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1728 Ideas

puravidapto
puravidaptoLevel 7

Do not consider E-filed extension considered as E-filedDiscussion ongoing

I rely on "Tax returns" and "Not e-filed" to find whom I have prepared the return but has not e-filed, but this does not show the people I have filed extension. Filing an extension is not considered as "e-filed" in common sense. Please provide us checkboxes to define what not e-filed mean. Thanks.

1
puravidapto
Forum|Forum|2 years ago
J
jd1981Level 1

schedule cDiscussion ongoing

I know we can do a tax return from QBO for an 1120 & 1065. It needs to be integrated into a schedule c for tax return purposes.

3
qbteachmt
Forum|Forum|2 years ago
A
ajtazLevel 1

Form 706 Schedules - Not StatementsDiscussion ongoing

In a Form 706 Estate Tax Return, entered information should populate the 706 Schedules first and a continuation statement should only be added when the entered information exceeds the space available on the Schedule.  Currently, if any information is entered in a 706 Schedule, the Schedule will auto populate "See Statement" and all information (regardless of length) is included on the separate statement in a lump paragraph format where the preparer cannot control the formatting.  

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

Print (or save as PDF) all three copies of the returns with one click.Discussion ongoing

Give the ability to Print (or save as PDF) all three copies of the returns with one click.I can print the Client Copy, Preparer Copy and Governmnet Copy with one click in Proseries.  The save as PFD function should also give the ability to save to the Documents Folder. 

10
J
Forum|Forum|2 years ago
L
LFCochraneLevel 2

power of attorneyDiscussion ongoing

Have the power of attorney forms automatically pull from the preparer # selected. Add CPA and EA License number input to preparer information screen (for the POA).

2
D
Forum|Forum|2 years ago
J
JackRLevel 3

Simplify Schedule D InputDiscussion ongoing

The the ability to just input type "A" or "D" Totals without having to input dates or descriptions would simplify input. We should only need to list the Sales Price and Cost basis. "A" transactions are Short Term and "D" transactions are Long Term. You should not need to enter dates.  Proseries has a 1099-B input sheet that does this.

5
J
Forum|Forum|2 years ago
N
nenaccountantsLevel 3

Pull MS business signature form into DocusignDiscussion ongoing

Would be great if MS state signature forms for 1120S, 1120, & 1065 were being automatically pulled into the eSignature request. We are having to print the form and manually add to the request and this is time consuming!

1
N
Forum|Forum|2 years ago
N
NYangelLevel 1

NOL schedule or logDiscussion ongoing

Hi,It would be very helpful if there is a log or schedule that tracks NOL amount and years when created and used enabling us to refer and verify amounts.

1
N
Forum|Forum|2 years ago
J
JeffCLevel 1

Self-prepared PTE-100Discussion ongoing

Instead of leaving the signature area blank or indicating self-prepared, as the rest of the return shows, ProConnect is entering preparer information. This should be fixed for 2023 filing season.

1
J
Forum|Forum|2 years ago
D
DavidwithPTOLevel 1

IA 8453-PTECDiscussion ongoing

The form in section II has the option to do a direct debit/deposit. The program gives no options to indicate that it will be electronically withdrawn. I have a client who would like to see that options implemented.

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

Show ending Accumulated Depreciation on the Depreciation ScheduleDiscussion ongoing

It would be great if you could show ending Accumulated Depreciation and Amortization on the Depreciation Schedule. Proseries has a separate report that shows it.   

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

Allow to select files to attach from Cloud for e-file PDF/MiscellaneousDiscussion ongoing

Currently I can only select files locally (which I have download) to be attached the return under e-file PDF/Miscellaneous input field. My idea is to be able to select from cloud (such as Google drive). A case in question is the 1099-B forms where you use the summary format.Currently W-2's and other input documents can be selected directed from cloud to be scanned, so the technology is already there, so it is just an effort to extend the extend this to other input fields.

1
puravidapto
Forum|Forum|2 years ago
T
THLLevel 3

Proforma Electronic Payment of Estimates/TaxesDiscussion ongoing

This is important to avoid irate clients when their estimates don't get paid!When a taxpayer had chosen electronic payment of quarterly estimates and payments in the past through Lacerte, the tax organizer for the next year shows a "1" in the fields for electronic payment of estimates and taxes as if it is going to happen again for the current year.  However, Lacerte does not actually proforma these entries in the Lacerte file itself and the payments won't be set up! Consequently, the client thinks this will happen again, but the returns will not be setup to pay the estimates or balances electronically.  There is also no indication in the program itself that electronic payments were done in the past.  A preparer would have to go to the organizer or the prior year return to look at these fields to see if that happened in the prior year. The inconsistency between the organizer and the program is the problem!  The choice should proforma since that is what the organizer indicates and most people get in a pattern of doing the same thing each year.  But if that is not the case, then it would be great to have a diagnostic such as: "In the prior year, quarterly estimates or balances due were paid electronically.  You must set these options up again for the current year, if desired."  

1
T
Forum|Forum|2 years ago
A
Art LLevel 2

rtrNew

I called technical support and spent over an hour on the phone. He suggested I do a Calculation Challenge, which I did and sent it. If your higher level people could call me, rather than responding by email, it would be productive. The email I received completely missed the point, so the response I received was useless.  

0
A
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Please create a bug board or databaseDiscussion ongoing

Not all the "ideas" on this board are enhancements, some are pure bugs. While you can implement enhancements by popularity, for bugs, even they are not popular, need to be fixed. Please create a bug board.While there is an email we can send bugs, but we do not know if a bug has been reported, or a workaround is available. Besides 99 times out of 100 I do not get a response.--Click this link to vote. Like many good things in life, we have to fight for them.

5
IRonMaN
Forum|Forum|2 years ago
R
Rey InarinLevel 1

Form 3532 Part 111 Line 4Discussion ongoing

My experience with client claiming head of household was rejected by FTB or franchise tax board due to gross income test of $4,300 for qualifying relatives.  I place the amount of $24,000 in order that if system works as design would automatically reject the claim of HOH in  Part 111 line 4 of Form 3532 to reject or accept the head of household status and seems no error from the system.  So it was accepted and file the return as it is and here franchise tax board disallowed due to qualifying gross income test that is higher amounts.  I hope that this could be corrected so that others may be aware of this issue.  Thanks and wish you all the best.   Respectfully Yours, Rey  

1
R
Forum|Forum|2 years ago
L
LesterSWhyteLevel 1

Partner's ending capital account percentage in excess of 100% - LUMPYDiscussion ongoing

With Lacerte set to automatically calculate partner's ending capital account percentages, instances in which negative ending capital occurs may cause certain partner's ending capital percentage to exceed 100%.  This is CLEARLY non-compliant with the instructions provided by the IRS for Forms 1065 (specifically Schedules K-1).  Lacerte presently and for many years has not provided a diagnostic to alert the preparer that partner's ending capital accounts as calculated under the automatic setting are exceeding 100% in one or more instances and to advise the preparer to switch to the manual method.  Such a diagnostic would be a really good idea.An even better improvement would be to offer information in the knowledge base available to all users that such an instance may occur and Lacerte's recommendation in such an instance.An even even better better idea under the automatic setting, especially in the case of partnerships with a large number of partners, would be to modify the code to exclude those partner's with negative ending capital from the calculation of the ending partner's capital account percentages as such accounts should present as a 0% in accordance with the instructions provided by the IRS.  

1
L
Forum|Forum|2 years ago
A
acheaneyLevel 1

depreciationDiscussion ongoing

form 1065 doesn't have place to enter alt min method ?  preparer has to compute & enter?

1
A
Forum|Forum|2 years ago
H
hongosherovitzLevel 1

Form 1041Discussion ongoing

Please allow to check multiple boxes on Form 1041 Section A as the IRS instructions state.For example, Complex and ESBT boxes should be allowed to be checked at the same time.

1
H
Forum|Forum|2 years ago
G
GothCPALevel 1

Return and K-1 PDF NamingDiscussion ongoing

Currently, all return PDFs simply have the name of the client as the PDF name, and all K-1 PDFs have the recipient name. It would be amazing to have the option of changing this default - for example to include the year in the return PDF name, and which copy (eg client, accountant) of the return it is.For K-1s, I have many clients who receive multiple K-1s, and currently they all simply have the recipient's name - they don't even say K-1! I have to manually rename each K-1 to include information the entity needs, like the entity name and year.

1
G
Forum|Forum|2 years ago
A
Art LLevel 2

BBDiscussion ongoing

In Tax Planner, W-2 Projector, you could include a schedule explaining how you calculated the Projected W-2 income.

1
A
Forum|Forum|2 years ago
N
nschellingLevel 1

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).

4
N
Forum|Forum|2 years ago
W
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.

1
S
Forum|Forum|2 years ago
B
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.

9
J
Forum|Forum|2 years ago
C
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) 

1
C
Forum|Forum|2 years ago

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