Idea Exchange

1728 Ideas

Partnership & Trust returns printing to SmartVaultNew

Should be able to print to SmartVault from all tax programs.  Partnerships & Trusts most often do not work giving errors.  Solution is to print to PDF, navigate to ProPDF, choose the file & save it to SmartVault.  Many unneccessary steps.

Forum|Forum|3 years ago

FTAXLevel 5

Please give us the option to TURN OFF AUTO ESTIMATED TAX calculationsNew

It is a regular nuasance having to discard client letters with estimated tax instructions when the client is not going to make them.  It is easy to for get to override it ever single time on individual returns, especially in the cases where the client doesn't even owe money but, based on the 10% rule, the software assumes the client will make 10% more, but assumes their w-2 withholding will be identical.  The software even calculates estimated payments for deceased taxpayers and for taxpayers requesting payment plans.  

Forum|Forum|3 years ago

George4TacksLevel 15

Allow check mark on the forms to confirm data entryDiscussion ongoing

This is a feature several other software have, e.g. Lacerte. As I view the specific form I can check off (or tick in Pro Systems Fx) the data as shown on the return. Look at check B and check off each of the interest and dividend income to confirm it matches the data sheet. Look at the 1099R summary and check them against the forms.

Forum|Forum|3 years ago

FTAXLevel 5

Allow us to keep the ‘deposit refund’ checked so it flows to state, even when the federal has a balance due.New

Please allow us to check the deposti refund box even when the client owes, so that it flows automatically to the state(s).  I can swear there was one year, maybe 15 years ago or more, where this didn't trigger an 'error'.

Forum|Forum|3 years ago

lshCPALevel 3

Dark mode displayNew

Please save our bleary, weary eyes from the white screens. We want dark mode. 

Forum|Forum|3 years ago

cdganycpaLevel 1

alternative contact in lacerteNew

Consider adding input lines for alternative contact information such as a son or daughter for an elderly client. Or possibly financial advisory or attorney.

Forum|Forum|3 years ago

puravidaptoLevel 7

Enhancements to Improve Auto-Save Functionality and Session Management in ProConnectDiscussion ongoing

Dear ProConnect Development Team,I appreciate the automatic save feature of your software; however, I've encountered some areas that could be improved for a more efficient user experience:1 - Refreshing Preview Window: The preview window doesn't always update immediately to reflect the most recent inputs, even after utilizing the "refresh form" option. Currently, one must navigate to "check return", return to the input screen, and then click "refresh form" for the latest inputs to appear. This process can be cumbersome and time-consuming. An enhanced save button or an update feature that more effectively and promptly reflects changes in the preview window would streamline this process.2 - Session Management: There have been instances where, after entering some data and stepping away from the workstation (e.g., for a dinner break), I return to find the session expired and the newly entered data lost upon re-login. It would be beneficial to have a more robust session management system in place to prevent such data loss. This could be achieved through mechanisms like active session reminders, data-saving prompts before timeout, or an automatic save feature that triggers before session expiration.I believe these suggested improvements would greatly enhance the overall user experience and efficiency of your product. Thank you for considering this feedback.Best regards. 

Forum|Forum|3 years ago

LBMLevel 1

New R&E electionDiscussion ongoing

Due to the changes that went into effect in 2022 for R&E costs, it would be helpful if Lacerte included the election in the business programs. The current election for R&D costs is not the same election needed for the new change. Taxpayers that are required to comply with IRC 174 for 2022 must file a statement with their tax federal return in lieu of filing Form 3115. The statement must include the following:*Name and EIN of the taxpayer*#265 automatic accounting method change number*Descriptions of the type of expenditures included in the change*Statement that the change in method of accounting is for specified R&E to capitalize and amortize over a 5 year period beginning with the mod-point of the year. The change is on the cut-off basis. It would be helpful if this election was available in the C and S Corp modules and partnership module.Thanks.  

Forum|Forum|3 years ago

dawndrozdLevel 2

CA zipDiscussion ongoing

In the firm preparer info, not accepting the postal code for Canada (T5S1M3 - six characters) or the province.  Other software is accepting these and it looks a lot more professional. I don't have to explain to the client why the discrepancy.

Forum|Forum|3 years ago

MarieMPNLevel 1

Include form 8936 as part of 1120S in ProseriesDiscussion ongoing

Federal Form 8936 - Qualified Plug-In Electric Drive Motor Vehicle Credit - should be included as part of the available forms in form 1120S for Proseries.

Forum|Forum|3 years ago

RoxLevel 4

Navigating depreciation for bulk salesDiscussion ongoing

It takes an awful lot of keying to record a bulk sale through Depreciation. Each asset included must be opened separately, the disposition tab selected, the unique date of sale keyed in each time, and the main/parent assets reselected each time. Then you must return to the quick entry screed to select the next asset, go to details, and even though the details opens with the disposition tab accented, you have to go to the first tab and then return ti the disposition tab. Not only is my pace slowed considerably, I am tempted to put this task on the back burner, hoping for a time when there are no interruptions or distractions. If I have to resume this input later, I can't tell from the quick entry screen just where I left off. I wish I could select the asset that will anchor the bulk sale, enter the date and sales price, then select from a drop-down menu all the assets to be attached to or included in this sale.I happen to have a bulk sale that covers two different activities within a 1040. Can hardly wait to see how that turns out. While we are in this quick entry module, why has the asset location been removed? Thanks for giving me extra work. 

Forum|Forum|3 years ago

NicholsonLevel 1

Income tax worksheetDiscussion ongoing

Add a worksheet for California income tax withheld that details what income  the tax is withheld from . This would benefit married filing seperately couples greatly .

Forum|Forum|3 years ago

puravidaptoLevel 7

Allow earlier payment dates on quarterly estimated taxDiscussion ongoing

Current payment dates for quarterly estimated tax cannot be changed, and this needs to be allowed.

Forum|Forum|3 years ago

PaulBLevel 2

Form 4797 different recapture for federal and state returnsDiscussion ongoing

1.  Taxpayer has a sale transaction that includes ordinary, 1245 and 1250 recapture with the balance 1231 gain.  Because WI didn't allow some depreciation in earlier years, WI has no 1245 recapture.  In my attempts to mark the 1245 recapture as US and N on screen 17.1, the program fails to exclude this from the WI return (the 1245 amount is still included in the WI return).  2.  As an aside, screen 17.1 only seems to allow only one form of recapture - I'm not able to list all the forms noted above.  This is a deficiency but I aggregate them in one line and will fend with an auditor if that occurs.  Thank you.

Forum|Forum|3 years ago

info11Level 2

Check Spelling of Input FieldsDiscussion ongoing

Other tax software and QuickBooks allow to spell check data entered in fields.  This would save a lot of work, particularly is statements, Additional Information statements and Miscellaneous statements. 

Forum|Forum|3 years ago

stevennoungLevel 1

Form 3520 and 5471 on ProSeriesDiscussion ongoing

A customer was wondering if forms 3520 and 5471 could be on ProSeries. He mentioned that a about a quarter of his clients need those forms.

Forum|Forum|3 years ago

RP79Level 2

Stop Advertising! Intuit Link repeated advertisement is terrible/annoyingDiscussion ongoing

Hello Intuit,"NO" is a complete and valid answer. When starting up Lacerte this morning I was given a popup, which was pushing Intuit Link. I obviously chose to decline AND supposedly to not have the window pop back up (checkbox in lower corner is checked).After declining I was given ANOTHER **bleep** screen "informing" me AGAIN about Intuit Link. I had already said NO. So, frustratingly I had to say No yet again.Can you guess what happened? I received ANOTHER **bleep** prompt asking "If I am sure I wish to cancel out" YES! YES, I DO! In fact I wished to cancel out the first time. I also wanted to cancel out the second time. Why does it take 3 times to say "No"? I'm pretty **bleep** sure a singular "yes" is what you're looking for, correct? If that's the case, a singular "no" will also be sufficient.Please quit pushing your stupid advertising to our PURCHASED product. How about putting a singular option within Lacerte to opt out of ANY/ALL advertising. Or perhaps start accepting invoices for occupying our time? 

Forum|Forum|3 years ago

puravidaptoLevel 7

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

It is just one character. Using dates, it is 15 keystrokes. Think about it.

Forum|Forum|3 years ago

rjjonesLevel 1

add letter to all clients organizerDiscussion ongoing

only standard letter & engagement letter exist currently.If we could add another letter (global for all clients, not just specific client), it would be helpful.

Forum|Forum|3 years ago

BambiLevel 1

Printing single estimate vouchers in PDFDiscussion ongoing

I email quarterly estimates to several clients during the year while they're under extension.  The amounts vary from quarter to quarter.  I would like to be able to print only that quarter's voucher along with the cover letter and filing instructions.  However, Lacerte prints all 4 vouchers for Federal and each state every time.  I realize my clients can choose to only print out the voucher they need but this seems like it could be a simple option since some state modules already only print the voucher with an amount other than zero.

Forum|Forum|3 years ago

Connie FoxLevel 1

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

We need support for Local forms in Oregon.  As of now, you do not provide the form MET-40 for the Metro income tax or the from MC-40 Multnomah County Income tax form.  Additionally, we need to be able to e-file these forms AND the City of Portland form SP and the state forms TM and LTD for transit self-employment taxes.  We are paper filing all 5 of these local returns and are forced to hand prepare some of them.

Forum|Forum|3 years ago

puravidaptoLevel 7

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

Nonresidents without US withholding requirements have up to June 15 to file their taxes. However, the system is currently preventing us from entering a date after April 18, even though the default date the system enter is June 15. This needs to be fixed.The idea applies to the **payment due date** on the return **and** the **extension**.

Forum|Forum|3 years ago

DerrickLevel 3

Implement organizers for rentals and schedule c businessesDiscussion ongoing

It's easy to just complain about problems in the forums.  But in the last week I've had two unexpected PTO discoveries that made me go "awww, they really do give a $%!^". 1.  The ability to flag entry fields as items you're wanting information on was a sweet feature I always appreciated in Lacerte and was delighted to see suddenly show up recently in PTO. 2.  I went to do an amended return and when I went to the section for it... BANG!  It offered to copy all the current tax return values as previously filed in, without me having to do it manually (also a long time Lacerte feature). So a big THANK YOU to the PTO team for managing to not only keep up with the ever changing Covid tax issues, but also finding time to introduce a couple of really key new features! (Now if someone could just wake up the Intuit Link team (or re-hire them) and get them to implement organizers for rentals and schedule c businesses that show the prior year paid expenses and request the current year expenses... like the old paper organizer did all the time with no problem... then I'd really be doing some cartwheels)

Forum|Forum|3 years ago

ToussaintLevel 2

Client Complete notificationDiscussion ongoing

In Intuit Link when a client is active I get an email.  However, it never tells me if they are completed with uploading documents/responding to questions.   It takes considerable time to look at each request every time they are active.  

Forum|Forum|3 years ago

vpickensLevel 2

intuit link setupNew

In ProSeries there are two fields (taxpayer and spouse).The clients usually designate one person for completing the intuitlink information.  However, we can't choose when we send the invitation to IntuitLink.  The default is the taxpayer, even if it is the spouse who is the person completing the information in IntuitLink.The work around is that I place the spouse's e mail address in the taxpayer field.  Then after the invitation is accepted I have to revert them for other add-ons (like docu-sign).suggestion - create a field on the information worksheet for the intuitlink invitation.In one (I repeat) only one of my clients wants a dual system so that each person can access the same intuitlink page.  For some reason they can't seem to coordinate between each other.  They find it cumbersome for example if they forgot the password and the prompt goes to only one person.  

Forum|Forum|3 years ago

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1728 Ideas

Partnership & Trust returns printing to SmartVaultNew

Please give us the option to TURN OFF AUTO ESTIMATED TAX calculationsNew

Allow check mark on the forms to confirm data entryDiscussion ongoing

Allow us to keep the ‘deposit refund’ checked so it flows to state, even when the federal has a balance due.New

Dark mode displayNew

alternative contact in lacerteNew

Enhancements to Improve Auto-Save Functionality and Session Management in ProConnectDiscussion ongoing

New R&E electionDiscussion ongoing

CA zipDiscussion ongoing

Include form 8936 as part of 1120S in ProseriesDiscussion ongoing

Navigating depreciation for bulk salesDiscussion ongoing

Income tax worksheetDiscussion ongoing

Allow earlier payment dates on quarterly estimated taxDiscussion ongoing

Form 4797 different recapture for federal and state returnsDiscussion ongoing

Check Spelling of Input FieldsDiscussion ongoing

Form 3520 and 5471 on ProSeriesDiscussion ongoing

Stop Advertising! Intuit Link repeated advertisement is terrible/annoyingDiscussion ongoing

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

add letter to all clients organizerDiscussion ongoing

Printing single estimate vouchers in PDFDiscussion ongoing

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

Implement organizers for rentals and schedule c businessesDiscussion ongoing

Client Complete notificationDiscussion ongoing

intuit link setupNew

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Idea Exchange

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Partnership & Trust returns printing to SmartVaultNew

Please give us the option to TURN OFF AUTO ESTIMATED TAX calculationsNew

Allow check mark on the forms to confirm data entryDiscussion ongoing

Allow us to keep the ‘deposit refund’ checked so it flows to state, even when the federal has a balance due.New

Dark mode displayNew

alternative contact in lacerteNew

Enhancements to Improve Auto-Save Functionality and Session Management in ProConnectDiscussion ongoing

New R&E electionDiscussion ongoing

CA zipDiscussion ongoing

Include form 8936 as part of 1120S in ProseriesDiscussion ongoing

Navigating depreciation for bulk salesDiscussion ongoing

Income tax worksheetDiscussion ongoing

Allow earlier payment dates on quarterly estimated taxDiscussion ongoing

Form 4797 different recapture for federal and state returnsDiscussion ongoing

Check Spelling of Input FieldsDiscussion ongoing

Form 3520 and 5471 on ProSeriesDiscussion ongoing

Stop Advertising! Intuit Link repeated advertisement is terrible/annoyingDiscussion ongoing

Allow to enter stocks using the category code A, B, C, D, E, FDiscussion ongoing

add letter to all clients organizerDiscussion ongoing

Printing single estimate vouchers in PDFDiscussion ongoing

Local Tax Forms Need to be Provided and Supported for E-fileDiscussion ongoing

allow earlier payment date for nonresident to pay tax on return and on extensionDiscussion ongoing

Implement organizers for rentals and schedule c businessesDiscussion ongoing

Client Complete notificationDiscussion ongoing

intuit link setupNew

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