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3565 Ideas

D
derrythomsonLevel 2

Please clear the electronic file check box when downloading new yearNew

Every year, I spend 8+ hours opening every individual account and deleting the efile check mark.  I do this to empty the EF View list in efforts to keep track of the open files I am working on.  (Mind you, though I have a punch list, one or two do get overlooked.)  Does anyone have a work around or INTUIT, could you please make this an upload option???  

6
D
Forum|Forum|2 months ago
J
JMac2021Level 3

Proseries needs to support additional Iowa Business Forms for Electronic FilingNew

The Iowa Department of Revenue has moved to a Modernized e-File system that requires electronic filing for businesses that earn over $250k in gross receipts. Proseries needs to support additional Iowa Business Forms for electronic filing to match their other tax preparation products. Intuit already supports e-filing multiple Iowa business forms on ProConnect Tax Online and Lacerte. The Iowa Department of Revenue has informed my clients that paper filing is not an option and has denied exception requests stating the tax software's inability to e-file is not an excuse. If Proseries does not start supporting the same Iowa forms as their other software and competitors, my tax preparation office will be going elsewhere. 

0
J
Forum|Forum|2 months ago
O
OskiTaxLevel 1

Autofill State ID number on w-2s and 1099-RsNew

Once Federal EIN has been entered in program, it can be used for other clients that get W-2's or 1099-Rs from the same payor, and it auto fills on their W-2 or 1099-R. However, the State payor numbers must be manually entered every time.  They don't auto fill.

0
O
Forum|Forum|2 months ago
O
OskiTaxLevel 1

Halt printing of Invoice for non-Paid Preparer ReturnsNew

Why does invoice print when "non-paid preparer" box is checked on Information Worksheet? Program should not print the invoice since the preparer is not being paid. 

0
O
Forum|Forum|2 months ago
M
Michael_AllenLevel 1

Form 8813 Quarterly Estimated PaymentsNew

The IRS requires quarterly estimated payments for foreign partners of U.S. partnerships on Form 8813, but Lacerte only generates an annual form.  According to the IRS instructions for Form 8813, estimated payments are required and due on the 15th of the fourth, sixth, ninth, and twelfth months each year and that late payments may be assessed.  Lacerte now insists that quarterly Forms 8813 should be manually prepared but for the price of this software, it should develop the capability to generate quarterly forms through the software amirite?  See "Form 8813" and "Where To File" sections on Page 2, the "When To Make the Payment" section on Page 5, and the "Late Payment Of Tax: section on page 6 of the Form 8804, 8805, and 8813 Instructions.

0
M
Forum|Forum|2 months ago
L
LizHLevel 1

Extended Tax ReportingNew

Like the overall summary that can be exported, but include more/all fields. Critical things would be what states and other returns are selected in the returns profile. We would like to be able to easily determine clients with such things as DE or NY filings without opening every return.

0
L
Forum|Forum|2 months ago
M
millerfredLevel 1

direct deposit/withdrawal selections for STATESNew

On the FEDERAL information worksheet whenever there is banking information present it is REQUIRED to answer YES OR NO to whether withdrawal or direct deposit is desired. (Depending on whether there is a refund or money owed).HOWEVER, ON THE STATES, there is no requirement to answer the exact SAME QUESTIONS.  It is easy to forget to select because the software doesn't require an answer on the STATE information worksheet, as it does for the federal worksheet.PLEASE MAKE THE SOFTWARE REQUIRE A RESPONSE ANYTIME THERE IS BANK INFORMATION PRESENT - ON THE STATE WORKSHEETS JUST AS IT IS ALREADY REQUIRED ON THE FEDERAL WORKSHEET.Fred Miller, EA H&M Tax Service. (more than 30 years with Proseries!)267.218.4817  

1
T
Forum|Forum|2 months ago
B
BirminghamLevel 3

Alabama Schedule A - SALT LIMITSNew

It appears to me that Lacerte is incorrectly applying the Federal SALT limits to Alabama...limiting those with over 600K to just 10K of taxes deduction on Sch A.  There is an Alabama SALT Limit override where you can enter the total taxes you want deducted. But we should not have to use the override.

0
B
Forum|Forum|2 months ago
HOPE2
HOPE2Level 7

Upgrade , limitations that should be addressedNew

ProSeries currently has several gaps and limitations that should be addressed:Tax Advisory availabilityTax Advisory tools should be available in ProSeries, not limited only to ProConnect. It is not reasonable to expect users like myself—who are accustomed to ProSeries—to switch to an unfamiliar platform just to access Tax Advisory features.Search functionality (Ctrl + F)The ability to use Ctrl + F should be enabled within ProSeries across all pages. This would allow users to quickly find specific words or entries within forms and significantly improve efficiency.Training and clarity on Superseded vs. Amended returnsThere is a clear lack of training and documentation regarding the difference between superseded and amended returns. Even support staff are not fully familiar with the superseded return process. Providing clear instructional videos explaining the differences and proper procedures would be extremely helpful.1040-NR availability across statesWhy is Form 1040-NR only supported for certain states like California and New York? Each year, I have more than 100 new clients from other states, and this limitation directly impacts my ability to serve them and generate revenue.

2
HOPE2
Forum|Forum|2 months ago
B
bwcpaLevel 4

Need to e file california grantor trust returnsNew

For many years, our client's with California grantor trusts have had to continue to file paper tax returns.  I just spoke with another tax preparer who uses the "Ultra tax" software program, and they have been able to e file California grantor trust tax returns for many years.  The FTB website further states that the FTB CAN accomodate e filing for Grantor Trust tax returns.  So, why after so many years, with so many of Lacerte's clients in California (probably the majority of Lacerte's customers are in California), doesn't Lacerte accomodate e filing for such a ridiculously simple form?  It's embarrasing when we have to tell client's that our software vendor is so outdated and behind that we can't e file such as simple tax return.  Obviously it can be done if your competitors are doing it.  WHY??????????

2
Accountant-Man
Forum|Forum|2 months ago
M
MattBLevel 1

e-file payment recordNew

Can the Request Payment Date on the E-File Payment Record - Balance Due page be the actual date requested or April 15th?  It would be nice to be able to provide that page to clients as support that we requested payment on a specific date or the April 15th dates and that any delays in the withdrawal are issues with the filing agencies.  Now the date of the page seems to change and is not ties to the request date imbedded in the e-file information set with the e-file tax return.  Meaning what was found when I went to "E-File" the E-File Support Tools and then to View E-file.  The date there is the April 15th date but the date on the E-File Payment Record is April 17th or April 19th and even April 22nd for different clients.  This would be a very nice page to be able to provide to clients to support the actual payment request date as it also has all of the other important payment information for the payment to be name and made timely.

0
M
Forum|Forum|2 months ago
co75_2
co75_2Level 5

PA EIT returns e-fileNew

Pro Series needs to Incorporate E-filing of PA Local EIT returns as part of the Protocol e-filing Federal and PA state tax returns. The fact that we tax pros need to have a SEPARATE PAPER FILING system is inefficient and NOT cost effective for continued use of the PS Software when there are other software companies on the market that have successfully implemented this feature.

8
co75_2
Forum|Forum|2 months ago
HOPE2
HOPE2Level 7

Advisery ProseriesNew

For the past several years since Tax Advisory was introduced in ProConnect, despite all the requests we have submitted to have this option added to ProSeries, there has been no response or acknowledgement. In my opinion, Intuit could offer three types of ProSeries: 1) Basic, 2) Professional, and 3) Advisory Professional, each with three different pricing tiers.

0
HOPE2
Forum|Forum|2 months ago
K
Kyle EdbergLevel 2

8962 Monthly Total - ForceNew

I'd like to see a way to force Lacerte to put monthly totals on Form 8962 instead of having it report annual totals when 12 month detail is entered.  I have a client where not all columns are the same for 12 months on Form 1095-A, but Lacerte is totaling all columns as if they are and putting them on line 10.    My support agent was super helpful but we discovered that there is not a way to make this change.

4
K
Forum|Forum|2 months ago
J
JNGCPALevel 1

Proforma Additional Charges in Invoice for Non-Individual ClientsNew

In the Individual module, we have a check box to "proforma descriptions"  in the "Additional charges" section of the invoice screen.  This makes the verbiage entered carry to the following year.  Can this option be added to the non-individual modules, such as Partnership and S-Corporation?

0
J
Forum|Forum|2 months ago
A
aschoenbartLevel 1

the program enters old nol's on schedule 1 even when you have a loss in the current year. The line should be zero in this situationNew

my client had a 61K loss yet the program insisted on showing the 2012 - 2017 NOL's. Negative one didnt work as an override as it did in 2018 - 2024

0
A
Forum|Forum|2 months ago
T
troy2Level 2

Populate the bank's name once the routing number has been typed inNew

I have used proseries for decades and it would be a nice feature to see. Once you type in the financial institution's routing number that the name of the bank automatically populates. Currently, it says the bank name is optional.Thanks, Troy

0
T
Forum|Forum|2 months ago
S
sharolLevel 3

Enhanced Senior DeductionNew

Add a paragraph to the Client letter to tell how much they benefitted from the Senior deduction. Also put in the client analyzer. 

10
Jim-from-Ohio
Forum|Forum|2 months ago
S
sharolLevel 3

Intuit Link emailNew

Several clients have tried to contact me by hitting replay on the intuit link email.I have added below my signature at the bottom of each email template:Do not hit reply to this email.Instead contact me at ...

1
Skylane
Forum|Forum|2 months ago
S
sharolLevel 3

Client LetterNew

It would be great if we could print the client letter into word to easily add information.

0
S
Forum|Forum|2 months ago
S
sharolLevel 3

SEP Amount in Client LetterNew

Add a paragraph to the client letter stating the amount of SEP contribution for taxpayer and spouse.

0
S
Forum|Forum|2 months ago
E
EFCPALevel 2

Programming Error on Form 1099 R WorksheetNew

Per the worksheet - Box 1 is to input the amount per the 1099 R received. and Box 2a is to enter the taxable portion of that distribution.However the taxable portion of that distribution DOES NOT carry to line 4 b on page 1 of the 1040. Instead, the full amount of the distribution gets reported as taxable. Additionally, line 4a of page 1 of Form 1040 is blank, instead of properly reporting total distributions received.Why do you have an input box 2a on the 1099 R worksheet if it does not properly carry the taxable amount to page 1 of the return?I spent 2 hours on phone with tech support today and they had no answers.This seems to be a big flaw in your programming and is misleading to tax preparers.Hopefully you will research this and correct where needed.

1
IRonMaN
Forum|Forum|2 months ago
A
agtaxLevel 1

Add hotkey shortcut to return to close client and return to HomeBase - Ctrl+HNew

Please make Ctrl+H a shortcut hotkey to close the client (and bring up the save dialogue box if the return hasn't been saved) and return to the HomeBase View. It is not currently used as a hotkey for anything else.

0
A
Forum|Forum|2 months ago
R
rpremselaar86Level 1

MFJ vs MFS comparisonNew

The MFJ vs MFS comparison should include the analysis at the state level as well; ProConnect only provides it at the federal level! My practice is based in NJ, and so we have many NJ and NY taxpayers.  The benefit of filing MFS actually occurs at the state level for taxpayers earning more than 7 figures.  But since the MFJ vs MFS comparison does not provide it at the state level, it is extremely time consuming to perform this analysis manually.  I used Drake for many years which always provided the MFJ vs MFS comparative analysis at the state level as well.  I feel this should be obvious and standard for ProConnect to provide. I cannot figure a reason why it would not be made available.

1
IRonMaN
Forum|Forum|2 months ago
T
tim cLevel 1

Qualified Charitable Contribuitions from IRANew

More than once, I have entered a QCD into a line that is not an IRA.  Please set up a diagnostic (even critical) that flags this.    Also, the common "Code 4" IRA - inherited - should be included in the sieve your set up.   Also, testing for the age should be part of this.  Easy to state the problem, but hard to code it!   Tim [removed]

0
T
Forum|Forum|2 months ago

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