Idea Exchange

3566 Ideas

schoborg1019Level 1

Customer serviceNew

Polite and helpful. Patient.  Thank you.

Forum|Forum|1 year ago

schoborg1019Level 1

Assistance with billingNew

Cheerful and polite.  Patient and helpful.

Forum|Forum|1 year ago

tfotiLevel 4

estimated tax vouchers need to be produced in new estimated tax programDiscussion ongoing

We desperately need to be able to produce vouchers after entering data in the estimated tax program that is part of Intuit Advisor.  Otherwise we have to unlock the return and have another copy floating out there, which tends to be very confusing later on. This is so many extra steps to overide what was already in there or paid to date and then put in the new number from the Tax Advisor program.  Bring us easily over the finish line please.

Forum|Forum|1 year ago

CatMLevel 2

Require my approval to add or update client list.Discussion ongoing

I frequently have to deactivate erroneous "clients" that Intuit automatically adds to my client list in ProConnect and/or QBO.- The same client name gets added two, three+ times, with additional characters added. Don't know why.- Vendors from my QBO appear as a tax client in ProConnect.- Mock clients (for training) from ProConnect appear as clients in QBO.I probably have more inactive clients than active ones. This creates work for me and wastes my time. 

Forum|Forum|1 year ago

JayBlindLevel 1

Data import just got better notificationDiscussion ongoing

Please remove this notification from popping up EVERY time a return is opened and forcing me to manually exit out of it every time I go into a return.

Forum|Forum|1 year ago

shirleyp01Level 3

Additional ideas for ProConnectDiscussion ongoing

1.  Easy access to OneDrive.2.  Import from Quicken.  Not just Quickbooks.

Forum|Forum|1 year ago

BeckCPA08Level 2

Display Balance Due (or Paid) on File Return>E-file Extension screen for Electronic Payments of tax due with ExtensionDiscussion ongoing

I just submitted an E-file Extension with a payment through ProConnect. It would be nice to see the amount of the balance due or paid on the E-file Extension screen and have it lock after submission, similar to the display on the E-file Return screen in the File Return Tab.

Forum|Forum|1 year ago

IsaakLevel 1

Health Insurance Premiums on Missouri ReturnDiscussion ongoing

For self employed health insurance premiums not deducted on the federal return, Missouri allows a choice  between a credit or a subtraction from gross income.  ProConnect provides for this choice on the Other Credits, MO Credits input form and it seems to give the correct result in that a credit is calculated and Form MO-A is not populated with a subtraction for the premiums.For NON self employed health insurance premiums not deducted on the federal return, Missouri allows a subtraction from gross income on Form MO-A, Line 13.  Unfortunately, if you choose a credit for self employed health insurance premiums above, the ProConnect program does not calculate a subtraction for the NON self employed health insurance premiums.  The credit/subtraction switch for self employed health insurance premiums erroneously blocks a subtraction for NON self employed health insurance premiums.You can override this error by with an entry on the MO Modifications input sheet, but that eliminates the ability to efile.I would like ProConnect to correct this programming error so it generates a correct and efileable return.

Forum|Forum|1 year ago

dougthorburnLevel 2

Cover letter issues re: IRAs and Roth IRAs post-4/15Discussion ongoing

I've long had issues with the automatic change to the cover letter post-April 15 re: the omission of contributions for IRAs and Roth IRAs. I want such contributions on the records, so to speak, so the client knows we've taken such contributions into account whether for a deduction or Saver's Credit. But in "Presidentially" declared disaster areas, clients have until October 15 to make such contributions, and it's more important than ever to include our usual paragraphs on making such contributions because we already have one of these and may have a lot more (I'm in L.A. County, where nearly everything is extended for everyone).All Lacerte has to do this year is have a "checkbox" for due date applicable to IRAs and Roth's. Then, change the program going forward and simply allow us to include the "usual" paragraphs for IRAs and Roth's post-April 15 at our discretion.

Forum|Forum|1 year ago

bmullenLevel 1

remove the blue question mark bubbles form helpDiscussion ongoing

please remove these blue question mark bubbles.  they cover the numbers and you have to uncheck the box on every form and every time you go back to the form.  a little crazy

Forum|Forum|1 year ago

david_tolanLevel 1

The Intuit Link needs to include the estimated taxes paid by quarter in the client questionsNew

Please Please include the estimated tax by quarter in the client questions in the Intuit Link Program. Thank you,Dave Tolan

Forum|Forum|1 year ago

tbarbieriLevel 1

MORE STATUS AVAILABILTIY PLEASENew

The statuses in the software seem to be limited to only 20.  We really need a few more! Is there any reason there cannot be more status availability in the software?

Forum|Forum|1 year ago

kidficilLevel 1

Form 8865New

Would be nice to make it available on the ProConnect platform. Should not be much more work than the already available 1065.

Forum|Forum|1 year ago

StacyatKeystoneLevel 2

More Status Description options than 20New

It would be very helpful if Lacerte offered more than 20 Status Descriptions slots!Please and Thank you! 

Forum|Forum|1 year ago

FLangeLevel 3

Alphabetize the 1099-NEC's or MISC's (or ALL 1099's in general)Discussion ongoing

For an individual that receives many 1099-NEC's or 1099-MISC's, it would be extremely helpful if we could put them in some type of order, preferably alphabetical.

Forum|Forum|1 year ago

FTPhilLevel 4

Billing for K-3P Worksheet and search toolNew

Please add a line in billing for K-3P Worksheet.While you are in there, please create a "search" tool so we don't have to scroll through all of the forms to add or change billing charges.

Forum|Forum|1 year ago

tom5Level 3

Make additional charges on business invoice pro-forma like in individual moduleNew

Proforma additional charges on invoice from prior year on all business modules as in the individual module.  

Forum|Forum|1 year ago

tom5Level 3

Expand field for additional characters of additional charges on invoice of corporate moduleNew

Corporate module has fewer characters in the field for entering additional charges on invoice than the corporate modules.  Please make more characters available in the corporate modules. 

Forum|Forum|1 year ago

CormacnelLevel 2

Update Email or ChangelogDiscussion ongoing

I would like to request a newsfeed/email for when you do software updates.  Today I had a rejection because I filed a tax return that was rejected because the forms were updated a day later by ProConnect.  I would have rather checked the update email or newsfeed to see that I may need to re-file rather than bug customer service.  

Forum|Forum|1 year ago

pjschmitzLevel 1

federal est payment automatic withdrawalNew

I was concerned if the payments were going to be withdrawn as they did not show on the efile activity report.  It did get spelled out in the acceptance letterI was told that information had been passed on to the IRS so it should be ok and would show up on the activity report when it happensI wish they would put it on the activity report nowBut she was great helping me   🙂    

Forum|Forum|1 year ago

liz11364Level 3

Indiv Efile 4th quarter NYS estimated payment cannot be made within 30 days of the payment due dateNew

Efile 4th quarter NYS estimated payment cannot be made within 30 days of the payment due date IS IMPOSSIBLE. Intuit ProSeries stops allowing efiling by early December so it is NOT possible to electronically make the 4Q NY estimated tax payment which is not due until January 15. This applies to both BASIC and PROFESSIONAL Proseries. So I print a voucher for the taxpayer to make their 4th quarter NYS estimated tax payment OR have the client (I have many seniors!!) sign on to NYS.gov website to set up an account, log in and make a payment.

Forum|Forum|1 year ago

Art LLevel 2

CCDNew

Indiv module, screen 73 code 1.  Enter 1 to print 8822. Input sheet says enter 1 to NOT print. Which is right?

Forum|Forum|1 year ago

wilsontaxserviceLevel 2

PY Alloc WkshtNew

Was having trouble seeing the bottom half of the screen. I called customer service and Shauntavia was able to find what I needed to do to fix the issue. Apparently, the screen size wouldn't fit on my laptop, so I changed the view to 60% and viola the screen populated.

Forum|Forum|1 year ago

SunshynGrlLevel 1

Filing Instructions - add webpay informationNew

Currently, 1040 filing instructions for estimates do not include an option to pay at irs.gov. Please add these as a default to the filing instructions, along with the option to pay with a voucher.At least with California, we can indicate to use webpay. This is provided in a check-box in the program. However, no information is provided as to where to go online. All it says is "Use the FTB's webpay." Why not send them to the website? 

Forum|Forum|1 year ago

ASJLevel 1

Sch D - covered securities with both wash sale and accrued market discountNew

Program does not calculate correctly when there is one disposal entered on screen 17.1 with both wash sale amount and an accrued market discount - codes D and W on Form 8949. Granted this would not be a common entry when you're entering every stock sale but when we enter as a bulk entry for covered securities this is pretty common. To get schedule D to calculate correct, you need to separate out and enter on 2 lines in screen 17.1. Would have been nice if the program gave me a warning about this rather than spending hours trying to figure out why Sch D doesn't add up. 

Forum|Forum|1 year ago

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3566 Ideas

Customer serviceNew

Assistance with billingNew

estimated tax vouchers need to be produced in new estimated tax programDiscussion ongoing

Require my approval to add or update client list.Discussion ongoing

Data import just got better notificationDiscussion ongoing

Additional ideas for ProConnectDiscussion ongoing

Display Balance Due (or Paid) on File Return>E-file Extension screen for Electronic Payments of tax due with ExtensionDiscussion ongoing

Health Insurance Premiums on Missouri ReturnDiscussion ongoing

Cover letter issues re: IRAs and Roth IRAs post-4/15Discussion ongoing

remove the blue question mark bubbles form helpDiscussion ongoing

The Intuit Link needs to include the estimated taxes paid by quarter in the client questionsNew

MORE STATUS AVAILABILTIY PLEASENew

Form 8865New

More Status Description options than 20New

Alphabetize the 1099-NEC's or MISC's (or ALL 1099's in general)Discussion ongoing

Billing for K-3P Worksheet and search toolNew

Make additional charges on business invoice pro-forma like in individual moduleNew

Expand field for additional characters of additional charges on invoice of corporate moduleNew

Update Email or ChangelogDiscussion ongoing

federal est payment automatic withdrawalNew

Indiv Efile 4th quarter NYS estimated payment cannot be made within 30 days of the payment due dateNew

CCDNew

PY Alloc WkshtNew

Filing Instructions - add webpay informationNew

Sch D - covered securities with both wash sale and accrued market discountNew

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Idea Exchange

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Filter by product

Customer serviceNew

Assistance with billingNew

estimated tax vouchers need to be produced in new estimated tax programDiscussion ongoing

Require my approval to add or update client list.Discussion ongoing

Data import just got better notificationDiscussion ongoing

Additional ideas for ProConnectDiscussion ongoing

Display Balance Due (or Paid) on File Return&gt;E-file Extension screen for Electronic Payments of tax due with ExtensionDiscussion ongoing

Health Insurance Premiums on Missouri ReturnDiscussion ongoing

Cover letter issues re: IRAs and Roth IRAs post-4/15Discussion ongoing

remove the blue question mark bubbles form helpDiscussion ongoing

The Intuit Link needs to include the estimated taxes paid by quarter in the client questionsNew

MORE STATUS AVAILABILTIY PLEASENew

Form 8865New

More Status Description options than 20New

Alphabetize the 1099-NEC's or MISC's (or ALL 1099's in general)Discussion ongoing

Billing for K-3P Worksheet and search toolNew

Make additional charges on business invoice pro-forma like in individual moduleNew

Expand field for additional characters of additional charges on invoice of corporate moduleNew

Update Email or ChangelogDiscussion ongoing

federal est payment automatic withdrawalNew

Indiv Efile 4th quarter NYS estimated payment cannot be made within 30 days of the payment due dateNew

CCDNew

PY Alloc WkshtNew

Filing Instructions - add webpay informationNew

Sch D - covered securities with both wash sale and accrued market discountNew

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Display Balance Due (or Paid) on File Return>E-file Extension screen for Electronic Payments of tax due with ExtensionDiscussion ongoing