Idea Exchange

1625 Ideas

Expand the name field to more than 40 spacesDiscussion ongoing

The name field is limited to 40 spaces.  For  foreign clients sometimes that is not enough.  Especially if inputting the name of a foreign trust (Form 1040NR).

Forum|Forum|3 years ago

williambeasley2Level 1

Lacerte'w call in answering serviceNew

The phone answering service ask me what I need help with.  It rarely directs me to someone especially knowledgeable in that area.  I would rather be able to respond with a form number, via my phone pad, or a coded list of areas for support on an issue.  Then the same problem does not have to be figured out by 500 people during the year.  maybe just 5.  Saves everyone a lot of time.  Also, that group would be very profecient in recommending fixes to the program that might solve the problem for that year.

Forum|Forum|3 years ago

blitzleeLevel 2

Lacerte Automatic Backup Control RequestedDiscussion ongoing

Lacerte has started backing up the 2021 and 2022 data files for the individual and partnership data.  It looks like this backs up every workday. The 2021 back up is creating a 5.8GB zip file on our server per backup which will be approximately 30GB per week.  Since we back up our server nightly it is continually increasing the size of our backup and will eventually exceed the size of our back up tape.Is there an option that can be added to the program so users doing their own backup can can elect out of this automatic backup?Can an option be added to this automatic backup to direct the the location of the backup to a specific location?  For example it is now backing up to our server but could it be directed to a local computer hard drive.It seem irresponsible to implement an automatic back creating large files without informing users of the software change much less not providing some level of control of the backups.

Forum|Forum|3 years ago

calmwhatwhereLevel 2

Schedule K-1 Letter for S Corp, Partnership, and FiduciaryDiscussion ongoing

The K-1 Letter for S Corp, Partnership, and Fiduciary ( the K-1 forms are attached to this letter) only lists the Federal Schedule K-1, even though comparable state forms are also included .Either add the state paragraph to this K-1 letter OR make this letter customizable! Susan A. Weiss, CPA( A Lacerte Customer since 1988 or there about) 

Forum|Forum|3 years ago

creed96Level 2

User NamesDiscussion ongoing

In the hosted environment, the icon 'Client Status' when you click on it and then click the tab 'Client Log'. I would like to see my employees name/username, NOT a number. When I call this apparently is not an option (like in desktop version). Please make it an option so it is easier to identify who work in the tax return.

Forum|Forum|3 years ago

wbehrensLevel 1

Manditory e-pay california on S corporation and c corporation returnsNew

Have a box called Manditory e-pay on s-corporation and c corporation returns

Forum|Forum|3 years ago

JAHMNLevel 1

Suppress Printing Form M1PRDiscussion ongoing

Please suppress the printing of the Minnesota Form M1PR for the government copy when e-filing.

Forum|Forum|3 years ago

nschellingLevel 1

For the From1040NR & 540NR for a Trust or Estate, provide the option to enter the entity's EIN: xx-xxxxxxxDiscussion ongoing

The ID field currently doesn't give the option to input a 9-digit entity number for a Trust or Estate when preparing a Form 1040NR/540NR.  Had to have technical support do it.

Forum|Forum|3 years ago

laurasnowLevel 1

Colorado addback for bond interest with bond premium calculationDiscussion ongoing

I recently had a problem with a tax return that had bond premium on tax-exempt obligations, federal tax-exempt interest and CO municipal bond interest.  Lacerte calculated an addback but did not include a worksheet of that addback amount on Line 6 of the CO 0104.  I have no way of verifying if that calculation is reasonable and provide an answer to that client. Laura

Forum|Forum|3 years ago

lansmanLevel 2

Pass thru of 1098-T information to stateDiscussion ongoing

Once we fill in the information on the 1098-T and enter it in the federal program I do not know why the program will not carry that information any further than the federal program and require the preparer to re-enter said information in a different format on the state return. Yes - we are responsible for carrying the information accurately but that is what a computer program should do whenever possible.

Forum|Forum|3 years ago

contador1Level 1

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.New

Trust has an apartment building and is installing solar skylights which qualify for the 30% Federal energy credit.  The credit is claimed on form 3468, which goes to form form 3800.  You have these forms for other modules relating to business entities, but not for fiduciary returns.As it is right now, I have to create form 3468 from another program, put the credit into form 3800, insert form 3468 into the trust return and paper file it.  This is a major nuisance, and Lacerte is better than this.Please add the form 3468 to the fiduciary module for 2023. 

Forum|Forum|3 years ago

AmyTerryLevel 1

Display primary contact and mobile for non-individual tax client typesDiscussion ongoing

Sure would help to be able to see the main business owner's name (or trustee's name) and contact number in the main client list display.  I should think it would just be a matter of adding the ability to read from those respective fields.  

Forum|Forum|3 years ago

taxpro2000Level 4

One K1 with multiple QBI input sheetsDiscussion ongoing

Currently, a K1 with multiple activities requires each activity must be separately entered into its own input sheet. The K1 I am now inputting has 23 activities, and I have several similar K1s. ProSeries should allow tax preparers the ability to enter one K1 input sheet with multiple QBI activity entries within that 1 K1 input sheet. This would save numerous hours of input time and be more technically accurate for my client & how they report. If preparers wanted to enter each activity separately, they would still be able to do so. 

Forum|Forum|3 years ago

Taxguru00Level 1

More options for ID'sDiscussion ongoing

ProConnect needs more options for ID's. At the moment, we are only able to put in a driver's license and a state ID, but there needs to be an option for passports. The IRS website states: "A valid federal or state government-issued picture identification, such as a driver's license, state ID, or passport." are valid forms of ID.

Forum|Forum|3 years ago

rj-jbsLevel 2

The client letter templates for 1065, 1120 and 1120S returns do not include an insertable code for the Preparer's email address. Codes exist in the library for 1040 (e.g., FDIEPmail), 1041 706 and 709. Will ProSeries add these?Discussion ongoing

The client letter templates for 1040, 1041, 706 and 709 returns include a unique insertable code for the preparer's email address. In the 1040 it is [FDIEPmail]. In the 1041 the code is [FIFPEMAIL]. There are similar codes within the 706 and 709 returns. The codes DO NOT EXIST in the library of client letter codes for the 1065, 1120 or 1120S products. Will ProSeries add them so the letters are consistent?

Forum|Forum|3 years ago

jeffblizzardLevel 1

Lacerte - South Carolina Form SC1120S and Form I-435New

I'm still not sure about my inputs but I just completed an SC1120S that included Form I-435.  I was surprised at how much of the I-435 information that I had to input myself - that the form itself didn't pull in ANY data from other parts of the return, e.g. from the Schedule SC-K worksheet.  I'm also surprised that I didn't get a "critical diagnostic" when lines 1 - 12d , column F of the Schedule SC-K worksheet did not equal page 1, line 4 of the SC1120S as the instructions state.

Forum|Forum|3 years ago

susan_martinLevel 1

Oregon MC-40 and MET-40 extension paymentsNew

MC-40 and MET-40 payments can only be entered as prepayments and if they are, they are then subtracted on Oregon OR-A as local tax payments.  This is a problem if they were extension or estimated payments made after the year-end.  In that case they shouldn't be deducted yet.  Please add a way to indicate the date of the payments made.

Forum|Forum|3 years ago

MattBLevel 1

Oregon Form MC-40 and MET-40 and payment couponsDiscussion ongoing

It would be nice to have the mailing addresses print on the payment coupons for these local tax filings of where the coupons and $$ is to be sent.  Next, related to addresses. On the Form MC-40 and MET-40 the "residence address" is pulling from Screen 1.  If that address is actually the "mailing address" for the taxpayer and there is a different a difference in the "residence" and "mailing" addresses, it would be nice to have the option for the forms to fill out correctly.Maybe the input on screen 50.028 is set up as "address if different than Screen 1" with a check box if this address is the mailing or residence address.These local taxes are heavily based on residency and when we are not able to provide the correct addresses for the mailing versus residence it make filing tricky for the part year and non residents.

Forum|Forum|3 years ago

dnelsonLevel 1

automated software updatesDiscussion ongoing

The Lacerte update policy has become oppressive. This past year I have been required to update our software multiple times each week. today I attempted to perform a simple research project for a client that ultimately required opening three years of Lacerte software. each had to be updated. what should have been a 30 minute project took all morning updating, rebooting, closing files, etc. I understand you have a cloud option but some of us do not wish to migrate our client information to the cloud. I believe you need to form a steering committee with some members that are tax professionals, not programmers. This committee would be charged with determining what changes require an immediate update, and what changes could be relegated to a recurring automatic update that could be performed in the middle of the night without user involvement.

Forum|Forum|3 years ago

JEDi1122Level 1

Support IA and federal formsDiscussion ongoing

SUPPORT 2022 IA 1040 LINE 62, FORM CC, IOWA FORMS IA128 AND IA128S AND FEDERAL FORMS 8978 AND SCHEDULE A OF FORM 8978. THANK YOU, JIM   

Forum|Forum|3 years ago

taxshackLevel 6

Proseries should offer filing of Washington Workers CreditDiscussion ongoing

 Proconnect has it. Drake has it.  Lacerte has it.  Proseries is a highly rated software that professionals use.  If the online version, Proconnect, has it then the desktop version, Proseries, should have it.  Otherwise it is discouraging to the taxpayers and the tax professionals when the state is telling them other professionals with other software can do this for them.

Forum|Forum|3 years ago

DD9Level 2

TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax typesDiscussion ongoing

Problem - truncated names - IRS need for name control parameters (1st 4 letters of surname) and the need for clients to see their complete name on CLIENT COPY for personal and financial institution reasons.Solution: Create 2 name fields for each taxpayer as is done for businesses/other tax types1.  The client's complete legal name for both taxpayer, spouse and or surviving spouse2.  Have a separate name field that is just for eFILING that satisfies the IRS name control.Both name fields would proforma overAs it is now - we keep hand notes on how to truncate each name.  We give clients their copy before truncating,  we truncate for eFILING, then we restore their names for proforma.  

Forum|Forum|3 years ago

FTAXLevel 5

2. Add a checkoff box on w-2s and 1099r to carry federal tax ID to the state entryDiscussion ongoing

In many states, the state tax ID number is the same as the federal.

Forum|Forum|3 years ago

Taxman2256Level 2

City of Detroit Form 5297 Corporate ReturnDiscussion ongoing

The City of Detroit requires businesses that operate in the City of Detroit file Form 5297 City of Detroit Income Tax Return with their 1120, 1065, or 1120S returns.  ProSeries does not support this form and must be completed and filed manually.  We have several businesses who fall under this category and we waste a lot of time filing this form manually.  Please include Form 5297 in future versions.  

Forum|Forum|3 years ago

mkilmercpaLevel 1

due date of tax payment on extension letterDiscussion ongoing

ExtensionsWhen completing a tax return that is on extension, the letter indicates that the payment of tax is due on the filing date of extended tax return.   We suggest that the letter should state the tax due should be paid immediately since the extension is to file and not extended payment of tax.

Forum|Forum|3 years ago

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