Idea Exchange

3566 Ideas

FORMS FOR FOREIGN CLIENTSNew

HI, WHEN FILING RETURNS FOR FOREIGN CLIENTS THERE ARE MANY BASIC FORMS THAT PROSERIES IS MISSING. FOR EXAMPLE 8805+1042S+8804FOREIGN FORMS, Individual

Forum|Forum|1 year ago

IllinoisEALevel 1

Make "Mobile" as default for Daytime Telephone # on screen 1New

Most folks today have a mobile phone and are much less likely to have a true home phone.   There is no way to change the default of Home  to Mobile  for the Daytime Telephone# on Screen 1 under Taxpayer Contact Information.  Please give users the option to change the default for this entry. 

Forum|Forum|1 year ago

DeanLevel 2

Client DatabaseNew

Update to the program to include the IRS IP PIN authentication being searchable added to the client information database. 

Forum|Forum|1 year ago

mermelsLevel 2

2024 IA PTET Calculation RateNew

This would impact the Iowa  IA1120-S and IA1065 for 2024.  I believe the calculation rate should be 5.7% for 2024, not 6.0% which was the maximum individual rate for 2023.  Thank you.

Forum|Forum|1 year ago

tmqLevel 2

A form that requires clients to verify banking informationNew

A form that requires clients to verify banking information preferably with a signature

Forum|Forum|1 year ago

tmqLevel 2

move or duplicate individual forms rather than buckets with the preselected formsNew

It would be nice to be able to move or duplicate individual forms rather than buckets with the preselected forms. I like to give my client a separate copy and a file copy

Forum|Forum|1 year ago

BendlerLevel 1

Form 1099 Consolidated input need an upgrade!New

The current process of entering data from Form 1099 Consolidated/Composite statements into Lacerte tax software requires input under three separate modules (Interest, Dividends, and Dispositions), is inefficient, time-consuming, prone to errors, and lead to missed data. Given the complexity of Form 1099-CONS and its significance in both individual and business returns, we propose a dedicated section under the Income tab for 1099 Consolidated. This section would allow for the entry of all types of income, dividends, interest, capital gains/losses, and miscellaneous items reported on this form in corresponding subsections, all within a single screen per statement's issuer and account number.This streamlined approach would significantly enhance the efficiency and accuracy of tax preparation. Similar arrangements have proven effective in other tax preparation software, such as ProSystem (CCH). Please consider the upgrade!

Forum|Forum|1 year ago

USMCVVLevel 1

form dates form for beginning of tax yearNew

Form 1065 and the associated K-1s have the year for the beginning of the tax year hard coded, i.e. cannot be overridden. These forms show the current calendar year as the year of the beginning of the tax year. For taxpayers with a fiscal year end the beginning of the tax year is NOT the current year. Please revise the forms to allow for all dates to be entered or overridden. 

Forum|Forum|1 year ago

hlehmanLevel 1

ERO Signature on Tax ReturnsNew

I first want to thank you for the 2024 ProSeries enhancement of the ERO signature on the 8879, that is incredibly helpful.My idea is; if the ERO signature is able to populate on the 8879, can it also populate on the 1040, 1041, 1065, 1120, 1120S tax returns?  This would be helpful when printing a Pdf of the tax return for our client, as it would make it a signed return without having to go through the Pdf of the tax return and remove the unsigned page then insert the signed page before making it available to our clients.I appreciate your time and consideration to this question and look forward to hearing from you.Holiday Blessings,Hazel Lehman

Forum|Forum|1 year ago

Reb1Level 1

1041 Complex TrustNew

I have a complex trust with passthrough K-1's, which one of the K-1's has trade or business loss, rental real estate income, interest, dividends, and oil and gas royalties with deductions relating to the oil and gas income and percentage depletion. When I enter the K-1 information on screen 25, I separate the trade or business loss and the rental real-estate income on two separate K-1 screen 25 entries. The partnership interest is a limited partnership interest. If I put the oil and gas information on either the trade or business K-1 or the rental real estate K-1 input, the oil and gas royalties will go to Schedule E page 1 as well as the deductions relating to the oil and gas income. The percentage depletion is being considered as passive loss and run through the Form 8582 and limited to be deducted on Schedule E page two. The trust document does not require a depletion reserve. There is only one beneficiary of this trust, which 100% of the income is being distributed out.Why is the percentage depletion being considered passive and the income and related deductions are not. I do not believe this should be considered passive since the IRS looks at it as portfolio income. The only way I can get it to deduct the percentage depletion at the trust level is enter the oil and gas items on another separate K-1 and tell it is not passive.I can override that I want the percentage depletion to be prorated out to the beneficiaries on screen 9 and I get the results I wanted if I do not enter a separate K-1 input for the oil and gas items.On a personal return, the oil and gas royalties and related deductions do not get considered when you have other rental real estate losses for the PAL loss limitation, so why does it on a trust.Appreciate the help in understanding this. 

Forum|Forum|1 year ago

jeffreyforemanLevel 2

shortcut from lacerte to smartvaultNew

When using DMS, a shortcut is available to access the client directly from Lacerte. It would be helpful to have the same shortcut to access  SmartVault. 

Forum|Forum|1 year ago

ashtoncLevel 2

Send Customized Client Letter with eSignatureNew

While ProConnect allows you to create a custom Client Letter and make this the default, it is not what prints with the "Client copy of tax return (watermarked)" in the eSignature request. To do this, you have to manually download the return and upload it as a reference document, defeating the purpose of the ability to customize.

Forum|Forum|1 year ago

ngoldyLevel 2

engagement letters with justified alignmentNew

For continuity with our engagement letters prepared by our office, it would be great if we could use justified alignment when entering our engagement letters to print with organizers. 

Forum|Forum|1 year ago

MJP_CTMLevel 1

Multi-state return (nonresident streamlined process/easy button)New

I have clients who file in multiple states, but are only resident in one state, and are nonresident in the other states.  I also have clients who are licensed to do business in other states, and are required to file tax returns in those nonresident states, but have no income to report in those states.  For any return that is multi-state, I spend an extreme amount of time trying to do the following:  1) get the income to flow to the correct states and not flow to the states with no income, and 2) clear diagnostic errors and suggestions on the nonresident states that don't apply to them (since they are not a resident).  The PTO software needs to be streamlined so that high level entries can be made to make the multi-state and resident vs nonresident return process more efficient and less time consuming.  Thank you in advance for your assistance and please contact me if you need any additional information on this request.

Forum|Forum|1 year ago

TaxPrep99Level 3

Need the ability to email a password protected copy of tax return in Proseries BasicNew

Proseries Professional offers this but not basic. 

Forum|Forum|1 year ago

VanInAZLevel 1

Custom reports from Database Reports - List results vertically instead of horizontallyNew

We pull custom reports that list client number, client name, address, phone and email numbers. The categories are listed horizontally and sometimes take up multiple pages, while the bottom part of each page is blank. Can the items be listed vertically?

Forum|Forum|1 year ago

VanInAZLevel 1

Pull Daytime Number into Lacerte Appointment CalendarNew

Most of our clients have mobile numbers now. The Lacerte appointment calendar pulls in the home number and since most of our clients have mobile numbers, in the Appointment window, the box for phone is empty. We have to open Lacerte to retrieve the mobile number or ask the client for their number.Our front desk reception doesn't have Lacerte open to retrieve the mobile number in most cases.

Forum|Forum|1 year ago

paloisLevel 1

NYS PTET worksheet in the S-corp moduleNew

NYS PTET worksheet in the NYS module is great that you can now use the software for calculating the PTET credit.  The amount listed as PTET due on the worksheet, however, does not reflect estimated tax payments that have been made.  Will there be an update to this section to include PTET estimates already made so that the worksheet can show the true amount due, ( or refund)?  Can and instruction letter also be added to include with the tax return to inform clients of the tax filing, how and what to do? 

Forum|Forum|1 year ago

MelissaKisorLevel 1

Separate K-1 activity input for K-1s that include more than one activityNew

I have several individual clients that own interests in partnerships that report several activities on one K-1.  In order to input this in Lacerte, it is necessary to set up separate Passthrough K-1 input screens for each activity, even though all activity is reported on a single K-1.   This potentially causes additional time for the separate basis calculations, at-risk basis calculations, and passive activity limitations. I believe this is something that other large software vendors provide.   Lacerte does have the option of reporting separate activities for the purposes of 199A, but it would be very helpful if all other items could be reported on an activity by activity basis on a single K-1 input screen as well.   

Forum|Forum|1 year ago

MelissaKisorLevel 1

Efiling of state grantor trust returns for AZ and MNNew

I have a handful of clients that file grantor type trust returns.   The Federal return can be e-filed, but the Arizona and Minnesota returns must be filed on paper.  I know that other software vendors support the e-filing of these state returns because the prior year returns prepared by the prior CPAs were electronically filed.    

Forum|Forum|1 year ago

JonPlacentinoLevel 1

NYC-2.2 Subtraction ModificationNew

The New York City form NYC-2.2 Subtraction Modification for Qualified Banks and Other Qualified Lenders automatically populates Schedule F of this form with figures from the STATE form CT-2.2. The figures to be reported on the NYC-2.2 are different than the State form. The only way to correct for this currently appears to be to Override the amount reported on Schedule A, Line 1 of the NYC-2.2. As a result of this page 2 of the NYC-2.2 is eliminated from E-filing.So NYC receives page 1 of the NYC-2.2 with the correct Subtraction Modification deduction amount, Schedule D still shows New York State figures, and Page 2 which reports Schedule F figures is not activated for e-file and is never transmitted to NYC.As a result of this NYC continually denies the Subtraction Modification deduction and then requires an Amended return be mailed in with the correct NYC-2.2 - which we are able to prepare a proforma copy from another tax software.We are asking if this issue can be resolved by allowing the input of New York CITY figures which will then flow to Schedule F and Schedule D of the NYC-2.2, and be included with the electronically filed return.  

Forum|Forum|1 year ago

ab346620Level 1

Add form 4626 to ProSeriesNew

form not available in the program

Forum|Forum|1 year ago

taxmoIntuit Community Champion

Accept amounts with dollar signsDiscussion ongoing

ProConnect should accept amounts with dollar signs like "$100" as 100.  I copy and paste most amounts into ProConnect from documents, spreadsheets, etc, and most of the time the amounts have dollar signs.  But if you try to enter an amount with a dollar sign, such as "$100" in almost any ProConnect field, it rejects it and enters nothing.  It slows down the data entry process to constantly have to go back and delete the "$" just so ProConnect won't reject it.   It does oddly accept dollar signs in a few fields, but not most. 

Forum|Forum|1 year ago

mark4128Level 1

set default reports in tax plannerNew

Whenever i need to print a report, I'm seeking the tax planner to automatically print my saved customized report.  Would like the programers to put this in as a preference option.

Forum|Forum|1 year ago

Player22Level 1

dianostics on client transfer to following yearNew

My computer locked up when the option to print the diagnostics for each client from the transfer from 2023 to 2024 appeared. I had to reboot my computer and need to be able to recreate those diagnostics.

Forum|Forum|1 year ago

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3566 Ideas

FORMS FOR FOREIGN CLIENTSNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Client DatabaseNew

2024 IA PTET Calculation RateNew

A form that requires clients to verify banking informationNew

move or duplicate individual forms rather than buckets with the preselected formsNew

Form 1099 Consolidated input need an upgrade!New

form dates form for beginning of tax yearNew

ERO Signature on Tax ReturnsNew

1041 Complex TrustNew

shortcut from lacerte to smartvaultNew

Send Customized Client Letter with eSignatureNew

engagement letters with justified alignmentNew

Multi-state return (nonresident streamlined process/easy button)New

Need the ability to email a password protected copy of tax return in Proseries BasicNew

Custom reports from Database Reports - List results vertically instead of horizontallyNew

Pull Daytime Number into Lacerte Appointment CalendarNew

NYS PTET worksheet in the S-corp moduleNew

Separate K-1 activity input for K-1s that include more than one activityNew

Efiling of state grantor trust returns for AZ and MNNew

NYC-2.2 Subtraction ModificationNew

Add form 4626 to ProSeriesNew

Accept amounts with dollar signsDiscussion ongoing

set default reports in tax plannerNew

dianostics on client transfer to following yearNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

FORMS FOR FOREIGN CLIENTSNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Client DatabaseNew

2024 IA PTET Calculation RateNew

A form that requires clients to verify banking informationNew

move or duplicate individual forms rather than buckets with the preselected formsNew

Form 1099 Consolidated input need an upgrade!New

form dates form for beginning of tax yearNew

ERO Signature on Tax ReturnsNew

1041 Complex TrustNew

shortcut from lacerte to smartvaultNew

Send Customized Client Letter with eSignatureNew

engagement letters with justified alignmentNew

Multi-state return (nonresident streamlined process/easy button)New

Need the ability to email a password protected copy of tax return in Proseries BasicNew

Custom reports from Database Reports - List results vertically instead of horizontallyNew

Pull Daytime Number into Lacerte Appointment CalendarNew

NYS PTET worksheet in the S-corp moduleNew

Separate K-1 activity input for K-1s that include more than one activityNew

Efiling of state grantor trust returns for AZ and MNNew

NYC-2.2 Subtraction ModificationNew

Add form 4626 to ProSeriesNew

Accept amounts with dollar signsDiscussion ongoing

set default reports in tax plannerNew

dianostics on client transfer to following yearNew

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