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3566 Ideas

S
SedLevel 2

Option to Upload 1040 via Intuit LinkNew

It would be highly beneficial if the system allowed clients to upload their 1040 through intuit link, not just through the "Add Client" button. Many clients prefer to share their data, including the 1040, through the secured link. However, we currently cannot send them the link until their profile is created, which often results in missing the 1040 upload at this stage. Allowing 1040 uploads directly through the intuit link would streamline the process and improve the client experience.

0
S
Forum|Forum|1 year ago
L
lynnandrosebookkLevel 1

Advanced tax usersNew

I own a bookkeeping company, and am a CPA. My mother has the IRS preparer number and prepared taxes using my business. I do assist with review, but she completes all of the e-file and authorizations. This year, the changes in user access made it so the advanced user fee was automatically applied to my account instead of hers, and I had to pay a second fee for her I think this is a mistake in programming. Our firm should be able to have only one advanced user and half the cost. Consider allowing this default to be changed. I was told that the only work around would be to make my mother primary admin, but that doesn't work since tax is actually a smaller portion of our business and she does not handle bookkeeping. I think more flexibility with these setting is warranted.

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

partnership box 20 code U for 743(b)New

In the partnership module, screen 22, there are fields to enter the "remaining 743(b) adjustment" to appear in box 20, code U.Those fields do not allow the entry of negative numbers.  However, 743(b) adjustments can be negative [ aka  a "step down" ]Lacerte should allow the entry of negative 743(b) adjustments in these fields that can be allocated to the relevant partners

4
S
Forum|Forum|1 year ago
P
ponstadLevel 2

Support Schedule PrintingNew

Don"t know how to print supporting schedules as part of the return.  This mostly applies to Schedules C & E.

3
Just-Lisa-Now-
Forum|Forum|1 year ago
J
JN3895Level 3

Minnesota KS Page 3 Line 40 & 47 - not calculating correctlyNew

Ongoing case for error in calculations on Minnesota KS Page 3 Line 40 & 47 with no response. Just keep getting told they will assign a tech to it each time I have contacted Lacerte.  Error of amounts coming in on these lines and there is no override to fix. Line 40 should have amounts from the federal K-1 and it doesn't add up correctly. Line 47 is showing amounts for Section 1231 Minnesota net gain (loss) even if there isn't any. This makes Schedule PTE calculate tax incorrectly. Need this fixed asap!

0
J
Forum|Forum|1 year ago
J
JN3895Level 3

State refund cell - PartnershipsNew

The S Corporation program has a separate cell in Screen 13 under Other Income for state refunds. Why is there not a cell for state refunds in the Partnership program. This is needed when there is a state PTE tax refund so the PTE schedules calculate the right numbers.

0
J
Forum|Forum|1 year ago
B
BryceHLevel 1

RightWorks hosted DMSNew

In the "last modified by" column (in DMS RightNetworks hosted) it shows a code for each user rather than the user's name like it did in DMS in the non-hosted environment. It would be great if we could re-name our codes or link them to our username.

0
B
Forum|Forum|1 year ago
R
rkotrodimosLevel 1

Additional Form 7203 for multiple stock blocks for same s corp shareholderNew

One of the shareholders in an S-Corp has multiple stock blocks and needs to track basis for each block. Lacerte will not allow me to add a second form 7203 for the same shareholder. K1 items need to be allocated based on stock block percentages and basis needs to be tracked for each block.

0
R
Forum|Forum|1 year ago
M
MJP_CTMLevel 1

Import prior year tax return PDF on the Create Tax Return screenNew

Hello and thank you for creating the ability to import a prior year tax return PDF into ProConnect for a new client.  I just have one huge problem with the location for import being on the Create a New Client screen.  I use Intuit Link for all my client communications and to share documents, and I need the import a prior year tax return to be on the Create Tax Return screen, as I do NOT have the prior year tax return at the point I am creating the client.  My process is as follows:  1)Create new client, 2)Send client portal link, 3)Client uploads prior year tax return and new tax documents 4)Create tax return for the new tax year.  So I need the Import prior tax return PDF to be on Step 4 above instead of Step 1.  Thank you so much for your assistance and consideration!

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

Easy way to attach Federal Return to the State of MissouriNew

For the State of Missouri there is a Credit that requires to attach a copy of The Federal Return.  Can you make an easy attachment with out saving Federal Return as a PDF then attaching?kirchcpa

0
K
Forum|Forum|1 year ago
T
Tom BLevel 1

Ability to sort/export assets in depreciation screenNew

Unless I am missing something, there is no sort feature in the depreciation screen. Whereas in Lacerte Desktop, where assets are stored within their activity, Proconnect is just a list of assets, entered as theyAbility to Sort assets in depreciation come in. If you have  Sch F farmer with 30 depreciating assets bought over years, and a couple of rental activites, these assets are spread over the asset manager only by order of entry, not by activity. Makes it a bit cumbersome to wade through assets if needed. Even a manual drag and drop sort function would be something.  

3
P
Forum|Forum|1 year ago
M
MeirzLevel 1

New Jersey Installment AgreementNew

No text available

0
M
Forum|Forum|1 year ago
B
boreilly462Level 2

Non Cash contributions under $500New

Non cash contributions under $500, program is requiring entry of all information; name, address, type, date of contribution, etc. This is not required if under $500. Why is the program requiring this? It has never been this way

2
Just-Lisa-Now-
Forum|Forum|1 year ago
D
darinlieberLevel 1

w-2 import missing nyc withholdingNew

I import the w-2 from the "input return", "wages and salaries" tab.  when it imports, it does not include NYC withholding.  shows federal and NY withholding, just missing NYC withholding.  there must be tens of thousands of proconnect clients not getting NYC withholding on their import.  it would be great if this can be corrected

0
D
Forum|Forum|1 year ago
R
rsedorisLevel 3

Convert to Next Year the Print Options for Change Print Order and Control which forms to printNew

Each year I submit this request for an enhancement. The settings in ProSeries Professional  for Control Which Forms to Print and the Change Print Order should transfer each year to the new program just like other data coverts annually.  Each year I have to manually reset for Federal and States and all other software types like Estates/Trusts, Partnerships etc.  It is very time consuming to reset which forms to print on the Filing Copy (not others) and the order that the forms are printed to the pdf file.  I use this to Q/C my work and make the pdf file more understandable for the client.  Please consider this for next year.

1
FLange
Forum|Forum|1 year ago
D
David17Level 1

ProConnect Link: share a document as part of a questionNew

In ProSeries, the Intuit Link allows me to upload a document as part of a new questions. There are also Document Subsections: Documents shared by the client & Documents shared by the firm. ProConnect does not have either of these natively within it system and is supposed to be considered an upgrade from ProSeries.  Please incorporate these features into ProConnect. 

0
D
Forum|Forum|1 year ago
L
Lizard269Level 4

Proseries - please implement E-filing cities!Discussion ongoing

The big one in Ohio is RITA and here is link to get you started. Tax Professionals - eFile Options for Tax Software Vendors - Regional Income Tax Agency (ritaohio.com)It's very easy according to RITA and based upon the other tax software vendors that are using it - most all except Proseries!  Tax Professionals - Modernized eFile Approved Software Vendors - Regional Income Tax Agency (ritaohio.com) It really is so unprofessional and time consuming to print and mail these forms to clients that have to then turn around and mail into cities.Thank you

14
J
Forum|Forum|1 year ago
R
rondaaverycpaLevel 1

Change engagement letter so it can be sent to both spouses for signature.New

Most clients are filing joint so an engagement letter that can only be sent for one signature is not practical.

1
T
Forum|Forum|1 year ago
C
CPA33548Level 1

Partner's basis worksheetNew

If, when printing the K-1 package for each partner, the ability to attach the partner's basis worksheet to each respective partner's K-1 would be very useful.  Currently this option is ONLY available if the capital account reconciliation checkbox is checked under client settings (and not obvious that the worksheet is available with that option) AND it requires the printing of the capital account reconciliation report.  The latter is redundant and not always helpful.  Being able to print out JUST the basis worksheet with the K-1 would be very nice.

0
C
Forum|Forum|1 year ago
H
HinalCPALevel 2

Enhance Cover Letter Functionality in Pro ConnectDiscussion ongoing

The cover letter only includes federal information and excludes state details. Additionally, state information cannot be added to the federal letter, nor can it be edited separately. When providing clients with a 200-300 pages tax return, a comprehensive cover page is essential. In my experience with four other tax software programs, each has included both federal and state details—such as refunds, balances due, estimated taxes, and due dates—on the cover letter. Can someone confirm whether I am overlooking any available settings to include state details? If this feature is currently unavailable, I would like to request that a ticket be opened with the technical team for consideration in a future update. This enhancement would significantly improve the usability of Pro Connect and align it with industry standards.

3
H
Forum|Forum|1 year ago
T
TroyDLemonsLevel 1

Form 8978Discussion ongoing

We need to have Form 8978 added as a supported form.

3
R
Forum|Forum|1 year ago
B
BuffalocpaLevel 1

Critical Diagnostics when printingNew

I like the reminder that there are critical diagnostics while printing.  However, it would be nice if the reminder only showed up once instead of multiple times.  Regardless of whether I want to print the return anyway or if I want to cancel to fix the issue, it is disruptive to have the message repeatedly pop up after a short interval.  It would be nice if my first Ok or Cancel applied to all the outstanding print jobs for that client.

0
B
Forum|Forum|1 year ago
B
BuffalocpaLevel 1

Interactive Digital OrganizerNew

I would like to see an interactive digital organizer that asks questions based on carryover information and the client's responses.  Companies like Soraban and Liscio have such products but I would rather get it integrated directly into Lacerte.  Ideally the product would automatically update information in Lacerte to cut down manual data entry time.

0
B
Forum|Forum|1 year ago
P
parvitstaxLevel 6

Amended Return Rejected due to State Date IssueNew

It took me some time to realize what the issue was since the Software did not prompt this as an error except when EFiling.  

4
P
Forum|Forum|1 year ago
E
elliot-peppercpaLevel 2

Sending a Link invite to both taxpayer emails at onceNew

We are getting close to 500 returns now with ProConnect and a growing number of joint filers are asking that both taxpayers have the same Link invite be sent them so they can both login individually and complete the organizers on their own time. Can this be done or added? 

1
J
Forum|Forum|1 year ago

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