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1728 Ideas

K
Kathleen1Level 5

Seasonal or Intern licenseNew

It would be really helpful if Lacerte offered seasonal or short-term intern licenses.  SmartVault and several other of our software programs offer it in some form or another. Especially since there is a relatively short time when we need to add additional people to get through the rigors of tax season and don't need access for those people the rest of the year. To pay almost $500 for a part-time person to have access to the software for 2 or 3 months seems very expensive.  It would be great if they could offer a prorated rate for a 3 or 6 month license.

0
K
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

NEED NY IT-267 YESTERDAYDiscussion ongoing

This form generates the tax credit for a heat pump system.I searched for it by number, and there's no form. But there was a place to add an override amount. I entered it, and it enters it on form IT-201-ATT properly, and then carries it over to the return.But the override creates a critical error stating the form is required, but you don't have it.I'm trying a workaround: I downloaded the form from NYS Tax. I attached the completed form in Proconnect, but it's not on the list of attachments, so I picked something else.What we needThis energy saving credit is a big deal: we need form IT-267This should then be added to the available forms attachment listWe should have the ability to attach an "Other form" not in the drop list.It's scary to say that I've been doing this for 36 years. I've never encountered one of the forms in the NY attachment drop down. So those seem far less relevant. 

4
K
Forum|Forum|2 years ago
J
JacobBartekLevel 1

Schedule D ErrorDiscussion ongoing

The schedule D totals incorrectly when a wash sale and accrued market discount are entered on the same line item. This should be resolved. It is extremely easy to miss and I'm sure a number of people were filed incorrectly because of this. Jacob Bartek

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

MA Child and Family Tax Credit for Disabled Spouses,Discussion ongoing

Massachusetts allows a tax credit ($310) for disabled spouses as part of the Child and Family Tax Credit.  To claim the credit, the disabled spouse (though not actually a dependent for tax purposes), should first be listed on Schedule D1 which then flows to line 46 of the Massachusetts Form 1 where the credit is claimed.  Presently, there is no way to claim this credit in Lacerte without listing the disabled spouse as a dependent on the return.  Since the disabled spouse is already listed on the return as one of the taxpayers, they cannot also be listed as a dependent.  So Lacerte needs to develop a workaround to enable this credit to be claimed for disabled spouses without listing them as a dependent on the return.  I have a number of taxpayers who qualify for this credit and I imagine there are many other MA based tax professionals with this same issue.  I am hopeful for a fix sooner than later since the returns cannot be filed until it is.Eric

2
M
Forum|Forum|2 years ago
B
BH1Level 1

MO-PTEDiscussion ongoing

Proseries needs to add the MO-PTE form to Form 1065 and 1120-S.  No excuse for this not to be available in the software after 2 years even though it needs to be paper filed.

3
R
Forum|Forum|2 years ago
T
TOM HBLevel 2

Support for custom DocuSign engagement letter template with field merge and DocuSign signer and date tagsNew

Create the ability for users to create a Word document template for engagement letters where key fields (e.g. company name, address, signer name, etc.) can be merged and then sent to DocuSign.  The tag placement for signer and date can be done within Word using anchor strings that are supported by DocuSign. Then create the ability to send the engagement letter in batch, similar to batch extension filing.  

0
T
Forum|Forum|2 years ago
J
JLuc09Level 2

Mass Download for Electronic SignaturesDiscussion ongoing

It would be very helpful if that the end of "tax season" we were able to go in and do a mass download of all electronically signed 8879s. 

1
I
Forum|Forum|2 years ago
M
Most Wanted ListLevel 1

Tax Reconciliation ReportDiscussion ongoing

I find it unbelievable that one of the reports for the Individual Tax filings does not include a reconciliation on how the TAX amount was computed amongst the brackets and preferences.This is the most important number on the entire tax return and Lacerte does not show how it's compute, yet it is computed.I worked with Ultra Tax for over 20 years and this report was vital.  So why doesn't the Lacerte team create this report?  It's all being computed in the background, why not put on paper?I urge that you consider my request.  

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

For the SIGN-IN, it would be helpful to have a SHOW PASSWORD indicator, such as many other sign in systems have.Discussion ongoing

The current system does not have the SHOW PASSWORD option  and much time is wasted (every twelve hours) when an errant keystroke or a CAPS LOCK situation occurs.

5
F
Forum|Forum|2 years ago
F
fdlcpaLevel 1

ohio form 4738 make able to efile like you did for lacert usersNew

Ohio form 4738 is a new ohio entity tax return and it would be great to be able to e file this return thru the software.ohio does list lacert as an approved vendor to efile this form, why not proseries???we pay alot of money and we expect our software to assist in saving us time and being more efficient. not being able to efile this form creates a burden on us preparers that frankly less expensive vendors like Drake are on ohios approved vendor list. WHY not Proseries!!!!

2
A
Forum|Forum|2 years ago
O
ORPLevel 2

Align Taxpayer Name and AddressDiscussion ongoing

It would be great if the taxpayer the last name shows under its correct heading on the 1040 Tax Form. Also, the address, specifically the Apt number/suite number needs to be properly aligned on the tax return. We have to spend too much time explaining to clients that everything is correct with their names, addresses, etc.

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

Oregon local MC-40 & MET-40 penalties should automatically calculateDiscussion ongoing

I have a client who owes a bunch on MC/MET-40 and Proconnect isn’t calculating penalties.I found no option for “automatic” calculation on state & local input forms or on penalties and interest forms.ITO calculates penalties automatically for irs, oregon, city and trimet. Should for these too!ito chat says I must calculate penalties manually… geez

1
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Forum|Forum|2 years ago
B
bkleinmeyerLevel 2

Add basic features that are part of EVERY other tax program.New

1. When a tax return is rejected due to a dependent SSN already being filed, tell me which one. Don't make me have to chat in to find out. Literally every other tax program in existence, both professional and consumer tell you which one is causing the reject. 2. A bit more localized, but ProConnect requires RD-108 (Kansas City Profits Return) to be filed separately from the rest of the 1040. No idea why, it makes no sense. I have to e-file the federal and state return, then go back into the return, unlock it, then file the city return by itself. I have use terrible programs like CrossLink, mid-ranged programs like Drake, and expensive programs like UltraTax and all of them filed the RD-108 with the federal and state. None of them required the extra work of going back in and filing it separately. 3. Not really a "feature" but on the W2, put all of the state info together. You enter in the state withholdings in one spot, then scroll down a lot to enter in the State name and ID. Then there is an override spot for state wages, income, and tax withheld. It's confusing and weird. Why are there 2 spots to enter boxes 16-19 on the state? 

0
B
Forum|Forum|2 years ago
D
DeGray_BookkeepingLevel 2

Standardized Invoicing prices per form like ProSeries has. The program should automatically pull up each form used in that tax return and fill the standardized form charge in.Discussion ongoing

I do not like your Invoicing in the client file. Each time, we have to put the tax forms used and the price next to it. It should do that automatically. Some times I spend more that 10 minutes going back and forth to see what forms I should charge for any particular client.

3
O
Forum|Forum|2 years ago
O
ORPLevel 2

Taxpayer and Spouse NameNew

Allowing the full name to print on the return while adjusting the on the back end to meet the e-file requirement. The printout of the return can have the Full Client Name without limiting it to 20 characters. The system should be able to only capture what is required for the Back Edit Data without affecting the actual printout with the client's name.

0
O
Forum|Forum|2 years ago
M
mullinscpa1Level 2

identify carryover by colorDiscussion ongoing

I am colorblind, I see color, just not all shades.Your helpful coloring of an entry box outline to what your tech Justin said he sees as green, I cannot see as green. I see it is darker than other outline boxes.  Could you make the outline font notably thicker, like you can in excel?  Regardless of colorblindness, that sleek look isn't as helpfully in a quick view as a thicker box outline.   Unless you have different colors you are coloring boxes to mean different things, the color does not matter.  If you are however, please consult some official colorblindness foundation for colors to use that we can see.  It is the shade of the color, not that we cannot see color.  So you just need to avoid the shades we cannot.  I use "we" freely here as I do not really know the spectrum of colorblindness issues.  This was seen on the 1040 K1 carryovers listed under the Basis tab for a certain K1.Thank you!Robert Mullins

2
M
Forum|Forum|2 years ago
K
Kathleen1Level 5

remove PTET balance payable from the letter when paid with extensionDiscussion ongoing

Our client paid the 2022 PTET estimated balance due in March via webpay.  Now we are filing the 2022 S-corp return and the payment is properly reflected on the Form 100S.  However, the letter is showing that they still owe the amount that was paid in via WebPay estimate for 2022.  Per my own research and a call to Lacerte, the only way to remove the balance due from the letter is to manually modify the custom letter.  There should be a check box, or a place to enter the estimated payment for the PTET so that it doesn't show up in the letter when it has already been paid and is properly reflected in the return.

1
I
Forum|Forum|2 years ago
S
SYM2022Level 2

Operation Inherent ResolveNew

My client is in the military. Operation Inherent Resolve nor Combat Zone are listed in the Special Military Processing drop-down menu. How is this resolved?

13
P
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

Template Entry Defaults and Direct Deposit ConsistencyNew

I find myself checking the box for "Electronic payment of balance due" and entering the tax deadline date on every return. I don't know whether they'll owe, but I like it out of the way.We should have default options:Direct deposit of refundDirect debit of amounts due and a default date we enter like "tax due date"Assigned to - the prepare name - I put this in a previous suggestionPrint preparer name on returnOur choice for the presidential campaign These defaults should also have an option to select for only new returns or select for all returns. While I'm on direct deposit entries, why do we check a box for a Federal refund ("Direct deposit of federal refund") but NY returns require a 1 to be entered instead of another check box?This list isn't meant to be exhaustive. The idea is to avoid having to enter the same stuff on multiple returns. 

0
K
Forum|Forum|2 years ago
K
Kathleen1Level 5

California Partnership Income Tax Summary to be expanded back to it's original functionNew

Quite a few years ago now in the Partnership program of Lacerte the California Income Tax Summary used to show Income, Deductions, Rental Real Estate Income, S179, charitable contributions, etc.  One year someone decided that only the trade income, expenses and ordinary income/loss needed to be shown on the CA tax summary.  When questioned Lacerte indicated the items are already shown on the Federal tax summary and therefore are redundant to show on the California tax summary.    That was never true, because RE Income(loss), S179 and charitable contributions could always be different.  But now that we have to calculate California capital on the California tax basis, the balance sheet numbers will also be different.  So now you have to search through the California return to confirm that other items (ie: RE Income(loss), S179, charitable contributions, etc and assets and liabilities for state purposes are correct. Since there are no control totals for California in the partnership program, it would be especially helpful if those numbers could at least be brought back to the California Tax summary for quick and easy verification that the returns is correct.

0
K
Forum|Forum|2 years ago
A
ABadolatoLevel 2

Please Implement Grouped Bookmarks on PDFs of Tax ReturnsNew

Please change the automatic bookmarking system when printing a tax return directly to PDF to instead group the bookmarks by the taxing jurisdiction.  It is quite difficult to navigate through the bookmarks of a multi-state tax return when they are shown on one large list and are labeled only as the form numbers.Current format                                                                                                            Proposed format                      Also, please group the K-1s by partner / shareholder numbers or names instead of showing "page 1" on each new beginning K-1.Current format                                                                                                            Proposed format

3
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Forum|Forum|2 years ago
J
JamesL1Level 2

Scroll bar neededDiscussion ongoing

How about a scroll bar like most browser windows? My finger is getting really tired on the scroll wheel all day, especially in these long input screens. 

2
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Forum|Forum|2 years ago
R
RoxLevel 4

Convert an 1120 to an 1120S when creating new returnNew

I am disappointed that there is no way to convert 1120 to 1120S when creating a new return and still get the data to roll forward in PTO. I had a corporation decide to report as an S-corp beginning in 2023. The 2022 1120 had been marked as final because I anticipated submitting 1120S for 2023. If I create a new return and request form 1120S, none of the data rolls over. If I deselect the checkbox for final in 2022, data rolls forward but still there is no way to convert to 1120S presentation. According to Tech Support I cannot even export to Excel so I can import into the 1120S new tax return. I am astonished at the lack of exporting to Excel, especially since there are some instances where you can import from Excel. I am peeved that I now have to recreate from scratch beginning balances and other historical data from scratch - especially those blessed depreciation records. You have created additional work for me and additional exposure to input errors. Please at least get export to Excel functionality. Export to pdf does nothing to help me.

5
sjrcpa
Forum|Forum|2 years ago
G
garlandLevel 3

Intuit link column “documents” should show shared documents or separate columnNew

Some of my 1040 clients are uploading tax documents in the “shared folder”. There is NO email or any notification of that! ITO chat says I have to go thru every single client to see if they’ve uploaded something to SHARE. That’s no good…There should either be a separate column showing # of shared documents or at least - the shared documents should show up under the current “documents” column.

0
G
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Populate prior year's AGI on Form 8936: Clean Vehicle CreditImplemented

Form 8936 (Clean Vehicle Credit)Part I line 3a asks for prior year's AGI (Enter the amount from line 11 of your 2022 Form 1040, 1040-SR, or 1040-NR). Proconnect has the data, but in Underpayment Penalty (2210) area. I propose to populate the line 3a with the data. I need 12 votes on the following idea to prevent deletion, thank you!-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects. 

2
I
Forum|Forum|2 years ago

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