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1728 Ideas

D
drspa2Level 1

IRS and California granted extension to file and pay for California residents until May15, 2023New

Lacerte has no way to override or force the payment due date for balances due until the May15, 2023 actual due date.  I have called customer support for 3 weeks now and they still have not done anything about it.  You are able to put the May 15th due date in the penalty screen and it shows that the payment will be deducted by IRS on May 15, 2023.  There is no way to override the date for California.  This is also a problem for clients that want to to pay their estimated tax payments on May 15th instead of April 18th.  Clients have access to the internet and know about the delayed payment dates but we cannot do that on our own.  So we have to look incompetent to our clients.  I have called Lacerte for 3 weeks now asking them to fix the problem with no help or response from them.          

1
R
Forum|Forum|3 years ago
A
aaron_akabasLevel 1

Stop Requiring a code on the cell phone when I've been using the computer all dayNew

I understand if I haven't used the program in a while, you should verify that I am the user. And I understand if I have left it open and not moved the mouse in hours. But when I have been in and out of files all day and back and forth through files and different years and individual and partnership files, it gets old very quickly to have to grab the cell phone every time I switch files and get the code and type it in as well as the password.Security is important, but let's consider here whether someone is really going to steal all the files or all the information just because you require an extra step. People also leave their cellular telephones lying around on their desks at work, so that's not going to guarantee safety.

2
BobKamman
Forum|Forum|3 years ago
A
AnnieDLevel 2

Add OR-QUP-CAT for calculation of underpayment interest as part of programNew

It would be helpful if Lacerte would add the underpayment interest calculation for the Oregon Corporate Activity Tax to the program. It is very inefficient to manually calculate estimated CAT tax underpayment interest.

0
A
Forum|Forum|3 years ago
S
Seamus1Level 1

New Missouri Form MO-PTE for pass through entities - Please add this formNew

Missouri passed a law for 2022 allowing pass through entities to elect to be taxed by Missouri at the entity level.  The entity will be able to deduct this tax against federal taxable income whereas in the past this deduction was limited on the partner/shareholders personal return.  Most partnerships and Sub S corporations will be electing this.  Currently Lacerte does not support this one page form.  Please make this available for the 2022 tax season.  The return and payment are due April 18th. Other states already have this form on Lacerte with Illinois as an example.

1
J
Forum|Forum|3 years ago
C
CPATIM1Level 2

Have an option on Screen 7.1 Next year estimates that allows the estimates for the next year to have only the taxpayer or spouse's name on the them. This would be great in a divorcing situation.New

Have an option on Screen 7.1 Next year estimates that allows the estimates for the next year to have only the taxpayer or spouse's name on the them. This would be great in a divorcing situation.It would be as simple as a check box to have taxpayer only estimates and a check box for spouse only estimates.  Obviously if nothing is checked it would be business as usual with both names and SS#s on the estimates.

0
C
Forum|Forum|3 years ago
DaveGossettCPA
DaveGossettCPALevel 1

Colorado SALT Parity Act Election Running Short on Performance Standards- IncompleteNew

I know its a little early in the season and I assume the ProSeries gurus in the tech engineering are wrestling with this issue. In 2022 The Colorado Legislature passed a new bill which the governor signed into law. Regarding the SALT Parity Act. With a new election whereas passthrough entities canCO SALT PARITY ACT pay the Colorado Income Tax at an entity level and avoid passing through the tax to their member/shareholders. BTW, the tax is only 4.4% instead of the 5% flat tax rate. I won't go into huge detail here, but it seems to me that the ProSeries version of this is running a bit short of the software performance we are used to. I am completing this for a partnership so my references are to the Colorado DR 0106 and associated forms. Appropriate changes should aslo be made for the Sub S version. Why dont you have a check the box election, so that it populates form DR 1705 SALT Parity Act Election Form automatically and completes the tax calculation for you on form 106 part III?It should also automatically enter the SALT election income onto a line 7 Other Deductions, so it reduces the 'normal' taxable income passthrough. and of course, add appropriate notations to the Colorado k-1 forms.All of this should be EASILY put into the electronic filing program. I know you have to work with CO-DOR on this but, they are no dummies. Please contact me if you have any questions. But please do a little research yourselves as to how you think this should work. Dave Gossett, CPA, CFP(r) (CPA since 1977)[email address removed]  

1
D
Forum|Forum|3 years ago
K
KBALevel 2

Please make tax forms CD-429 PTE and NC-40 PTE, for S-Corps and Partnership, respectively available.New

Will Proseries make forms CD-429 PTE and NC-40 PTE available through the program?

1
T
Forum|Forum|3 years ago
A
AnnieDLevel 2

OR-21 filing instructions incorrectly printing with Preparer Review and Client Copy -New

The Preparer E-file Instructions - Oregon page should not be part of the OR-21 Tax Return when it prints. This  behavior is only in S-Corp module, Partnership is working the way it's supposed to. Please fix programming. Thanks!     

2
C
Forum|Forum|3 years ago
M
MarcBCPALevel 2

suppressing estimated tax vouchersNew

Why are you forced to print estimated tax vouchers if you want the estimated tax schedule printed on the client letter? Many clients pay electronically but need to know how much and when to pay.

1
L
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

Jump to Form from Input FieldNew

I know there is a jump to input from the form view... how about jumping to the form (and having the affected line highlighted) from an input field?  That would make the software much easier to use/navigate, particularly when there are multiple similarly names data entry fields on one screen.

2
J
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

Jump to Original Data Entry Line by Clicking on the "O" for OverridesNew

It would be nice to be able to click on the "O" for an override field and have it jump to the field it is overriding. For example... in the state apportionment screen for an entity return... if you could click on the "O"  for wages and the program would carry you to the original data entry field.  I don't know if the system wants me to break down wages by state on the Schedule A input, or if there's another location this is going to override.

0
J
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

FileCenter DMS IntegrationNew

It would be nice to offer integrations with a DMS other than SmartVault... we use FileCenter and although getting returns into it is not difficult, it would be nice to take advantage of their portals, etc

1
J
Forum|Forum|3 years ago
M
Megan34Level 1

Partial Disposition - Changing the Description of the AssetsNew

When doing a partial disposition of an asset, Lacerte will create a new asset for the "remaining basis". It would be nice to be able to change the description on the new asset that it creates, otherwise next year when we roll forward assets, we are going to have to take the additional step to update the description so that it isn't confusing. For reference, it is a partial disposition of cattle. So if we sell 5 cows out of 20, I would like the new asset to say "15 Cows" instead of "Remaining Basis - 20 Cows". 

0
M
Forum|Forum|3 years ago
P
PaulPLevel 2

Can you please fix the 2022 Form IL-2220 for S-Corporations?New

Estimated tax payments are not showing up on line 20 and the prior year overpayment credited to 2022 is not being applied to Quarter 1 on Penalty Worksheet 1.

2
P
Forum|Forum|3 years ago
M
mvanLevel 2

NY SMALL BUSINESS MODIFICATION (S-201)New

I believe lacerte is not calculating form CT-225 & IT-225 subtraction modification S-201 small business modification (s corp, ptr, and schedule c). Also when I override it in Path thru modules it does not flow to individual.1. is that correct?2. are you working to fix this? 

2
J
Forum|Forum|3 years ago
C
captcookc3Level 2

Sch D/Form 8949 codesNew

Could the codes on the Sch D input be modified to correspond with the codes that show up on the return? Right now, for codes A and D on Sch D/Form 8949, you leave the input field blank; enter a 1 for codes B and E; and enter a 2 for codes C and F.Why can't we just enter A-F here? That would more appropriately correspond with the 1099-B information preparers have in front of them.

0
C
Forum|Forum|3 years ago
O
othmaneB_8532Level 2

When entering the withholding in 1099-NEC Worksheet it does not flow automatically to Form 1040New

When entering withholding (Box 4) in 1099-NEC Worksheet that is linked to Schedule C it does not flow automatically to Form 1040, Line 25b. We have to manually open Tax Payments Worksheet to verify it is showing on Line 13, no entries needed just opening the Tax Payments Worksheet triggers the amount to flow correctly to Form 1040, Line 25b

1
O
Forum|Forum|3 years ago
J
Jim DiFilippoLevel 2

It would be very nice to be able to change multiple assets at onceNew

For instance changing the category, activity or situs (State) for multiple assets by selecting them, change the desired field then a confirmation asking if you want to make the same change on all assets.As a new user imported assets on multistate returns in a huge mess to correct a few hundred assets that imported with no category or situs.Or make the CTRL + Down Arrow command work without pressing enter and having to back the cursor up each time.

0
J
Forum|Forum|3 years ago
L
Larry 1956Level 1

S Corp Shareholder Loan RepaymentsNew

My client has loaned money to his company over two tax years. I was entering them all as one loan. He also was repaid some of the loan in the 2nd tax year. Entering all the activity as one loan over two years triggered a Form 4797 gain which was incorrect. Jeff from Qbooks helped me figure it out

0
L
Forum|Forum|3 years ago
George4Tacks
George4TacksLevel 15

Proforma custom database reportsNew

Proforma the custom database reports  that are created each year into the next year. 

1
K
Forum|Forum|3 years ago
H
HD RosethLevel 1

Business States Next Year EstimatesNew

I'm working on an Illinois partnership return. Illinois is one of the states that allows pass-through entity (PTE) withholding. This client did NOT make PTE payments for the current year, but I would like to set them up to make quarterly payments for next year. There is no way in the system to have the letter/vouchers print out that way without making the PTE election for the current year which would be very problematic. After 2 hours on the phone with support, we found a very cumbersome workaround, but that's not a good solution and will make a big mess if you make any changes to the return. There needs to be a way to indicate that the entity will be elect to pay quarterly PTE tax for the next year and have the letter and estimates generate accordingly.

1
C
Forum|Forum|3 years ago
B
b11oydLevel 1

organizer miscellaneousNew

at screen 3, we have the option to SUPRESS next year organizer; it would assist us if we could have an option to DO NOT mail organizer, but to still print it out.by checking "suppress" ti creates an extra step to hvae to unlock it so that we can print for our staff to use that subsequent year.

0
B
Forum|Forum|3 years ago
T
Tax Man TanLevel 5

Bring back the old calculator functionalityNew

The new calculator set up SUCKS! I want to be able to hit control A, run my numbers, hit "P," and paste the number in the line on the return. Then I should be able to hit ESC., to close the calculator back down. The calculator for 2020 and before worked perfectly for years and years. Then you guys decided to change it for no good reason and now it sucks. Please revert back to the old calculator so we can move quicker without having to use a mouse. 

1
T
Forum|Forum|3 years ago
C
ContinuouslearnerLevel 3

8082 for Partnerships needs updatingNew

Currently the 8082 for partnerships are only able to be accessed if the partnership has a passthrough entity so this precludes partnerships which don't from filing the form.  This is important for those BBA partnerships that need to amend the return by using the 8082 instead of the 1065-X, such as those that need to for the Employee Retention Tax Credit received.  The 8082 is supposed to be used for partnerships that need to amend the 1065 even if they have no passthrough K-1 entity investments per the form instructions, but Lacerte won't allow it as it asks for the passthrough entity's name and EIN causing e-file critical diagnostics. The 8082 input should not be tied to a passthrough entity screen, unless that entity has a passthrough K-1 that needs to be corrected.

0
C
Forum|Forum|3 years ago
S
SteveLevel 2

OrganizerNew

Add to the 'Electronic Filing Section ...'  of the Organizer a question if a balance due does the client want to pay by check or electronic Funds withdrawal by the IRS and the date IRS should make the withdrawal. 

0
S
Forum|Forum|3 years ago

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