaxService USALevel 3

Form 5695, Residential Energy Credits should have an autofill box for 21C to add the current address after checking Main Home box in the Energy Efficient Home Improvement Credit Smart Worksheet like it does for for 17DNew

Please add an autofill option box for The Current Address for this:Form 5695, Residential Energy Credits should have an autofill box for 21C to add the current address after checking Main Home box in the Energy Efficient Home Improvement Credit Smart Worksheet like it does for for 17D

0
T
Forum|Forum|1 year ago
A
ABACPALevel 1

partnership box 20 code U for 743(b)New

In the partnership module, screen 22, there are fields to enter the "remaining 743(b) adjustment" to appear in box 20, code U.Those fields do not allow the entry of negative numbers.  However, 743(b) adjustments can be negative [ aka  a "step down" ]Lacerte should allow the entry of negative 743(b) adjustments in these fields that can be allocated to the relevant partners

4
S
Forum|Forum|1 year ago
T
Tom BLevel 1

Ability to sort/export assets in depreciation screenNew

Unless I am missing something, there is no sort feature in the depreciation screen. Whereas in Lacerte Desktop, where assets are stored within their activity, Proconnect is just a list of assets, entered as theyAbility to Sort assets in depreciation come in. If you have  Sch F farmer with 30 depreciating assets bought over years, and a couple of rental activites, these assets are spread over the asset manager only by order of entry, not by activity. Makes it a bit cumbersome to wade through assets if needed. Even a manual drag and drop sort function would be something.  

3
P
Forum|Forum|1 year ago
R
rsedorisLevel 3

Convert to Next Year the Print Options for Change Print Order and Control which forms to printNew

Each year I submit this request for an enhancement. The settings in ProSeries Professional  for Control Which Forms to Print and the Change Print Order should transfer each year to the new program just like other data coverts annually.  Each year I have to manually reset for Federal and States and all other software types like Estates/Trusts, Partnerships etc.  It is very time consuming to reset which forms to print on the Filing Copy (not others) and the order that the forms are printed to the pdf file.  I use this to Q/C my work and make the pdf file more understandable for the client.  Please consider this for next year.

1
FLange
Forum|Forum|1 year ago
L
Lizard269Level 4

Proseries - please implement E-filing cities!Discussion ongoing

The big one in Ohio is RITA and here is link to get you started. Tax Professionals - eFile Options for Tax Software Vendors - Regional Income Tax Agency (ritaohio.com)It's very easy according to RITA and based upon the other tax software vendors that are using it - most all except Proseries!  Tax Professionals - Modernized eFile Approved Software Vendors - Regional Income Tax Agency (ritaohio.com) It really is so unprofessional and time consuming to print and mail these forms to clients that have to then turn around and mail into cities.Thank you

14
J
Forum|Forum|1 year ago
H
HinalCPALevel 2

Enhance Cover Letter Functionality in Pro ConnectDiscussion ongoing

The cover letter only includes federal information and excludes state details. Additionally, state information cannot be added to the federal letter, nor can it be edited separately. When providing clients with a 200-300 pages tax return, a comprehensive cover page is essential. In my experience with four other tax software programs, each has included both federal and state details—such as refunds, balances due, estimated taxes, and due dates—on the cover letter. Can someone confirm whether I am overlooking any available settings to include state details? If this feature is currently unavailable, I would like to request that a ticket be opened with the technical team for consideration in a future update. This enhancement would significantly improve the usability of Pro Connect and align it with industry standards.

3
H
Forum|Forum|1 year ago
E
elliot-peppercpaLevel 2

Sending a Link invite to both taxpayer emails at onceNew

We are getting close to 500 returns now with ProConnect and a growing number of joint filers are asking that both taxpayers have the same Link invite be sent them so they can both login individually and complete the organizers on their own time. Can this be done or added? 

1
J
Forum|Forum|1 year ago
D
dgheerLevel 2

spouse informationNew

It would be great if the primary taxpayer and spouse information showed when you search for a client. 

1
J
Forum|Forum|1 year ago
M
mperdios885Level 1

Auto Invoice PopulationDiscussion ongoing

I would like the invoice to automatically populate a price for each form that was used similar to how lacerte prepares its invoices. 

5
George4Tacks
Forum|Forum|1 year ago
M
mguindLevel 2

Create mailing slips for clientsNew

As of right now, ProConnect does not have the option to create and print mailing slips for clients, but other tax software services are able to. The lack of this feature means that firms will need to go through the extra steps of creating the mailing slips themselves, adding more time to each return. It will also be a good idea for ProConnect to include a mailing slip that has the client's address plus one for each taxing agency. Implementing this feature will be very convenient for tax returns that need to be paper filed. Overall, if ProConnect were to include a feature that creates mailing slips with the client's return, it will be much easier for firms to mail support documents to the client in a large window envelope. 

2
A
Forum|Forum|1 year ago
T
TrishTLevel 3

Printing-Slip SheetsNew

There are no slip sheets available to print.  Top sheets for mailings or top sheets for the printed tax returns.

6
J
Forum|Forum|1 year ago
M
MartyGDCLevel 1

Intuit Link invitation Should be Sent to Both Spoused on Joint ReturnNew

Intuit Link invitations should send an invitation to both spouses on a joint return.  Both should be able to access said return's information.  The invitation cannot be sent to only the primary taxpayer; some are not the person who handles the taxes in the relationship, some are incapable of doing so, some relationships are complicated and both people may need to see what is going on, etc. 

1
N
Forum|Forum|1 year ago
M
mbgcpapcLevel 1

Add: Philadelphia business tax returns to the Pennsylvania S Corporation, Corporation and Partnership state modules.New

It is time you added the Philadelphia Business tax return modules to all the Pennsylvania Business State tax modules for Subchapter S Corporations, C Corporations and Partnerships. As of now and always, I have had to create dummy clients on the individual 1040 modules to successfully efile my business clients Philadelphia BIRT and NPT business tax returns.  Why?  There is no absolutely reason not to include Philadelphia BIRT and NPT on all PA State tax modules.  You have made my job 10 times harder instead of easier.* This is totaly lame and you need to get this corrected immediately along with my Case Number #151233737-30 (fix this stupid date issue on this Philadelphia date entry option for goodness sakes). I'm not going to file my Philadelphia business returns by mail because your team is so lazy !!!!WHAT AM I PAYING YOU FOR ALL THIS MONEY EVERY YEAR?

2
H
Forum|Forum|1 year ago
L
Lori LyonsLevel 1

Batch Print K-1's in a 1065 returnImplemented

For Partnership returns with multiple partners and states, it would be helpful to be able to print all Partners FED and State K-1's all at once

9
Forum|Forum|1 year ago
M
MarvinPSLevel 1

Schedule K-1 Package needed in ProseriesImplemented

Proseries Pro is severely missing the Schedule K-1 Package for Forms 1065, 1120S, 1041 that appears to be in Lacerte.As of now, there is no way to organize / print / PDF the Schedule K-1s by recipient for those federal or state returns. There must also be an option for assigning a password for EACH schedule K-1, not just a global setting for only the complete tax return.The program must be improved and must include a routine for putting together the following for printing and PDF and password protection - the recipient letter, the schedule K-1 pages 1 and 2, the QBI schedules, the list of codes, etc.

13
Forum|Forum|1 year ago
N
NicholsonLevel 1

add a way to limit quickbooks view of the books and still have full privileges in proconnect taxNew

We need a user role that allows us to give Advanced Tax User Access to a user and be able to customize what they have access to on the Quickbooks side of things , ie . Have access to invoicing on quickbooks but not have full view of the company's books .

1
S
Forum|Forum|1 year ago
Quack_Shot
Quack_ShotIntuit Community Champion

Show the Dependent AgeNew

Please have a little box that tells me the dependent's age for the tax year like ProSeries does. I already have to do enough math. 

0
Quack_Shot
Forum|Forum|1 year ago
T
Tax1040Level 3

One page organizer list of documents neededDiscussion ongoing

Please consider a one page list of the documents and items needed from a client.  Many clients do not need/want to complete the organizers. We want to give them a list of all the specific W-2s, 1099s, they had last year.  A similar list is generated with the Link program but there is no way to get it as a printable list.  Other tax software offer this and I think it would be tremendously helpful. Thank you

44
K
Forum|Forum|1 year ago
M
MarvinPSLevel 1

Proseries Update box needs to show the YEAR being updatedImplemented

When Proseries is updating, an info box appears with a label in the top left corner that says - .ProSeries UpdateI recommend that the YEAR being updated be added to the label so that, as an example, it says - ProSeries Update - 2024 or ProSeries Update - 2023, etc.I often update more that one year at a time. 

2
IRonMaN
Forum|Forum|1 year ago
C
ciaragrofcpaLevel 1

Intuit Link FunctionalityNew

The functionality of Intuit Link seems really limited in general. I'm not sure why they can't take the tax organizers that are generated in Lacerte and apply the principles to Proconnect Tax. There has to be a more effective way to do this. SurePrep also does this task really well. The whole thing seems very clunky and difficult. I also don't like that I basically have to copy and paste my engagement letter into Intuit. Seems like we should be able to include it as an attached document that can be signed, or be able to link the eSignatures feature here and utilize that. The formatting and overall look of the engagement letter when pasted in to Intuit Link turns me off, and I send them via Adobe Sign instead. Would be nice to have these handled all in one place. 

0
C
Forum|Forum|1 year ago
B
benadlercpaLevel 1

Split a MFJ to MFS return with correct last namesDiscussion ongoing

Splitting a MFJ to MFS returns is a great feature. Unfortunately, the current implementation defaults to using the last name of the Taxpayer from the MFJ tax return for both of the MFS returns even when the Spouse in the MFJ return has a different last name. This should be an incredibly easy fix.

4
K
Forum|Forum|1 year ago
S
Susan KLevel 3

intuit link email to spouseDiscussion ongoing

The taxpayer isn't always the one who works on the tax return.  Many times it is the spouse.  Can you add a check box in lacerte as to who the intuit link organizer goes to?  or at a minimum add a drop down menu before you send so you can select the spouses email?

3
S
Forum|Forum|1 year ago
T
Taxman605Level 2

Zip CodeNew

When a zip code is entered the program populates the city, state, and county fields.

3
BobKamman
Forum|Forum|1 year ago
George4Tacks
George4TacksLevel 15

In the 990 module, I wish there were a column in the quick entry for prior depreciation.Discussion ongoing

Put Prior Depreciation in the quick entry grid, instead of having to open detail to find it. 

3
P
Forum|Forum|1 year ago
T
tapout2taxesLevel 1

Broker statement input on a single screenNew

It would be great if the input for interest, dividends, other income and capital gains could follow broker statements and be on the same tab or create a second input to be input for broker statements, other software has this. Right now you have to exit input areas and move to different sections to do this, it is time-consuming and frustrating to add the statement names as well.

0
T
Forum|Forum|1 year ago

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