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1728 Ideas

C
ChuckWLevel 1

Change print order in ProSeriesDiscussion ongoing

The process  to change the print order for ProSeries is extraordinarily tedious. Although you can select multiple and/or specific forms to move them to a different printing position, you have to click the Move Up or Move Down button once to move the form(s) one line. There are over 600 items in the forms list, so moving a form from the bottom to the top is excruciatingly time consuming and a sure means of developing carpal tunnel syndrome.The program does not allow you to hold down the Move Up or Move Down buttons and have the form(s) move until you get them to the right place. Neither is there a drag and drop feature.This is antiquated software at its worst. Even more disappointing -- I worked at Intuit tax development for a number of years and during that time I part participated in a project to update this very feature. We had a solution -- and it worked much like Microsoft to move files around. But, Intuit apparently ignored it.So this is an effort to resuscitate this upgrade to an otherwise outstanding software program. Hopefully we'll see some support from the user community.

7
S
Forum|Forum|3 years ago
H
HPMCPAsLevel 2

State tax planner worksheetDiscussion ongoing

We need a state tax planning worksheet in addition to the current estimated tax worksheet for clients that have more complex state tax situations. 

3
S
Forum|Forum|3 years ago
C
cbaxterLevel 3

Form 8867 Checklist needs to be automated as to the selection of check boxesDiscussion ongoing

On form 8867, paid preparer’s due diligence checklist.  Why not have it auto check the applicable items EIC, CTC/ACTC/ODC, AOTC, HOH?  It knows when you have the appropriate ones checked.

7
G
Forum|Forum|3 years ago
K
kdaglobalLevel 3

Auto e-file confirm sent via email to client once returns are acceptedDiscussion ongoing

CCH ProSystems does this: as long as the taxpayer has an email address in the email field, once a return is accepted by the tax authorities, CCH automatically sends the client an email alerting them of this.It would save so much time during tax season if ProSeries could do the same.

10
S
Forum|Forum|3 years ago
P
PanthersLevel 1

why is not the PA local tax form available when the PA State is , have to wait about 3 weeks to file & printNew

No text available

0
P
Forum|Forum|3 years ago
L
LeslieAMartin27Level 1

1040X date pin entered promptNew

On numerous occasions I have completed a 1040X to be e filed and it gets rejected because there is no prompt to change the date pin entered to the current year.  This should be an error that occurs while reviewing or a prompt would be helpful to change the date to the current year you are submitting.

0
L
Forum|Forum|3 years ago
L
LeslieAMartin27Level 1

1099R entry screenNew

It would be helpful to have a prompt for any 1099R's that carried over from the year before to enter them if left blank, just like the program functions for the W2's.  

0
L
Forum|Forum|3 years ago
R
Rick14Level 1

second California form 3893 esNew

We have only the first form 3893 es for California.  We need to be able to deduct the full payment of California state tax during the current tax year.  to do this, we need a second form 3893 es for 2022 that we can have clients pay prior to December 31, 2022.  if you review the state form 3893, they have payment 1 and payment 2.  We only have one.

0
R
Forum|Forum|3 years ago
J
joefLevel 1

DMS Adjust fonts, bold, size, etcNew

DMSI want to adjust fonts, make bold,  increase size, etc.

0
J
Forum|Forum|3 years ago
M
MM05Level 1

Oil & Gas ImportNew

Add Oil & Gas import to other entity types.  Currently included for Partnerships.  Would be useful for Individuals, Corporations and Trusts.

0
M
Forum|Forum|3 years ago
D
DaveAlsoLevel 1

When deleting old W2's it doesn't renumber the remaining onesNew

When deleting old W2's it doesn't renumber the remaining ones, even in subsequent years.  Same thing is true with K1's.

0
D
Forum|Forum|3 years ago
D
DaveAlsoLevel 1

Not have to switch between taxpayer types. Have one client list including all types of returnsNew

Not have to switch between taxpayer types. Have one client list including all types of returns. 

0
D
Forum|Forum|3 years ago
P
PattonCPALevel 2

990-T sch A part V line 3bNew

990-T sch A part V line 3b explanation statement is producing an error that the total does not match but it does match.

1
F
Forum|Forum|3 years ago
E
Erica WLevel 2

Database report showing clients who claimed the Pass-through entity tax in 2021 LacerteNew

We would like to be able to create a client database report in the Lacerte partnership and S-corporation modules, which show which clients claimed the 2021 pass-through entity tax. This report would be used for 2022 tax planning, to assist with the second 2022 pass-through entity tax payment.

0
E
Forum|Forum|3 years ago
M
MaccountLevel 1

Forms to include in next years lacerate programNew

 Adding form 3520-a and 3520 to The individual module would greatly enhance the program. There is a lack of availability of this form in other tech software. Even if this upgrade would be an additional charge I believe many professionals would gladly pay for this as we don’t have a market that we can purchase this from.  Additional international tax forms would greatly improve the program would include form 8858(information return of US persons with respect to foreign disregarded entities) on the individual module. This form is already available on the partnership and corporate module yet most individuals own foreign disregarded entities.lastly similar to form 3520 above offering a product for form 8865 would greatly improve the program since there is a lack of availability in other software.  

0
M
Forum|Forum|3 years ago
M
miked333Level 1

Allow Export of Appointment Calendar DataNew

In the past all of the appointment calendar data was stored in one single file and that could be opened with Excel. We could manipulate the data, import it into Outlook and do whatever we needed to do with it. This past year Lacerte encrypted the file so that we couldn't use it at all. There are no options at all to export the appointment information and very few print options. Please allow us to use this data. Either decrypt that file or allow us to export to a csv or something, anything!

0
M
Forum|Forum|3 years ago
R
rbarmacheLevel 2

Form 8997 - Qualified Opportunity Zone FundNew

As a 20+ year user of Lacerte, I am extremely disappointed in the programming for the Statement of Qualified Opportunity Zone Fund (From 8997).  In the year of investment, you enter all investments in Part II.  OK.  The problem is that this does not complete Part IV which is the same exact information needed for QOF at Year End.  Instead, you have to enter the exact same information again choosing Part VI in the first input.  I was completely unaware of this which caused this form to be completed incorrectly on the returns I filed last year.My even more important gripe with Form 8997 is in the subsequent year filings.  The instructions require this Form to be completed every year these investments are held, which is typically 10 years for most people!  For this reason, this form should proforma each year allowing us to use check boxes to indicate any changes.  IT DOES NOT, AND LACERTE HAS NO PLANS TO DO THIS AS OF MY CALL WITH THEM TODAY.  Additionally, there are ZERO diagnostics to even alert us to make sure this form is completed so the taxpayer does not get their entire deferral disallowed by the IRS.  This is a MASSIVE oversight on Lacerte's part in my opinion.  They do it right with the CA Form 3840 when we have to report the 1031 exchange deferrals every year until the properties are sold triggering CA tax, but for some reason, they completely missed the mark on this Form.Please vote for this since the ramifications for our clients can be disastrous if we get it wrong.

1
J
Forum|Forum|3 years ago
W
Work smarter not harderLevel 2

verifying dataDiscussion ongoing

To help with verifying the data in the returns, could you please provide us with GREEN checkmarks on each line of the forms beside the amounts so that we know we have already checked those items.  Drake does it and it is a major time saver!

4
W
Forum|Forum|3 years ago
A
AJ1Level 2

"Tax Folder" slip sheet, "Amended"New

I'd like to suggest an additional "Tax Folder" slip sheet, namely one that indicates a tax return has been "Amended". As we are not able to add new slips sheet ourselves, at the moment, I have to leave Lacerte to utilize a MS word template and it's just a little time consuming... and annoying quite frankly. TIA 😊

0
A
Forum|Forum|3 years ago
M
mconnorsLevel 1

populate form 3804 for californiaNew

There is no way to populate form 3804 in the Individual module.In order to get the PTE Credit which requires form 3804 from the state of California you have to paper file. This needs to be addressed by Lacerte programmers. I was on the line for over an hour with Lacerte with no success and no admission that it was a problem. That is concerning,

0
M
Forum|Forum|3 years ago
T
taxbiz2511Level 3

Open two returns simultaneouslyDiscussion ongoing

It would be great if we could open more than one return at a time. For instance, an 1120S or a 1065 and a 1040. Going back and forth between the returns allows for mistakes when we are checking the impact of certain tax positions. Even the ability to open two 1040 returns at the same time would be nice- think student and parent. 

6
R
Forum|Forum|3 years ago
P
paul11_2Level 1

Number of status fieldsNew

20 return status fields is not enough to follow a return through every step of the processing. Please double the number of statuses

0
P
Forum|Forum|3 years ago
Y
Yehuda SchlesingerLevel 2

Slow listsDiscussion ongoing

When you need to select from a list in Proconnect, it takes too long for it to load. A list should load Quick and be easy to click on it.

2
R
Forum|Forum|3 years ago
H
Happy DanLevel 1

include KY filing instructions in letterDiscussion ongoing

 KY Form 740NP-WH is not included on the letter when it should be.RE: Multistate S Corp

2
H
Forum|Forum|3 years ago
M
MrMojoLevel 4

Allow EFILING of ALL NH TAX RETURNS & FIX Form BET!Discussion ongoing

Currently, Proseries ONLY Allows eFiling of Form DP-10 Interest and Dividends.It does NOT allow eFiling of the BUSINESS returns:1. Form BT-Summary2. Form BET3. Form NH-1040.These 3 forms can ONLY be PAPER FILED!WHY?! PEOPLE HAVE BEEN REQUESTED EFILING CAPABILITY FOR YEARS!The State of NH ALLOWS EFILING as OTHER tax software allows Efiling of the NH forms!!! Also, Form BET does NOT AUTOMATICALLY FILL IN the information when the income threshold is met or exceed.File BET IF Gross receipt >$222,000 or Enterprise Value tax base is >$110,000.You have to MANUALLY 'Check her if required to file Form BET-80', when it should be done AUTOMATICALLY based on the Income threshold above!!The form SHOWS the 'gross business receipt for this organization' ... say in this example... $500,000.The form does NOT PULL the information from Federal Sch C net income or from the wage line, if any, which it SHOULD BE DOING! Same with the 'Interest Paid/Accrued' line.It must be manually entered!

1
M
Forum|Forum|3 years ago

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