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1728 Ideas

J
jcurdcpaLevel 2

IRC Elections SummaryDiscussion ongoing

If this summary has input one year, it should carryover to the next year.  The election for IRC reg 1.263(a)-1(f) - De Minimis Safe Harbor Election is common for all small businesses and must be elected each year.  Please make this election easier to find and use!

2
I
Forum|Forum|2 years ago
S
sarah2Level 1

Pre-Fill State PTE Representative DataDiscussion ongoing

Would like to see Lacerte auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  Wisconsin has newly required this for 2024, even when it doesn't apply.  The issue is, it's all information that is already in Lacerte: Name, address, telephone and e-mail.  An auto-fill would be helpful and maybe with an Informational Diagnostic to double check that the pre-filled data is correct.

1
I
Forum|Forum|2 years ago
L
ldadminLevel 1

knowledge based authenticationDiscussion ongoing

IRS requires knowledge based authentication on their tax returns so there should be an option to make this a fixed field so it will not be done without this requirement

1
I
Forum|Forum|2 years ago
A
abfinanceLevel 1

Attach multiple emails to the same Intuit LinkNew

I have many married filing joint clients who both want access to the Intuit Link portal so they can both upload their own documents. I'm surprised there isn't an option to add multiple emails to one Intuit Link request. 

2
S
Forum|Forum|2 years ago
Mr Taxes LLC
Mr Taxes LLCLevel 2

Solo 401k and or SEP Basis Beginning and Ending TrackerNew

In Pro Series 2023 would be nice to have the option to input Solo 401k and or SEP beginning and ending basis year over year. Just like you would for Traditional IRA which is in the program. Instead I have to create a separate spread sheet and attach it to the tax return for my clients. That is all, thank you.

2
Mr Taxes LLC
Forum|Forum|2 years ago
C
CPATIM1Level 2

For CA Have Taxpayer Interested In No Cost Have DEFAULT to NONew

For every return we do we have to put a 1 or 2 in the box for taxpayer is interested in no-cost or low-cost health care coverage information 1=yes 2 = no in order to clear the diagnostic.Most preparers are going to put a 2 in this box so it would be great if 2 was the default and we did not have to clear a diagnostic for every tax return we do.

0
C
Forum|Forum|2 years ago
R
Richard AyresLevel 1

taxpayer passed awayNew

Taxpayer was deceased in 2022 on a joint return and when converted to 2023, the program does not move the driver license information spouse from category to the correct taxpayer.

0
R
Forum|Forum|2 years ago
M
mwaller1027Level 3

Need option to batch change status of Personal Questionnaire questions in Intuit LinkNew

As we begin reviewing client submissions in Intuit Link, I'm once again pulling my hair out.  Having to click on the status "dot" next to each question and mark it complete is so incredibly tedious and time consuming.  PLEASE GIVE US THE ABILITY TO CHANGE THE STATUS OF ALL QUESTIONS AS A BATCH!!  Maybe at the bottom of the Questionnaire section? 

0
M
Forum|Forum|2 years ago
L
larrygrussell1Level 3

DYMO Label Printer "Add-in" for LacerteDiscussion ongoing

May we please have a DYMO Label Printer "Add-in" for Lacerte?I would like to print mailing labels to the client, return labels from the client to me, and tax filing labels for the client to mail their return, extension payment, estimate payment, etc.,Please and thank you.

1
I
Forum|Forum|2 years ago
R
revjaymeLevel 1

Return/payment amount posted while completing the returnNew

In Pro-series the preparer can view the potential return or payment amount as we are working. There doesn't seem to be that option in Pro-connect.

0
R
Forum|Forum|2 years ago
J
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
J
Forum|Forum|2 years ago
T
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
G
Forum|Forum|2 years ago
G
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
D
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
C
Forum|Forum|2 years ago
B
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
B
Forum|Forum|2 years ago
L
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
M
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
M
Forum|Forum|2 years ago
L
LoreilieLevel 1

Form 1095-A Copy Feature not workingNew

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

0
L
Forum|Forum|2 years ago
1
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
1
Forum|Forum|2 years ago
M
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
M
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

Set Default "Assigned to" preparerDiscussion ongoing

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

3
K
Forum|Forum|2 years ago
K
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
J
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
F
Forum|Forum|2 years ago
M
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
M
Forum|Forum|2 years ago
W
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
W
Forum|Forum|2 years ago

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