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3566 Ideas

D
dgheerLevel 2

spouse informationNew

It would be great if the primary taxpayer and spouse information showed when you search for a client. 

1
J
Forum|Forum|1 year ago
J
JeremyAndrinLevel 3

Edit State 1120S Client LetterNew

Can you add the ability to customize the State Client Letter for 1120S? It's insane that we can't remove the state estimates chart for PTE from showing up on the letter. Specifically referring to Illinois, but I'm sure other state preparers would appreciate this change.We can currently customize/remove the State Estimates table for 1065 letters. Please do the same for 1120S. At the very least add a checkbox to remove showing those on the client letter in the program.Also reminder: add firm branding to client letters.

0
J
Forum|Forum|1 year ago
M
mperdios885Level 1

Auto Invoice PopulationDiscussion ongoing

I would like the invoice to automatically populate a price for each form that was used similar to how lacerte prepares its invoices. 

5
George4Tacks
Forum|Forum|1 year ago
A
A-Z1040Level 2

Set global price per form for ALL returnsDiscussion ongoing

We should be able to set a master or global price per form list so that all returns are priced consistently.I was just told from the chat assistant that we have to manually add each line item/form and the price each time to a return. C'mon guys!

4
T
Forum|Forum|1 year ago
J
jlwstrLevel 1

IA 147 EfileNew

IA 147 should be made available for e-file.  I cannot prepare multiple returns in this software due to this issue, as paper filed returns take months for refunds to post.  

0
J
Forum|Forum|1 year ago
R
RedFoxLevel 1

Q4 PTE 1120S AND 1065 ESTIMATED TAX DUE DATE DECEMBER 31 OPTIONNew

WE HAVE ALL OF OUR CLIENTS PAY THEIR LAST INSTALLMENT OF MINNESOTA PASS THROUGH ENTITY TAX (PTE) ON DECEMBER 31ST TO ENSURE THE GET THE DEDUCTION IN THE TAX YEAR TO WHICH THE PTE APPLIES.   THE INDIVIDUAL MODULE HAS AN OPTION FOR A 12/31 PAYMENT DATE OF ESTIMATED TAX, HOWEVER THE 1065 AND 1120S MODULES DO NOT.  THIS SEEMS LIKE IT WOULD BE A VERY USEFUL UPGRADE, ESPECIALLY FOR CLIENTS WHO ARE ELECTION AUTOMATIC WITHDRAWAL OF PTE.

0
R
Forum|Forum|1 year ago
M
mguindLevel 2

Create mailing slips for clientsNew

As of right now, ProConnect does not have the option to create and print mailing slips for clients, but other tax software services are able to. The lack of this feature means that firms will need to go through the extra steps of creating the mailing slips themselves, adding more time to each return. It will also be a good idea for ProConnect to include a mailing slip that has the client's address plus one for each taxing agency. Implementing this feature will be very convenient for tax returns that need to be paper filed. Overall, if ProConnect were to include a feature that creates mailing slips with the client's return, it will be much easier for firms to mail support documents to the client in a large window envelope. 

2
A
Forum|Forum|1 year ago
TrishT
TrishTLevel 3

Printing-Slip SheetsNew

There are no slip sheets available to print.  Top sheets for mailings or top sheets for the printed tax returns.

6
J
Forum|Forum|1 year ago
H
heriliojulienLevel 2

A great result obtainedNew

After a multitude call made to resolve a difficulty implication on the software tax2024, on the last occasion,customer representative having a good knowledge, patience, kindness and respectful to clients, successfully, resolve the problem. Therefore, proceries is the best.    

0
H
Forum|Forum|1 year ago
9
990taxpreparerLevel 1

make 8879 standard for eSignature on 990New

When attempting to collect an eSignature on form 8879 for Forms 990, I have to download the 8879 and then attach it as an other document for eSignature. It is not a standard option to select 8879 for eSignature on forms 990. Please fix this. 

0
9
Forum|Forum|1 year ago
N
narathoonLevel 1

Tax Organizer, Print to PDF, Naming ConventionNew

When printing the individual tax organizers, the automatic name formatting changed from the 2023 to 2024 Lacerte tax programs. In 2023, the names were correct; Organizer Forms-Client ID. But now, when printing, it creates an extension to the name Organizer Forms-Client ID - Lac4digitcode. Is there a way to allow the user to change the way the names get printed?It is inefficient to manually rename the files for bulk printing organizers. Please change it back to 2023 name formatting.  

0
N
Forum|Forum|1 year ago
M
MartyGDCLevel 1

Intuit Link invitation Should be Sent to Both Spoused on Joint ReturnNew

Intuit Link invitations should send an invitation to both spouses on a joint return.  Both should be able to access said return's information.  The invitation cannot be sent to only the primary taxpayer; some are not the person who handles the taxes in the relationship, some are incapable of doing so, some relationships are complicated and both people may need to see what is going on, etc. 

1
N
Forum|Forum|1 year ago
M
MartyGDCLevel 1

Batch E-Signature of Engagement Letter for Both taxpayers on joint returnsNew

When using the batch feature to send out an engagement letter, the letter should be going to both tax payers on joint returns, not just the primary.  The primary person listed may not be the one who handles the taxes in the house.  The primary person listed may be physically or mentally incapable of completing the request.  There's numerous valid reasons for this to go to both taxpayers.  Please prioritize updating this feature.

0
M
Forum|Forum|1 year ago
Taxprohere
TaxprohereLevel 7

Bug Report ---MA charitable deductionNew

This was a bug in the 2023 software, I figured since a new MA law, software programmers might need extra time?   Error still exists in 2024 software.   Instead of having to correct the number each occurrence, this seems to be a very easy fix!MA allows cash-type charity only, and should not be taking the total cash/noncash from Schedule A.  Map the MA Sch Y line 9c to the Federal Sch A line 11, not line 14.

0
Taxprohere
Forum|Forum|1 year ago
M
mbgcpapcLevel 1

Add: Philadelphia business tax returns to the Pennsylvania S Corporation, Corporation and Partnership state modules.New

It is time you added the Philadelphia Business tax return modules to all the Pennsylvania Business State tax modules for Subchapter S Corporations, C Corporations and Partnerships. As of now and always, I have had to create dummy clients on the individual 1040 modules to successfully efile my business clients Philadelphia BIRT and NPT business tax returns.  Why?  There is no absolutely reason not to include Philadelphia BIRT and NPT on all PA State tax modules.  You have made my job 10 times harder instead of easier.* This is totaly lame and you need to get this corrected immediately along with my Case Number #151233737-30 (fix this stupid date issue on this Philadelphia date entry option for goodness sakes). I'm not going to file my Philadelphia business returns by mail because your team is so lazy !!!!WHAT AM I PAYING YOU FOR ALL THIS MONEY EVERY YEAR?

2
H
Forum|Forum|1 year ago
F
Farhang1949Level 3

Occasional self purging of my clientsNew

No text available

0
F
Forum|Forum|1 year ago
G
gbayusLevel 3

PIA PERSISTENT "HOSTED" ADVERTISEMENTSNew

INSISTENT Advertisements!  Every time I open the program. Every time I run updates insistent Intuit advertisements pop up interfering with using the program and working.   STOP THE ADVERTISEMENTS! 

0
G
Forum|Forum|1 year ago
R
rbbartlettconsulLevel 2

Modify Client Name and TypeNew

Allow the client name to be edited and allow the client type to be edited. For some reason (and this goes back years so I do not know why this happened), when I created the client in ProConnect from QBOs, it created the business client as an individual client using the owners names.We should be able to edit the client name and client type as clients may move from one form to another especially if they have a business.

0
R
Forum|Forum|1 year ago
R
rbbartlettconsulLevel 2

Batch Process for eSignature for Form 8879 (including 8879, 8879-S, 8879-C, and 8879-F)New

Similar to the batch process for emailing the link to the engagement letter, questionnaire, and document request, allow a batch process for emailing a link for clients to complete their eFile authorization (Form 8879) via eSignature.  This would save me considerable time and it would ensure my clients get their eSignature request in sufficient time to eFile their return on time.

0
R
Forum|Forum|1 year ago
N
njcowboy22Level 1

error message recive on stand alone ytmethta could notopen file since locked by another use ri am the only one using system how can it be locked by another usererNew

I have a stsnd alone system   no networting   trying to open a 2018 filre go tthemessage locked due to use of file by another user  we have stand alone system I am the only person using tax system   called proseries and they were no help

0
N
Forum|Forum|1 year ago
P
PattyCLevel 1

Problem resolved!New

Alylia was so helpful and patient! She worked through the problem of the error message with states not being installed, which sounds like an easy fix but turned out to be more complex. 

0
P
Forum|Forum|1 year ago
L
Lucy101Level 2

EXPERT ASSISTANCENew

I have never had such lack of competent  people  with level one experts in all my years of using Lacerte 

0
L
Forum|Forum|1 year ago
L
Lori LyonsLevel 1

Batch Print K-1's in a 1065 returnImplemented

For Partnership returns with multiple partners and states, it would be helpful to be able to print all Partners FED and State K-1's all at once

9
Forum|Forum|1 year ago
M
MarvinPSLevel 1

Schedule K-1 Package needed in ProseriesImplemented

Proseries Pro is severely missing the Schedule K-1 Package for Forms 1065, 1120S, 1041 that appears to be in Lacerte.As of now, there is no way to organize / print / PDF the Schedule K-1s by recipient for those federal or state returns. There must also be an option for assigning a password for EACH schedule K-1, not just a global setting for only the complete tax return.The program must be improved and must include a routine for putting together the following for printing and PDF and password protection - the recipient letter, the schedule K-1 pages 1 and 2, the QBI schedules, the list of codes, etc.

13
Forum|Forum|1 year ago
N
NicholsonLevel 1

add a way to limit quickbooks view of the books and still have full privileges in proconnect taxNew

We need a user role that allows us to give Advanced Tax User Access to a user and be able to customize what they have access to on the Quickbooks side of things , ie . Have access to invoicing on quickbooks but not have full view of the company's books .

1
S
Forum|Forum|1 year ago

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