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rwspiegelLevel 2

prior year refund amount applied to current year estimated tax not importedNew

I imported TY22 data from several ProSeries '22 returns. ProConnect did not pick up the 1040 line 36 amount to be applied to 2023 estimated tax, and as a result miscalculated the '23 tax liability ('23 tax liability is too high by the amount that was carried over from 22, but not imported to 23). This happened on more than one return.Please fix the import routine to correctly add that prior year refund amount to current year estimated tax. Thanks

2
sjrcpa
Forum|Forum|2 years ago
DavidwithPTOLevel 1

Electronic payment of estimated taxNew

 I had a request that we add a suggestion when it comes to electronic payments. If the program notices there is a bank account on file and there is boxes indicated for estimated tax or payment due, but the box to withdraw electronic for that category isn't checked that we throw some kind of note.

0
Forum|Forum|2 years ago
KenGreenbergLevel 4

Depreciation BUG FIX - 4562New

When you enter the detailed depreciation screen from quick entry you're always in the first tab, but your last used tab is highlighted so the program thinks you're on the highlighted tab when you're not.As a result, you can't click the highlighted tab and must first click one of the other tabs and then the tab you want.Example:You click details to leave depreciation quick entryProconnect displays the Depreciation tab, but the Auto and Additional Info tab is highlightedYou want to be in the Auto and Additional info tab, but can't click it because it's highlighted in error; the program thinks you're there alreadyNow you must click one of the other tabsThen you can click into the Auto and Additional info tabThis means a lot of unnecessary clicking just to Navigate depreciation - which is tough enough already.

1
puravidapto
Forum|Forum|2 years ago
JJB1124Level 2

allow efile of virginia amended returnDiscussion ongoing

Virginia allows for amended returns to be electronically filed; however, ProSeries  does not offer this option. 

7
IRonMaN
Forum|Forum|2 years ago
FrustratedinNJLevel 2

Firat Time Homebuyers Credit from 2008-Form 5405Discussion ongoing

The input for First time homeowners credit did not proforma over to 2023. Only way we found out was the efile got rejected for not including it

2
Forum|Forum|2 years ago
DiFioreAMLevel 2

Automatically Populate Ohio Schedule of Business Income from Federal ReturnNew

It would be very helpful if the Ohio Schedule of Business Income was automatically populated from the Federal return, or even if an error came up when the Federal return contains a Schedule B, C, D, E, or F and the Ohio schedule is not completed. At a minimum, it would be helpful if the Ohio Schedule of Business Income carried over to the "Forms in Use" if it was used in the prior year.

0
Forum|Forum|2 years ago
HOPE2
HOPE2Level 7

1040-NRDiscussion ongoing

Please add all states for 1040-NR in Proseries. 

4
HOPE2
Forum|Forum|2 years ago
Andrew ModrallLevel 1

Kentucky Form 740NP-WHNew

This form is only relevant if the underlying entity has net taxable income.    If the underlying entity shows a loss on its Kentucky PTE, then this form should be omitted.

0
Forum|Forum|2 years ago
chalupa1999Level 2

This is my second year facing the same issue with Pro connect, my client has a child that has three last names and the three last names does not stay the way I write, when I e-file it gets rejectec automatically due to the issue with Pro connect's soNew

This is my second year facing the same issue with Pro connect, my client has a child that has three last names and the three last names does not stay the way I write, when I e-file it gets rejectec automatically due to the issue with Pro connect's software!! Please fix it and increase the characters since there is a lot of people that has long last names!!

3
Forum|Forum|2 years ago
sharolLevel 3

Extension LetterDiscussion ongoing

Create a standard letter for extensions. It needs to tell the client the Federal and state return amounts due and the date funds will be withdrawn and the bank's name and at least the last 4 digits of the bank account. 

1
Forum|Forum|2 years ago
JackRLevel 3

Expanded naming for PDFsDiscussion ongoing

It would be great if you could expand the file names on PDFsFor example, if you are printing the client copy of the return, the name of the file would be the client name – client copyGovernment copy file name would be client name – government copy. Preparer  copy file name would be client name – preparer copy.   

1
Forum|Forum|2 years ago
curt1Level 5

Calculate federal and state withholding rate on each W-2 and 1099RDiscussion ongoing

Please add a quick visual for the preparer and/or analysis report that can be printed for clients showing their federal and state withholding rates for each W-2 and 1099R.  I'm finding a lot of surprised clients wondering why they have balances due or large refunds.  Most of the time it takes me a few minutes to analyze that withholding is off (when I don't have a few minutes).Also on the report, show the taxpayer's eligibility and max contribution to tradl, Roth and SEP IRAs; and the corresponding savings they would recognize.And of course, make sure ALL STATES have a year over year comparison report.

1
Forum|Forum|2 years ago
BariVazLevel 1

Line for text at top of CA 540 and 540-NR for Military ElectionsNew

Certain military elections, such as Veterans Benefits and Transition Act (VBTA) require that you write a word or phrase at the top of the return. California requires this, but there is no provision for it in ProConnect. The Federal Form 1040 has such a line for elections (like disaster declarations). Please add this to the CA return so we don't have to print/mail these each year.

0
Forum|Forum|2 years ago
Rose SLevel 3

Proconnect - Covering letter option before the draft is sent from Print formsDiscussion ongoing

It would be nice to have a covering letter/email option when sharing the tax return draft to the client from the print options. It helps to sum up the return and give a little presentation/explanation and a note that the return is sent for review and tell them they need to respond by a certain date.Currently the way it is set up it just goes off without any notification or confirmation, just a small pop up that the draft is sent.

1
Forum|Forum|2 years ago
rwspiegelLevel 2

Form 8949 code O with null Proceeds and Cost valuesDiscussion ongoing

I have many Master Limited Partnership dispositions. A common feature of these transactions is that they require adjustments to the 1099-B, broker, statements. This transaction needs to show on Form 8949 with box F selected. A correctly displayed adjustment will have no values (null) in column D and E of form 8949, will have a code "O" in column F, and will have the adjustment amount in column G. Column H will show the same value as column G.The only way I can get ProConnect to show anything in 8949 F is to enter a bogus value, like $1, in either column D or E. Then I have to change the correct Adjustment amount to account for the bogus column D or E.We need a way to leave column D and E empty/null, and put the correct amount in column G. Thanks

1
Forum|Forum|2 years ago
taxmoIntuit Community Champion

1065 option to show capital account analysis on K-1s without forcing Schedules L, M-1, and M-2 also.Discussion ongoing

On a 165 partnership return where you are opting out of including Schedules L, M-1, and M-2 on the return, most tax software allows you to still show the capital account analysis on K-1s.  Please give us a way to output the capital account analysis on K-1s, but still opt out of using Schedules L, M-1, and M-2. 

1
Forum|Forum|2 years ago
GorillaLevel 3

Support PTE Election for Hawaii & E-filing N-35Discussion ongoing

Please support the PTE (pass through entity) election for Hawaii as well as efiling of the N-35 S-Corp return.  Even if a client received an e-filing exemption, the software should allow us to check the appropriate boxes on the N-35 and, at a minimum, manually complete and attach the N-362E (Pass-Through Entity Tax Election) Schedule PTE and Schedule PTE-U.  Ideally, these should be in the software. The PTE election is a great benefit to the many Hawaii S-corps and partnerships for their shareholders and partners.

2
Forum|Forum|2 years ago
gpcalamiaLevel 2

1040 - Schedule C - jump to other expense section and cost of goods soldDiscussion ongoing

For Schedule C - have a way to jump to the other expense section from line 27a, and the same for the cost of goods on line 4. To be able to jump right to the section would be great and save from having to scroll all the way down to those sections

1
Forum|Forum|2 years ago
JackRLevel 3

Ability to filter organizer listDiscussion ongoing

Once I mark a  or question as complete, I don’t need to see it a them again. it would be great if I could filter the list so I only need to concentrate on the items that need to be worked on. 

1
Forum|Forum|2 years ago
dkorpelLevel 3

Control Autofill data in ProconnectNew

Tax pros should be able to access the stored information that Proconnect tries to autofill in fields such as Bank account name, Employer name (w2 input), and Local addresses for Pennsylvania firms like us.The local addresses could save us countless hours, but when we select one from the drop down now, the address is nonsense and there's no way to access the saved data where the nonsense is pulling from.We should also be able to turn off the option to have it try to repopulate in banking related screens, because it changes the routing number to another clients, if you pick "Wells Fargo" or "Chase" as an example.

1
Forum|Forum|2 years ago
Susan L KLevel 1

Complexity rating of a tax ReturnNew

It would be nice to have a section where we can rate the tax return based upon the complexity of the return so that the preparers on my team will have an idea of how easy or difficult a return may be before starting it.

4
PATAX
Forum|Forum|2 years ago
curt1Level 5

Two year comparison for ALL STATESDiscussion ongoing

Please create expand the Two Year Comparison reporting functionality to ALL STATES.  Very important control check.  Ten states is a good start but please knock this very popular request off the 'to-do' list asap.

2
Forum|Forum|2 years ago
PCI-PSWLevel 2

Improve Remote Desktop performanceDiscussion ongoing

For months Lacerte has been running very poorly for multiple customers on Remote Desktop Servers. All different hardware, firm sizes, client sizes etc.We have reached out to support and they keep trying to troubleshoot that specific system, which I understand is how they handle their requests. The issue is bigger and needs to be addressed by the Dev team. We have 4 customers of our own, 4 different sized accounting firms that all have the same exact issue with lacerate on 3 completely separate networks.The networks are all relatively new, gigabit switches and internet service etc. The issues all of our customers are facing is that when they go to open Lacerte or do any type of calculation, it takes significantly longer on the Terminal Server. Sometimes even on their local computers when they are using lacerte it is slow, however it is consistently slow on the RDS. The servers are capable of handling well over what they are being used for, as an example, one server has enough resources to handle over 25 users with high specs, each user would have 1.2 processors along with 8gbs of memory per session, but only 15-17 people actually use the Terminal Server and even if only 1 session is logged in using lacerte the performance issue occurs. We are tired of Lacerte support blaming hardware, as the server mentioned above is less than 1 year old!  Windows Server 2019

6
Forum|Forum|2 years ago
JblLevel 1

check box on W2 that state EIN is accurateDiscussion ongoing

The Box on the W2  to check that the State withholding ID number is accurate is below where the state withholding is entered.  So if you put in the state withholding first you automatically receive an error message that the box is not checked.  It would make more sense to put this check box just above the area where the state withholding is entered.

2
Forum|Forum|2 years ago
jseaLevel 2

ALARMING LINK PROBLEMNew

This is the second time I face this problem in 4 years of using LINK.The number of files uploaded by a client and viewed under the "Requests" tab in LINK doesn't match the number of files when you view the "Documents" tab for the same client.I almost made a big mistake on my client's tax return.I need someone to call me to pursue this issue.this is very serious.Joseph650-703-3615

0
Forum|Forum|2 years ago
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