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1728 Ideas

M
mmeuseLevel 2

Data Entry for Consolidated 1099sNew

It would be incredibly helpful if there was a data entry screen for information included on Consolidated 1099s.  It is time consuming to have to flip between 3 screens to enter Dividends, Interest, and Gains/Losses from stock sales.  In addition to having screens for each of these, individually, there needs to be an additional one for use when the source data is a Consolidated 1099.  PLEASE consider this upgrade!!

0
M
Forum|Forum|1 year ago
Y
yanumulaLevel 1

1040 Partnership BasisNew

Please implement Partnership Basis computation worksheet in 1040, just like S-corp

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

Data Share for K1s with dispositions of property with section 179 deductionsNew

If a partnership or s corporation tax return is completed within ProConnect that has gains resulting from dispositions of assets with 179, the gains are reported in box 20L for a 1065 return and box 17K for a 1120S return. ProConnect indicates that the following must be completed in order to report the gain:"Enter these amounts in the Dispositions input screen. Be sure to check the box for "disposition from K-1 supplemental information.""Gains from dispositions of 179 assets should be automatically data shared from the business to the individual tax return. The gain was already reported on the business return and then ProConnect states you have to re-enter the gain information on the personal. This is a decrease in efficiency and potential accuracy of the tax returns. The preparer has to spend the unnecessary time entering in something twice and there is a higher risk of reporting the gain information incorrectly. If ProConnect date shared this information automatically, this would increase the processing time and accuracy of the tax return by eliminating the need for manual data entry.  

0
B
Forum|Forum|1 year ago
Help me Please
Help me PleaseLevel 3

Customize PDF file naming conventionNew

Lacerte should have User settings to be able to customize the PDF naming convention. If I want to Print a corporation's client copy to PDF I should be able to have the PDF name be <Tax Year> <Corp Name> "Return"Whereas the government copy could be<Tax Year> <Corp Name> "Signature Pages" So that the files are clear when they get emailed to the client. Right now the client sees everything in caps, their client number which has no significance to them, underscores and then government copy (if you are printing government) which they also don't understand.Having customization around the printing makes it so preparers don't always have to rename their printed PDFs before uploading to their client portals or sending them to clients (password protected of course).

1
E
Forum|Forum|1 year ago
M
MosheRLevel 2

California K1 ImportNew

When importing a K-1 for California, the software inputs the California source amount from the K-1 into the "state if different" box. This is incorrect as it is creating a Federal vs. state adjustment reflecting the amounts not sourced to the state rather that differences in income calculation under California law.State if different box should import column D of the K-1, while column E of the K1 should go in the state source amount box. 

1
A
Forum|Forum|1 year ago
R
rbbartlettconsulLevel 2

Status of Filing and Extension for Amended ReturnsDiscussion ongoing

Currently when you create an amended return, the original return filing status and extension status are associated with the Amended Return.  These statuses should stay with the original return because otherwise you lose the audit trail affect of knowing original returns/extensions were accepted once the Amended return is filed.When the amended return is created, the filing and extension statuses should be associated with the Original return.  The amended return filing and extension statuses will be blank until the amended return is eFiled. Once the amended return is eFiled, the filing status for the amended return should be reflected under return filing status for that amended return.  This way you have a record and audit trail of both the original return and the amended return separately.

3
PatP3005
Forum|Forum|1 year ago
A
AccountantARLevel 1

Import Lists from Excel in 990 SeriesNew

Please allow for Excel import of board members with titles, addresses, and number of hours worked and import of grantee information for grants and contributions made by or to the organization with various fields for amount and types of grants or contributions.

1
R
Forum|Forum|1 year ago
A
AccountantARLevel 1

alphabetically arrange list of grant and contribution recipients in the 990 series program, alpha arrange list of interest and dividends in 1040 programNew

Please allow a way to re-arrange lists of contributors or donors within the 990 program. Also, please include the same feature for interest and dividend input in the 1040 program

0
A
Forum|Forum|1 year ago
G
gabletaxLevel 5

I wish each vehicle was on a worksheet by itself, and that the activity it is linked to could be changed.New

I wish each vehicle was on a worksheet by itself (not 3 on 1), and that the activity each vehicle is linked to could be changed.

1
T
Forum|Forum|1 year ago
J
Jenny7Level 1

K-40SVR option to file under the spouse's name and DOBNew

It would be helpful if the K-40SVR Kansas property tax relief claim for seniors and disabled veterans had an option to file the form under either the taxpayer or the spouse.  Currently Lacerte is only listing the taxpayer on the form and providing only the taxpayers date of birth.  I have a couple who had their claim rejected because the home was owned by the spouse, not the taxpayer (I missed this fact during the business of the tax season).  For another couple the spouse is older than the taxpayer, so her base year is earlier by 2 years and therefore her property tax claim is higher than his.  Having the option to file under the spouse who is older means a higher rebate for the return.  Also having this option would allow me to file the claim under whichever spouse owns the home in the case that the property is not in the name of both taxpayers.    

0
J
Forum|Forum|1 year ago
K
kyakrausLevel 1

Please Add Basis Inputs and Worksheets in the Business ModulesNew

There should be basis worksheets in the Business Tax Return modules for passthrough entities that flow to businesses. Basis worksheets exist in the Individual Tax Return module for passthrough entities that flow to the 1040. This same functionality should be available in all of the modules. For example, an S Corp is a partner in a Partnership. There is nowhere in the Proconnect software for the S Corp to track its basis in the Partnership or disallowed losses or other items. This functionality already exists for the 1040. Please make it available for all Business Tax Return modules. 

0
K
Forum|Forum|1 year ago
T
Tech WizardLevel 1

Client Status pop up on exit of clientNew

It would be great to force users to update the client status on the exiting of the client file. 

0
T
Forum|Forum|1 year ago
A
AJT1Level 1

IDEA EYES (FOR VISUAL IMPAIRED:) THE FORMS IN USE SECTION OF AN OPEN RETURN SHOULD ALLOW FOR DARK BOLD PRINT.New

FOR VISUAL IMPAIRED PRINT AND SYMBOLES SHOULD BE IN BOLD PRINT.

0
A
Forum|Forum|1 year ago
T
tammi-finclarityLevel 2

Partner ownership percentage presentationNew

In PC, on the partner percentages screen, we can enter a partners ownership % as xx.xxxxxx (at least the screen says so) however when we go to the preview screen, actual ownership entered doesn't include any zeros.  This presentation is sloppy and for a partner with zero beginning numbers, looks like we didn't bother to enter anything.  PLEASE change so the percentages are always xx.xxxxxx, even if they are all zeros.

2
T
Forum|Forum|1 year ago
J
Jordan-PeakLevel 2

Client Authorization eSignature RequestNew

My client's state (North Carolina) does not accept eSignatures for the federally accepted 8879 eSignature Authorization. This new warning is keeping me from being able to "Start a request" entirely. That means I can not use the DocuSign feature AT ALL simply because the state does not accept the eSignature. A warning would suffice in this case and should not keep me from using this feature because although I did obtain a wet signature from the client when I go to the Tax Return dashboard the ESIGNATURE STATUS reads "Not started". This is a HUGE problem because I depend on that dashboard to remind me what still needs to get done. For all my North Carolina clients I have to remember or create a separate spreadsheet to indicate which clients I have completed and which still need to be signed. I do not have the extra mental capacity for something like that when the software we pay to use should be more than capable but instead of creating an additional problem for me. This was NOT an issue in previous years. Please change this feature to prompt me with a warning but do NOT omit me from being able to use the DocuSign feature entirely! 

0
J
Forum|Forum|1 year ago
M
mwaller1027Level 3

Highlight the Notes button if there is information presentDiscussion ongoing

We don't utilize the Notes button regularly.  It would be great if there IS information present in the Notes area, if the button would be highlighted to draw our attention to it.

3
T
Forum|Forum|1 year ago
M
mmeuseLevel 2

Partnership and S-Corp, Box 20Z - QBI InfoNew

It would be EXTREMELY helpful and time saving if, when we enter the business names and EINs for Section 199A (QBI) Information (20), that Lacerte would remember those so they are included in the roll-forward information for the next tax year.  I have clients with many such businesses and it is a huge time constraint to have to re-enter those every year - especially because both the name and EIN are needed, and the QBI supporting schedules generated by Lacerte and other software do not include the EIN for each business, so I need to stop an look that up on another page.  We cannot always import K-1 information within Lacerte, so manual entries are the only way to enter the data. PLEASE consider making this update before the 2024 software is published!!!!!

0
M
Forum|Forum|1 year ago
S
Spencer65Level 1

Tax Planner Option for business returns (S-Corp, Partnership, C-Corp, etc.)New

Good morning, I was wanting to see how the Lacerte users could gain access to the Tax Planner module for business tax returns like is available in the individual return module for 1040's.  I have spoke with support and they advised that this option is only available for 1040's.  There are many cases in which a business owner of a partnership or S-Corporation will request a scenario tax effect for selling their business or assets of the business.  This calculation would have to be done within that business tax return module (i.e. partnership for the 1065 tax return) and then the resulting effect transferred via the K-1 to the partners personal 1040 via one total.  The calculation of this effect can be daunting if had to be accomplished manually outside of the partnership tax return itself as an example.  Please let me know when the Tax Planner will be available for business returns as this would be most helpful to the Lacerte users and our tax clients. Thanks!Spencer Cathey

0
S
Forum|Forum|1 year ago
J
Jbc777Level 1

DocuSign completedDiscussion ongoing

It would be nice to have after the client sends the DocuSign completed document we have downloaded the signed efile information and don't need to see it again. Please have a "Finished", can be toggled so that it is easier to find the DocuSign's with the same client name, to download and complete for our files.

1
I
Forum|Forum|1 year ago
PatP3005
PatP3005Level 3

IP PIN Required - Please alert meNew

It would be helpful if a client has an IP PIN one year (taxpayer, spouse or dependents) if ProSeries would require that field to be completed in future years. Make a blank IP PIN field an Error if the prior year had one.Once the IRS determines that an IP PIN is required, or once a taxpayer has requested they have an IP PIN, that number is REQUIRED each year before filing can be completed.The IP PIN changes each year so it can't be carried forward. Clients don't understand the importance of IP PINs and frequently don't bother bringing it in or they are misplaced. If I don't remember they had one, I don't remember to ask for it. Then the return rejects at e-filing and I have to start the process of making the client track the number down. 

1
R
Forum|Forum|1 year ago
P
PartnerLevel 2

Consolidated brokerage statements for Intuit Link ImportNew

It would be helpful to add the Import option for Consolidated brokerage statements.

0
P
Forum|Forum|1 year ago
B
barryHLevel 1

K-1 import to business tax returnsNew

Right we can only import K-1s to individual tax returns. We need to import K-1s to Trusts, Corporations and Partnerships also for business tax returns that were also done in Proconnect. Very basic request.

2
K
Forum|Forum|1 year ago
R
RoxLevel 4

Populate 2848 preparer fields automaticallyDiscussion ongoing

Another task is taking me longer than I like. I am preparing Form 2848 for clients and I find that I must key in all the preparer info field by field. That is information that could populate these form fields automatically. Perhaps the data transfer could be initiated with a drop-down choice for firms with multi users, although in my case I am a sole practitioner. I need every minute I can save. Not to mention, it will cut down on the possibility of typos.

3
L
Forum|Forum|1 year ago
K
KFSM2017Level 1

Refund status bar in ProConnectNew

Is it difficult to add the refund / bal due status bar to Proconnect?  I switched to ProSeries just because of that feature.  I understand the process of looking up the status, but it is much better if the indicator was in the software.  I travel and cloud based is convenient.  I did try other programs that are cloud based and have the status bar but it doesn't have the capabilities that Intuit products have.  I hope you will consider adding this to the software.  Thanks for reading.

1
D
Forum|Forum|1 year ago
V
veravdeloatchLevel 1

Less requirements for 1099 and W-2 entryDiscussion ongoing

When entering payer demographic information from 1099, W-2 etc. Population of city and/or state would be helpful and speed up data entry. Also, W-2 upload requires too much information to be entered before population and sometimes no population uploads at all and then manual entry is required after all. Is it possible to upload into the database with just the employer/payer EIN? I belief it was a feature some time ago.

1
I
Forum|Forum|1 year ago

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