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1728 Ideas

R
rose1110Level 1

Search engine for locating client.New

It would make it so much easier if there was a search engine created so, that when we are looking for a client we do not need to scroll through 1000 plus clients to find the client. Please consider doing this it would save us a lot of time and make the program easier to use. Thank you! 

0
R
Forum|Forum|3 years ago
D
DHGLevel 1

Please add Maryland Form 500CR to ProSeriesNew

Maryland has a biotech credit that is a refundable credit for 50% of an investment in a Maryland Biotech firm. If requires the use of Maryland Form 500CR.  You need to support it as it has to be e-filed and currently ProSeries does not support the form.  I currently have to use Ultra Tax which is a very expensive piece of poorly designed software.

2
B
Forum|Forum|3 years ago
C
cpawayneLevel 1

short year duplicate efileNew

When there is a short period or change of year-end with two periods are in the same program, a paper return is required for one of the returns.  Instead of requiring one year to be paper filed, I suggest the program test the year-end in addition to the EIN of the entity in order to allow both returns to be e-filed.Example: Short year 1-1-21 to 8-31-21 and next return 9-1-21 to 8-31-22 are both filed in 2021.  Currently one of these, usually the second filed, has to be paper filed. 

0
C
Forum|Forum|3 years ago
J
JonVLevel 1

QBO Tax mapping should import into lacerteNew

I can create a ProConnect return from QBO tax mapping and Lacerte is supposed to be a more robust program, right?

0
J
Forum|Forum|3 years ago
B
Bill M 123456789Level 2

Organizers from 2021 Tax Program - Many ErrorsNew

2022 Organizers produced from the 2021 tax program during mid-December are rife with errors, including:Interest/Dividend descriptions - not included where duplicate names existState Tax Refund - amount produced is the Organizer is the 2020 state tax refundAlimony Paid - prior year amounts not printed on Organizer (huge issue, as this is easy to miss)Other Property Taxes - descriptions and prior-year amounts did not printMiscellaneous Deductions - descriptions and prior-year amounts did not printWe have been left to find these errors on our owns.  To our knowledge, Lacerte users have not been notified of the botched Organizers.  On top of the lack of transparency for Intuit's failure, we have asked on several occasions for a full list of the errors, which has not been provided.  We are left to find them on our own.We have been informed that many of these errors were fixed in January.  Our Organizers were printed in mid-December for our customary mailing between Christmas and New Years Day.  For us, the fixes do not solve our issue.Clients are questioning why prior-year amounts and descriptions are not printed, while erroneous amounts are printed.  We have a credibility and confidence issue with clients, who we are now asking to "trust us, the tax software that produced these errors will correctly produce your tax returns" and left to explain why we sent the error-filled Organizers.  It is time-consuming and frustrating.In addition to requiring more time and attention to such matters, the possibility for creating tax returns with errors is significantly greater.  

0
B
Forum|Forum|3 years ago
J
JoeTaxTNLevel 3

Partnership change of ownership worksheetsNew

I am calling it "change of ownership" but that is when we need simple recap reports.  When there is a change of ownership we need to change from "old partners" to "new partners" many items.  There is no simple report of most of these.  Would like recap reports showing all partners for Basis, Debt, etc.  These can be formatted like Capital Account Reconciliation or put on the Schedule K-1 Allocation Summary.  For each of calculations it would be nice to be able to export these into a CSV file.

0
J
Forum|Forum|3 years ago
loricpa100
loricpa100Level 5

california revised due dateNew

Does anyone know if Lacerte will be updating the client letters to reflect the May 15 vs. April 18 date for remitting payments in CA counties affected by the storms.  If the software cannot look to the country (which is input from a drop down table) to determine if in an included county - maybe we could check a box?  Virtually the entire state and all my clients fall into this category and hope will not be manually updating every letter this season.

1
abctax55
Forum|Forum|3 years ago
D
Dan lLevel 2

bulk esignaturesNew

please add ability to have and save multiple templates for bulk esign.

0
D
Forum|Forum|3 years ago
J
jschmererLevel 2

Idaho form 49ABENew

Idaho has released a new form for the 2022 forms 41S (S-Corporation) & 65 (Partnership) returns for entities electing to be an Affected Business Entity which are claiming the Idaho investment tax credit.  An ABE entity must complete form 49ABE instead of the regular form 49 to calculated their allowed investment tax credit.  This form is currently not showing up in Lacerte.I just spoke with the Idaho State Tax Commission and they are absolutely requiring that this form be completed by any ABE entity claiming the Idaho investment tax credit.  Will Lacerte be supporting this form and if so, when will it be released?

0
J
Forum|Forum|3 years ago
L
lweinzapfelLevel 3

CO DR0106EPNew

It would be nice if Lacerte s-corp module could support the estimated tax payment vouchers for Colorado, form DR0106EP.

0
L
Forum|Forum|3 years ago
T
TC4Level 1

Date modified column for clients listNew

Add date/time modified to client list columns.Add log to show detail changes in clients with sortable modified times.

0
T
Forum|Forum|3 years ago
P
pnlcpaLevel 3

Lacerte Rights TemplatesNew

Lacerte should create rights templates in addition to the Default Rights that can be applied to users, such as for managers and partners. It would also be beneficial to be able to apply the same rights across all modules, not just delete the user from all modules. Changing rights to a group of people who need more than the default rights across 9 tax types is very cumbersome. 

1
J
Forum|Forum|3 years ago
J
JNettLevel 1

Masked SSN on E-signature CopyNew

Mask SSNs on the client copy of the tax return that is generated by the E-signature process. 

0
J
Forum|Forum|3 years ago
T
TommyThomasLevel 1

client billing and client status 1120S 1065New

Would like "Client Billing" and Client Status" to show in the F6 window on S-corps and Partnerships as it was in all the older programs from 2021 back.

1
taxshack
Forum|Forum|3 years ago
J
jphilmarinerLevel 1

K-3 suppressionNew

Need to be able to support K-3 suppression as not all partners or shareholders may need/want a K-3 when at least one entity or individual might require it. This will also help with requests that may come in before the "one-month" date.

0
J
Forum|Forum|3 years ago
M
mallory2Level 2

the ability to save the "zoom" view you like in lacerteDiscussion ongoing

I waste a number of "clicks" because when I move from forms to detail or diagnostics, the zoom changes.  I prefer the "zoom to normal"  sometimes it changes it to the full page, sometimes it keeps it, sometimes it changes it to the "thumbprint" . It would be nice to be able to save the "view"/"zoom" that is your preference.

2
M
Forum|Forum|3 years ago
T
TaxxyLevel 3

CA Form 3509New

Please add this form to Lacerte.  It has been a requirement that if Box J Form 1099 is checked that Form 3509 must be attached to the Form 199.  This is similar to Schedule C Form 990.  We have requested many times that Lacerte include this Form so that we don't need to file a paper tax return and request a waiver for e-filing from CA for our clients.  It would save time to add this Form.  It's a simple one page Form.  Thank you for your consideration.

1
sjrcpa
Forum|Forum|3 years ago
N
Nancy12Level 2

Option for two individuals to sign into one Intuit Link accountDiscussion ongoing

It's very awkward for many married couples that only one user ID is allowed.  Intuit Link accounts need to have the option to add in additional user ID.  This would allow either spouse to add information to the organizer, and lessen the frustration I hear from my clients.

2
T
Forum|Forum|3 years ago
N
navyLevel 3

ELIMINATION OF BASIS SCHEDULENew

WHAT IS THE PURPOSE OF ELIMINATING THE BASIS SCHEDULE FROM THE 1120-S MODULE?HAD TO CALL SUPPORT(AND SHE WAS VERY PATIENT WITH THIS IRATE CUSTOMER)TO TELL ME HOW TO SET UP OUR WORKSTATIONS SO IT WOULD AUTOMATICALLY ATTACH THE 7203 TO THE 1040 AND THE 1120-S.

0
N
Forum|Forum|3 years ago
F
ff54_2Level 4

HorsesNew

Add horses as a type of asset.

5
dkh
Forum|Forum|3 years ago
M
MMMMMMMMLevel 2

Input issuesNew

Three things:1. The state and city populates with zip code on individual client and W-2 data only. Make it the standard for ANY field where an address is used including Schedule C, Schedule E, Form 2441 provider, Form 8283 etc. and also corporate and partnership modules.2. Where social security wages (box 3) are input for a tipped employee and social security (box 4) automatically adjust, have social security in box 4 readjust with an entry to social security tips (box 7) rather than require manual adjustment.3. When trades are downloaded from excel to Schedule D, have a pull-down option for the wash sale adjustment. Currently it must be entered manually.

3
T
Forum|Forum|3 years ago
K
kahardestyLevel 2

LOUISVILLE GOVERNMENT PRINTINGNew

WHEN ELECTRONCALLY FILING THE LOUISVILLE METRO (KY), INSTEAD OF PRINTING ONLY THE PAYMENT VOUCHER, IT IS PRINTING THE ENTIRE RETURN.  THIS IS A WASTE OF A LOT OF PAPER.  REQUESTING LACERTE PLEASE CORRECT THE GOVERNMENT PRINTING OF LOUISVILLE METRO ELECTRONIC FILED RETURN TO ONLY THE VOUCHER.

2
K
Forum|Forum|3 years ago
J
JoewilliamsontaxLevel 2

use of signature pads in hosted enviornmentNew

why can't we use a signature pad in the hosted environment?  Drake software can be used in the Right Networks environment.

0
J
Forum|Forum|3 years ago
B
Bookkeeper148Level 1

CA Form 3532 line 4Discussion ongoing

To qualify for a dependent and the head of household the dependent must not earn over $4300.Line 4 of Form 3532 CA should generate an error if you enter more than that amount on said line.

1
B
Forum|Forum|3 years ago
P
PS-Level 2

Proforma invoice amounts in all modulesNew

There is a box we check every year to proforma all past invoice amounts in all modules.  The program does not proforma these amounts in the S corporation, fiduciary and partnership modules.  The program has been doing this in the individual module for quite a while so why after all these years have you not made this active for the other modules? 

0
P
Forum|Forum|3 years ago

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