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3566 Ideas

T
tcsmsgtLevel 2

INSERT NEW COLUMNNew

I would like to add my own column to the master page instead of only your column names

4
Accountant-Man
Forum|Forum|1 year ago
E
Elm CityLevel 1

Maine State Third Party Designee correctionNew

Currently when filing a Maine State Tax return, on the information work sheet the questions asks "Would you like to allow another person to discuss this return with Maine Revenue Services?", when you check off the box that says "Yes, the preparer", the tax return prints "PREPARER" as the Third Party Designee Name.  However, after much discussion today with a Maine Revenue Employee and her supervisor, that is not allowed.  The Designee's Name line MUST print the actual Designee's Name on that line not just preparer.

0
E
Forum|Forum|1 year ago
M
mindsmithLevel 1

Need to know the time length spent in each tax return.New

Need to know Exactly...  How many hours, minutes and seconds it takes a preparer from start to finish to prepare each tax return.

9
IRonMaN
Forum|Forum|1 year ago
K
Katie68780Level 1

Shared Allocation on Form 8962 & Efile ErrorsNew

There are multiple instances when we have clients that are needing to have a shared allocation of their Marketplace Health Insurance due to  multiple tax families on one Form 1095-A. The most common situation for our firm is when a taxpayer, mom and dad, have a child who in the past has been claimed as a dependent but in this tax year is not a dependent. The Form 1095-A is one policy that includes all three taxpayers but due to the child claiming themselves, the child is considered a separate tax family. Most of the time, the parent's are wanting to allocate 100% of the premiums, SLCSP & PTC to their return and 0% of these figures to the nondependent child. In this instance once the nondependent's return is prepared, there is an e-file error due to no amounts being entered into Part II, line 11 or lines 12 through 23 as they are wanting to take 0 in those columns. I know for a fact that other tax providers have figured out a way in this exact situation to have their nondependent's return electronically file.

0
K
Forum|Forum|1 year ago
S
StreamliningLevel 1

Naming tax return pdfsNew

It would be helpful if there was a choice to use the client number in the default name or, if preferred, to use the client's name in the default name of the tax return PDF.  With clients who have multiple K-1s, it can be time consuming to have to rename each PDF generate with the company name where the client number is listed.

0
S
Forum|Forum|1 year ago
J
jrdownsLevel 2

Alabama Financial Officer Social Security NumberNew

For a trust return in Alabama the Fiduciary Officer Social Security Number has to be entered every year.  Why doesn't that number roll over from year to year?

0
J
Forum|Forum|1 year ago
J
jrdownsLevel 2

Alabama Employer ID NumberNew

Why doesn't the Alabama Employer ID Number roll over from year to year?  Other state ID numbers roll over from year to year, but the Alabama ID number has to be reentered every year.  It would be much more efficient if it rolled over from year to year.

0
J
Forum|Forum|1 year ago
J
jrdownsLevel 2

Alabama drivers licenseNew

Why doesn't the Alabama drivers license number, issue date and expiration date roll over from one year to the next?  I know it rolls over for other states, but not for Alabama?

0
J
Forum|Forum|1 year ago
D
dvincentchisholmLevel 3

'click on - see instructions" - Federal FormsNew

It would be nice to have a box drop down and help the user through the process when the line says "see instructions".  It would provide IRS instructions on "how-to" understand what the process is to come up with the answer (similar to what "ProSeries" doe sin their "Help" aid

0
D
Forum|Forum|1 year ago
B
Barry2Level 1

Notification of any agency rejectionsNew

Please advise if there is any way that the firm and/or preparer could receive either an email and/or text notification in the event any return has been rejected by any taxing authority that a return has been e-filed.This notification ask is at the highest level and would not necessarily contain client specific datapoints but rather just a notification to the firm and/or preparer that a rejection has occurred (i.e. warning message that provides and alert(s) for a firm and/or preparer to log on to investigate and handle accordingly.)This may prove very helpful to the Lacerte community especially those that are not using the software on a daily basis. 

0
B
Forum|Forum|1 year ago
G
GITAXLevel 2

Form 3468 With Form 990-TNew

Lacerte - please provide Form 3468 in the non-profit module.We need to e-file a 990-T with From 3468 which feeds into Form 3800 for a one-time filing for a church for solar credits. The module is severely limited.

0
G
Forum|Forum|1 year ago
J
joeyaronbayevLevel 1

Printing client letter for extensions.Discussion ongoing

There should be a way to generate a client letter for extensions. Some extensions need to be paper filed and some need signatures. This is a pretty generic thing and surprised ProConnect does not have this option.

4
C
Forum|Forum|1 year ago
I
IS_CPA_13Level 2

Estimated Tax Worksheet ImprovementNew

Please allow override vs adjust options in the tax worksheet. It is extremely time-consuming to do the math when the client is providing the numbers on the call and you are doing projections as you go. Also, it would be great if QBI deduction could be automatically calculated from K-1 and Schedule C numbers. 

0
I
Forum|Forum|1 year ago
J
JAMES BONDLevel 1

INDIANA PENALTY FOR NON RESIDENTS NOT ON COMPOSITE SCHEDULE WHEN THEY HAVE A NET LOSSNew

PROSERIES DOES NOT INCLUDE NON- RESIDENT SHAREHOLDERS/PARTNERS WITH A NET LOSS ON THE SCHEDULE COMPOSITE.  THIS IS RESULTING IN A $500 PENALTY BEING ISSUED TO THE TAXPAYER FOR FAILING TO LIST ALL NON- RESIDENTS ON THE COMPOSITE SCHEDULE.  THIS NEEDS BE CHANGED TO INCLUDE ALL NON-RESIDENT  SHAREHOLDERS/PARTNERS ON THE COMPOSITE SCHEDULE WHETHER THEY HAVE A LOSS OR INCOME. THANKS  

3
H
Forum|Forum|1 year ago
Russ Buzhikov
Russ BuzhikovLevel 2

Let's Automate Filing for Tax-Exempt NR Managing Partners in ProConnectNew

I was ultra surprised when I found out that my client's tax return was rejected simply because the managing partner is a NR who is tax exempt and I was asked file the return as a conventional paper return. Is there a way to e-file this if all forms like the NPA, etc are attached? Also, is there a good reason why it's not possible to e-file it?Any and all help with this is greatly appreciated! Let's Automate Filing for Tax-Exempt NR Managing Partners in ProConnect!!!

4
sjrcpa
Forum|Forum|1 year ago
J
jmiamiLevel 2

Enable option to print 2 copies of anything in the Lacerte "Items to Print" for "Preparer Review Copy"Discussion ongoing

We always print 2 copies of our invoice with every tax return. We currently have to print an invoice under the "Preparer Review Copy" and another under the "Client" copy. However, we no longer want our client copies printed from Lacerte to include the invoice, so we must print two (2) copies of our invoice under the "Preparer Review Copy". Lacerte should allow printing of multiple copies of anything in the "Items To Print" area of OPTIONS.

1
I
Forum|Forum|1 year ago
J
JCavLevel 1

Exporting Database Reports to ExcelNew

Database reports can only be printed to a PDF. Please add a print to excel function so we can analyze custom database reports. 

0
J
Forum|Forum|1 year ago
J
JCavLevel 1

Depreciation link to Sch-c and Sch-eNew

I can jump from my schedule C and schedule E directly to the depreciation input with a button, but I cannot jump back to the Schedule C/E. Please add a button on the depreciation input screen that takes me to the corresponding Schedule C or E.

0
J
Forum|Forum|1 year ago
N
nancy0264Level 2

eSignatures- Unused eSignaturesNew

Unused eSignatures should be allowed to carryforward to the next tax year not just for prior years.

0
N
Forum|Forum|1 year ago
T
thehappycpaLevel 1

Tech Support ReviewNew

Trina the terrific Tech was able to immediately resolve my issue with PDF return printing.

0
T
Forum|Forum|1 year ago
J
JimnBeckLevel 3

Allow 1095-A columns to copy down like they used toNew

The past two years, I have not been able to insert the 1095-A figures in the first line and click the box to copy down. This feature use to work. Can you get that feature back into the program as it would save a lot of data entry time.Thanks!

2
J
Forum|Forum|1 year ago
B
BphaywardLevel 2

Add form NH DP-131-ANew

Proseries does have form DP-132 for corporate tax returns. You also need to add form NH DP-131-A for NOL's that are apportioned.The NOL on form DP-132 is overstated unless the form DP-131-A is added. 

0
B
Forum|Forum|1 year ago
L
Lturpin13Level 2

for a grantor fiduciary MA state docusign -docusign should pull the grantor M-8453F form and not the Form 2 M-8453F formNew

We had a few instances when in a grantor 2g e-file form being docusigned , docusign pulled in the Form 2 M-8453F form and not the Grantor 2G M-8453F form .  We had work around to load the grantor form in the docusign process, but when I posed the question to Lacerte today they stated to keep working the workaround and write the question on the feedback page.  Example below. 

0
L
Forum|Forum|1 year ago
L
Lturpin13Level 2

The docusign security authenticator questionnaire using a name different than the one in LacerteNew

I posed this question to Lacerte rep today and although I understand the secure "credit check" is from a third party it should match what the IRS allows for their tax return(Intuit commissions the 3rd party so can forward this to them in regards to the notification page......  unless it can't be a certain # of spaces-doesn't allow hyphenated names?2.) A client noticed that in the security authorization page when she first received the docusign notification didn’t have her correct name as the tax return and tax forms to sign did. We assumed that it would pull from their name on the return, but for a client who wants their name hyphenated, on the questionnaire, she claimed it just used her married last name and not the hyphenated name…so not sure if that is grabbing from her Experian (or whatever Lacerte uses for their security check questions), but would like to know that information if/when that question comes up again. Something we can change or it is just where the data is being pulled from “outside”, that drives that correspondence name.

0
L
Forum|Forum|1 year ago
L
Lturpin13Level 2

Entering a title field to a docusign fiduciary esignature formNew

I posed this question to Lacerte customer service a couple of times (as of today 5-6-25) Is there a way to add a title field to the e-signature line for a Fiduciary?  An attorney who is signing as Trustee would like to have that option in the signature line to sign her title.    I see the title option on other tax return types , but not Fiduciary.   I was told that this is not possible, but to suggest it for the future in Lacerte upgrades.    

0
L
Forum|Forum|1 year ago

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