Idea Exchange

1728 Ideas

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.

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

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.  

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. 

Forum|Forum|2 years ago

MichaelPazLevel 2

Lacerte should show how the tax is calculatedNew

I don't want to have to go do the math to tell my client how much of their tax liability is LTCG vs from their wages, etc. This would be such a simple feature to add, why is it not already a thing?

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.

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

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. 

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.

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.

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!

Forum|Forum|2 years ago

pconradcpaLevel 2

Form 1040 and 1065 / Navigation Panel / K-1 Input ScreenNew

1)  Please put the K-1 input screens in alphabetical order in the navigation screen/panel.  I have a clients with 60+ K-1s and sometimes its very hard to find the K-1 input screen since they are not in alphabetical order.2)  Receiving a K-1 with ordinary income and rental income requires 2 input screens in Proseries.  This essentially doubles the amount of time to handle a K-1 received by my clients.  Please allow only 1 input screen per K-1 received.Thanks!  Paul Conrad

Forum|Forum|2 years ago

Scine 2020Level 1

Intuit Link StatusesNew

2023 Intuit Link statuses are pulling from the 2022 tax software. About 200 of them say Invitation Accepted, no Invitations have been sent out yet for 2023. A Lacerte Agent said each of those need to be manually uninvited and cannot be done in bulk. This will take hours so please fix this for next year.

Forum|Forum|2 years ago

genepmogenLevel 1

Telephone answering messageNew

When the business is closed, the answering message should say so immediately, instead of asking for the caller's customer number/reason for the call/ etc.  

Forum|Forum|2 years ago

aknollsLevel 2

Ohio SD 100 electronic filingNew

The Ohio SD100 now requires a checkbox to electronically file in the Profile section.  It should default to being checked like the IT1040. I don't know why this is even a thing to start with.  The Ohio return and the SD100 should always be submitted at the same time, the same way, as in the past.  Please change this!

Forum|Forum|2 years ago

MoethecpaLevel 1

Customer Service RepNew

It would be great if we can work with one or two dedicated customer service representatives to avoid spending a lot of time on the phone with a new person every time and familiarize them with our account.  

Forum|Forum|2 years ago

Jtax LLCLevel 3

E-filing of Kentucky Form 725Discussion ongoing

I would like to request that ProSeries make the Kentucky form 725 able to be e-filed. This form is named "KENTUCKY SINGLE MEMBER LLC INDIVIDUALLY OWNED INCOME AND LLET RETURN". You have to pay $175 with the form as well.  It is to be filed with the Schedule C of their personal return.   Currently, we have to print it out and mail it in with a check. I would love it if it were able to be e-filed and the payment could auto-draft. It would definitely cut down on the failure of clients to sign, mail, and send the check in to Kentucky. Thanks!   Jenny B.

Forum|Forum|2 years ago

jmaddcpaLevel 2

Add Alabama PPT for electronic filingDiscussion ongoing

Add Alabama PPT for electronic filing.

Forum|Forum|2 years ago

kbreedloveLevel 2

GA Form 500 NOLDiscussion ongoing

Please add this form to the ProSeries form list. This form has been a requirement from Georgia since 2015. At the very least, we should have a 500 NOL worksheet.

Forum|Forum|2 years ago

RoxLevel 4

Sell return units earlierDiscussion ongoing

I have time now to input assets into the Depreciation Schedules as well as to record disposals. My input is accepted into the program, but I cannot retrieve a printed report or pdf simply because Intuit will not sell me a unit until next month. Having the pdf or printed report makes it easier to reconcile to the taxpayer's current ledger. Please allow early purchases in order to download and work with pdfs in advance of the year-end. Or maybe allow export of lists and schedules for which you already allow imports.

Forum|Forum|2 years ago

waynehLevel 1

Conversion of LLC to S CorpDiscussion ongoing

As of now you cannot convert from LLC to S corp without creating a new client and HAVING TO ENTER ALL FIXED ASSETS IN DETAIL INTO A NEW DEPRECIATION SCHEDULE.  THIS IS VERY TIME CONSUMING AND SEEMS TOTALLY UNNECESSARY.This needs to be a high priority to give us a solution 

Forum|Forum|2 years ago

TWright87Level 1

Income- Pensions and IRAs(1099-R)Discussion ongoing

Please have a critical diagnostic associated with any income in this field or make the "State Taxable Amount" much more prominent at the top of the page. Several states do not count Pension Income as taxable and a critical diagnostic would go a long way in resolving this issue. At our firm, we have noticed this as the single greatest obstacle with ProConnect Tax Online and would love a better option in the future.

Forum|Forum|2 years ago

Bobl9725Level 1

Backup of Client Tax files from the Cloud StorageDiscussion ongoing

It would be a real benefit for preparer's to have the ability to backup their client's tax software files as an additional source of security under the new IRS Tax Security mandate.  At present this is not an option with Intuit's ProConnect Tax application.

Forum|Forum|2 years ago

jtruesdaleLevel 2

Maryland Business Property Tax ReturnNew

Would be nice in Proconnect offered the Form 1 series in their list of forms to be filed so we don't have to use a different product for this one form. Came from Ultratax and it had that capability.

Forum|Forum|2 years ago

GoCanesLevel 2

Final ReturnsDiscussion ongoing

It would be helpful if in database reports you could print a list of corporate and fiduciary taxpayers that filed final returns for the year.

Forum|Forum|2 years ago

Filter by idea status

Filter by product

1728 Ideas

Masking bank account on 1040 in LacerteDiscussion ongoing

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

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

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

Lacerte should show how the tax is calculatedNew

prior year social security withholdingDiscussion ongoing

Organizers you can printDiscussion ongoing

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

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

The ITO ProConnect pdf tax organizer should be interactiveDiscussion ongoing

Form 1040 and 1065 / Navigation Panel / K-1 Input ScreenNew

Intuit Link StatusesNew

Telephone answering messageNew

Ohio SD 100 electronic filingNew

Customer Service RepNew

E-filing of Kentucky Form 725Discussion ongoing

Add Alabama PPT for electronic filingDiscussion ongoing

GA Form 500 NOLDiscussion ongoing

Sell return units earlierDiscussion ongoing

Conversion of LLC to S CorpDiscussion ongoing

Income- Pensions and IRAs(1099-R)Discussion ongoing

Backup of Client Tax files from the Cloud StorageDiscussion ongoing

Maryland Business Property Tax ReturnNew

Final ReturnsDiscussion ongoing

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Masking bank account on 1040 in LacerteDiscussion ongoing

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

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

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

Lacerte should show how the tax is calculatedNew

prior year social security withholdingDiscussion ongoing

Organizers you can printDiscussion ongoing

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

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

The ITO ProConnect pdf tax organizer should be interactiveDiscussion ongoing

Form 1040 and 1065 / Navigation Panel / K-1 Input ScreenNew

Intuit Link StatusesNew

Telephone answering messageNew

Ohio SD 100 electronic filingNew

Customer Service RepNew

E-filing of Kentucky Form 725Discussion ongoing

Add Alabama PPT for electronic filingDiscussion ongoing

GA Form 500 NOLDiscussion ongoing

Sell return units earlierDiscussion ongoing

Conversion of LLC to S CorpDiscussion ongoing

Income- Pensions and IRAs(1099-R)Discussion ongoing

Backup of Client Tax files from the Cloud StorageDiscussion ongoing

Maryland Business Property Tax ReturnNew

Final ReturnsDiscussion ongoing

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO