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1728 Ideas

A
alissaforlenzaLevel 1

K-1 PrintingDiscussion ongoing

Printing the entire K-1 packet with all states attached at once. Going into each state to print is time consuming.

1
I
Forum|Forum|1 year ago
T
taxaccountant_taxesLevel 1

tickmarks - reviewing tax returnsDiscussion ongoing

Please incorporate the functionality of reviewing a tax return inside of ProConnect and using tickmarks to notate individual lines of the tax return.I want to be able to use tickmarks (different colors / shapes) to notate lines as I review: correct, needs attention, will change, etc.Also being able to includes comments with the tickmarks and being able to view/print a sheet of all comments, tickmarks, and the lines they affect on the return as a single document.This is crucial to efficiently review tax returns.

4
I
Forum|Forum|1 year ago
G
gretchenbuchananLevel 2

Lacerte updates and efile rejectionsDiscussion ongoing

I am interested in better alerts to Lacerte updates before I submit an efile and get rejected. I currently check for updates before I submit my first efile of the day. Yesterday, an update came available unbeknownst to me later in the day after already having one successful efile, and my second efile was rejected. When it comes as a rejection, it can mess up the synch of federal and state filings where a state might go through and the federal is rejected. I don't use automatic updating of my software because the timing is not always convenient when I am working. Lacerte used to post an alert at the top of the screen when updates came available. Another idea is to make it part of the error and diagnostic check within efile before you hit submit.

1
I
Forum|Forum|1 year ago
J
JCrosbyLevel 1

Bank Account Verification FormDiscussion ongoing

We could really use a bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs would be very helpful.You currently provide this form without a signature verification for a balance due called "e-file Payment Record" without signature Authorization.  Please make this available for refunds as well. 

2
I
Forum|Forum|1 year ago
N
nonononoLevel 3

Improve Inputs for K-1 Footnotes (Partner Information)Discussion ongoing

Right now when adding supplemental information into K-1s for partners, the formatting is really tough to manage.Its difficult in situations where you need to disclose more than one thing at a time, or when different partners require different footnotes. Please incorporate some sort of editor (think like the comment box I am typing in to make this suggestion) that allows for easier data entry as well as cleaner output on the K-1.

2
D
Forum|Forum|1 year ago
R
rodbos0212Level 1

Roles & Permissions in ProConncectDiscussion ongoing

I have a company admin who is the Chief Tax Officer in our organization as well as an owner.  I have her role set to Company Admin and discovered today that she cannot access reports in ProConnect because she is not the Primary Admin.Can access to these reports be added to the Company Admin Role so this department can access stats and reports on their teams performance?

1
R
Forum|Forum|2 years ago
K
KimdnctaxLevel 1

adding estimated payment vouchers as standard form populated when requesting e-signaturesNew

Is there a way to add payment vouchers as a standard form populated when requesting e-signatures?

0
K
Forum|Forum|2 years ago
J
jjackattyLevel 1

tax organizer seems to omit the question on foreign bank accountsNew

upon going through the 2022 and 2023 tax organizer, I don't see any question asking about foreign bank accounts (FBAR filing) ? 

0
J
Forum|Forum|2 years ago
R
robinhowellLevel 1

calculate interest when making payment after april 15 and before filing returnNew

Now that interest rates are 8%, the interest on late payments can accrue quickly. If a client makes a payment after April 15th but before the return is filed (so that the penalties will stop accruing), the software doesn't account for interest from April 15th to the payment date. ProSeries shows the payment as just additional tax paid and the return bottom line on the 1040 will show a refund. But there is no refund, since interest will be charged from April 15 to the payment date. This will result in additional letters to the client adjusting the "refund" on every tax return.  

0
R
Forum|Forum|2 years ago
R
RobertGainesLevel 1

990-T Part v; Line 9 referenceNew

The Form 990-T; Schedule A; Part V; Line 3b is a Rental Property "attach statement" line. You complete the "Explanation Statement" (in this instance, a detail of the rental property operating expenses other than Depreciation. Part V; Lines 4 & 5 are used to calculated the taxable allocation of gross rental income and expenses (by property). This % is then used to reduce the gross rent & expenses to the avg debt / avg NBV of rental property ratio.On the "Explanation Statement" there is an ALLOCABLE EXPENSE AMOUNT which is calculated, using the same ratio of Avg Debt / Avg NBV. The note on this line references it should (must) equal Part V; Line 3b.I think that reference is wrong... it should equal Line 9; Allocable Deductions. This is causing computational (or reference) errors for each property. The amounts appear to be calculated correctly (there can be rounding errors because Part V; Line 6 allows 4 decimal places... The Explanation Statement allows 3 decimal places. This has been very frustrating, especially if I am wrong in my outlook & your layout is (in your world of programming) properly done. Need some help in figuring this out.

1
PATAX
Forum|Forum|2 years ago
K
kennyram0sLevel 1

Time-tracking feature for individual returns/projectsNew

We are about to see the average time spent on a return but can not track the time for individual returns/projects.

1
S
Forum|Forum|2 years ago
J
JamesL1Level 2

Back ButtonDiscussion ongoing

It would be nice if there was a back button that took me to the previous screen I was on. If I click the browser's back button, it takes me out of the tax return. 

2
A
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

New condensed screens and fields are truncated and too small! Revert back to how they wereDiscussion ongoing

The recent update made input fields truncated and windows too small, view size of screen is small  and hard to read. Reviewing data entry is near impossible as only 5 characters now show from what was input.  It was great before, but the recent update really made it a mess.  Why make the view windows so small? Why truncate fields so we can't see what is in them in the views? This happens now across the platform in various views and is super frustrating. I can't even tell what was input because the view is ridiculously truncated. I've tried to zoom in and out, and it doesn't affect the view and what is seen.  Please revert back to what was there before so we can read the inputs and make the detail screens big again.

5
juliermerrillcpa
Forum|Forum|2 years ago
D
dabeemLevel 2

Search by SSNNew

Add search for client by SSN/EIN

0
D
Forum|Forum|2 years ago
H
Howard HilderbrandLevel 1

I am having issues when the Balance Sheet is in excess on $2 Billion . Can Lacerte find a way to increase the threshold?New

the program creates a negative number when in excess of $2 Billion. This prevents the e-filing of the various returns. Is there a way Lacerte can fix this issue? The fix would prevent having to switch to another software. 

0
H
Forum|Forum|2 years ago
R
robacc340Level 2

Ability to delete returns after a certain time periodNew

Tax return preparers need the ability to periodically purge their older records. I've been informed that Proconnect does not allow, once a return is e-filed, the ability to purge older records (even after a set period of, say, seven years).For legal as well as practical implications, Proconnect should implement the ability for preparers to periodically purge old client records so that they are not open to potential legal liability for older/retired/discontinued Clients into the foreseeable future. Regardless of this, the preparer should have the power to purge as they need given that the data and preparation is owned by them and their Clients - not Intuit.

0
R
Forum|Forum|2 years ago
J
Joe RosselloLevel 1

Alert box which pops up all the time as a reminder is not necessaryNew

The alert box which pops up to remind you to click a box is not necessary since the box is already highlighted. Ex: W-2 input when the alert box comes up to tell you to make sure you click the box to confirm that the state withholding amount is correct.

0
J
Forum|Forum|2 years ago
P
phlsphrLevel 2

Form 990 - Sort & Re-Order the List of Officers, Directors, Trustees, and Key Employees.New

Dear Intuit,Kindly please enable practitioners to sort or re-order the List of Officers, Directors, Trustees, and Key Employees found on Form 990 Part VII & also found on Form 990-EZ Part IV.Why? The way it is now, last year's list carries over to this year. But some directors might have changed. And I want to sort the list in a particular order.The functionality I need -- I want to re-arrange the order. For myself personally, I want to make the Executive Director in the first position, followed by any vice presidents, and followed by any Treasurer, and followed by Directors (which are then sorted in alphabetical order).Other practitioners may want a different sort order, such as by name (alphabetical), or by average hours per week ((highest to lowest)), or by reportable compensation (highest to lowest).This functionality will add value in the presentation of the Form 990 & enable the client to review the information in a more logical fashion.Thank you for listening and for implementing this suggestion.

0
P
Forum|Forum|2 years ago
C
ContinuouslearnerLevel 3

Fix for e-filing the TX Franchise return when it meets the No Tax Due Threshold but has affiliates and a 05-166Discussion ongoing

Lacerte is generating a Critical E-file diagnostic 60174 when the entity has met the No Tax Due Threshold of revenue at or less than $2,470,000 and filing an 05-166 Affiliate form and the entity only needs to file the 05-102 and the 05-102 for the Affiliate.   This prevents e-filing as TX is not accepting the 05-166 with the 05-102 Please put a check box to override or suppress the 05-166 similar to the one on screen 43.431 for the Partnership module for the 05-167.This simple fix should allow the e-filing of the 05-102 when you have an affiliate and revenue is at or below the $2,470,000 revenue No Tax Due Threshold.

1
I
Forum|Forum|2 years ago
T
TAXES-23Level 1

1120F Iowa Franchise Return for Financial Institutions - form needs added to 1120 Corporate module for 2024 returnsNew

1120F - Iowa Franchise Return for Financial Institutions needs to be added to the 1120 Corporate module for 2024 tax year. See Form #43-001a/#43-001b on Iowa Department of Revenue website. Iowa has mandatory e-filing under certain conditions. Our clients do not qualify for an "OPT OUT OF EFILING FORM" with Iowa, as per the Iowa Franchise instructions #43-008a. E-filing for our clients IA 1120F Franchise Tax for Finl Institutions form is required, but form does not currently exist in Lacerte 2023 or 2022.  We have asked for this to be added for two tax-seasons now, and it still is not available. 

0
T
Forum|Forum|2 years ago
M
mullinscpa1Level 2

K1 entry screen needs heading lockedNew

When you are in a 1040 K1 entry screen, and scroll down, the heading of which k1 you are in name disappears.   Please lock all of those so I keep seeing the k1 partnership return name as when names of many k1s are similar and the phone rings.... it can be very confusing.Also, when i hover on a K1 partnership name so it shows the whole thing, add after that taxpayer, spouse, or joint as married people often make investments for each of husband and wife.

1
L
Forum|Forum|2 years ago
P
pconradcpaLevel 2

Partnership Print Order for K-1s and Basis StatementsDiscussion ongoing

When printing a partnership return, Proseries currently prints all the K-1s together, and then prints all the Basis Statements together.  Like this: K-1 Partner #1, K-1 Partner #2, K-1 Partner #3, etc, followed by Basis Statement Partner #1, Basis Statement Partner #2, Basis Statement Partner #3, etc.  This causes a lot of manual collating before sending the K-1s and Basis Statements out to the clients.(Okay, for 3 partners its not a lot of time, but I have a partnership with 200+ partners, and it takes a large number of hours to manually collate the K-1s and the Basis Statements together before sending them out to the partners).Suggestion:  When printing a partnership return, give us the option to collate the K-1s and the Basis Statements.  Like this: K-1 Partner #1, Basis Statement Partner #1, K-1 Partner #2, Basis Statement Partner #2, K-1 Partner #3, Basis Statement Partner #3, etc.This would make it so much easier to give each partner their K-1 and Basis Statement together, without doing a lot of manual collating.Thanks!

3
A
Forum|Forum|2 years ago
T
TaxService USALevel 3

Need to be able eFile Kansas City Profits Tax Form RD-108. This is Mandatory as of Jan 1, 2024.Discussion ongoing

Need to be able eFile Kansas City Profits Tax "KC Form RD-108" for individuals with business profit in the MO 1040 package and also add the form for businesses in the 1120S & C and 1065 modules to have Kansas City Profits Tax and allow it to be eFiled for KC Form RD-108.This is Mandatory as of Jan 1, 2024. I called Jason at ProSeries on Date: 2023-12-27T17:29:26.000+0000 and opened Case Number: 15109639049Whether or not that opened a ticket, I'm not sure but wanted to let you know.   I also posted this in theIntuit Accountants Community  ProSeries Tax  ProSeries Tax Discussionslast week but was told it was better to post it here instead.Thanks. 

4
T
Forum|Forum|2 years ago
D
DavinderSondhiLevel 1

Other deductions Description viewNew

Need to expand the view of Description in Business other deduction, Because it reate difficulty in internal review of return

0
D
Forum|Forum|2 years ago
T
taxmoIntuit Community Champion

Fix the ability to add state-specific expenses to a Schedule E RentalNew

On the Income Statement of a Schedule E rental on a multi-state return, we're supposed to be able to select the state for an expense item, and set Source to "S" to make the expense only appear on the state tax return.  But that functionality doesn't work at all if the state is also the taxpayer's residence state (I'm using California in this case).  Instead it completely ignores "S" source expenses and the expense never appears anywhere on the tax return at all. I've run through this with multiple customer service agents, and it has come up as an issue for others as well.  It appears to just be a bug in the software. 

0
T
Forum|Forum|2 years ago

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