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1728 Ideas

R
robertstxcpa1Level 2

Intuit Tax Advisor - Editing actual amounts loaded from returnNew

For new clients that have already filed a return, but are in need of tax planning, it would be helpful to be able to edit the actual amount column in the tax plan instead of having to prep the return before it's loaded into Intuit Tax Advisor. E.g., new client in mid 2024 already has filed all returns for 2023.  In order to have correct actual 2023 amounts in tax plan, the return must be prepared first in Proconnect (even if it's a pro forma version).  We should be able to manually edit that column the same as the base year column.  It's often significantly more efficient to do that vs. preparing the return in PTO.  

0
R
Forum|Forum|2 years ago
K
KimberleyLevel 3

List of all Sticky Notes on a fileNew

A sticky note is a great way for internal users to make notes within the software for review by other internal users, but it is difficult to know they are there unless you are on that specific screen in that specific section.  Unlike client notes that will remain in the file and will proforma, sticky notes are not listed anywhere for easy identification.  It would be really nice to have a means by which we can see all of the notes on a particular client.  Perhaps in much the same way the MISSING DATA flags are used, having a singular place/means to locate sticky notes would be nice.training benefits, easy communication on items that do not require proforma since they relate only to the current year return information, etc.  

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

Over-ride Paid preparer infoNew

I work for a family business.  I self prepare most tax returns and file electronically those returns.  However, we occasionally have a tax return we wish to have reviewed and signed by an outside CPA firm.  They are now the "Paid Preparer" and their name, address, PTIN and EIN should be written in the paid preparers section of the signature page and the Form 8453-PE in the case of a partnership return.   Our company is the ERO and not the paid preparer.  ProSeries does not allow the firm name and address to be over-written in the Paid Preparer section.  I have had at least 5 phone conversations with customer service with no success.   Thank you Ronnie 

2
T
Forum|Forum|2 years ago
A
AimeeMJLevel 1

Bring back feature to be able to add/subtract in cellNew

Previously I could add mulitple numbers in a cell in the return. Now to do that I have to click the "+" sign and go through both description, amount and discard buttons to move through the fields or keep taking my hands off the keyboard to use the mouse to get to the proper box field. This decreased productivity by 400% by taking away the ability to hit the "+" key on the number keypad and add mulitple numbers into the field.

1
George4Tacks
Forum|Forum|2 years ago
P
PA CPA 900Level 4

Need Form 5227 for Split Interest Trust in Form 1041New

These are now required to be e-filed as of the 2023 tax year. I have been completing them manually, which is unacceptable considering that even Drake supports them. This form should be part of the Professional tax subscription. 

2
P
Forum|Forum|2 years ago
M
mfkcpaLevel 3

In individual module, for Basis worksheets, identify partnership by name, not numberNew

The K-1 partnership input in the individual module lists both the name and a number for each partnership, as does the output K-1 Reconciliation Worksheet.  When it comes to the Basis Limitation worksheets, however, all that is listed is a page number.  I have one return with over 30 partnerships and it is very difficult to find the one whose numbers I'm checking.  I'd like to see the name of the partnership instead of a number, if both cannot be provided.

1
M
Forum|Forum|2 years ago
G
GarryAJonesLevel 1

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.New

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.

1
C
Forum|Forum|2 years ago
JWellsTax
JWellsTaxIntuit Community Champion

Use main W2 entry for Form 2555New

Currently, to exclude wages on Form 2555, the W2 entry has to be made in the Form 2555 entry. This is weird and unnecessary. It also causes problems with state and local data entry that aren't available in the 2555 W2 entry.The normal W2 entry should be used, and there should be an option under "Less Common Scenarios" to include the W2 on Form 2555. This is how Schedule C and other entries work.

0
JWellsTax
Forum|Forum|2 years ago
J
jonicapLevel 2

City and state aren't populating when the zip code is entered. Software version is current - 2023.08.13.New

When I enter the zip code, the city and state aren't populating on the federal information worksheet or any other field.

3
Jim-from-Ohio
Forum|Forum|2 years ago
A
AHS96Level 2

Balance due with return after extension payment madeNew

If a payment was made with an extension, and then the final return has a balance due, an error exists in Proseries as follows;The program will allow you to select electronic payment of balance due.  However, the program will also print a 1040-V.  The client letter indicates the balance due will be paid electronically, but also states you must make a payment by check with the 1040-V.  You cannot eliminate the 1040-V.  When I called support, they told me you would have to make the payment by check.  I did not believe the rep knew what they were talking about.I processed the return indicating payment by direct debit, even though it still produced the 1040-V.  The bank did debit the account as instructed.There is a bug in the software and the 1040-V should be eliminated in this case,and the client letter should be corrected.Thank you.

3
M
Forum|Forum|2 years ago
T
taxprepTLevel 1

Automatically let client know when return has been acceptedNew

A great client service feature would be if the system could automatically let the client know when their returns have been E-file Accepted.  We get a lot of emails and phone calls from clients asking to confirm this.

0
T
Forum|Forum|2 years ago
T
taxprepTLevel 1

Autolock returns after e-fileNew

It would be great if there were a setting in E-File options that would automatically lock a return once the button has been pushed to e-file it

0
T
Forum|Forum|2 years ago
C
CAIMANCUBANOLevel 1

MISCELLANEOUS STATEMENT-FORM 1040New

INTUIT PROSERIES MISCELLANEOUS STATEMENT is an optional feature available in the #1040 Proseries. I have been using for many years for a client that we insert ALPHA information in the first field and NUMERIC information in the second field. Every year when we transfer the client file ONLY the ALPHA information gets transferred AND the numeric information is NOT TRANSFERRED. That numeric information SHOULD ALSO be transferred.  Right now this client I have information  on this particular going back to more than ten years AND every year we have to updated the numeric info. ignacio abella cpa

0
C
Forum|Forum|2 years ago
B
baby yodaLevel 1

New feature request for proseries: 8938 info export to 114New

Some of my clients are holding some foreign bank accounts which need to report both 8938 and 114 forms. All the information is almost the same, like the bank name, account number, address, city, country, post code. It's very time consuming and waste of time to double input these records in Proseries. Can the development team make it possible to export 8938 to 114 form? This will greatly improve the customer experience and help to save time. Time is money. Thank you.

3
Taxes-by-Rocky
Forum|Forum|2 years ago
K
KimberleyLevel 3

EXCESS MORTGAGE INTEREST - WORKSHEETS TO STATEMENTSNew

Excess mortgage interest continues to be a pointing place for auditors.  Currently, Lacerte will prepare the calculations on the general worksheets which is great.  But, it would be nice to have the option to decide with worksheets we want to be included in statements or provided with the return.  Having a copy print with the return will allow easy review of the calculation with the client when reviewing returns.  Further, the calculation of the mortgage limitation, the average balance calculation, and the interest allocations allowed/disallowed, etc would then be immediately available and separate from the other worksheet items.

0
K
Forum|Forum|2 years ago
O
olgaatesLevel 3

Enable generating zero schedules for Form 5471New

Please enable generating schedules with zero input for Form 5471.The IRS instructions say: When a schedule is required but all amounts are zero, the schedule should still be filed with one or more zero amounts.So, for instance, if there are no distributions between a US person and the foreign subsidiary in a year, a preparer would need to generate Form 5471 Schedule R with no information. However, PTO shows a critical diagnostic and does not allow filing without entering an amount and date. There is a workaround to write "none" for the description and "12/31/2023" for the date. However, this shouldn't be a mandate as per IRS instructions.

0
O
Forum|Forum|2 years ago
C
CassidyJakovickasLevel 2

Change Status in Intuit LinkDiscussion ongoing

Currently, if you mark a client as complete in Intuit Link, there is no way to change the status back to In Progress.  I accidentally hit complete on one client and now there's no going back.  

3
L
Forum|Forum|2 years ago
M
michelle3Level 1

Save settings for each year in softwareNew

One of the things that can be time consuming each year is redoing all of my settings for each module.  It would be nice if those settings would proforma from the prior year - it would definitely save some time and make sure things are consistent.

0
M
Forum|Forum|2 years ago
EasyStart_Karla
EasyStart_KarlaLevel 1

Since ProConnect and Lacerte have the same engine, can we also bring in the screen numbers?New

Lacerte has screen numbers that make navigation so much easier when training employees. Has ProConnect considered bringing this to the platform? It seems like a simple adjustment to the current set-up that would help previous Lacerte users get acclimated quicker to ProConnect Tax. 

0
EasyStart_Karla
Forum|Forum|2 years ago
T
terriaLevel 1

Texas Franchise Combined Reporting, suppress 05-166 - critical diagnostic 60174New

Requesting to please urgently re- issue the check box for Combined Reporting that allowed to suppress the Form 05-166.  We found the box on 4/3/2024 (see snip below for evidence of its temporary existence):I tested this in one of my partnership returns that was under the "no tax due" filing threshold and had both a reporting entity and affiliate entity.  That day - 4/3/2024 - the partnership Texas Combined Report (only the 2 Forms 05-102) were filed and accepted by Texas through Lacerte utilizing the check box above.  We let the rest of our firm know to do this and very quickly - the box just disappeared.  It has never come back and we are on the most recent release of 44.0418.  Yes - I know we can do "mock" returns for the affiliates and file under there.  Or we could web file on the Texas Web File, but why did Lacerte add and then remove this ability to file successfully in the program itself?  And why can't this be added back?  It's 4/19/20247 and the Texas Reports are due 5/15/2024.  This is an urgent issue to be resolved.  Many thanks for your time and consideration of such a critical and important filing need.  

1
R
Forum|Forum|2 years ago
T
TrishTLevel 3

Dependent info Data Entry - Drop downNew

When adding a beneficiary or information about a dependent, instead of being able to pick the beneficiary dependent from a drop down, you have to add their information again.

0
T
Forum|Forum|2 years ago
T
TrishTLevel 3

ProConnect - Client DataNew

The Client area does not allow for first names of both the taxpayers.  First this is a problem when you are going to call a client and need to know the spouse’s name.   Second, a problem for greeting on the Engagement letter.  We had to update each Engagement letter in the Intuit Link to include both taxpayers’ names.   Thirdly, It was a problem on any exported list.. it only included the one name as the name of the client.  They are many times we interact with the spouse who is listed second on the tax return more often than the person who is listed first.  We also have some same name clients.  It is hard, at a glance, to tell the difference between clients without the spouse’s name listed too. 

0
T
Forum|Forum|2 years ago
T
TrishTLevel 3

Intuit Link- OrganizerNew

The set-up and sending out emails took a long time.   While working in the Intuit Link, the ProConnect program does not seem to recognize activity, so work was not saved, and we had to stop and refresh many times to get Intuit link emails out.  

0
T
Forum|Forum|2 years ago
T
TrishTLevel 3

RemindersNew

There should be a way for our company to turn off reminder emails.   This upset many clients.   They did not understand to mark themselves as Complete.   We need a way to do this for them.  Also, the reminder emails don’t allow them to start the process, they have to go back to the original invitation.   We were not aware of this until recently.    

0
T
Forum|Forum|2 years ago
L
Lina22Level 1

Medicaid waiver paymentsNew

Under IRS Notice 2014-7 certain Medicaid Waiver Payments may be excludable from income. Normally, taxpayers receive these payments through w2 or 1099-MISC. Like other tax software if ProSeries add a Box Titled "Medicaid Waiver Payment" in w2 and 1099 Misc worksheet it will be more convenience and save us a lot of time. Since Medicaid waiver payments can be includable or excludable to calculate EIC, if ProSeries add another box in w2 and 1099-MISC titled "Do you want to include Medicaid Waiver Payments in the calculation of EIC?" so we can choose Yes/No as needed. In order to enter Medicaid waiver payment in current ProSeries system, we need to calculate total wages manually that taxpayer receives from all w2s/1099 Misc under Medicaid waiver and then enter this amount in Other income as a negative balance. For the EIC calculation in current system, we need to change earned income amount manually in EIC worksheet back and forth to check maximum tax refund.  

2
T
Forum|Forum|2 years ago

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