Idea Exchange

3566 Ideas

IA 134 formDiscussion ongoing

I am trying to ask ProSeries to include the form IA 134 in the 2024 program.  And hopefully make it available to e-file as well.   PLEASE!!!! 🙂

Forum|Forum|1 year ago

mb52Level 1

Printing labels within LaCerteNew

The 2nd line of the Corporate name under does not print on labels.  There is a need for that 2nd line to print.  

Forum|Forum|1 year ago

MICHAELMARSLevel 6

Invoice printing orderNew

Invoices should print with signature forms or as the very first page in the pdf we send to clients.  As it is now buried down after the letters in the client copy, many clients do not see it.

Forum|Forum|1 year ago

DaveNicholsLevel 1

Form 4626Discussion ongoing

Please support the generation and printing of Form 4626 for all C-Corporation returns.

Forum|Forum|1 year ago

puravidaptoLevel 7

Please add W-7 (COA) to the form 1040 seriesDiscussion ongoing

Please add W-7 (COA) https://www.irs.gov/pub/irs-pdf/fw7coa.pdf , to the form 1040 series so that we do not need to prepare the form manually outside of the software.-- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|1 year ago

AkylLevel 1

ADD GA 500NOL FORM, IT IS ESSENITAL, NEEDED FOR ANYONE CLAIMING LOSSNew

GEORGIA 500NOL IS REQUIRED SINCE 2015 FOR ANY ONE CLAIMING LOSS. PLEASE ADD ASAP.

Forum|Forum|1 year ago

Giants56Level 1

Filing an Amended State Tax Return on Lacerte 2023 Tax SoftwareNew

I required assistance in identifying the procedures required to file an amended 2023 state (Vermont) tax return . 

Forum|Forum|1 year ago

FL2TXLevel 2

Engagement letters for MFJ Individual returns need both signaturesDiscussion ongoing

Collecting engagement letter signatures through Link seems like a great option, but it fails for Individual Married Filing Joint returns as standard practice and most (if not all) insurance companies require signature of both parties on the engagement letter. Please provide access for a second taxpayer to the Link account and functionality to collect a second signature on the engagement letter. 

Forum|Forum|1 year ago

gaglioLevel 1

Appointment calendar -SECURITY ISSUENew

the "w24cal-launcher.exe" launches the 2024 appointment manager, but it launches it with a completely colorless background.  If on the other hand you launch the appointment manager from within the 2024 Lacerte program (Control-F5 or the calendar button on the top bar), the appointment manager opens with a yellow background.  The yellow background is the preferred style, but I do not want to open Lacerte in order to open the calendar.  For security reasons reasons I want the Front desk receptionist to have calendar access WITHOUT LEAVING THE LACERTE PROGRAM OPEN!  And the yellow background with contrasting white colored appointments is important and efficient.I have always put an Appointment Manager shortcut on every desktop to take the user straight to the appointment manager without needing to open the program.  The Lacerte helpdesk can not figure out how to rectify the discrepancy in the background color.

Forum|Forum|1 year ago

taxguidanceLevel 1

cover letterNew

Keywords for federal and state total tax for cover letter.

Forum|Forum|1 year ago

JSWCPALevel 2

LINK TEMPLATESNew

Intuit Link templates are horrible.  No functionality to modify, reorder, insert within existing templates.  The Link for other tax programs under the Intuit umbrella have more features than the Lacerte version. The client response feature that was terminated several years ago has not been replaced.  That was the second best feature in Link. Sending emails is not a satisfactory replacement for the feature.Lacerte clients seem to be getting second(or third) tier functionality.

Forum|Forum|1 year ago

KYoungLevel 1

Database Report Filter for Direct Deposit Banking InformationNew

Please consider adding an option to generate a database report filter showing the bank information for direct deposit clients, especially the routing number and/or bank name. We often deal with local bank mergers/buyouts and changing routing numbers. It would be nice to be able to generate a report showing all clients with "X" routing number to know whose direct deposit information needs to be updated when a bank changes their routing number or name.

Forum|Forum|1 year ago

cpalrlLevel 1

Form 1128 - add it and allow efilingNew

Add Form 1128 to Lacerte and allow efiling, which is allowed now.

Forum|Forum|1 year ago

EthanVHLevel 2

Efile Iowa Estimated PaymentsNew

Please work with Iowa to allow taxpayers to electronically file their estimated tax payments for Iowa using Pro Series. Most other tax software packages support this capability. It seems as if Iowa is willing to allow this if Pro Series requests it. 

Forum|Forum|1 year ago

RETaxAcctBrkLevel 3

Provide detailed user guidance on how to setup Lacerte in a Cloud, Terminal Service Environment.New

I have spent over 3 hours on the phone with Tech Support, they have no idea how to setup the program in such a way and will not elevate the issue.Lacerte issued a White Paper "Citrix Environment", it clearly indicates it can be done, but does not provide any detail on how to customize the needed paths.RightWorks, Cetrom, and other solutions all have limitations ranging from Price, to Performance to Lack of Support for certain programs.  We have run Lacerte for a year on a Cloud Terminal Service, but it lacked the ability to have individual user preferences.  Otherwise, worked flawlessly.  Why does Lacerte refuse to help its customers trying to embrace technology?  Please step up and do the right thing Inuit.  

Forum|Forum|1 year ago

Community_ConnectionsLevel 1

Client Invoice - header and footerNew

To reduce client billing questions and facilitate payment, it would be beneficial if Lacerte Tax provided more flexibility on the client invoice. Namely, allowing more characters per line on the header and footer, and allowing text to wrap as typed. (Settings//Client Invoice//Heading/Footing tab). Our goal is to share instructions with clients to make their billing and online payment experience first class. Thank you in advance to those in the community who like and support this idea.

Forum|Forum|1 year ago

margaretrnewsome1950Level 1

Summary button to show Federal effective tax rateNew

Hello, I am requesting that in the Summary Button on Federal side to show clients% Federal effective tax rate when you click on button, the only pace to see this would be toclick on 2 year summary. I have used other tax software and clicking on summary shows the clientstax bracket, on State side it does show the effective tax rate

Forum|Forum|1 year ago

BphaywardLevel 2

Please add form 461 for Limitation on business losses under the 1040New

The 1040 software requires a manual calculation of the Excess Business Loss, please add form 461.This could result in a substantial error on the tax return if not supported.

Forum|Forum|1 year ago

smithsLevel 1

Set Federal 5227 to default e-fileNew

When using 2024 LaCerte, our options are set for 'Default to E-file' = Yes.  However; the Federal Form 5227 which is required for all Charitable Remainder Unitrusts and Charitable Lead Trusts and is required to be electronically filed, per the IRS, the General Client Information does not automatically flag the Federal 5227 for e-file.Proposing an enhancement to automatically check the Federal 5227 when the 'Default to E-file' is set to Yes.  This eliminates manual entry for a company who prepares 2,000+ Federal 5227s.  Without this checkbox checked, we are not able to efficiently process returns electronically.Attached are the screen shots of the default and the result.

Forum|Forum|1 year ago

robbinscpafirmLevel 2

foreign tax credit form 1116 notificationDiscussion ongoing

The program should have a flag when the foreign tax credit is over $600 to alert the user that the 1116 is required to be filed.

Forum|Forum|1 year ago

vdecairesLevel 1

Tax ImportNew

Has anyone used the Tax import feature and does it really save time, by the time you actually import and review all the information?  

Forum|Forum|1 year ago

Norvil Level 1

Alexis A+ System SupportNew

I didn't get a survey however I want to underline Alexis's amazing support helping me re-install Tax year 2023 after my hard drive crashed.  Alexis's experience and skills are awesome.  Alexis was in the blind but did an amazing job doing research on the best approach to resolve my system problems. Alexis was calm and positive during our interaction.  We hit some weird problems along the way with many variables however Alexis was laser focused and very professional. Big Thank you to Alexis for making a difference.   Sincerely, Norvil Whitlow 

Forum|Forum|1 year ago

schafercpa1Level 1

NYS Filing Separate ComparisonNew

Ultra Tax generates a Federal AND State Comparison for Married Filing Separate when Lacerte does Not!!I recently found that i have many taxpayers in NYS who benefit from filing separately only on their state Return.   The Lacerte diagnostic/ comparison feature does not include this.  The only way to see if there is a benefit is to actually split the return and manually compare the state joint return to the combined results after splitting the return.  I am a long time lacerte member and i am so disappointed that other software companies have this ( what i consider) basic feature.I am now faced with reviewing most of my returns to see if i missed benefiting my clients.I would appreciate an answer from lacerte

Forum|Forum|1 year ago

spectrumfinancialmgmtLevel 1

Readd Preparer Name to Tax Appointment LetterNew

Each year that we have had Lacerte, on our tax appointment letter, we also have it printed with the tax preparer's name on it. This year, it prints blank. It has the time and date of the tax appointment but it won't printer the select preparer name on it. I contacted Lacerte phone support and they said that feature has been removed. Can you please add it back? It helps our clients know who they are meeting with and who is preparing their taxes.Thank you!

Forum|Forum|1 year ago

shelbycobra-1-gmLevel 1

990 & CA 199- IssueNew

Hi,I have found a possible glitch in how the input flows to the forms.I am filing the 990 and CA 199. On page 7 of the 990 we report officers with their wages and nontaxable benefits. Wages in column D nontaxable benefits in column F are reported correctly on that page. However when it flow to the CA 199 Statements page the total of wages + nontaxable benefits are in the Total Compensation column, and the non-taxable benefits are in the expense account/other column. This is double reporting the benefits on that form. The nontaxable benefits do not belong in the expense account/other column.I have found ways to work around this but they are not idea. For a recent return I've put in a -1 in the expense account/other box in the input, but that actually reports -1 on the return.This is not ideal. I trust this software to assist in filling in the forms correctly but in this instance, it is not.Please fix.

Forum|Forum|1 year ago

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3566 Ideas

IA 134 formDiscussion ongoing

Printing labels within LaCerteNew

Invoice printing orderNew

Form 4626Discussion ongoing

Please add W-7 (COA) to the form 1040 seriesDiscussion ongoing

ADD GA 500NOL FORM, IT IS ESSENITAL, NEEDED FOR ANYONE CLAIMING LOSSNew

Filing an Amended State Tax Return on Lacerte 2023 Tax SoftwareNew

Engagement letters for MFJ Individual returns need both signaturesDiscussion ongoing

Appointment calendar -SECURITY ISSUENew

cover letterNew

LINK TEMPLATESNew

Database Report Filter for Direct Deposit Banking InformationNew

Form 1128 - add it and allow efilingNew

Efile Iowa Estimated PaymentsNew

Provide detailed user guidance on how to setup Lacerte in a Cloud, Terminal Service Environment.New

Client Invoice - header and footerNew

Summary button to show Federal effective tax rateNew

Please add form 461 for Limitation on business losses under the 1040New

Set Federal 5227 to default e-fileNew

foreign tax credit form 1116 notificationDiscussion ongoing

Tax ImportNew

Alexis A+ System SupportNew

NYS Filing Separate ComparisonNew

Readd Preparer Name to Tax Appointment LetterNew

990 & CA 199- IssueNew

Filter by product

Idea Exchange

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Filter by product

IA 134 formDiscussion ongoing

Printing labels within LaCerteNew

Invoice printing orderNew

Form 4626Discussion ongoing

Please add W-7 (COA) to the form 1040 seriesDiscussion ongoing

ADD GA 500NOL FORM, IT IS ESSENITAL, NEEDED FOR ANYONE CLAIMING LOSSNew

Filing an Amended State Tax Return on Lacerte 2023 Tax SoftwareNew

Engagement letters for MFJ Individual returns need both signaturesDiscussion ongoing

Appointment calendar -SECURITY ISSUENew

cover letterNew

LINK TEMPLATESNew

Database Report Filter for Direct Deposit Banking InformationNew

Form 1128 - add it and allow efilingNew

Efile Iowa Estimated PaymentsNew

Provide detailed user guidance on how to setup Lacerte in a Cloud, Terminal Service Environment.New

Client Invoice - header and footerNew

Summary button to show Federal effective tax rateNew

Please add form 461 for Limitation on business losses under the 1040New

Set Federal 5227 to default e-fileNew

foreign tax credit form 1116 notificationDiscussion ongoing

Tax ImportNew

Alexis A+ System SupportNew

NYS Filing Separate ComparisonNew

Readd Preparer Name to Tax Appointment LetterNew

990 & CA 199- IssueNew

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