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1728 Ideas

JFHFIRM
JFHFIRMLevel 1

Non Year Client DocumentsDiscussion ongoing

In the document section, documents are associated with a tax year. Can we add a Non Tax year section to upload documents that do not relate to a single tax year? Some documents may be referenced throughout multiple years and it makes it difficult to have to search each year for it rather than a section that could hold all non year related documents. Would make the document storage much more complete. 

1
JFHFIRM
Forum|Forum|2 years ago
T
TaxGroupLevel 1

Update Intuit LinkDiscussion ongoing

Please update Intuit Link to allow separate links to be sent out to clients to gather additional supporting documents not related to the preparation of a tax return.  Sometimes we need documents such as Articles of Organization, or income statement, etc, to prepare for the following year but intuit link allows you to only send one link with a selected organizer.  Once that organizer is sent, another one is not allowed to be submitted.  You would have to modify the original organizer to add additional fields for the documents you need to gather.Sometimes you just need one document and if you create a Link just for that document, then when it is tax season, you have to modify that original Link to include the other fields needed to prepare the tax return.Instead, a link should be created to request a certain documents with fields created by the accountant that is not related to tax organizers. For example, sending a link to gather the Articles of Organization of a company.Thank you kindly.

1
T
Forum|Forum|2 years ago
H
hbixby-cpasforhiLevel 2

customizable client checklistDiscussion ongoing

It would be very helpful to have the ability to customize the client checklist and restrict the ability for clients to upload documents. We encourage our clients to put all their documents into Dropbox because when they add into ProConnect Tax, they come in multiple formats and we are not always able to open or read them. Restricting the ability to let them upload here and adding our own checklist with our own company requirements would save time on both the company and the client side.

1
H
Forum|Forum|2 years ago
Gleaton Consulting
Gleaton ConsultingLevel 2

Ability to import K-1s into PTO in which we did not prepare the business tax returnDiscussion ongoing

Some of my clients have over ten K-1s from other companies. I might prepare the business tax return for one or two of them, but the rest are prepared outside of my firm. Having to input all of these manually is extremely time consuming and error prone. PTO was one of the first softwares to allow an import feature many years ago, but now I feel it is lagging far behind. I would like to add K-1s to the list of documents which can be imported into PTO from an outside provider. 

3
Gleaton Consulting
Forum|Forum|2 years ago
L
LISA2015Level 1

OREGON K-1Discussion ongoing

Proconnect has no ability to print the Oregon K-1 showing partner apportionment in a multi-state return. The Oregon partner summary included shows none of this information. It would make sending partners information much easier to have this form included.

1
L
Forum|Forum|2 years ago
K
Kay BLevel 1

Form 1116 Sch BDiscussion ongoing

Please attach this pdf automatically!

1
K
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Please allow re-ordering of a W-2s, interests, dividends, stocks, etc.Discussion ongoing

Most often we need to re-order a list of input items. For example:We may want to order the W-2's by the taxpayer and spouse, by the the old and current.We need to re-group interest, dividend, and stock items that make sense.We may need to order the foreign banks in foreign bank account report (FBAR) alphabetically for easy searching. A spreadsheet allows us to reorder the tables, and move around the rows, and I think the intuit software should allow us to do the same. Thanks.-- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

1
puravidapto
Forum|Forum|2 years ago
J
JackRLevel 3

Drivers License - Personalized Checklist in Intuit LinkDiscussion ongoing

It would be helpful if a document request was created if the Driver's licsese has expired.

1
J
Forum|Forum|2 years ago
R
RoxLevel 4

qualified joint ventureDiscussion ongoing

I would like to see the ability to prepare the second schedule of income for a qualified joint venture from the original input screen instead of having to create the second input screen and manually calculate the split. I have a husband and wife client with 2 schedule F and 3 schedule E rentals, and they want to report everything 50/50. I see on the input screen that I can select Taxpayer, Spouse, or Joint. Why give me the choice of joint if the only purpose is to generate a diagnostic telling me to perform the function manually? I don't pay for tax prep software to increase my manual tasks. It seems to me that if you can create multiple K-1s based on a taxpayer identification including a percentage of allocation, then selecting to do the same with qualified joint ventures in 1040s should be available. 

1
R
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Income Allocation for Community Property States should flow to the stateDiscussion ongoing

Currently Income Allocation for Community Property States does not flow anywhere, so I have to enter the data twice, my idea is for it to flow. A truth only needs to be represented in one place: suppose when the allocation is changed, I do not have to change in two places. By the way, it is a federal form, how would the state know it is okay that the taxpayer did not report the full income (assuming the spouse has no income)?

1
puravidapto
Forum|Forum|2 years ago
Rachel83
Rachel83Level 1

Form 8865 currently isn't supported in ProConnectDiscussion ongoing

My client asked if I would make a suggestion regarding Form 8865 for an 1120S. PTO software currently doesn't support it so therefore the return has to be paperfiled. It would be extremely beneficial if the software could support it! Could this be a possibility with the future development of the program? Thanks 🙂

6
puravidapto
Forum|Forum|2 years ago
M
MKEALevel 3

deceased taxpayer date of death limitNew

Taxpayer died 6/17/23 before filing his 2021 and 2022 1040s.  ProSeries 2021 does not let me enter his date of death, giving error message that date cannot be after 4/11/23.  There's no reason to set a limit on the date of death.  It is what it is.  This should not be an error.

19
BobKamman
Forum|Forum|2 years ago
L
LoveTaxLevel 4

Generate bookmarks in pdf fileDiscussion ongoing

Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.

17
T
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Idea to increase the name of payer field on dividend and stock input fieldDiscussion ongoing

Currently the name of payer field in dividend and stock input fields is to narrow that a payer name such as "Fidelity 1234" cannot be entirely seen. I propose to increase the field as wide as the interest name of payer field. Better yet, make the fields adjustable, and add the ability to move the rows up and down because some entries need to be next to each for visual inspection. -- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

1
puravidapto
Forum|Forum|2 years ago
M
Michael JankLevel 1

Nebraska Property Tax Credit input does not flow from one year to the next as part of State Tax Summary or it flows incorrectly as another state tax credit.New

Nebraska Property Tax Credit input does not flow from one year to the next as part of State Tax Summary or it flows incorrectly as another state tax credit and for a different amount.  Concerning. Also, Nebraska Property Tax Credit does not flow through on Nebraska Amended Income TaxReturn Form 1040X.  Rather, it has to be manually input for the amended tax return to becomplete.Thanks for your consideration. 

1
N
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

Create custom print packages - watermarked/unwatermarked fed/state combosDiscussion ongoing

Currently there are client, preparer and government print combos. I know you can modify these, as I have done to include the forms I want for client version of the tax return (watermarked). But I have to still currently custom print each set of settings for every client.For example, I do a watermarked client version and then do an unwatermarked Tax Summary with Vouchers. I also combine my 8879s with a copy of the Due Diligence checklist and have clients initial that as well. It would save so much time if I could have presets saved outside of the current 3 that I could customize.  

5
J
Forum|Forum|2 years ago
R
rmadrigalLevel 2

Form 8865New

Please add this form to be supported for preparation in the software. It seems that it's been requested now for many years, clients need it - especially international ones. 

0
R
Forum|Forum|2 years ago
J
JennyJLevel 3

View last 4 digits of SS number on Form 8879New

Would like an option on the Form 8879 to have the SS number reveal the last 4 digits.  XXX-XX-1234.Right now it's mask all or show all.

0
J
Forum|Forum|2 years ago
JFHFIRM
JFHFIRMLevel 1

Print Payment Vouchers SeparatelyDiscussion ongoing

Saving print setting for returns should allow a separate item just for tax payment vouchers due. Estimates are able to be separate, but actual tax payments must be print out along with the tax return. Many clients are fine with an electronic tax return but either want a separate pdf or printed out vouchers.It would nice to be able to have a saved print return package of just the front letter, payment vouchers(both estimate and current year due payments) and esignature forms, while everything else can be electronic. 

2
J
Forum|Forum|2 years ago
C
Carl5Level 1

Stop rejections by calling them critical diagnostic errors first.New

Returns get rejected after clients signs off on the return but then a day later we get an electronic rejection from the IRS or State. Now we have to re-open the client file contact the client and fix what should have been completed already. I submitted a NY return with no criticals then it gets rejected because  I need to enter in Spouse Drivers license. This creates so much more work, this should have been a diagnostic. Also, I had to call Lacerte to find where to enter the License into. This info should be available on all rejections. 

0
C
Forum|Forum|2 years ago
H
howgood1Level 1

Sorting Schedule E worksheets and K-1sNew

There is currently no way to sort or re-order Schedule E worksheets or K-1s (1065/1120S).  I have a client with over 100 rental properties and another with several dozen K-1s.  Each year I add on more assets/forms. Data entry would be much easier as would keeping track of what I've entered if I could put them all in numerical or alphabetical order as new items are added.

0
H
Forum|Forum|2 years ago
R
Ross S Kass CPALevel 1

8865New

ITS BEEN 10 YEARS OF ASKING WE NEED FORM 8865!!!!!!!!!!!! ULTRA-TAX HAS IT!!!!!!

0
R
Forum|Forum|2 years ago
R
RoseLVLevel 1

Put an 'eye on the password screen so you can see the password you are typingNew

After typing in your password incorrectly so many times you get locked out of your account.  If you had an 'eye' on the password block, then you can see the password you are typing incorrectly and then you will not get locked out.  I was getting ready to talk to a client about their tax return and typed the password incorrectly.  It wasn't till I was locked out that I noticed the 'CAPS' locked was on.  Tried calling Lacerte support, with no help!Thank you, Rosemary

1
J
Forum|Forum|2 years ago
C
CoasterLevel 1

Open Multiple Returns in Same Tax YearNew

It would be great if Lacerte could allow users to open several returns in the same year.  When preparing returns, sometimes a person needs to compare inputs from one return to the other.  This helps users to find where somethings gets input and allows for returns that have similar information to be prepared the same way.  It would be nice to be able to open up to three or four versions in the same year.  (For instance: open client #1, the client you are working on and open client #2, a client to compare inputs.)

0
C
Forum|Forum|2 years ago
N
NonaFisherLevel 3

Time Spent "ADJUSTMENT OPTION"Discussion ongoing

There are times that a tax file is inadvertently left open longer than the actual time that is spent working on the file. It would be wonderful and useful if there was an option to ADJUST the time spent on a return if that should happen. Either by the user or by an administrator.

5
S
Forum|Forum|2 years ago

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