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3566 Ideas

A
Albee24Level 2

NYC IT360.1New

I've called Lacerte several times about this issue since last year and haven't been able to get anyone to relay the issue to the Lacerte Programmers.  Something changed in 2023 & 2024 Program.  For all prior years, when doing a part year NYC tax return, the input screen for the IT360.1 required you to manually input the amount of income allocated to NYC.  This is the correct way of doing so.  For 2023 and 2024, the Lacerte program is defaulting to assuming ALL income on the return is NYC when just putting the part year dates of residence in.  The amounts can be overwritten but that shouldn't be the case.  The way it was in the program for years 2022 and prior is the correct way for the amounts to input.  Is there a way to get this issue corrected?

0
A
Forum|Forum|1 year ago
S
Scine 2020Level 1

SafeSendNew

1-23-2025 - Please add the SafeSend option sooner to the tax software. Right now it is not available under the Miscellaneous tab. We have returns to get out now but the SafeSend option is not there and was told we will need to wait another week for a update while our returns to get out pile up. Thank you!

0
S
Forum|Forum|1 year ago
J
JimnBeckLevel 3

Allow efiling of MO-WFTC since so many qualify for it.New

Please allow efiling of Missouri's  MO_WFTC since so many qualify for it. It is a pain for preparer and taxpayer to have to mail in their tax return to claim this credit.

0
J
Forum|Forum|1 year ago
C
ContinuouslearnerLevel 3

Lacerte Availability Tool not workingNew

When I access the Lacerte Availability Tool to see what the status is of each form, it gives me the following error message when accessing any Lacerte Module: "Unable to process your request at this time. Please try again after sometime." Please fix this issue. Thank you.   

2
C
Forum|Forum|1 year ago
Y
YeshaiatLevel 1

Fix ID Verification pageNew

In prior years of Proseries, on the ID Verification page, when you would "Tab" from one line to another, it would move down in the same ID entry field. Now in 2024, "Tabbing" moves you from Taxpayr's ID to Spouse's ID! Please fix this!

2
Just-Lisa-Now-
Forum|Forum|1 year ago
G
gpsgregLevel 1

Import K1 from Partnership into 1120-SNew

If I generate a 1065, I should be able to import that k1 into the next tax return.  Why can't I import into a 1120-S

0
G
Forum|Forum|1 year ago
C
Coyote55Level 3

Estimates included on E-File Acceptance LetterNew

Why doesn't the estimated payment schedule print on the E-File Acceptance Letter?  It is a pain to have to edit the tax return letter to include the E-File acceptance information.

0
C
Forum|Forum|1 year ago
M
MarksLevel 2

Theft Protection PIN in client display columnsNew

It would be VERY helpful if there was a display column in the Client screen for clients that had an IRS Theft Protection PIN.  I was trying to determine what clients had a PIN as our firm wanted to communicate with the clients to save the IRS letter they would receive in the mail.  However, alas, it is not an option.  Can it be added to the Individual program?

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

Print prior year organizer from current year softwareNew

I don't understand why the 2023 organizer requires that you filed the 2023 return. I imported data from 2023 Lacerte, the program has all the information to start the 2024 return, but won't let me print the prior year worksheet because I didn't file the 2023 returns with proconnect. This is a similar problem to Lacerte itself, worksheets for this year were printed from last year's software, which seems completely backwards. The obvious workflow is to print the worksheet as part of the 2024 tax season so why not do it from the current software? If nothing else this makes it harder to transition from one program to another, if you start using Lacerte or ProConnect you don't have full functionality until the following year. It seems like this would make sense from a business perspective if nothing else.

2
abctax55
Forum|Forum|1 year ago
D
dougthorburnLevel 2

Form 1310, amended return for '22, does not accept efile signature date past 12/31/23.New

We have no idea whether the IRS will accept an efiled '22 return when we MUST type in 12/31/23 or earlier as the efile signature date for a '22 return. The rep had no idea and there was no way to test the system, as it wouldn't let us get past the input area. In other words, when we plugged in today's date a pop-up told us we cannot input any date past 12/31/23.Now, if this is "known" and the IRS will accept such an amended return, the input area directions should tell us that. If they will NOT accept such a return, instead of a pop-up, it should tell us we cannot efile the return.Errant programmers.

0
D
Forum|Forum|1 year ago
W
wolfrat2Level 1

ProSeries 2024New

Madelyn,Thank you for being so helpful to us and giving so much of your time to get our data and clients installed on our new computer. We could not have done it without you. We appreciate it so much. Denny and Leslie 

0
W
Forum|Forum|1 year ago
J
junipertaxLevel 1

Proper delete clients instead of inactiveNew

I created some dummy client accounts just to mess around and try some things. Now I am unable to get rid of them. Yes I can make them inactive but they still show up in various lists and fields. There should be a way to get rid of them entirely.I know there is an option when importing clients to merge the data with existing ones. But is there a way to merge clients after the fact? If nothing else I could merge all the dummy accounts into one called "Test" or something to at least cut down on the number of entries.

1
IRonMaN
Forum|Forum|1 year ago
M
MarvinPSLevel 1

Proseries Update box needs to show the YEAR being updatedImplemented

When Proseries is updating, an info box appears with a label in the top left corner that says - .ProSeries UpdateI recommend that the YEAR being updated be added to the label so that, as an example, it says - ProSeries Update - 2024 or ProSeries Update - 2023, etc.I often update more that one year at a time. 

2
IRonMaN
Forum|Forum|1 year ago
L
logancpaLevel 1

Blanket setting to Suppress SSN on printed tax returnsNew

It would be great to have a Blanket Setting to suppress the SSN on the printed tax returns.  Currently, the only way to do it is to check the box each time you print a tax return.

0
L
Forum|Forum|1 year ago
E
EdPassLevel 1

CALCULATOR FUNCTIONNew

Please consider adding the access to the calculator as a right click option on the line which you are working on in Proseries. On the hosted version the calculator does not appear as an option when you right click on the line.

0
E
Forum|Forum|1 year ago
M
mwaller1027Level 3

URGENT: Allow addition of 7216 consent letters to electronic/IntuitLink organizer for signature like engagement letter!!!!New

It's great that Intuit is helping connect us with reliable, vetted Pro Staff outsourcing.  HOWEVER, we are NOT ABLE to add the separate required consent form in with the electronic organizer/Intuit Link request for signature like the engagement letter.  Since it is required to be a separately signed document from the engagement letter, this is a MUST and is very URGENT to implement.Clients that utilize IntuitLink are the most viable candidates for the outsourcing since all documents are already in there.  However, when you have to do an outside consent form and then double pay for e-signatures (once for consent and once for e-file authorization), this is a ridiculous oversight!!!!!

0
M
Forum|Forum|1 year ago
B
bwcpaLevel 4

california s corp pte unable to e fileNew

Uncovered this issue today.  A california S corp return in which Pass thru entity tax is selected was unable to efile the Federal extension.  (not even the California extension, just the Federal extension).  When I unchecked the box for PTE return, then my Federal extension was able to be efiled.  Before this, the program gave me an error message that said " Unable to copy record from PTDATAS24.db.  The given key was not present in the dictionary".Appears to be a program defect.  

0
B
Forum|Forum|1 year ago
T
taxsolutionsLevel 4

Hyper Link to voting ideaNew

Perhaps the hyperlink in the original article could go directly to the voting idea to vote on.When you find and article that relates to an answer you are looking for but only to find that it is open for voting and when you click on the hyperlink it doesn't take you to the actual idea to vote on. You then have to search through many other ideas before you can find the one you want to vote on.  

0
T
Forum|Forum|1 year ago
P
pmgcpautex66Level 1

EDIT SLIP SHEETNew

I would like to be able to edit the Slip Sheer 1 (Large Window Folder) to be able to remove a couple of lines so the client name and our firm names would print a couple of lines higher. The Lacerte 1040 package allows this and it allows me to align the printing with a pre-existing cover we use on all tax returns. In ProSeries, the names are not centered in the existing boxes on our cover form.

0
P
Forum|Forum|1 year ago
T
Taxman605Level 2

Support ScheduleNew

Would like to be able to attach a support schedule to input fields.  For example, Premiums on the SE Health Insurance form, attach a schedule which provides the insurance companies that the premiums were paid to.  The schedule would be included with other schedules that print with the return. 

2
sjrcpa
Forum|Forum|1 year ago
Quack_Shot
Quack_ShotIntuit Community Champion

Ability for a Checklist within the CommentsNew

I use the comments tool to keep track of what I still need to do for when I stop and start returns. Would be nice that in addition to the normal bullet points to have a bullet point checklist. So for instance this sample bullet point list would have empty circles that I can click to mark that I did it, instead of just the normal dot. Right now I'm just writing the word "Done" next to them, but would be a nice feature to be able to just click it off.  Input Balance Sheet Call CA to confirm payments Double check NOL's

0
Quack_Shot
Forum|Forum|1 year ago
C
ciaragrofcpaLevel 1

Intuit Link FunctionalityNew

The functionality of Intuit Link seems really limited in general. I'm not sure why they can't take the tax organizers that are generated in Lacerte and apply the principles to Proconnect Tax. There has to be a more effective way to do this. SurePrep also does this task really well. The whole thing seems very clunky and difficult. I also don't like that I basically have to copy and paste my engagement letter into Intuit. Seems like we should be able to include it as an attached document that can be signed, or be able to link the eSignatures feature here and utilize that. The formatting and overall look of the engagement letter when pasted in to Intuit Link turns me off, and I send them via Adobe Sign instead. Would be nice to have these handled all in one place. 

0
C
Forum|Forum|1 year ago
C
ciaragrofcpaLevel 1

Intuit Link Personalized ChecklistNew

The document types in the drop-down don't include Schedule K-1, which seems odd. I know it uses the "other" choice, but a K-1 is such a common form I don't see why it isn't included. 

0
C
Forum|Forum|1 year ago
C
ciaragrofcpaLevel 1

Ability to send tax organizers to more than one email addressNew

When using Intuit Link to send out the tax organizers, you can only send to one email address. The client information (not inside the tax return, but the software itself) doesn't even allow you to enter spouse information or a secondary email address. I can't count the number of times a client emails me asking me to also send the organizer to their spouse. 

0
C
Forum|Forum|1 year ago
C
commander24Level 3

Silent updates to 22 & 23 Lacerte like 24 LacerteNew

I like the way the 24 Lacerte updates run now.  I wish 22 & 23 lacerte updates were running at the silent updates like 24 lacerte does and no unnecessary reboots.  

0
C
Forum|Forum|1 year ago

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