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3566 Ideas

S
strongsilenceLevel 10

Multi state summary needs list 2024New

States are more complicated each year because of the many adjustments (e.g. bonus depreciation.) The multi-state summary needs list of all activities. It is very difficult to reconcile my calculation with the Lacerte multi-state summary. Snip shows one amount. I don't know where the detail can be found. 

0
S
Forum|Forum|1 year ago
P
pmacpaLevel 1

Schedule C and E two year comparisonNew

Is there an easy way to see two year comparison for Schedule C & E similar to "Tax Summary"?I don't think it exists currently in Lacerte. 

0
P
Forum|Forum|1 year ago
B
Bill QazLevel 1

Finding Red Check MarksNew

I love the green check marks that can be placed on the forms to confirm a number.I'd love it better if, when the green check turns to red  (due to a change in the green checked value) I could be alerted in some way or could press a button to search for red check marks (like I'm able to find missing data fields).

0
B
Forum|Forum|1 year ago
M
MICHAEL88Level 1

SALES TEAMNew

YOUR PRIMARY SALES PEOPLE ARE ADEQUATE AND SOME ARE VERY NICE, BUT MOST ARE NOT EQUIPPED FOR DETAILS OF AGREEMENTS. YOUR SUPERVISORY SALES PEOPLE ARE NON-EXISTENT, DO NOT RETURN CALLS, REFUSE TO ENGAGE, AND THE EXPERIENCE IS TOTAL BULL**bleep**. I HAVE TRIED TO SOLVE AN ISSUE FOR ALMOST THREE MONTHS AND I CANNOT EVEN GET SOMEONE TO DEAL WITH. I WAS FINALLY SENT AN EMAIL FROM KARA MAY AND HER TELEPHONE NUMBER OF ******* DOES NOT RESPOND. SOMETIMES IT SAYS NOT AVAILABLE. SOMETIMES IT SAYS THIS WILL BE RECORDED AND THEN WHEN IT SEEMS TO ANSWER, THERE IS NO ONE THERE TO TALK TO AND I HAVE WAITED, SAYING HELLO FOR THREE MINUTES AT TIMES. AND I HAVE CALLED MANY, MANY TIMES. I HAVE BEEN WITH LACERTE FOR 19 YEARS. THE SERVICE HAS NEVER BEEN SO BAD. I WONDER WHY I AM WITH YOU GUYS AT ALL....

0
M
Forum|Forum|1 year ago
J
jfarmercpaLevel 3

Intuit Link Download of Questions in a PDFNew

I know there is a download of the questions/resonses & comments in Intuit link in CSV format, can you create an option to download in a PDF format as well.  

1
C
Forum|Forum|1 year ago
T
taxsurvival94066Level 2

Manager CredentialsNew

Pamela is a very patient and wise troubleshooter. I learned a lot about the manager credentials and how to reset the program if needed.

0
T
Forum|Forum|1 year ago
L
lkgcpaLevel 3

VA 760C Extension Penalty should be calculated by ProConnectNew

We should not be required to manually calculate the VA 760C Extension Penalty. ProConnect should do this calculation.

0
L
Forum|Forum|1 year ago
M
mmeuseLevel 2

Data Entry for Consolidated 1099sNew

It would be incredibly helpful if there was a data entry screen for information included on Consolidated 1099s.  It is time consuming to have to flip between 3 screens to enter Dividends, Interest, and Gains/Losses from stock sales.  In addition to having screens for each of these, individually, there needs to be an additional one for use when the source data is a Consolidated 1099.  PLEASE consider this upgrade!!

0
M
Forum|Forum|1 year ago
C
cylock99Level 1

Adjust Default Display SettingsNew

Please create an option to change the default items for Display. The display frequently adjusts on its own due to some issue with Lacerte. It would be great if we could set our own default for the display items, so we can be back up and running quicker. Thank you for the consideration.

0
C
Forum|Forum|1 year ago
H
helenchoiLevel 1

Critical Error for SMLLC FORM 3885LNew

I just encountered a critical error message when trying to efile SMLLC 568 return as LaCerte does not support 3885L, the deprecated schedule for California. This must be very common form for all SMLLC return, I'm afraid I have to switch back to other software for this issue, please fix the issue.

0
H
Forum|Forum|1 year ago
S
Sandra KLevel 1

REP PROCESSINGNew

On 10/7/24, I was unable to obtain rep processing for 2016 for a multiple year late filing client. Called Lacerte and they were not able to obtain rep processing that far back.  That means I will have to complete the return without software. Lacerte should let us know when a return year is too old to obtain rep processing so we can let the late filing clients that may come in that our software cannot do that particular year and they will need to go elsewhere.  I am not too happy about doing this 2016 corporation return without software. 

0
S
Forum|Forum|1 year ago
Y
yanumulaLevel 1

1040 Partnership BasisNew

Please implement Partnership Basis computation worksheet in 1040, just like S-corp

6
Drphibes
Forum|Forum|1 year ago
V
vpickensLevel 2

IntuitLink notificationsNew

The IntuitLink notifications is a one-way communication device.  If the client responds to the notification they will receive a mailer delivery subsystem notification.  In other words the system cannot deliver an email.    

1
Skylane
Forum|Forum|1 year ago
T
tfotiLevel 4

In View document screen, is there anyway to keep the checkmark active for more than one click?New

I use view douments when reviewing my input and use the tickmards to check off what is reviewed.  the tickmark only lasts one click versus adobe where it stays active.  Super annoying to have to keep engaging it for each number that you want to show a checkmark beside.  Any thoughts.  Where would i post this as software upgrade suggestion?

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

NNNNew

If there were a way to print the help screen, it would be a good enhancement.

0
A
Forum|Forum|1 year ago
V
Vicmjones1Level 1

Form 990-EZ Screen 43.3 Critical Diagnostic Conflicts with IRS instructions - Error #37160New

I have prepared a client's return twice now (2023 and 2024) and both times Lacerte's only solution to the CRITICAL diagnostics asking for the grantees' addresses when the IRS instructions do not require such addresses when the grant is equal to or less than $5,000 are:1) Provide addresses that are not required by the IRS (they are grants under $5,000) publicly on the Secretary of State's page. (The grantees are victims of domestic violence who are hiding from their abusers.) Or to,2) Override critical diagnostics via the "disable e-file error" program. Really? Lacerte does not have a way to do the return correctly?  This is the SECOND year I was told that the program is not able to differentiate grants under $5,000 and that 1 and 2 above are the only solutions. 

0
V
Forum|Forum|1 year ago
E
EastcoastgirlLevel 2

8997 NOT ABLE TO PROFORMANew

Dear Lacerte,I am now in the process of amending several tax returns becuase your dumbass software does not proforma the 8996 form showing all the investments in QOF's.  Why the heck would you not proforma this????  IT IS A REQUIREMENT BY THE IRS TO INCLUDE THIS FORM ANNUALLY.  If you are going to make me type up ALL the past years of investments, why aren't you doing this with depreciation or any other form that has multiple years of information that has to be reported.

0
E
Forum|Forum|1 year ago
A
ak6732Level 1

mass schedule OJCNew

Please note the proseries is using the old 5% OJC form. If you have a taxpayer who is above 1 million and has paid taxes in other states Proseries is not using the form the MASS DOR posted on line.  It even states in the instructions for residents that are subject to the 4% surtax to complete the new online schedule OJC worksheet. I have called proseries a number of times and they have not nor understood how to correct the problem. I tried calling as I am a tax lawyer, and we use at my firm CCH and profx and tried helping proseries out but really no one can direct me to the programmer and one who understands MA law 

0
A
Forum|Forum|1 year ago
C
ComputerizedFinancialsLevel 3

RI-1040 Schedule W form not posting correctlyNew

After at least 4 or 5 calls to Lacerte no representative had an answer as to why the SCorp RI Schedule K1 2023 was not populating as PTE tax paid on the RI resident RI-1040 Schedule W as RI-1099E with code E.   I and the multiply representatives could only get the program to populate as P from the RI- K1 form detail entry screen.   My client had a RI Sch K-1 for 2023 issued by a SCorp.  On the K-1 section II line 3 completed for $2,250, section III line 7 entry of $3,000; and section VI, RI-PTE Pass thru Entity Election information, completed with line 2 entered as $2,082.    As well a 2023 RI-1099E attached to the RI K1with box 9 as zero, box 10 $2,250, and box 11 for the $2,082 which was paid by the RI SCorp on the taxpayer/shareholder's behalf.   What am I and the multiply Lacerte reps missing?????  Or is this a program error!?!?!?!?!

1
C
Forum|Forum|1 year ago
S
steve11Level 1

Interaction with Shamyla = EXCELLENT!New

I had a "Problem occurred executing EF submission" error on my client's 2021 individual tax return when I was attempting to e-file his return.  Shamyla was able to understand the detailed error message and had me try and replicate the error--which was what happened.  She then was able to explain what had happened and had me check another place to see if that indicated a consistent answer.  She also had me check the State e-file report. Conclusion was that both the fed & State transmissions were repeated a second time by me, in error, which caused the message.  I will check on the status of whole e-file process later today to make sure all is well, still.Thanks to Shamyla!

0
S
Forum|Forum|1 year ago
P
phoebeLevel 1

Improve entry and correct errors in the tax return reporting for Charitable Contributions of Publicly Traded StockDiscussion ongoing

Correct the programming to follow the instructions for Schedule A, Form 8283, and correct reporting for donations not utilized in the tax year of the donation.Currently, override to avoid a double deduction prohibits the e-fling of the return.  Same issue as TY 2022.If it's a flaw in a tax return then the help staff should be able to find the flaw in their "sanitized" copy. 

1
I
Forum|Forum|1 year ago
A
AMPCLWLevel 1

support worksheet for form 8582 modified agi part II line 6Discussion ongoing

my current year form 8582, part II line 6, modified adjusted gross income, was less than zero, but the calculation was not supported by a lacerte worksheet.   If this number is greater than $150,000 a worksheet is provided and lacerte shows an amount.   I felt a worksheet should be provided  showing modified adjusted gross income all the time.  I spent extra time trying to determine why lacerte did not calculate a number for this box and therefore allowed the special real estate allowance deduction.  

1
I
Forum|Forum|1 year ago
B
BrendaBLevel 1

ProSeries DMS - IRS Mandates Multi-Factor Authentication IR-2024-201New

Will Intuit be adding multi-factor authentication to ProSeries DMS as soon as possible? Multi-factor authentication (MFA) is now a federal requirement to protect clients' sensitive information. Effective June 2023, the FTC's safeguards rule mandates MFA to strengthen account security by requiring more than just a username and password.  Currently, MFA is not available for DMS (Document Management System). Under the new FTC rules, at least two authentication factors must be used to access customer information. This requirement extends to securing client information on tax professionals' computers, networks, and within tax preparation software. Opting out of using MFA is prohibited.  IR-2024-201

2
R
Forum|Forum|1 year ago
J
JasonGrayLevel 2

Deliverables Streamlined - Action Required PDF and Client Copy PDFNew

After completing the tax return, it's crucial that Client Deliverables are straightforward and comprehensible for the client. Presently, with client e-signature authorization, we can dispatch a complete tax return and Form 8879 simply by selecting the appropriate box. To include additional documents, manual insertion into the send package is required. Typically, software providers include an 'Action Required' PDF containing all necessary client actions, such as the Client Letter, Engagement Letter, Form 8879, Bank Verification for Direct Deposit, Payment Vouchers, and Estimated Quarterly Payment Vouchers, as needed. It would be beneficial to have a firm-specific setting that defines the deliverables to reduce manual uploads. Additionally, enabling e-signatures for Form 8879, the engagement letter, and direct deposit would be advantageous. It's my belief that firms transitioning to a web-based solution prefer their deliverables to be as streamlined as possible.

0
J
Forum|Forum|1 year ago
juliermerrillcpa
juliermerrillcpaLevel 3

Flagged fields are no longer visible on input screenDiscussion ongoing

Why are flagged fields hard to see on the input fields? They are no longer red and impossible to find. I just see three dots.  It was fine how it was before the last update. Please revert back to how it was so we can SEE what fields are flagged on the input screen.

2
Forum|Forum|1 year ago

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