Idea Exchange

1728 Ideas

User NamesDiscussion ongoing

In the hosted environment, the icon 'Client Status' when you click on it and then click the tab 'Client Log'. I would like to see my employees name/username, NOT a number. When I call this apparently is not an option (like in desktop version). Please make it an option so it is easier to identify who work in the tax return.

Forum|Forum|2 years ago

wbehrensLevel 1

Manditory e-pay california on S corporation and c corporation returnsNew

Have a box called Manditory e-pay on s-corporation and c corporation returns

Forum|Forum|2 years ago

JAHMNLevel 1

Suppress Printing Form M1PRDiscussion ongoing

Please suppress the printing of the Minnesota Form M1PR for the government copy when e-filing.

Forum|Forum|2 years ago

nschellingLevel 1

For the From1040NR & 540NR for a Trust or Estate, provide the option to enter the entity's EIN: xx-xxxxxxxDiscussion ongoing

The ID field currently doesn't give the option to input a 9-digit entity number for a Trust or Estate when preparing a Form 1040NR/540NR.  Had to have technical support do it.

Forum|Forum|2 years ago

laurasnowLevel 1

Colorado addback for bond interest with bond premium calculationDiscussion ongoing

I recently had a problem with a tax return that had bond premium on tax-exempt obligations, federal tax-exempt interest and CO municipal bond interest.  Lacerte calculated an addback but did not include a worksheet of that addback amount on Line 6 of the CO 0104.  I have no way of verifying if that calculation is reasonable and provide an answer to that client. Laura

Forum|Forum|2 years ago

lansmanLevel 2

Pass thru of 1098-T information to stateDiscussion ongoing

Once we fill in the information on the 1098-T and enter it in the federal program I do not know why the program will not carry that information any further than the federal program and require the preparer to re-enter said information in a different format on the state return. Yes - we are responsible for carrying the information accurately but that is what a computer program should do whenever possible.

Forum|Forum|2 years ago

contador1Level 1

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.New

Trust has an apartment building and is installing solar skylights which qualify for the 30% Federal energy credit.  The credit is claimed on form 3468, which goes to form form 3800.  You have these forms for other modules relating to business entities, but not for fiduciary returns.As it is right now, I have to create form 3468 from another program, put the credit into form 3800, insert form 3468 into the trust return and paper file it.  This is a major nuisance, and Lacerte is better than this.Please add the form 3468 to the fiduciary module for 2023. 

Forum|Forum|2 years ago

AmyTerryLevel 1

Display primary contact and mobile for non-individual tax client typesDiscussion ongoing

Sure would help to be able to see the main business owner's name (or trustee's name) and contact number in the main client list display.  I should think it would just be a matter of adding the ability to read from those respective fields.  

Forum|Forum|2 years ago

taxpro2000Level 4

One K1 with multiple QBI input sheetsDiscussion ongoing

Currently, a K1 with multiple activities requires each activity must be separately entered into its own input sheet. The K1 I am now inputting has 23 activities, and I have several similar K1s. ProSeries should allow tax preparers the ability to enter one K1 input sheet with multiple QBI activity entries within that 1 K1 input sheet. This would save numerous hours of input time and be more technically accurate for my client & how they report. If preparers wanted to enter each activity separately, they would still be able to do so. 

Forum|Forum|2 years ago

Taxguru00Level 1

More options for ID'sDiscussion ongoing

ProConnect needs more options for ID's. At the moment, we are only able to put in a driver's license and a state ID, but there needs to be an option for passports. The IRS website states: "A valid federal or state government-issued picture identification, such as a driver's license, state ID, or passport." are valid forms of ID.

Forum|Forum|2 years ago

rj-jbsLevel 2

The client letter templates for 1065, 1120 and 1120S returns do not include an insertable code for the Preparer's email address. Codes exist in the library for 1040 (e.g., FDIEPmail), 1041 706 and 709. Will ProSeries add these?Discussion ongoing

The client letter templates for 1040, 1041, 706 and 709 returns include a unique insertable code for the preparer's email address. In the 1040 it is [FDIEPmail]. In the 1041 the code is [FIFPEMAIL]. There are similar codes within the 706 and 709 returns. The codes DO NOT EXIST in the library of client letter codes for the 1065, 1120 or 1120S products. Will ProSeries add them so the letters are consistent?

Forum|Forum|2 years ago

jeffblizzardLevel 1

Lacerte - South Carolina Form SC1120S and Form I-435New

I'm still not sure about my inputs but I just completed an SC1120S that included Form I-435.  I was surprised at how much of the I-435 information that I had to input myself - that the form itself didn't pull in ANY data from other parts of the return, e.g. from the Schedule SC-K worksheet.  I'm also surprised that I didn't get a "critical diagnostic" when lines 1 - 12d , column F of the Schedule SC-K worksheet did not equal page 1, line 4 of the SC1120S as the instructions state.

Forum|Forum|2 years ago

susan_martinLevel 1

Oregon MC-40 and MET-40 extension paymentsNew

MC-40 and MET-40 payments can only be entered as prepayments and if they are, they are then subtracted on Oregon OR-A as local tax payments.  This is a problem if they were extension or estimated payments made after the year-end.  In that case they shouldn't be deducted yet.  Please add a way to indicate the date of the payments made.

Forum|Forum|3 years ago

MattBLevel 1

Oregon Form MC-40 and MET-40 and payment couponsDiscussion ongoing

It would be nice to have the mailing addresses print on the payment coupons for these local tax filings of where the coupons and $$ is to be sent.  Next, related to addresses. On the Form MC-40 and MET-40 the "residence address" is pulling from Screen 1.  If that address is actually the "mailing address" for the taxpayer and there is a different a difference in the "residence" and "mailing" addresses, it would be nice to have the option for the forms to fill out correctly.Maybe the input on screen 50.028 is set up as "address if different than Screen 1" with a check box if this address is the mailing or residence address.These local taxes are heavily based on residency and when we are not able to provide the correct addresses for the mailing versus residence it make filing tricky for the part year and non residents.

Forum|Forum|3 years ago

dnelsonLevel 1

automated software updatesDiscussion ongoing

The Lacerte update policy has become oppressive. This past year I have been required to update our software multiple times each week. today I attempted to perform a simple research project for a client that ultimately required opening three years of Lacerte software. each had to be updated. what should have been a 30 minute project took all morning updating, rebooting, closing files, etc. I understand you have a cloud option but some of us do not wish to migrate our client information to the cloud. I believe you need to form a steering committee with some members that are tax professionals, not programmers. This committee would be charged with determining what changes require an immediate update, and what changes could be relegated to a recurring automatic update that could be performed in the middle of the night without user involvement.

Forum|Forum|3 years ago

JEDi1122Level 1

Support IA and federal formsDiscussion ongoing

SUPPORT 2022 IA 1040 LINE 62, FORM CC, IOWA FORMS IA128 AND IA128S AND FEDERAL FORMS 8978 AND SCHEDULE A OF FORM 8978. THANK YOU, JIM   

Forum|Forum|3 years ago

taxshackLevel 6

Proseries should offer filing of Washington Workers CreditDiscussion ongoing

 Proconnect has it. Drake has it.  Lacerte has it.  Proseries is a highly rated software that professionals use.  If the online version, Proconnect, has it then the desktop version, Proseries, should have it.  Otherwise it is discouraging to the taxpayers and the tax professionals when the state is telling them other professionals with other software can do this for them.

Forum|Forum|3 years ago

DD9Level 2

TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax typesDiscussion ongoing

Problem - truncated names - IRS need for name control parameters (1st 4 letters of surname) and the need for clients to see their complete name on CLIENT COPY for personal and financial institution reasons.Solution: Create 2 name fields for each taxpayer as is done for businesses/other tax types1.  The client's complete legal name for both taxpayer, spouse and or surviving spouse2.  Have a separate name field that is just for eFILING that satisfies the IRS name control.Both name fields would proforma overAs it is now - we keep hand notes on how to truncate each name.  We give clients their copy before truncating,  we truncate for eFILING, then we restore their names for proforma.  

Forum|Forum|3 years ago

FTAXLevel 5

2. Add a checkoff box on w-2s and 1099r to carry federal tax ID to the state entryDiscussion ongoing

In many states, the state tax ID number is the same as the federal.

Forum|Forum|3 years ago

Taxman2256Level 2

City of Detroit Form 5297 Corporate ReturnDiscussion ongoing

The City of Detroit requires businesses that operate in the City of Detroit file Form 5297 City of Detroit Income Tax Return with their 1120, 1065, or 1120S returns.  ProSeries does not support this form and must be completed and filed manually.  We have several businesses who fall under this category and we waste a lot of time filing this form manually.  Please include Form 5297 in future versions.  

Forum|Forum|3 years ago

mkilmercpaLevel 1

due date of tax payment on extension letterDiscussion ongoing

ExtensionsWhen completing a tax return that is on extension, the letter indicates that the payment of tax is due on the filing date of extended tax return.   We suggest that the letter should state the tax due should be paid immediately since the extension is to file and not extended payment of tax.

Forum|Forum|3 years ago

JMCLTDLevel 1

PA State Tax Return AttachmentsDiscussion ongoing

We have discovered that Lacerte does not transmit other state tax returns when our clients e-file Pennsylvania (PA) income tax returns and have other state tax liabilities. PA requires other state tax returns to be attached to substantiate the PA resident credit. When printing a government filing copy of the PA return, the other state returns are included. Not attaching other state tax returns to e-filed PA returns has caused multiple clients to be assessed by the state and file appeals, which is costly for them. We have been forced to manually attach PDF copies of the other state returns for each PA return that includes a resident credit, which is time consuming and costly. We are requesting that Lacerte change the e-file protocols to include the other state tax returns in the e-file when a resident credit is claimed for taxes paid to other states to improve efficiency.

Forum|Forum|3 years ago

Westchester Tax Professionals Level 2

Driver license info transferDiscussion ongoing

Please speak to the software engineer to transfer over the information for the drivers license from one year tax return to the other...I understand if ot expires than it should not but after transferring over several returns for 2021 to 2022 that information did not transfer....Please call me or email me that you guys can correct this for the followung year.

Forum|Forum|3 years ago

wjkLevel 2

Foreign PensionDiscussion ongoing

There are no FEP (Foreign Employer Pension) form in the present ProSeries software.I highly recommend that ProSeries incorporate this form so that foreign pension can flow to the proper 1040 Line (5a & 5b).The only way to enter foreign pension in ProSeries is to enter it as "Other Income".This is NOT Other Income and the software should be updated to allow for the proper reporting of this Foreign Pension Income. ProSeries only allows for a 1099-R to report pension income. However, clients with Foreign pension or compensation will NOT have a Form 1099-R.

Forum|Forum|3 years ago

BSM2Level 1

Form 8912 for Exempt organizations (Form 990-T)Discussion ongoing

I am getting an e-file rejection because Form 8912 is not attached to my Form 990-T. I am thinking that I could attach a PDF copy of Form 8912 if "Form 8912" were added to the drop down list in Lacerte, screen 5.1, under Link to Form. Without that link, the IRS is not recognizing that the Form 8912 has been attached.I DO NOT HAVE THE OPTION OF FILING THIS RETURN ON PAPER!! Please add this option to resolve my e-file rejection. 

Forum|Forum|3 years ago

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1728 Ideas

User NamesDiscussion ongoing

Manditory e-pay california on S corporation and c corporation returnsNew

Suppress Printing Form M1PRDiscussion ongoing

For the From1040NR & 540NR for a Trust or Estate, provide the option to enter the entity's EIN: xx-xxxxxxxDiscussion ongoing

Colorado addback for bond interest with bond premium calculationDiscussion ongoing

Pass thru of 1098-T information to stateDiscussion ongoing

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.New

Display primary contact and mobile for non-individual tax client typesDiscussion ongoing

One K1 with multiple QBI input sheetsDiscussion ongoing

More options for ID'sDiscussion ongoing

The client letter templates for 1065, 1120 and 1120S returns do not include an insertable code for the Preparer's email address. Codes exist in the library for 1040 (e.g., FDIEPmail), 1041 706 and 709. Will ProSeries add these?Discussion ongoing

Lacerte - South Carolina Form SC1120S and Form I-435New

Oregon MC-40 and MET-40 extension paymentsNew

Oregon Form MC-40 and MET-40 and payment couponsDiscussion ongoing

automated software updatesDiscussion ongoing

Support IA and federal formsDiscussion ongoing

Proseries should offer filing of Washington Workers CreditDiscussion ongoing

TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax typesDiscussion ongoing

2. Add a checkoff box on w-2s and 1099r to carry federal tax ID to the state entryDiscussion ongoing

City of Detroit Form 5297 Corporate ReturnDiscussion ongoing

due date of tax payment on extension letterDiscussion ongoing

PA State Tax Return AttachmentsDiscussion ongoing

Driver license info transferDiscussion ongoing

Foreign PensionDiscussion ongoing

Form 8912 for Exempt organizations (Form 990-T)Discussion ongoing

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Idea Exchange

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User NamesDiscussion ongoing

Manditory e-pay california on S corporation and c corporation returnsNew

Suppress Printing Form M1PRDiscussion ongoing

For the From1040NR & 540NR for a Trust or Estate, provide the option to enter the entity's EIN: xx-xxxxxxxDiscussion ongoing

Colorado addback for bond interest with bond premium calculationDiscussion ongoing

Pass thru of 1098-T information to stateDiscussion ongoing

Add form 3468 for fiduciary returns. You have it for pretty much all other modules.New

Display primary contact and mobile for non-individual tax client typesDiscussion ongoing

One K1 with multiple QBI input sheetsDiscussion ongoing

More options for ID'sDiscussion ongoing

The client letter templates for 1065, 1120 and 1120S returns do not include an insertable code for the Preparer's email address. Codes exist in the library for 1040 (e.g., FDIEPmail), 1041 706 and 709. Will ProSeries add these?Discussion ongoing

Lacerte - South Carolina Form SC1120S and Form I-435New

Oregon MC-40 and MET-40 extension paymentsNew

Oregon Form MC-40 and MET-40 and payment couponsDiscussion ongoing

automated software updatesDiscussion ongoing

Support IA and federal formsDiscussion ongoing

Proseries should offer filing of Washington Workers CreditDiscussion ongoing

TRUNCATED NAMES - Create 2nd name control field for truncated names - as is done with other tax typesDiscussion ongoing

2. Add a checkoff box on w-2s and 1099r to carry federal tax ID to the state entryDiscussion ongoing

City of Detroit Form 5297 Corporate ReturnDiscussion ongoing

due date of tax payment on extension letterDiscussion ongoing

PA State Tax Return AttachmentsDiscussion ongoing

Driver license info transferDiscussion ongoing

Foreign PensionDiscussion ongoing

Form 8912 for Exempt organizations (Form 990-T)Discussion ongoing

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