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1728 Ideas

J
JK12Level 2

Hide Tax Preparer PTIN on client copy of returnsNew

I just reviewed a return from another tax preparer who utilizes Drake Software.The client copy had the Tax Preparer's PTIN information XXXXX out.This is a GREAT information security option as tax preparers are regularly having their identity compromised by "bad actors".Thank you in advance for following up on this idea which would be SO appreciated by tax preparers who utilize Lacerte software. Jennifer

0
J
Forum|Forum|2 years ago
J
joegcpaLevel 2

TEXT BOX FOR USE IN ENTERING THE PROGRAM SERVICE ACCOMPLISHMENTS FOR FORM 990 DOES NOT FUNCTION LIKE A WORD DOCUMENTNew

The text box for entering the Program Service Accomplishments in the 990 module should function like a Word document. First the area should be fixed in width and length. This approach of grabbing the right corner to modify the typing area does not function very well. Use the same approach as this text box. It's fixed in width. Second, once text is pasted in the box creating paragraphs or editing them is very difficult. Very often the final text on the return form looks like one large paragraph. It shiould look just as professional as the rest of the return. Currently, I have to use a Microsoft Word document for reporting Program Service Accomplishments on the returns I do just so they will look more presentable. Third, there are not text editing options. Just the like the buttons currently displayed just above this text box, the user should have the same options. This particular program feature needs improvement!

0
J
Forum|Forum|2 years ago
Y
YMFLevel 1

2022 Schedule OR-K-1Discussion ongoing

Lacerte 2022 does not have 2022 Schedule OR-K-1 available for partnership returns.  The Help Desk just confirmed this.  He said Oregon is the only state partnership where you can't get a K-1.  If our firm has paid for authorization to file Oregon partnership returns, we should have access to all the basic forms.

4
M
Forum|Forum|2 years ago
D
David TaxLevel 1

intuit linkNew

How about creating an easy and efficient way to print the client's answers to the questions we have on the intuit organizer. If Lacerte is pushing us to use it then they should be the best at if for the fees I pay.

0
D
Forum|Forum|2 years ago
E
emorytr1Level 1

print electronic withdrawal with details when printing the return.New

The program prints the deposit bank info, but not the withdrawal info.  This is a way the client can be sure that money will be deducted from the correct bank account.

0
E
Forum|Forum|2 years ago
A
ArtoLevel 2

Display payment method Fed and State before submitting returnNew

When selecting returns to Efile, it would be great if the payment method or refund method be displayed.  It will be a quick confirmation before submitting in one window.  Oftentimes, I forget to check off direct deposit and the check is mailed.  Before submitting return, if the window can confirm direct deposit, mailed paper check or Voucher to pay tax, Direct debit would be great.

2
S
Forum|Forum|2 years ago
A
Amy GarzaLevel 2

Texas franchise e-filing for public information report requirement below revenue thresholdNew

This year we were not allowed to e-file the required Texas franchise report when the revenue was under $2,470,000, due to new filing changes by the state. We had to manually go online to our state accounts and file the required Public Information Reports for our clients. Please work with the state of Texas to allow tax preparers to be able to e-file this form through Lacerte.

2
A
Forum|Forum|2 years ago
T
trodneyeaLevel 3

Organizer for businessesDiscussion ongoing

We need organizers for businesses.  Currently, you can only get an organizer for individuals and trusts.  Having one for Corps, etc, would be super helpful.

1
T
Forum|Forum|2 years ago
J
jeffreybarreraLevel 1

Per form charge automation like ProseriesNew

I charge per form on my practice. Prior to switching to Proconnect, I used Proseries Professional. I like the per form feature Proseries has where at the beginning of the tax season I can input my prices on specific tax forms. When I'm done completing a tax return the software automatically have all the forms that was used for the return along with the price and the total. With Proconnect I have to manually input every form and price line by line. Automation is the future and it feels like I went back ward when I switch from Proseries to Proconnect.

1
George4Tacks
Forum|Forum|2 years ago
G
GretaLevel 7

Support Form 5227New

It's annoying to use Lacerte, having to learn their system.

6
G
Forum|Forum|2 years ago
D
duzzyLevel 2

Client Lookup When Starting A New ReturnDiscussion ongoing

I have used programs that automatically checked for clients with matching name/SSN/DOB when starting a new return. the main screen had options like start a new return, resume return in progress, check submitted returns and at the bottom was a listing of returns. When you clicked on one of the options at the top, it brought up a small window to enter name, SSN, & DOB. When you hit submit, if there was already a return started that matched, it came up and you clicked on it and finished the return. If there were no matching returns started, but the info matched a file from previous years, you had the option to start the return with last years info or start a new file and if it didn't match anything, you selected filing status, clicked ok, then the return opened in a new screen. I don't know how many hours I have wasted completing an entire return just to find out that one had already been started. It is VERY frustrating.

5
D
Forum|Forum|2 years ago
R
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
D
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
D
Forum|Forum|2 years ago
K
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
J
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
F
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
C
Forum|Forum|2 years ago
D
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
D
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
A
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
A
Forum|Forum|2 years ago
C
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
C
Forum|Forum|2 years ago
S
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
I
Forum|Forum|2 years ago
J
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
I
Forum|Forum|2 years ago
C
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
I
Forum|Forum|2 years ago
B
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
B
Forum|Forum|2 years ago
R
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
I
Forum|Forum|2 years ago

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