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3566 Ideas

J
jmosesLevel 1

troubleshootingNew

Problem was solved after much troubleshooting. Thanks so much

0
J
Forum|Forum|1 year ago
K
KatSoFabLevel 1

Employer/Payer Database Import/ExportNew

When you go to Tools > Options> Employer/Payer Database, there should be a way to import/export contacts.  I recently had to redownload Proseries and restore client files, and all of the Employer/Payer information is lost. It would be helpful if this was something that could be backed up to add back if something were to happen. Thank you.

0
K
Forum|Forum|1 year ago
M
MikeRPVLevel 1

Thank YouNew

Thank You Patrice,Had an e-file issue and she was able to quickly and efficiently help me!Obviously, I couldn't see her but it felt like she had a smile on her face the entire time!That's Customer Survive 

0
M
Forum|Forum|1 year ago
S
sh32Level 1

Case:15131507429 IVA HowDo_Software_StandaloneNew

Mikaila professionally, patiently, and kindly solved my software issues I appreciate her great help.

0
S
Forum|Forum|1 year ago
A
accountingbyaccLevel 1

WIDOWERNew

My client who became a widow in 2023 can't file a surviving spouse status because she doesn't have a dependent???? this is rediculous, the program needs to be fixed.

0
A
Forum|Forum|1 year ago
L
lisaaspenLevel 1

choose how you want to split federal refundNew

It would be nice if you could choose the exact dollar amount of your refund you want to be applied to the next year and how much you want refunded.  This should be an additional option.  

4
abctax55
Forum|Forum|1 year ago
M
Mcfein123Level 1

Reordering input and thus outputNew

I am former Profx user. A function that they have that ProConnect does not, is the ability to re-order input, and thus present the output in a preferred way. For example, I have a client that has over 50 Consolidated 1099's. I like the input and the output to be alphabetical so that I can find information quickly and efficiently. Also, the presentation is better. I think at least the ability to insert a line input rather than add it to the end would go a long way to accomplishing this.

0
M
Forum|Forum|1 year ago
D
DK50Level 2

Need Support Ticket SystemNew

Once again, it's tax season, and I'm wasting time on the phone (and Intuit is wasting time) due to Intuit not having a professional support ticket system to report and resolve bugs.I have 50 years experience on both sides of the IT aisle--as support and user--I know what the L I'm talking about.Currently, for example I have 2 simple issues that I'm currently working around because I don't have the time or inclination to call someone with less experience than me to walk them through my issue without resolution then arm wrestle to get the issue escalated; and wait days for a call back; play phone tag with level 2 support; only to have the issue relegated to the lost pile.What I need is to be able to quickly submit a support "ticket" from my program that I can track and ensure that support is tracking the issue through resolution.Right now, I'm having trouble with:1. Problems with printing to DMS for California returns where I cannot highlight fields in Adobe Acrobat Pro DC for markup and digital signature through DocuSign.2. Problem with printing to DMS for Arizona Non-Resident returns where several forms are garbage due to some font issue.3. Problem with both Letter and Invoice Icons on the tool bar dimming so I cannot look at them; and having to close and re-start the program; only to have the issue recur...Again, I'm currently just working around these issues rather than try to deal with support.If, LIKE EVERY OTHER LEGITIMATE SOFTWARE PROVIDER Intuit had a support ticket system, I could spend minutes, rather than hours reporting, tracking, and hopefully resolving this type of issue...FRUSTRATED FOR 30 YEARS!

1
D
Forum|Forum|1 year ago
R
RgbLevel 2

Include partner basis schedules as well as Kansas K-120EX and K-9 in K-1 packages for 1120s and 1065New

The ability to print a K-1 package is very helpful. However, in some cases the package is not printing all forms that need to be attached to the K-1.  Form 1065 does not include the partner basis schedule.  Neither 1065 or 1120s is including the Kansas Form K-9 or the partner/shareholder copy of the K-120EX.  

0
R
Forum|Forum|1 year ago
FLange
FLangeLevel 3

Previous Tax Year ColorNew

Under Tools -> Options -> General -> Field Background Color, there is an option to "Show Previous Tax Year Color", a great tool to remind the user that he/she may be working on a prior year file.  However, this setting should apply to the Home Base as well.  If the Home Base were a different color, it would remind the user of the prior year software, very helpful if you have two years open.

1
N
Forum|Forum|1 year ago
D
DillmanLevel 1

section 117 Secure and the Simple MaximumNew

Line 5a of the Keogh/SEP/Simple Contribution Worksheet has the incorrect maximum for Line 5a. It maxes out at $19,500 which is the over 50 age BUT does not take into account Section 117 of the Secure 2.0 Act which went into affect 1/1/24.

0
D
Forum|Forum|1 year ago
L
LM360Level 1

Adding Form 8962 Page to Lacerte OrganizersNew

Please add the option to include an information sheet for Form 8962/Premium Tax Credit in the organizer settings, this is a common situation that many taxpayers encounter.

0
L
Forum|Forum|1 year ago
M
MykMillerLevel 3

Include K-220S and K-120ES on Kansas S-CorpNew

The K-220 is the same form as the K-220S.  You have the K-220 with Kansas C-Corp but don't have the K-220S with Kansas S-Corp.  I have to manually figure the penalty and then scan the form to put into Pro Series.  Other tax software has the K-220S included.The K-120ES would also be beneficial to have in the software so I can figure and print my clients estimate vouchers.

1
sjrcpa
Forum|Forum|1 year ago
S
SW_CPALevel 1

PA Form REV-1123New

Can Form PA RAV-1123 - Educational Improvement Tax Credit be added to ProConnect and auto calculated? 

0
S
Forum|Forum|1 year ago
P
PFA1981Level 3

Checkbox to Ignore Overrides and Suggested Diagnostics Within Left Summary WindowNew

Since you can hover over the suggested diagnostics and overrides in the left summary window, there needs to be a checkbox for the ignore function next to each one.  That way you do not have to open each one and click the ignore box to show you considered the information.

0
P
Forum|Forum|1 year ago
R
russ1Level 3

Add Form MD - 515New

Please add MD form -515

0
R
Forum|Forum|1 year ago
T
TaxService USALevel 3

Form 5695, Residential Energy Credits should have an autofill box for 21C to add the current address after checking Main Home box in the Energy Efficient Home Improvement Credit Smart Worksheet like it does for for 17DNew

Please add an autofill option box for The Current Address for this:Form 5695, Residential Energy Credits should have an autofill box for 21C to add the current address after checking Main Home box in the Energy Efficient Home Improvement Credit Smart Worksheet like it does for for 17D

0
T
Forum|Forum|1 year ago
B
bethsvenLevel 3

Tax Analysis TabNew

Please provide the Tax Analysis tab at the beginning of tax season.

0
B
Forum|Forum|1 year ago
N
NickMousaLevel 3

Things I wish Lacerte could do (that PROSERIS already does)New

Suggestions for Enhancements to Lacerte:Unified Client View: Allow viewing all clients, across various return types, on a single screen. In ProSeries, this was a time-saver during extension periods, but Lacerte requires switching between modules.Robust Summary Sheets: Improve summary sheets (e.g., W-2 state wages, INT/DIV summary) to match ProSeries' level of detail. These summaries are crucial for efficient review of staff work, and Lacerte’s version could be more comprehensive.Enhanced Client Letter Customization: Restore the flexible paragraph placement from ProSeries in client letters, where sections can be moved freely while maintaining trigger functionality. Lacerte’s letters are more robust but lack this flexibility.Search Flexibility: Enable searching by both first and last names, as ProSeries did. The current search functionality is limited to last names.Global Update Without Interruptions: Allow global updates without requiring users to exit the system, or at least provide visibility into who is logged in. ProSeries offered this convenience.Improved Troubleshooting Support: Ensure more knowledgeable support staff are available for troubleshooting, as the current assistance could be more efficient.Customizable Invoices: Increase invoice customization options. Currently, Lacerte seems to have sacrificed flexibility without offering significant enhancements in return.

0
N
Forum|Forum|1 year ago
I
iraLevel 3

on the info wks page, there are all these sections...it be helpful to color code each section ...ie a light blue for part vii...so i can just scroll down and look for the blue, or a light purple for part vi....makes it easierNew

on the info wks page, there are all these sections...it be helpful to color code each section ...ie a light blue for part vii...so i can just scroll down and look for the blue, or a light purple for part vi....makes it easier

0
I
Forum|Forum|1 year ago
W
wazzuboyLevel 1

OR-K-1 Apportionment Does Not CalculateNew

Oregon Form OR-K-1 does not currently apply the apportionment percentage to the amounts shown in the Oregon column (column b) of this form.  Seems like this should be a pretty easy fix rather than having to override the Oregon column on this form for all income/expense items for each shareholder.

0
W
Forum|Forum|1 year ago
A
ajevenhousecpaLevel 1

Give us more time to download Intuit Tax Advisor plans based on tax year 2021 and 2022. Less than one month is not enough time in the MIDDLE OF TAX SEASON.New

No text available

0
A
Forum|Forum|1 year ago
J
jhughesLevel 1

PrintingNew

The 2024 change in printing parameters/requirements _DO NOT WORK !!!!!  They need to be changed back to the requirements and methodology of prior years.  The current method is inefficient and time consumer to the user

0
J
Forum|Forum|1 year ago
E
evgtownes1Level 1

Great Customer Service from the Support Tech DepartmentNew

Thank for Answering and Solving My Issues concerning My Printer!

0
E
Forum|Forum|1 year ago
S
SedLevel 2

Diagnostic warning that alerts preparers when mandatory fields are missing.New

I would like to suggest an improvement to the system that could enhance accuracy and efficiency for tax preparers. It would be beneficial to add diagnostic warning that alerts preparers when mandatory fields, such as a taxpayer’s last name or other critical details, are missing.As a real example, I recently submitted an e-filing but forgot to enter the taxpayer’s spouse last name. The system allowed the submission, but it was later rejected. If an automatic warning had flagged the missing information before submission, it would have saved time and avoided the rejection.

0
S
Forum|Forum|1 year ago

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