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3566 Ideas

B
bradenswainLevel 2

Multi-State Summary Worksheet to show resident stateNew

ProConnect has a multi-state summary worksheet in the check return tab that lists how income and deductions are being allocated between states when a multi-state return exists. The summary works great when there are part-year resident returns because it will list each state separately. However, when you have a resident and a non-resident return, the multi-state summary worksheet only includes the non-resident state and the federal column. It would be helpful if the worksheet also listed the resident return so the preparer and reviewer can identify that items are getting allocated to the correct state.

0
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Forum|Forum|1 year ago
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bradenswainLevel 2

Automatically attach state returns when required for electronic filingNew

If there are multiple state returns present for a 1040 tax return and a state return requires that the other state's return(s) be attached, ProConnect makes you download the state return and attach it manually. ProConnect should have a feature that automatically attaches any necessary state returns when required. This would be a significant time saver and would reduce the chance of a state return getting attached with the wrong information. For example, a state return could be attached, but then corrections are made to the tax return that causes the original state return attachment to become obsolete. You would have to redownload the state attachment and reattach to the return.By having a feature that automatically attaches state returns when required, this would ensure that the most updated return is included for electronically filing.

0
B
Forum|Forum|1 year ago
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besttaxesLevel 2

Can Proseries have the option to use a mailing address instead of the preparer's physical address on tax returnsNew

Many Tax Preparers are working from home and since Proseries uses the preparers physical address on the tax returns, this causes a privacy issue.Can Proseries have the option to use the preparer's mailing address on tax returns?EFIN applications have both Physical and mailing addresses so why can't Proseries use the mailing address?

1
T
Forum|Forum|1 year ago
T
ThunderFanLevel 2

Multi Year Login/AuthenticationNew

It seems to me that a login/authentication process could be made so that it is not necessary to continue logging in each time you open or close a program.  If I have logged in and authenticated, it feels like that ought to be able to be catalogued at a minimum by user or mac address so that subsequent programs used do not need another login plus authentication.  It is a frustrating waste of time, especially because frequent updates mean having to do this regularly, in addition to needing to do it in the midst of opening different years.

1
jenhorton
Forum|Forum|1 year ago
mmts
mmtsLevel 3

Make ProConnect Tax Data Report usefulNew

We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for ProConnect?The current 1040 report does not include the spouse information (name, phone, email etc.). Why not???

2
J
Forum|Forum|1 year ago
D
DianeS1Level 2

labels for all tax clientsNew

No text available

0
D
Forum|Forum|1 year ago
J
JACKSON1Level 1

E-FILE AMENDED HAWAII N-30 STATE RETURNSNew

It is very frustrating that Proseries does NOT SUPPORT efiling of amended N-30 tax returns and since Hawaii requires e-filing, they impose a 2% penalty on the tax owed for NOT e-filing.

0
J
Forum|Forum|1 year ago
C
cpa ea Level 1

provide Montana tax form and e-filing for non-profitsNew

provide Montana tax form and e-filing for non-profits

4
qbteachmt
Forum|Forum|1 year ago
J
jup1ter1Level 2

Form W-7 returns N/A when Date of Entry into the United States is required to be Never Entered the United StatesNew

Form W-7 entry date has a date validation restriction and only accepts date.  If an applicant has never entered the United States, the IRS instructions for form W-7 indicate to enter "Never entered the United States" in this field.  Currently, when any text is entered in this field, the printed form will return a value of N/A in the field.  This is causing the IRS to reject these applications and for the taxpayer to re-submit a corrected form.  I would also like to suggest a check box be added to the Document Information Worksheet area if an applicant has never entered the United States so the proper verbiage is populated in the field.  The properties and size of the field will need to be adjusted because when you type Never Entered the United States, the field automatically reduces the font size to autofit the words in the small box and the font size is reduced to a tiny unreadable size.

2
J
Forum|Forum|1 year ago
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tax-rtiLevel 2

Organizer borders remove from QuestionnaireNew

Please consider the option of removing the border from the Questionnaire.  I believe it will open up those pages.  I like my questionnaire to be condensed in single space questions and I am currently limited on the margins for questionnaire due to having the border.Maybe that is what I prefer instead, to be able to reduce my margins more .50.Thank you, Tara Walker

0
T
Forum|Forum|1 year ago
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jup1ter1Level 2

Illinois Schedule ICR K-12 Education Expense Credit Worksheet incorrectly flows right to leftNew

Input of data flows right to left when completing the K-12 Education Expense Credit worksheet line 14 on the Illinois ICR schedule.  The left to right entry of the form begins as student first name, last name, Social Security Number (auto-populated), Grade, School Name, School City, Total Tuition.  If I am in the Last Name field and I hit the tab or enter key, the First Name field is activated for data input instead of toggling over to Grade.  I complete hundreds of these forms per year and it is very frustrating to have to use the mouse to manually click on to the next data entry field instead of having a proper left to right input workflow. 

0
J
Forum|Forum|1 year ago
L
Landon_LottLevel 1

Adding to the Export Function of LacerteNew

I have been trying to use another software that provides more detail on next year's taxes and the best way to input into the other software is by exporting my Lacerte file to excel. When I began doing this, I noticed that some of the income fields on the tax return cannot be exported from excel. This includes Short-Term Capital Gain/Long-Term Capital Gain, qualified dividends, gross social security, etc. Can an enhancement to the export function be created to include at least all of the items included on the first few pages of a 1040, such as splitting up Capital Gains into short and long term rather than one line item for all capital gains?

1
S
Forum|Forum|1 year ago
G
GermanyEALevel 2

Form 8858New

As previously suggested: Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.

3
IRonMaN
Forum|Forum|1 year ago
G
Ginger2Level 2

Form 5405New

My client got the first time homebuyer credit in 2008.  Credit was $7,500 which they were required to repay back in 15 even installments of $500 a year starting in 2010 and ending in 2024.   As if the end on 2022, $6,500 had been repaid.   Each year the amount of the credit and previous amount repaid just carried forward automatically to screen 38.2 and automatically generated the $500 required repayment.  All the sudden in TY 2023--nothing is carried forward to screen 38.2 and there is no repayment produced for the tax return.   The house has not been sold and the credit has not been repaid.   Why did Lacerte drop the carry forward and not reflect that a $500 repayment was due?

0
G
Forum|Forum|1 year ago
Y
Yisroel FischerLevel 1

Unable to generate E-File Extension acceptance LetterNew

Customer service was not able to fully resolve my inability to generate the E-file Extension Aceptance Letter (IRS could not print; only NYS).

0
Y
Forum|Forum|1 year ago
A
Art LLevel 2

hhNew

Case # 1512 5440 436, Form 1116 Qualified Dividends Adjustment I've read your 10/24/24 email; it explains what I asked.  Why can't the calcs be in a worksheet or statement with the return? It would make everyone's job easier.    

0
A
Forum|Forum|1 year ago
L
LeoXLevel 1

Remove Forgotten Password for Multiple Clients - Hosted by Right WorksNew

The function of removing the password for multiple clients does not work in the hosted instance.  As of 10/25/2024, per the support agent, this feature is "not functioning".  This would be a very useful feature for those using Lacerte in the hosted environment.

0
L
Forum|Forum|1 year ago
A
AnjaliLevel 1

Tax import trial requested for 10 clientsNew

Import utility - An option to test Tax import lacerte utility on 10 clients before we determine we can buy the Tax import utility for our 400 clients

0
A
Forum|Forum|1 year ago
J
joegcpaLevel 2

INTEGRATE TAX ADVISOR AS A PART OF PROCONNECNew

Since the Tax Advisor (TA) will be included with Proconnect, why not add it to The Table of Contents and change the layout? Why have to jump to a separate program when TA is an integral part of Proconnect to begin with? Just like in Ultratax, the tax projection program should accessible from with the primary tax program.But, do change the layout of TA. It has a completely different feel than the tax program. The two should have the same data entry style. When the user is finished why not produce another TAX SUMMARY report, but have it labeled "PROJECTED TAX SUMMARY?"TA does have potential, but needs to revamped. Have the Development Team solicit more ideas from the people who use the program daily! 

1
George4Tacks
Forum|Forum|1 year ago
J
JimmyTheManLevel 3

Bracket Buster!New

In the Tax Planner you to add how much is needed to put into an IRA or equivalent to move tax bracket down. How can you not have that?????

5
IRonMaN
Forum|Forum|1 year ago
T
ToshiaLevel 3

941 e-file thru Information Return SystemsNew

Would like to see the Quater form 941 could be e-mailed from the Information Return system, in EasyAcct.  I can do in the Professional system, some of my clients are, after the fact payroll, and I do not have them in my Professional portion of software, so I use the Return System to create a manual 941 and mail, e-filing my others, aprox 27 others, is so easy and would like to see this option in the Information Return System.  Thank you Toshia 

1
Accountant-Man
Forum|Forum|1 year ago
S
SDEAINCALevel 2

Direct Deposit Account and Routing VerificationNew

I suggest that Lacerte adds a double input line for direct deposit/debit account number for verification purposes. Almost every instance, other than Lacerte, you have to enter your bank account number there is always a double entry to confirm correct input. It should be critical diagnostic if the two input fields do not match. It would also be nice if the name of the financial institution was verified based on routing number input. 

0
S
Forum|Forum|1 year ago
K
KmaschalLevel 1

Signed Engagement Letter received on the Client StatusNew

On the "Client Status" it would be nice to have the "Engagement Letter Signed" entry on the Client Status

0
K
Forum|Forum|1 year ago
L
lakataLevel 2

proseries logs in without entering passwordNew

I've been noticing this issue with proseries 2023 where I go to sign in and I let it sit there in the background for one reason or another, then when I click on the X to close it, the program opens just as if I had put in the password and 2step verification. I called Proseries a couple of times but each time I'm told that that is impossible. I even recorded it to show I'm not being crazy. I think this is a major security issue that needs to be resolved. I'm told this is the only way of reporting it so here it is! Do something about it.

7
E
Forum|Forum|1 year ago
B
BendlerLevel 1

Streamlining Form 1099 Consolidated Data Entry in LacerteNew

Dear Lacerte Team,We are writing to express our concern regarding the current process of entering data from Form 1099 Consolidated/Composite statements into Lacerte tax preparation software. The current system, which requires input under three separate modules (Interest, Dividends, and Dispositions), can be 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.We believe that this streamlined approach would significantly enhance the efficiency and accuracy of tax return preparation. Similar arrangements have proven effective in other tax preparation software, such as ProSystem fx (CCH).As we look ahead to the upcoming 2024-2025 tax season, we are committed to providing the highest level of quality and efficiency to our clients. We believe that this proposed update would benefit a wide community of accounting firms and their clients.We kindly request your feedback regarding the feasibility of incorporating this suggested update for the upcoming tax season and your estimated timeline for implementation.Thank you for your prompt attention to this matter.Sincerely,Bendler & Co.

0
B
Forum|Forum|1 year ago

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