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1728 Ideas

R
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
I
Forum|Forum|2 years ago
T
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
I
Forum|Forum|2 years ago
M
MJFrancoLevel 1

CA pass through entity tax- Disregarded SMLLCDiscussion ongoing

The individual module is used for SMLLC filings of a disregarded entity. The IRS wants the income reported on Sch C, CA wants a partnership return on form 568. These business owners qualify for the pass-through entity tax credit, however, there are no inputs in the individual module for CA form 3893 to allow current or estimated payments. The partnership module has it available, but it forces  the filing of a IRS form 1065, against their guidance for disregarded entities and changes income reporting from SCH C to SCH E pg 2Please bring the functionality of the partnership module to the individual module with respect to the pass-through entity tax payments and automate it to roll-forward year after year. There are quite a few returns for SMLLC, disregarded entities that this applies to.

10
D
Forum|Forum|2 years ago
G
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
M
Forum|Forum|2 years ago
G
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
I
Forum|Forum|2 years ago
J
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
I
Forum|Forum|2 years ago
D
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
L
Forum|Forum|2 years ago
S
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
C
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
I
Forum|Forum|2 years ago
P
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
P
Forum|Forum|2 years ago
J
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
I
Forum|Forum|2 years ago
J
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
J
Forum|Forum|2 years ago
J
jpacpa3Level 2

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms.Discussion ongoing

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms. Including basis statements and 199A statement for 1065 and 1120-S

1
I
Forum|Forum|2 years ago
C
cwilkinsonLevel 2

Schedule B-1 pdf attachement to 1120SDiscussion ongoing

In prior tax years we were able to attach Schedule B-1 as a pdf to Form 1120S. This year the option is missing, support says it is "not supported"  This needs to be brought back so returns requiring Schedule B-1 can be e-filed.

3
I
Forum|Forum|2 years ago
M
mspetrofskyLevel 1

have another Question About Schedule E- FederalNew

I just hung up from Earl who was great.  I still have a question about my problem.  I was calling as the ROYALITIES  I entered weren't appearing on the FORM Schedule E but everything else was correct.  Earl told me I would have to change it from Royalties to RENTAL...well, that did help in posting the company addresses, but on  1b it changed the TYPE OF PROPERTY to 7 from 6  which is incorrect.  It, also, moved the amounts from LINE 4 to LINE 3...they are ROYALTIES NOT RENTS.   So HELP!!!!   Thank you and I look forward to hearing from you,   #200347

1
S
Forum|Forum|2 years ago
F
FergLevel 2

ProConnect Tax Preparers with needs to oursource some of their tax returnsNew

There are many small tax preparers using PCT like myself, that could use more tax returns to prepare.  There are also many PCT preparers that need to outsource some of their tax returns.  Why not set up a PCT exchange bringing these "buyers" and "sellers" together.  The "buyers" would pay a referral fee as a percentage of the fee charged the client to the "sellers."  And PCT / Intuit would keep a percentage of the fee - say 10%-20%.  This would benefit all parties.James Ferguson, CPACus No. Ending xxxxx343

0
F
Forum|Forum|2 years ago
R
RoxLevel 4

Simplify apportionment for OH cities in individual returnNew

Apportionment for OH cities are not flowing from the apportionment grid to the city returns. After hours of trial-and-error, failure to find written guidance, and over an hour with tech support, the rep's advice was to work around it by forcing the taxable income amount return by return. Not acceptable. 

0
R
Forum|Forum|2 years ago
K
Ken BurnsLevel 1

Control which forms print - especially Other Worksheets - these should be put in a logical (alphabetical or form number) orderDiscussion ongoing

Control which forms print - especially Other Worksheets - these should be put in a logical (alphabetical or form number) order

1
I
Forum|Forum|2 years ago
G
garlandLevel 3

Encrypt downloaded client documentsDiscussion ongoing

Game changer… everyone wants to keep client tax documents secure. How about Proconnect software encrypts any downloaded client document automatically? Users could set up their own password to be used to encrypt any downloaded document. That could be a firm-wide password or by preparer. I’d use that feature & Intuit could promote it as a security feature.

1
I
Forum|Forum|2 years ago
H
Ho YangLevel 1

VA 765Discussion ongoing

Lacerte need to add VA form 765.  We have California client who wants file composite VA tax return. 

1
I
Forum|Forum|2 years ago
M
MIPLevel 1

PTET display columnDiscussion ongoing

I am looking for a display or report that can tell me what clients have PTET

2
I
Forum|Forum|2 years ago
K
kathyssLevel 2

1095a repeat box is brokenNew

Please fix this. It is a waste of time and increases likelihood of error to make three identical entries for every month of the year. The check box to repeat the prior line stopped working this year.

1
IRonMaN
Forum|Forum|2 years ago
J
jsbucklewcpa-gmaLevel 2

1040Third Party Integrations & SupportDiscussion ongoing

I would love to see some of the integrated services available for ProConnect that are already available for Lacerte and other top professional tax software like ProSystem fx, CCH Axcess, Ultra Tax, etc.Specifically, I'd like to see the SafeSend Suite and Gruntworx (specifically the Populate option - which automates a lot of data entry for 1040 returns, I know of the scan and import feature, but Gruntworx has an option for human validation).  I know ProConnect is really optimized for QuickBooks Online clients, but this software has so much potential and right now it is lacking in features for 1040 filers.  These two integrations are geared towards 1040 returns - one for preparation and the other for assembly and delivery.

2
L
Forum|Forum|2 years ago
M
Manhattan KS CPALevel 1

Tax Bracket Reconciliation WorksheetDiscussion ongoing

I am a new user to Lacerte who converted from UltraTax.  UltraTax provides an analysis worksheet for both the current tax year and the next tax year projection that shows each Federal income tax bracket, the maximum amount of income subject to the tax bracket, the amount taxable in each bracket for the respective client, and the amount of tax imposed on the client at this bracket.  If someone from Lacerte will contact me, I can provide them with PDF copies of this analysis which UltraTax refers to as "Reconciliation Worksheet - Taxable Income & Tax".  I discussed this with my "Lacerte Success Coach" who told me that Lacerte does not currently offer a similar analysis.  This analysis is EXTREMELY helpful when talking with clients who often want to know what tax bracket they are in, how much is left in their current marginal tax bracket, and what the next tax bracket will be.  I realize that Lacerte has the Tax Planner module, but this UltraTax analysis is automatic and less formal.  It is very valuable in situations where the client just wants some quick information on their tax bracket but preparing a formal tax projection is not necessary. 

4
P
Forum|Forum|2 years ago
R
RZ48_2Level 2

Feature Request: Moving the tax returns from one client to anotherNew

I have a client that was duplicated in ProConnect. I need to move the returns to the client profile that is synced to the QuickBooks subscription and I was advised by ProConnect support that there is no way to move the returns from one client to another. I wish this feature is available so that we can keep the final return in the correct client profile. 

1
A
Forum|Forum|2 years ago

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