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JoeCPA3Level 1

Maryland requires a nine digit ZIP CodeDiscussion ongoing

Maryland requires preparers to list their nine digit ZIP Code (ZIP + 4).  Lacerte used to have that in our preparer files until the IRS had Lacerte remove the nine digit ZIP format.  Lacerte needs to let us show that for states that require it and not have it for the IRS who doesn't allow it.

1
Forum|Forum|2 years ago
ThfcpaLevel 2

Suppress the client's email address when printing and filing returns.New

I don't want my client's email address to go to the IRS or to the state.  They deal with enough phishing emails of entities claiming to be the IRS, I don't want the IRS to have my client's email address.  They never communicate with a client that way anyway.  Lacerte seems to have this option, ProSeries needs it too.

2
Forum|Forum|2 years ago
gpcalamiaLevel 2

The ability to Pin your home state to top of Select State list when going to select a stateNew

I live in NJ and the majority of the returns I file are for NJ residents.  However, when I have clients in other states, or in partnerships that receive K-1s where another state has to be filed.  It would be nice to have NJ pinned to the top of the list, so that when you have to select a state, you don't have scroll or keep hitting N to select NJ.  The thought would be, each preparer could pick which state to pin to the top of the list.

3
taxiowa
Forum|Forum|2 years ago
DhainesLevel 1

1120-S CA PTE payment via EFT for the client letter.Discussion ongoing

Suggestion to move the CA PTE "payment amount will be paid with web pay for business check box (screen 48.011). and the "Participant in EFT program" check box from screen 42.011 into screen 3.1 with other electronic payment information.

3
Forum|Forum|2 years ago
bdingramcpa-gmaiLevel 2

Asset Numbers on Depreciation Input SheetNew

In the past the asset numbers were shown on the input screen.  They still show up on the Depreciation Schedule.  Can you put the asset numbers back on the input screen.  It is difficult if you have a client with several hundred assets to find the asset without a num

0
Forum|Forum|2 years ago
LizhohLevel 3

seasonal workers have access to company settingsNew

I selected for my seasonal workers Standard No Access.  I tested it out to see what they could see.  Everything was fine except for one problem.  They can access my company information under the gear settings and edit it if they choose to do so.  They can also add a preparer under the settings gear.  This is a huge security breach and needs to be fixed ASAP.  Seasonal workers SHOULD NOT be able to change my company address and EIN or add new preparers to the software account.This needs to happen NOW for this tax season.

1
mmts
Forum|Forum|2 years ago
mderobertsLevel 1

When calling tech support, the question should be asked if we are needing support for stand alone, network or hostingDiscussion ongoing

When calling tech support, we should be asked initially, if we're using a Stand Alone, Network, or Hosting environment, so that we can be directed initially to the correct support person.      I called support and waited 10 minutes for an advocate, only to be told that she could not help me because I was was using the Hosting environment. Then I had to wait an additional 10 minutes to get connected to the person who could finally help me.  That's valuable time during the busiest part of the year    

4
Forum|Forum|2 years ago
LoreilieLevel 1

Form 1095-A Copy Feature not workingNew

Need to fix the the Copy feature for tax form 1095-A

0
Forum|Forum|2 years ago
18yrsexpLevel 1

Not allowing files to transfer from year to year if marked Final or have Date of DeathDiscussion ongoing

On Individual Files - why does the file still need to be allowed to transfer to the next year if there was a date of death entered for the taxpayer. Either give an option to mark the file as "not to transfer to the next year" or lock the file to keep it from transferring.On Business Files - why does the file still need to be allowed to transfer to the next year if the current year was marked "Final" for filing. Give an option to mark the file as "not to transfer to the next year" or lock the file to keep it from transferring. With our client base of over 5000 clients, we spend a great amount of time just trying to clean up the system each year after transferring files from the previous year. Yes, we transfer all because it is a quicker process then one at a time and you never know which clients will return and which will not.  

1
Forum|Forum|2 years ago
misakopLevel 3

Clear colored alerts bars when close alerts browserDiscussion ongoing

Lacerte 2022 alerts show in colored bars across the top of the window.  When you open an alert from the bar or from the alerts icon, the browser appears.  It displays different than last year, and when you click the X in the upper right corner the browser closes, BUT the colored bars do not clear.  Please resolve

15
Forum|Forum|2 years ago
KenGreenbergLevel 4

Set Default "Assigned to" preparerDiscussion ongoing

Need the ability to set one person as the default "Assigned to" person 

3
Forum|Forum|2 years ago
KenGreenbergLevel 4

have 1099-NEC flow to formsNew

Info we enter for 1099-NEC and 1099-MISC should flow to the appropriate schedules as it did in ProSeries.This should work the same way form 2106 currently works. Not doing that is silly. 

7
IRonMaN
Forum|Forum|2 years ago
JOSEPH11Level 1

Illinois EICNew

New for Tax Year 2023 - Illinois allows ITIN residents to receive EIC - this is only working for clients that have 3 or less "E code" in Part 3 of the Federal information worksheet dependent table. Even if Illinois only allows 3 "E codes" we should not manually remove "E" on dependents 4+ to force the credit to flow to the IL-EIC worksheets. I have been a customer with Intuit for 24 years and I have a large clientele base with ITINs, we need this corrected ASAP. 

1
Forum|Forum|2 years ago
MJP_CTMLevel 1

Intuit Link - Client Notification to Tax Preparer - needs two choicesNew

In Intuit Link, from the client (taxpayer) viewpoint, they need to see two choices at the bottom of their screen.1) Save and Finish Later2) Done and Ready for Tax PrepAs it is today, with only one button, the clients hit the "Mark as Done" button every time they are in Intuit Link, even though they have not finished uploading all of their tax documents.

0
Forum|Forum|2 years ago
willsaintLevel 1

direct deposit account number inside of client letterNew

not allowed to insert client account number for direct deposit inside of client letter for lacerte, but able to do so for pro-connect

0
Forum|Forum|2 years ago
lori1Level 3

Masking bank account on 1040 in LacerteDiscussion ongoing

Need to be able to mask bank account information on a 1040 and state tax returns on client's copy in Lacerte - whether printing a hard copy or to a PDF.  Ultimately this is a privacy/security issue.

3
Forum|Forum|2 years ago
K_CPALevel 2

Transfer\roll forward data from prior year 1065 to current year 1120-S, and vice versaDiscussion ongoing

Hello:Currently it is very easy to transfer data from the prior year to the current year if you're filing the same tax form (e.g. you filed form 1065 in 2022 & you're filing a 1065 in 2023). However, in cases where a client switches entity types and needs to file a new form, it is currently not possible to transfer data.Proconnect should make it possible to transfer\roll forward data from one type of business tax form to another (E.g. roll forward the 2022 info from a 1065 to a 2023 1120-s). I totally understand this is not an apples-to-apples transfer, but at least transferring basic info like partner\shareholder names & addresses, as well as fixed assets would be immensely helpful

1
Forum|Forum|2 years ago
strongsilenceLevel 10

Remove the preparer input information from organizer. 1-14-2024Discussion ongoing

Please remove extraneous input information that clients do not need to see from the organizer.  An example is the Schedule C information in the attached snip. Some of those items are foreign to clients and slows the client down. This could be a contributing factor to the low rates of organizer completion by clients.  

1
Forum|Forum|2 years ago
mamerrillLevel 1

Lacerte Client Invoice Payments - Connect to create invoice in QBO or QB Payments so can be resentDiscussion ongoing

Lacerte has a feature to connect to QuickBooks payments. However, it is currently impossible to resend an invoice generated in Lacerte e-signature function without deleting the entire e-signature. Also, I thought by connecting my QuickBooks payments account to Lacerte that when I send out e-signature with an invoice to my clients it would generate an invoice in either QBO or QuickBooks Payments. Currently, a random invoice is generated in Lacerte that doesn't show up in QBO or QB Payments until it is actually paid. This is problematic if a client either doesn't receive the payment email or signs the e-signature and doesn't make the payment right away.  At that point I either have to void the entire e-signature package and resend or send an invoice separately. Either way is NOT at all user friendly. 

2
Forum|Forum|2 years ago
amycpa96Level 1

prior year social security withholdingDiscussion ongoing

It would be helpful if the prior year voluntary federal income tax withheld was presented.

2
Forum|Forum|2 years ago
PamfromFloridaLevel 2

Organizers you can printDiscussion ongoing

Hi All - I would love it if Pro Connect online could make organizers we can print for our clients.  I know the goal is to use link, but I have a lot of elderly clients and link is too hard for them. Currently, I am using the prior year worksheets to help them gather their data.  I mix the worksheets with an organizer cover page and a Questions Template from another software.  Thanks for considering-PamfromFlorida

3
George4Tacks
Forum|Forum|2 years ago
KatACPALevel 2

Password protected and/or Locked client information unmasking sensitive information when printing HomeBase without prompting for passwordNew

Password protected and/or locked client information unmasking sensitive information when printing HomeBase without prompting for password.Thorough trouble-shooting with no resolution.Information unmasked on HomeBase "Print This View" from client files 1. Locked 2. Password Protected 3. Locked & Password Protected. Unable to print the HomeBase view with successful masking. Able to print unmasked data as non-admin as well as admin of account. 

3
IRonMaN
Forum|Forum|2 years ago
burns54jcLevel 1

Allow preparer to select default email address for client checklist, copy of tax return in 1040Discussion ongoing

When emailing a client any documents (client checklist or tax return) the system defaults to primary taxpayers email address.  We find that the responsible party may not always be the primary taxpayer.  If we could get an option to select which email the client would like information to be forwarded to, that would be a great time savings.  This would also allow us to keep the email for each taxpayer in the correct place instead of putting the spouse's email into the primary taxpayers information.

2
Forum|Forum|2 years ago
TaxService USALevel 3

PROSERIES used to turn ALL file names to lower case when it does the transfer year to year. Please turn that TEXT Formula back on.Discussion ongoing

PROSERIES used to turn ALL file names to lower case when it does the transfer year to year. Please turn that TEXT Formula back on.I share PDFs Two-year Comps and other forms as well as an encrypted Filing Copy before and after eFiling.It just looks better to be uniform and is needed because I copy and paste most people's names from various places when I add them to a return so they don't get misspelled (especially when they have foreign names) and also use those fields to save the file name so now some of them are all UPPER or all LOWER or a combination, thanks.

1
Forum|Forum|2 years ago
garlandLevel 3

The ITO ProConnect pdf tax organizer should be interactiveDiscussion ongoing

the PDF export feature in ProConnect should result in an "interactive pdf" format, not just a plain old pdf. Then, our tax clients can merely fill out the tax organizer forms online... rather than have to print them out, scan them, and upload to tax preparers. Ugh! That would be much more user friendly - both for us tax preparers and for our clients!

3
Forum|Forum|2 years ago
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