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1728 Ideas

E
enCPALevel 2

Support the WA Estate Tax ReturnDiscussion ongoing

I heard through the grapevine that the WA Department of Revenue is working on electronic filing for estate tax returns. It would be wonderful if Lacerte supported the Washington State Estate and Transfer Tax Return and let us e-file it through Lacerte, if/when that's available.These tax returns are surprisingly common: Washington's threshold is one of the lowest in the country (gross estate over $2.193 million) and due to the local tech industry we have many residents who pass away wealthy enough for their estate to owe a return.Thank you for your consideration!

2
E
Forum|Forum|3 years ago
M
MiriamLLevel 2

Alphabetize K-1s in data entry tabDiscussion ongoing

Lacerte alphabetizes the K-1s in the individual data entry module.  Can Lacerte do the same for partnerships and other modules?  We have some returns with dozens of K-1s and the data entry gets confusing when we can't alphabetize them.

1
Forum|Forum|3 years ago
E
EmmabobLevel 3

Schedule K-2 increase number of countries we can input forDiscussion ongoing

I have more countries than are being allowed to populate on Schedule K-2.  I have 30+ including US.   Would be nice to have a "see attached" option and I could put in totals for excess countries if more space was not available

2
E
Forum|Forum|3 years ago
C
CPACathyLevel 3

not in use status for depreciationNew

It would be nice to be able to proforma the asset and accumulated depreciation for future disposition  when the use has changed, for example business use of the home has ended, but depreciation had been taken.  Same thing for moving into a rental property.

2
C
Forum|Forum|3 years ago
D
Debbie GLevel 1

IL ICRNew

With the recent change in IL law, taxpayers are to get a real estate tax credit based upon the amount of IL real estate taxes calculated on their IL ICR form.  However, when a taxpayer has zero IL Income (all of their AGI is from retirement funds & SSA) then the numbers from the ICR are NOT flowing from the detail input screen.Is there any way to FORCE the IL ICR to print in this c 

1
PedigoAccounting
Forum|Forum|3 years ago
A
AccomacktaxLevel 3

Extension prepared on 02/16/2022New

I filed for an Extension for a client way back in February 2022  I finally got around to doing the return in September before the deadline. Only thing I did wrong was take off the extension information when filing the return  I unchecked the Extension on form 1120S and now I have no record of filing it I didn't know that if you uncheck the box  that information goes away is there any way of  recovering that information in the home base???  What do I do?

0
A
Forum|Forum|3 years ago
I
iotafinanceLevel 2

Flag on All Required Fields like ProSeriesDiscussion ongoing

It would be helpful to me to have an automatic flag on all fields that are required to complete a form/return. It is difficult when all fields look the same and you may skip over one and then cannot file the return due to diagnostic errors. If all required fields for particular forms could be marked a different color or have a different outline, like in ProSeries, it would help me greatly as a practice owner.

4
I
Forum|Forum|3 years ago
C
chervochonLevel 1

Client SSN/EIN Masking by Team MemberDiscussion ongoing

The ability to turn off a team member's ability to view SSNs and EINs would be helpful, especially for those using offshore preparers as this would make the required IRS disclosures a bit more palatable. 

2
C
Forum|Forum|3 years ago
A
anitleLevel 1

Superseded State ReturnsDiscussion ongoing

Please include this efile functionality. If we are able to supersede Federal returns, the same changes would likely need to be reflected on the state returns too. Currently, if we are able to supersede Federal with efile, we then need to amend the states in order to efile the updated returns. CCH and other tax softwares provide efiling of superseded state returns too- at least the states that allow it such as CA and NY. Please add this as soon as possible if you can. It really doesn't make sense not to have it. Thanks!

1
A
Forum|Forum|3 years ago
EasyStart_Karla
EasyStart_KarlaLevel 1

Ability to import K-1 in a 1040NRNew

The area to import a K-1 for a 1040NR return is unavailable.  This is not helpful for someone whose primary client base is foreign business partners. 

1
A
Forum|Forum|3 years ago
puravidapto
puravidaptoLevel 7

Please populate local tax rateDiscussion ongoing

In certain situations we need to use sales tax in itemized deduction. The amount computed by proconnect is lower than the IRS calculator on web because local tax is missing. Please populate local tax rate in Sch A input.It is true that a taxpayer may not live in the address on the form and all other exceptions, but remember this is only a default, and the preparer is responsible for the accuracy.Effectively the default is no local tax and the preparer has to fix. Assuming the taxpayer lives in the address on file is a better default and 99% true.

2
R
Forum|Forum|3 years ago
S
stevedallascpaLevel 1

Defect that requires attentionNew

While working in the 2019 program (due to an IRS audit for a client), the IRS auditor requested information that posted to various forms (4797, 4952, etc) from the K-1s received by the client.  Each time I needed backup support for the selected items on the tax forms, I right-clicked onto the amount, then clicked on Cross Reference, hoping to see the amounts (by K-1) that make up the desired item.No such luck...  It never worked.This process has worked in the past, but it actually appears to work less now than it used to work.  What's up with that ?Please let me know that you can develop the software so that any number on a tax form can be "seen" for all sources that feed into that amount.thankssjf

2
sjrcpa
Forum|Forum|3 years ago
N
Nicole S 31Level 1

E-Signature OverallDiscussion ongoing

Being able to send files to a client through the E-Signature dashboard has many features which would make it more efficient to use for the full range of Tax Preparation needs. 1. The ability to send documents to clients should have nothing to do with their tax-filing readiness. Currently, you cannot send documents to clients who have already had their taxes filed, or if there are errors in their return. (Yes, there are some ways around sending documents if there are errors in the return, but this is a time consuming process and makes the client falsely appear ready to E-File). Since I can send any necessary PDF through the service, I would like to be able to send Powers of Attorney or Form 8821s to clients regardless of their tax filing status. 2. Multiple CPAs should be able to electronically sign a document before it is sent to a client to sign. Currently, for engagement letters, Form 8879s, and Powers of Attorney my firm has been creating a file in ProSeries for a client, then printing a version of that file to sign with pen, then scanning the signed copy which can then be sent to the client. This process is daunting and takes both the tax preparers and admin team a significant amount of time. Docusign already allows multiple signers to be sent a document in order to consecutively view and sign - and the E-Signature dashboard is run through Docusign. Please allow for multiple CPAs to be able to sign a document before it is sent to clients! (Powers of Attorney can have more than one CPA authorized, thus the need for multiple signatures.)3. The E-Signature dashboard should have a button which allows me to pick a client from my list to send a document. Related to point 1, if tax-readiness was not required for sending documents I wouldn't have to open the client's file in order to send them a document. A button to "request signatures" could open a list of clients, from there I could select from "frequent forms" (it would be extra awesome if this frequent forms was customizable) or select from the form lookup box. 3b. It would also be very helpful if I could send a specific page from a client's tax file. For example: I could fill out the required form in the client's file, then request that specific and already filled out form be signed. (from both the drop-down E-Signature dashboard, or from the aforementioned button). 4. Be able to multi-send forms to clients. Forms like the engagement letter which need to be sent out enmasse should be able to be prepared in advance then multiple clients can be selected to receive their copy of the form. Names can be auto-populated from a list and linked to specific emails. Email marketing campaigns do this, why can't we?  Many of these features were things my firm was under the impression were already possible when we switched from a different E-Signature service, we haven't been particularly happy with the product. It is clunky and difficult to use. There are some useful features and we appreciate the integration with other intuit services, but as the world becomes more digital so should our ability to prepare taxes securely. 

1
N
Forum|Forum|3 years ago
S
SL1Level 2

Efile confirmation letter's Accepted Date should match the accepted date on submission ID history.Discussion ongoing

Per the submission ID history, my client's Federal efile was in "Accepted" status time-stamped on 8/15/2022, 5:01pm PST.  Yet, the efile confirmation letter (PDF) would state 8/16/2022 as the accepted date.  When I printed the efile confirmation letter on 8/15/2022 for my client's record, the letter has stated 8/16 (i.e. the following day!?!) as the Federal accepted date.This is clearly an error and very confusing for my client.  When I went on LiveChat for help, the rep told me it is because the efile confirmation letter was generated based on GMT.  Not sure why GMT would have anything to do with the efile confirmation letter not showing the actual accepted date as shown in the submission ID history.  Regardless, 5pm PST on 8/15 can't possibly be 8/16 anywhere in the US!Please fix the efile confirmation letter to match the accepted date as shown in the submission ID history.  Thanks. 

6
S
Forum|Forum|3 years ago
L
LM20Level 1

eSignature needs to include requests for CPA/preparer signatureDiscussion ongoing

eSignature should be able to request signatures from any or all of the CPAs of the firm. Several documents in the system need CPA signatures (client letters, POAs) and the only way to get them on the document currently is to sign them after the document has been processed, or print, sign, scan to pdf, request signature from client and browse for the saved document. It's not saving us any time as it stands.

1
L
Forum|Forum|3 years ago
W
wagner1cpaLevel 1

Suggestions for improvements of 2022 ProSeries ProfessionalDiscussion ongoing

I have the following issues with your software that probably a lot of other practitioners have the issues also.When you start your program, either have the password block tell you that you have CAPS LOCK on, or have a option to show what you typed after you typed it. The second one is used in QuickBooks. It has a “Show” button that lets you see what you typed. Go to their programmers and steal it from them.As your program is loading (during tax season when you have some returns sent electronically and not finally accepted by the taxing agency), you have the program to automatically go out to get acknowledgements. That is a pain, especially when you are going in to get a piece of information for a client. This is also happening after the end of the regular filing season and I don’t have any “Pending”.While in the dashboard (not in a tax file), THE ADVERTISING OF SERVICES (E.G. ELECTRONIC SIGNATURES) is not needed. Send me an email so I can elect to read the email or let it set for later review.How can we make the dashboard screens bigger print? In the older software this is really a problem. There has to be a fix for that other than making your universal settings have a large print. 

3
W
Forum|Forum|3 years ago
T
TaxesRbadLevel 2

Shareholder Basis Schedules not printing or displayingNew

Yes IRS has form 7203 but your old basis schedules are much easier to understand & we should still be able to print them.Also it'd be nice if your not going to answer the **bleep** phones after 5:00 then have your message say so instead of placing someone on hold without any explanation.

0
T
Forum|Forum|3 years ago
G
gscholtenLevel 2

Efile Michigan (MI-CR) ReturnsDiscussion ongoing

Please consider efiling the MI-CR city returns.  Currently they have to be mailed in, but other competitors do efile these return.

1
G
Forum|Forum|3 years ago
R
RayK-CPALevel 3

Redact social security number on government copy of 104 when e-filedDiscussion ongoing

We need the ability to redact social security number on government copy of 1040 when e-filed.  This version of the return is the best version to give banks, schools, and anyone else needing a copy of the filed return.  It is concise, complete, and no unneeded supporting schedules.  I even have a cool cover sheet automatically generated so when the pdf is forwarded it make a nice package.  The problem is it has the clients SSN etc on all the pages and that should not be distributed.  You don't know how that is going to be handled once it leaves the clients possession.  And redacting ourselves doesn't make sense, too expensive, and prone to omission.I currently provide the client with the client copy and it has all the schedules, worksheets, etc that I feel will support the return and give the client the information of how the numbers were arrived at.  But that is way too much info for banks etc.I load up the Preparer copy with any schedule or worksheet I might need to support my position without having to access the software.  Also not a good version to distribute.The other solution is to add a fourth category called "DISTRIBUTION COPY" where we can determine what pages to include and it's redact-able.We need to make security easy to do.  Perhaps the 4th version might be the best.99.9% of my clients are e-filed fed and state.  And now 80% I get the info electronically and the return goes back to the client electronically, so moving documents needs to allow for redaction.  Yes I use a secure Portal but clients may not be as careful as we are, and the recipient of the copy may not be either.  We should do what we can.

1
R
Forum|Forum|3 years ago
K
KRS1Level 2

1310 Refund for Deceased be eligible to e-fileDiscussion ongoing

Can Form 1310 be eligible to e-file when option A, B or C is checked in Part I?  Currently only option C is allowed for e-filing if you check "No" to all the boxes in Part II which states that no Personal Rep will be appointed.  Otherwise, the return needs to be mailed.

2
K
Forum|Forum|3 years ago
M
mkemptonLevel 2

When including copy of the tax return in request for e-signatures would be great if we could choose between forms filed and all forms, worksheets, statements, etc.Discussion ongoing

The current feature send all forms, worksheets, statements etc. which could be 100+ pages. Quite overwhelming for even a tax professional.  Need a new module  

1
M
Forum|Forum|3 years ago
D
ddwadeLevel 3

Form 8990 for individualsDiscussion ongoing

This form relates to Item 13K on individuals' K-1's - excess business interest expense.  Many of my larger individual clients who invest in multiple high level investment partnerships, have this as a pass through item from the partnership.  The form is NOT available in ProSeries Professional.  How embarrassing is it to tell the client they have to paper file as my software doesn't support one of the forms needed.  It makes them think of me (and the software I use) as been 'small time'.   I know this is a relatively 'new' form, but - at least for a partner in an investment partnership - there are not many items which are required to be completed.  Even if you make it a totally manually entered form, please include it for 2020 returns. 

3
B
Forum|Forum|3 years ago
E
EdNkincTaxLevel 2

Estimated tax printingDiscussion ongoing

I would like ProSeries to allow us to use one click printing to print all four estimated tax vouchers rather than individually clicking each voucher and then clicking each voucher separately. If you have 4 estimates for the IRS and 4 for the State, you are performing 16 clicks to print those 8 pages. It could be trimmed to 4 total clicks if there was a way to print all four at once.

1
E
Forum|Forum|3 years ago
N
nonononoLevel 3

Watermarks Should Not Print On LettersDiscussion ongoing

Very appreciative of the new feature with different options for watermarks.However, the watermark should not print on the client letter, I think that it is better for the letter to be a clean sheet then the actual return be what is watermarked.

4
N
Forum|Forum|3 years ago
K
kgudgelLevel 4

Access to reference codes for letters and/or presentationsDiscussion ongoing

One of the top requests has been to have a two year comparison for states.  It was marked (by Intuit) as having been implemented - yet many states do NOT have it.And alternative implementation would be to provide those who request it a list of the codes in the software so that they can either create customized letters, use the Excel Presentation, or otherwise create some kind of app.  The problem is that proseries HAS to know what the prior year state info is (in many cases it has to be reported on the Federal).  So, why can't we reference that?  Why is there no reference code in the letters or Client presentation?I would also like to be able to add more tax planning to my presentation / letters.  So, I would like to be able to call up the client's birthday and determine if they are coming of RMD age, Medicare Age, etc.  So, I would like to do some "logic" on that field.  Excel would be fine, if Proseries would only give me a list of the field codes.

1
K
Forum|Forum|3 years ago

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