Idea Exchange

1728 Ideas

Remove all implemented ideas from this list.New

As title says, streamline this list.

Age at end of yearNew

When we put the birthdays into clients and dependents, a calulated age next to the birthday would be very helpful!Thank you!

Forum|Forum|3 years ago

David TaxLevel 1

Intuit link questionsNew

Provide a better way to print the clients' responses besides a csv file. Perhaps a pdf printout would be more useful

Forum|Forum|3 years ago

joantaxLevel 3

Estimated Tax Due Dates for FEMA states postponedNew

Need override to traditional due dates when requesting automatic withdrawal of quarterly payments.  For CA, GA, AL we need to allow October 16th instead of April, June, September.  Lacerte support says we can alter the letter dates but that doesn't create the October 16th payment dates.

Forum|Forum|3 years ago

SusanALevel 2

Convert Partnership to S-CorpDiscussion ongoing

Please allow Partnership clients to be converted to S-corporations.  Thank you.

Forum|Forum|3 years ago

achatfieldLevel 2

CA PTE payment for 2022 and 2023 instructions should be separatedNew

In order to show the correct amount of prepaid CA PTE we have to use the screen 37.011 box under Pass-Through Entity Elective Tax Payment Vouchers called Payment Voucher 2022 Form 3893. This also creates a voucher and forces the Instructions for the CA PTE to include both 2022 and 2023 instructions. This is incorrect, as the 2022 voucher shouldn't be paid again in 2023. There should be a box for the total amount of CA PTE prepayment, or it shouldn't generate a new 2022 voucher, nor have it reflected in the instructions. The time for making 2022 prepayment is passed.

Forum|Forum|3 years ago

KMTLevel 2

iowa form ia 2220New

2022 Iowa Form IA 2220 is not included in the program.  It was released from the state October 2022; however it was not been included in Lacerte.  It is necessary to be able to e-file Iowa S-corporations.  Prior to Version 43.0228 update yesterday, this was not an issue.  Now the return does not pass validation because of it.  S-corporations are due in 2 weeks.

Forum|Forum|3 years ago

bzwillinLevel 2

Supporting Detail doesn't allow negative numbers per lineDiscussion ongoing

Most supporting detail screens allow for negative adjustments which is sometimes need to move a value to another line.  I don't need the total of all the supporting detail to be negative, just be able to have negative adjustment against total entered to be a lesser value.  For instance, I might have 4 lines of detail 5000, 10000, 15000, -3000 for a total of 27000.   In know this works on screen 19 for sure for Individuals.  However, it doesn't work in Partnerships (Screen 12); SCorps (Screen 18) or Fiduciary (Screen 24).  I get DATA ENTRY ERROR, value must be between 1 and 999,999,999, which it will but not on a specific line of detail.This was working in 2019 and prior version versions and was changed in 2020 and forward for some reason.

Forum|Forum|3 years ago

troubleshooter1Level 3

CA Disaster 2022 earthquakeNew

I have ran into two issues when preparing returns in CA.1.  There is not way to enter the CA declared disaster for the 12/20/2022 Earthquake. This was declared a CA Disaster loss only.  Drop down menu has no options that are valid or that will work.  2.  The Federally and CA declared disasters for storm damage in January 2023 do not show up as a possible choice in Screen 17.1 under either "Disaster Loss (ctrl+T) or under Qualified CA Disaster (FTB 3805V) Ctrl+T)(CA).  The drop down menus for both of these are lacking the January 2023 storm damage.  We can take this on the 2022 tax return now, so we do not have to amend later. 

Forum|Forum|3 years ago

user68683Level 2

For married couples, would be nice to also be able to email the tax return to the spouseNew

We have a lot of clients that the spouse is the one to review the tax return.  It would be nice, when emailing the returns for review, to have the option to send to one or both emails on file.

Forum|Forum|3 years ago

Fasten HalberstamLevel 2

NY PTE - NYS Portal ExportDiscussion ongoing

NYS PTE tax election and tax return filing can only be made by NYS online portal. It would be helpful if Lacerte can calculate the tax for each partner by adding a couple of input fields so that the numbers can be plugged into the NYS portal.Also, NYS does have an upload feature to import all the partner information. Lacerte should have a way to export the information needed for the import, in the format that NYS requires, so that it can be quickly and easily uploaded.

Forum|Forum|3 years ago

RyanBurrisLevel 1

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

Can the Watermark be lightened?  The Watermark is so dark that you cannot read what is underneath once printed.

Forum|Forum|3 years ago

BARRYWACHHOLDERLevel 1

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTIC AS IT WAS ON THE 2021 PROGRAM:WITH AN INPUT JUMP1000

Forum|Forum|3 years ago

KappyLevel 3

Need ability to print out "Not Final" FormsNew

When a form says "not Final, and displays on the screen with a watermark saying 'Do Not File', why can't we still print it out, instead of getting a blank white page that just says "Form Not Available"?While I am aware that the form is not final, I would still like to be able to have a copy of the form for my records, while waiting.If I can display the form on my screen, I should be able to print it!!!  

Forum|Forum|3 years ago

santeetaxLevel 2

Client Letter suggestion - state specific in the Salutation sectionNew

I was trying to update the Salutation section of the main letter for the IRS extension to Oct 16 for most of California. However, I wanted this section to ONLY print if it was a CA resident. I know I can put it in the state CA section, but I wanted it to print at the beginning of the letter - salutation section. There isn't a 'code or trigger' I can use to modify it to be only for CA. I know I can modify each individual client, but then if the return changes, the letter won't recalcuate unfortunately. But this is a good workaround for non-CA states for me. Tech support rep was very helpful - Haley - so I did learn a lot of other things I can do with the client letter.

Forum|Forum|3 years ago

ArynWilsonLevel 1

40824New

With the Hawaii return only one attachment can be made to the Schedule D, and the program wants to auto attach a form to the return.  When having additional 1099's to attach it becomes a problem because Hawaii will only allow one attachment.  By turning off 'auto attach' in the settings a new error is generated (error 40824) which says an attachment needs to be made when there's a Schedule G.  My schedule G was blank and yet I still get that error message.  This should be fixed. 

Forum|Forum|3 years ago

fredtcpaLevel 1

MFJ v MFS comparisonDiscussion ongoing

Comparison report does not produce one for the state (in this case California). Suggest a comparison report for the state.

Forum|Forum|3 years ago

Jim DiFilippoLevel 2

Notes - Can we get them to show up in a column on the main screen?New

New Lacerte user for 2022.It would be nice to have different types of notes, for instance one that is not form screen or specific.  Then you could select a column to display on the main client screen which would have an icon indicating a note is present that you can mouse over and a pop up with those notes would open.  Then in that pop-up window if you click on the note, the program takes you to the screen it's on.It would be very helpful so that you didn't have to go into a client and guess what screen has a certain note or client level note.

Forum|Forum|3 years ago

KA30Level 1

PTE ELECTION 2023 CANew

though tax payer did not elect for 2022 to pay PTE tax, if they like to participate for 2023, there is no option to do so just for 2023

Forum|Forum|3 years ago

TaxfunLevel 3

Able to change the firm address on Preparer sectionDiscussion ongoing

 The firm address for the preparers on the tax return is not required to be preparer's physical address by the IRS instructions. The firm address can be mailling address on the firm. lots of sole preparers are working from the home and would like have mailing address show up on the tax returns.  so, it can provide their privacy. please bring back the feature that allows to change the firm address to the mailing address while using physical address for the  EFIN purpose. thanks.

Forum|Forum|3 years ago

neeter83Level 2

Quick employer formsNew

Quick employer forms has a cover sheet for the 1099-NEC and 1099-MISC. They do not have one for the 1099-INT. The 1099-Int needs a cover sheet. It is very hard to get the ss# not to show through the windows of the envelope which is very frustrating. I do more 1099-Int forms then anything. Please make a cover sheet for them.

Forum|Forum|3 years ago

knowitallLevel 1

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

The Lacerte program, for at least when doing a paper Form 1040,should use all 14 lines of schedule B line 1 before generating a statement, not just 13.That should be an easy fix to the next update of the program please.The IRS should be able to match up better to the source of the 14 lines on the schedule B line 1when kept on the schedule B itself, instead of going to a statement after just 13 lines of detail.Keep up your good work by tweaking the program to fill up all 14 lines of schedule B line 1 of Form 1040. (not just 13 lines still with the latest release for 2022 in February of 2023).

Forum|Forum|3 years ago

OregonbadcalculationsLevel 1

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

 I have been waiting for Schedule OR-ASC to properly be updated and include code 898 in it. You are putting me in a huge disadvantage among my competitors that are using other programs such as Drake, etc. because those are already updated schedule OR-ASC with code 898.No one from Intuit advised me in advance that the programmers were not planning to properly update the State of Oregon with the New Tax law, I had to find out by myself.I already made several phone calls To Intuit and sent several emails requesting that update, some of my clients are asking about the new tax law regarding the earned income credit given by the State of Oregon.I am respectfully requesting the development team to make this update for the State of Oregon, so I could do my job with the professionalism all my clients expect and prepare all the Tax Returns without any missing credits.Thank you so much in advance for your consideration to my request.

Forum|Forum|3 years ago

mattheidaricpaLevel 2

Rejection error 760PY-205 for 2022 Virginia tax returnNew

I had to do both a Ca return and a VA return and was getting rejected from VA since I was getting a diagnostic error that said; "Form 760PY page 1. State and local Income Taxes cannot exceed itemized deductions paid while a Virginia resident". Then when I would override in screen 55.171 but putting a -1, the diagnostic will go away so I would think that it will go through VA but it got rejected. The solution was to not override and instead suppress the diagnostic because apparently the override was causing VA sched A not to print and there was no way for Virginia to compare line 11 of form 760PY with line 19 of VA Sched A which should be equal. I was helped by Lacerte technical support to suppress that diagnostic and it finally went through.

Forum|Forum|3 years ago

Kevin-at-BrandtLevel 1

note section under the status, states, efile status and information.New

In the table of contents, in the right hand side of the screen we have a nice summary of the client.  I think it would be great, if we had a note section under the Efile bullet.  This note section should include the ability to put a date and also a secondary field for updates or changes. DATE |  NOTE | Status Update I know we already have a note section but is not readable accessible when you open the file. maybe link both. B

Forum|Forum|3 years ago

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1728 Ideas

Remove all implemented ideas from this list.New

Age at end of yearNew

Intuit link questionsNew

Estimated Tax Due Dates for FEMA states postponedNew

Convert Partnership to S-CorpDiscussion ongoing

CA PTE payment for 2022 and 2023 instructions should be separatedNew

iowa form ia 2220New

Supporting Detail doesn't allow negative numbers per lineDiscussion ongoing

CA Disaster 2022 earthquakeNew

For married couples, would be nice to also be able to email the tax return to the spouseNew

NY PTE - NYS Portal ExportDiscussion ongoing

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

Need ability to print out "Not Final" FormsNew

Client Letter suggestion - state specific in the Salutation sectionNew

40824New

MFJ v MFS comparisonDiscussion ongoing

Notes - Can we get them to show up in a column on the main screen?New

PTE ELECTION 2023 CANew

Able to change the firm address on Preparer sectionDiscussion ongoing

Quick employer formsNew

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

Rejection error 760PY-205 for 2022 Virginia tax returnNew

note section under the status, states, efile status and information.New

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Idea Exchange

Filter by idea status

Filter by product

Remove all implemented ideas from this list.New

Age at end of yearNew

Intuit link questionsNew

Estimated Tax Due Dates for FEMA states postponedNew

Convert Partnership to S-CorpDiscussion ongoing

CA PTE payment for 2022 and 2023 instructions should be separatedNew

iowa form ia 2220New

Supporting Detail doesn't allow negative numbers per lineDiscussion ongoing

CA Disaster 2022 earthquakeNew

For married couples, would be nice to also be able to email the tax return to the spouseNew

NY PTE - NYS Portal ExportDiscussion ongoing

Please make a way to lighten up the Watermark. It is so dark that you cannot read what is underneath the watermark once printed.New

SCH K-1 BASIS LIMITATION NEEDS TO BE MOVED TO CRITICAL DIAGNOSTICNew

Need ability to print out "Not Final" FormsNew

Client Letter suggestion - state specific in the Salutation sectionNew

40824New

MFJ v MFS comparisonDiscussion ongoing

Notes - Can we get them to show up in a column on the main screen?New

PTE ELECTION 2023 CANew

Able to change the firm address on Preparer sectionDiscussion ongoing

Quick employer formsNew

Display all 14 lines of of deatil on schedule B line 1 before generating a statement, not just 13.New

It will be very helpful if you do the update for the state of Oregon to include the new credit code 898, which is claimed in Schedule OR-ASCNew

Rejection error 760PY-205 for 2022 Virginia tax returnNew

note section under the status, states, efile status and information.New

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