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1728 Ideas

A
AmandaJeanLevel 2

Partial print option for extensions and estimatesDiscussion ongoing

It would be really awesome if there was a partial print option for estimated tax vouchers that includes both Federal and State vouchers WITH and instruction letter and also and option to partial print extensions. You currently have to do the partial print for Federal to get the Federal extension, and then partial print for the State extension and then print that, and then merge the files together. This is the same for estimates.  It could really just be a partial print option where you didn't have to toggle between Federal and State. 

2
P
Forum|Forum|1 year ago
P
pccdavefLevel 2

Schedule 8812 Credit Limit (line 13) calculationDiscussion ongoing

Please show the Credit Limit Worksheets A and B calculations for line 13 of Schedule 8812 (Credits for Qualifying Children and Other Dependents). Virtually all other worksheets are available for review (and this would have saved me and technical support about 2 hours to resolve an issue with the IRS).

2
kobe22
Forum|Forum|1 year ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

MAKE THE ELECTRONIC SIGNATURE PROCESS FREE TO ALL WHO USE PROSERIES PROFESSIONAL - IT'S TIME.New

LOOKING FOR VOTES ON SOMETHING THAT SHOULD BE INTEGRATED INTO THE PACKAGE BY NOW.

4
George4Tacks
Forum|Forum|1 year ago
J
JJSCPA88Level 3

Improve Intuit Link Personalized Requests and Add Smart Tax Organizer FeaturesNew

Overall, I've been happy using Intuit Link as my client portal, but there are a number of improvements that would save accountant's a tremendous amount of time, specifically:The personalized Document Checklist leaves out key information that PTO has information for from the prior year tax return.It would be a huge time saver if it helped with obvious, repetitive tasks as detailed below.Implementing a "Smart Tax Organizer" that dynamically adjusts to client's questionnaire Reponses.1. Requests for the following are omitted by Intuit Link in the Document Checklist:Child care expenses andContributions to 529 College Savings Plans.I've had to amend tax returns for missing this information because I was relying on PTO to help me create a personalized Document Checklist and for some reason these items are never included automatically by Intuit.2. I spend a tremendous amount of time at the start of tax season customizing the request in Intuit Link for items that should be automated, including:Removing requests for K-1 statements from partnerships or s-corporations that I will prepare the tax returns for - you could have a checkbox or other field to "exclude from Intuit Link requests" to solve this problemRemoving requests for 1099-INT and 1099-DIV statements from the same brokerage account that issues one consolidated 1099 statement reporting interest income, dividends, and stock sales on one tax document, not two separate 1099-INT and 1099-DIV forms - again you could have a field to "exclude from Intuit Link requests" and a field to request "1099" instead of "1099-INT or 1099-DIV"Customizing engagement letters with (1) fixed fees for tax preparation fees and (b) listing what tax returns that I'm preparing - this could be solved with fields for each client that list the fixed fee and tax returns that I'm preparing (e.g. Personal Income Tax Return and S-Corp tax return for ABC Business LLC) for my client so I can set it once and not need to customize it each year before I can send the Intuit Link invite (or even if I want to change it, it should be pre-filled with the prior year data so I have a convenient reference to save time).3. It would be helpful if Intuit Link acted as a "Smart Tax Organizer" by dynamically adjusting to answers on the questionnaire to request additional information or documents. Specifically, if Intuit Link could implement an "if yes, then request x document or add y question" to questionnaire responses. For example, I could create a question on the questionnaire asking if the client bought or sold a home during the year, if the client answers "yes" then Intuit Link could automatically request a copy of the settlement statement from the purchase or sale of the property in the Document Checklist. This would be useful for a lot of request items (e.g. charitable donations, cryptocurrency income, or various tax documents.) Or it could add a question to the questionnaire, like if they answer "yes" to a question asking whether they moved, it would ask them a follow-up question, like "what's your new address?" or "what date did you move?" Accountants could set up the predictable, "if yes, then request x" behavior just like how we already create the customized questionnaire.

4
J
Forum|Forum|1 year ago
kerry11
kerry11Level 4

IA 134 formDiscussion ongoing

I am trying to ask ProSeries to include the form IA 134 in the 2024 program.  And hopefully make it available to e-file as well.   PLEASE!!!! 🙂

5
kerry11
Forum|Forum|1 year ago
M
MICHAELMARSLevel 6

Invoice printing orderNew

Invoices should print with signature forms or as the very first page in the pdf we send to clients.  As it is now buried down after the letters in the client copy, many clients do not see it.

4
M
Forum|Forum|1 year ago
D
DaveNicholsLevel 1

Form 4626Discussion ongoing

Please support the generation and printing of Form 4626 for all C-Corporation returns.

6
IRonMaN
Forum|Forum|1 year ago
F
FL2TXLevel 2

Engagement letters for MFJ Individual returns need both signaturesDiscussion ongoing

Collecting engagement letter signatures through Link seems like a great option, but it fails for Individual Married Filing Joint returns as standard practice and most (if not all) insurance companies require signature of both parties on the engagement letter. Please provide access for a second taxpayer to the Link account and functionality to collect a second signature on the engagement letter. 

4
B
Forum|Forum|1 year ago
E
EthanVHLevel 2

Efile Iowa Estimated PaymentsNew

Please work with Iowa to allow taxpayers to electronically file their estimated tax payments for Iowa using Pro Series. Most other tax software packages support this capability. It seems as if Iowa is willing to allow this if Pro Series requests it. 

6
taxiowa
Forum|Forum|1 year ago
P
paloisLevel 1

NYS PTET worksheet in the S-corp moduleNew

NYS PTET worksheet in the NYS module is great that you can now use the software for calculating the PTET credit.  The amount listed as PTET due on the worksheet, however, does not reflect estimated tax payments that have been made.  Will there be an update to this section to include PTET estimates already made so that the worksheet can show the true amount due, ( or refund)?  Can and instruction letter also be added to include with the tax return to inform clients of the tax filing, how and what to do? 

3
M
Forum|Forum|1 year ago
A
ab346620Level 1

Add form 4626 to ProSeriesNew

form not available in the program

1
7
Forum|Forum|1 year ago
puravidapto
puravidaptoLevel 7

Idea for Intuit to Keep Track of Open IssuesDiscussion ongoing

 When we encounter an issue with Proconnect, we contact support. The support team is very proficient at helping with tasks such as where to enter a client's name, address, and social security number. However, more complex issues often need to be escalated and followed up, which currently lacks a proper mechanism.Support will direct us to post on this idea board. However, this board is merely for feedback and no action is taken unless the issue becomes popular. Posts that do not receive 50 votes will be archived. While some issues may be less common, they are critical for those affected and need resolution.When asked to create a case, support agents often respond that they cannot. They also claim they are not tax professionals and do not fully understand the issues. This is puzzling since Proconnect is designed for tax professionals. Shouldn't support for tax professionals have at least the same level of expertise, just like a teacher should know as much as the students in order to teach?Additionally, promises that the development team will follow up by email are often unmet. For example, I have never received a response on conversation 15116234889 and have no visibility into its status, rendering the reference number practically useless, and the issue remains in the limbo. Due to this inadequate support, many of my issues remain unresolved. If you are experiencing the same situation, please vote FOR this idea. Once a post receives 50 votes, it cannot be deleted, so this post can at least serve as a reminder for them. Thank you!

4
puravidapto
Forum|Forum|1 year ago
J
jwtLevel 1

Eliminate re-entry of duplicate dataDiscussion ongoing

Similar to Lacerte, automate duplicate data to avoid re-entry. For example:1. Add drop down box to select taxpayer/spouse/dependent in forms such as ACA (Form 1095A), Dependent care credit, etc.2. Save previously used Issuers/Employers of tax forms (i.e., with multiple W-2 G's, save the casino information so that it doesn't have to be re-entered each time)

2
K
Forum|Forum|1 year ago
C
CMILevel 1

Link a flag to a specific comment.New

It would be nice to add a comment to specific flags (or link a flag to a comment).  That way, later, a team member will know why a field is flagged and be able to post to the comment thread or resolve the flag based on the issue/comment for that specific flag.

0
C
Forum|Forum|1 year ago
K
KC_Level 1

Mass reassignment of preparer and staff preparerNew

It would be helpful to be able to select multiple clients and change the assigned preparer and/or staff preparer.For example, when there are staffing changes, you could filter your clients based on the old staff preparer, select them all, edit staff preparer, and choose the new staff preparer. Right now, I have to go into the Client Info section of each file and manually choose the new preparer/staff preparer from the dropdowns.This could be a tool called "Edit Multiple Clients", which could have subsections including Preparer, Staff Preparer, etc. And it could be expanded to include other fields such as Custom Filter, Priority, etc.

0
K
Forum|Forum|1 year ago
C
captainbc2850Level 1

letterNew

One simple change:  Allow additions to the client letter, just like Lacerte.  One previous post suggested this and it shows "implemented".  I don't show any changes to the letter. Explain please.

1
K
Forum|Forum|1 year ago
L
Lety_CPALevel 1

Consolidated Corporate Tax ReturnsDiscussion ongoing

We need PTO to be able to file consolidated returns, or at least to fill out Form 851. Even if it has an additional fee separate for the tax return. We have hundreds of tax returns that are filed, but only a handful of returns to file consolidated. 

6
D
Forum|Forum|1 year ago
B
bradenswainLevel 2

Multi-State Summary Worksheet to show resident stateNew

ProConnect has a multi-state summary worksheet in the check return tab that lists how income and deductions are being allocated between states when a multi-state return exists. The summary works great when there are part-year resident returns because it will list each state separately. However, when you have a resident and a non-resident return, the multi-state summary worksheet only includes the non-resident state and the federal column. It would be helpful if the worksheet also listed the resident return so the preparer and reviewer can identify that items are getting allocated to the correct state.

0
B
Forum|Forum|1 year ago
B
bradenswainLevel 2

Automatically attach state returns when required for electronic filingNew

If there are multiple state returns present for a 1040 tax return and a state return requires that the other state's return(s) be attached, ProConnect makes you download the state return and attach it manually. ProConnect should have a feature that automatically attaches any necessary state returns when required. This would be a significant time saver and would reduce the chance of a state return getting attached with the wrong information. For example, a state return could be attached, but then corrections are made to the tax return that causes the original state return attachment to become obsolete. You would have to redownload the state attachment and reattach to the return.By having a feature that automatically attaches state returns when required, this would ensure that the most updated return is included for electronically filing.

0
B
Forum|Forum|1 year ago
C
cpa ea Level 1

provide Montana tax form and e-filing for non-profitsNew

provide Montana tax form and e-filing for non-profits

4
qbteachmt
Forum|Forum|1 year ago
S
SDEAINCALevel 2

Direct Deposit Account and Routing VerificationNew

I suggest that Lacerte adds a double input line for direct deposit/debit account number for verification purposes. Almost every instance, other than Lacerte, you have to enter your bank account number there is always a double entry to confirm correct input. It should be critical diagnostic if the two input fields do not match. It would also be nice if the name of the financial institution was verified based on routing number input. 

0
S
Forum|Forum|1 year ago
K
KevinRRileyLevel 2

.pdf efile returns AUTOMATICALLY + Standardized logical .pdf naming convention + Efile attachmentsNew

Would anyone like to simplify the process of printing returns?  Ideally, by having an administrative person hit the "print complete return" button and everything happens exactly as the practitioner wants it.It is really really bizarre how difficult the .pdf printing process is.  There are no settings that I am aware of that allows one to print the client copy, the preparer copy, and the government copy such that three separate .pdf files are created and automatically placed where the practitioner directs each of them and named logically so the user can identify what it is they are looking at with a single printing action.Most Lacerte print options will combine these to a single .pdf file. I don't know why anyone would want this but everyone has their own needs.  Lacerte should at least give us an option as to whether we actually want these different versions to be combined or not.The print to .pdf option comes close to the desired result, but there is no predefined location to send the documents to and there can only be one location option per print action.The print to .pdf option DOES create a file name with logical and helpful information (tax year_client #_client name_selected printed copy_entity type) but ONLY if you select multiple items.  Otherwise the file name is generic and ultimately not very helpful.  Don't print twice or reprint though, because you will be prompted with a duplicate file error and it will bog your system down.Also, when a return is electronically filed and accepted, it would be nice that the accepted version be automatically converted and retained for recordkeeping without prompting from the user.  E-file attachments should be appended to the .pdf files.  I am not sure why this still needs to be requested but Lacerte still does not attach e-file attachments to print jobs.  We do not have paper attachments following a paper file around the office anymore.  Everything is electronic so Lacerte should follow through with the mindset that e-file attachments should be attached to all versions of the return.  Electronic and printed.In summary:I would like Lacerte to allow the user to direct .pdf output to default location of choice for each return type, with a naming convention that is logical and helpful and will not produce errors, and have electronically filed returns automatically converted to .pdf for recordkeeping without user intervention for recordkeeping.  Ideally with a single print "complete return" action.Importantly though, I would request that Lacerte append e-file attachments to the .pdf returns.  The e-file attachments are already in .pdf format so this should not be difficult to adopt.  

2
J
Forum|Forum|1 year ago
K
kc07932Level 1

Form 8865New

With the increase in foreign filings, it would be helpful if Lacerte added Form 8865 to the individual program.  

0
K
Forum|Forum|1 year ago
FLange
FLangeLevel 3

Alphabetizing the K-1's within the Individual Tax Return Input SoftwareNew

When a client has multiple K-1's, it is helpful to alphabetize them as it keeps them organized.  In the ProSeries software, once K-1's have been entered, the order of the K-1's cannot be changed.  Over time, a client may add or subtract K-1's but we cannot change the order in the system.  This needs to be changed so that we can save time by keeping them in alphabetical order.

2
J
Forum|Forum|1 year ago
J
jfarmercpaLevel 3

Intuit Link Download of Questions in a PDFNew

I know there is a download of the questions/resonses & comments in Intuit link in CSV format, can you create an option to download in a PDF format as well.  

1
C
Forum|Forum|1 year ago

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