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3566 Ideas

B
bradenswainLevel 2

Data Share for K1s with dispositions of property with section 179 deductionsNew

If a partnership or s corporation tax return is completed within ProConnect that has gains resulting from dispositions of assets with 179, the gains are reported in box 20L for a 1065 return and box 17K for a 1120S return. ProConnect indicates that the following must be completed in order to report the gain:"Enter these amounts in the Dispositions input screen. Be sure to check the box for "disposition from K-1 supplemental information.""Gains from dispositions of 179 assets should be automatically data shared from the business to the individual tax return. The gain was already reported on the business return and then ProConnect states you have to re-enter the gain information on the personal. This is a decrease in efficiency and potential accuracy of the tax returns. The preparer has to spend the unnecessary time entering in something twice and there is a higher risk of reporting the gain information incorrectly. If ProConnect date shared this information automatically, this would increase the processing time and accuracy of the tax return by eliminating the need for manual data entry.  

0
B
Forum|Forum|1 year ago
R
RCPCLevel 1

Line Limit on Additional Charges in InvoiceNew

Hello, Could you please remove the additional charges line limit in 2023 Lacerte in the Invoice Screen? Our clients need to be able to see all the lines in their invoice. Currently it is limited, there were more lines for this client in the 2022 invoice and it printed fine, however the 2023 invoice has a limit and if you go over that it will only print the first page of the invoice, nothing more. Very frustrating! I spent almost three hours on the phone with support and no real resolution other than an unknown line limit, the lady I spoke to was great though and really tried to help!! 

0
R
Forum|Forum|1 year ago
S
sharonchen2007Level 1

1040 Schedule C - Fed/CA differenceNew

My client runs business through a single member LLC. The LLC income is reported on 1040 Schedule C. The LLC paid $800 FTB tax that is not deductible for CA purposes. On the input screen, there is no "state, if different" available under "taxes and licenses". Why?

1
George4Tacks
Forum|Forum|1 year ago
A
Art LLevel 2

vvvNew

Sometimes I have to locate a client in the client list when the only info I have is the last four of the SSN.  If I could do a "Find client" or filter with this info, it would be helpful.

0
A
Forum|Forum|1 year ago
J
jfrancisnyLevel 1

Taxes paid to other state credit not calculating properly or at all when CA PTE is applied.New

I have multiple clients, all residents of NYS and NJ, that get K-1's from California and also participate in the California PTE program. In the case when the PTE credit reduces the CA tax to zero, the program does not generate an IT-112R or NJ-COJ for the CA tax pre-credit. If the credit partially reduces the CA tax but there's a remaining balance, the program will generate the above forms, but only uses the remaining CA balance due to calculate the credit. The reality is, the PTE credit reduction is supposed to be ignored by the software when determining the other state tax credit. In both examples from above I have to manually setup the credit for taxes paid to CA. I think this is an easily fixable issue, or I hope it is. 

0
J
Forum|Forum|1 year ago
E
ewhitLevel 2

Restrict Access of Returns for Tax PreparersNew

Currently, the only users that can restrict access to a return are the "Company Admin" role.  Having those the ability of users to restrict access to other returns would be very useful.

1
sjrcpa
Forum|Forum|1 year ago
C
cpacyndiLevel 2

support PA amended corporate form RCT-128CNew

Intuit should support preparing the PA amended corporate form RCT128C. A PA corporate amended return cannot be filed without this form unless no federal amended return was filed, which is unlikely.

1
W
Forum|Forum|1 year ago
K
KT455Level 1

K1 line 20Z- 199A improve viewing of input fieldsNew

when entering multiple businesses in the 199A input screens, it is very difficult to align input with the entity.  Can you have the business name remain visible on the left as the input moves further to the right.  Also, can a scroll bar be added just under the "(20Z) Section 199A: Statements A and B" section before the 199A dividend box?  The location of the current scroll bar is too far down.

0
K
Forum|Forum|1 year ago
K
KT455Level 1

there is no option to remove prepare's name from signature line on trust moduleNew

I had to paper file a trust return this year and was unable to have proconnect not print the preparer's name in the signature line.  Other tax modules have this option.  I spoke with a proconnect support member the she also was not able to find how to do this.  Please add this function to the trust module.

1
sjrcpa
Forum|Forum|1 year ago
K
KT455Level 1

Form 8621 list, input and review improvementsNew

can form 8621 be set up in proconnect so that the the following occurs:1. can 8621's be listed in the name of the PFIC, both in the input screens and when viewing forms, currently program lists in the name of the taxpayer.  When dealing with numerous form 8621's it is almost always impossible to go find specific PFICs when a change or update needs to be made the only thing the list shows is the taxpayer's name over and over again.  I need to keep track of each PFIC based on numbers outside of proconnect. 2. when creating a new form 8621 can proconnect be set up so that the taxpayer's information automatically populates, so that only the PFIC information needs to be entered.

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

I have more than 2 joint foreign bank accounts and when I go to 114 form it shows these joint accounts as duplicate pages.New

I'm working on a tax return which includes some foreign accounts and some of them are joint accounts.I mentioned if there are more than 2 joint accounts then when you process the return then it should be duplicate pages that shows the same accounts and amounts in 114 form. It's correct when you print but in the Lacerte you still see the duplicate pages on the form.

0
S
Forum|Forum|1 year ago
J
jlorieLevel 2

K-1 input worksheetsNew

Some Line amounts have to be manually entered on the tax form because they don't automatically populate on the any tax form line.  I would like to see this improve or have AI suggest where to enter it on the tax forms.  

0
J
Forum|Forum|1 year ago
N
numbersguyLevel 1

Why does Lacerte post an update in late Sept that asks if I want to roll my clients into 2024 folders?New

Lacerte posts an update in late Sept each year.  This update asks if you would like to roll over your client files to be ready for next tax season.  I now have to answer no, for two weeks, while I finish 2023 taxes before the deadline. Until those returns on extension are finished, I am not ready to roll over the clients into 2024 folders.  I would like Lacerte to post this update after October 15th.  Do you feel the same?

0
N
Forum|Forum|1 year ago
G
gretchenbuchananLevel 2

Timing of password refreshDiscussion ongoing

I wish there was a way in profile preferences to time the refresh cycle of intuit passwords that was more convenient to my business cycle. I always seem to have to change my password right in the middle of a deadline week. It is frustrating to have to remember a new password at exactly the time when you need speed and efficiency to login to Lacerte and Quickbooks Online.

1
Forum|Forum|1 year ago
S
ScottdawsonLevel 2

login credentials should default to the matching preparer codeNew

When I login using my unique user and password credentials , it would be so helpful  if the tax return I then created would recognize me as the preparer by default, using MY preparer code rather the " 01" default user which then needs to be changed. It's just one more step , but in a busy tax season it sometimes gets forgotten, it  would be nice to not have to think about that, esp. since there is a commission element in our firm to pay preparers. I posted this years ago and still no option for this .

0
S
Forum|Forum|1 year ago
S
SamTrinhLevel 1

Retirement plan contribution limitNew

When client had maximum deferral on W2, it's helpful for Lacerte to give warning about excess contribution amount.  For example, client deferred $30k from W2 wages, and had $270k of net business income.  When Lacerte calculate the maximum contribution for the solo 401k plan, it showed $52k as deductible contribution. This resulted in $16k excess contribution because for tax year 2023, the annual limit was $66k.Thanks.

0
S
Forum|Forum|1 year ago
Help me Please
Help me PleaseLevel 3

Customize PDF file naming conventionNew

Lacerte should have User settings to be able to customize the PDF naming convention. If I want to Print a corporation's client copy to PDF I should be able to have the PDF name be <Tax Year> <Corp Name> "Return"Whereas the government copy could be<Tax Year> <Corp Name> "Signature Pages" So that the files are clear when they get emailed to the client. Right now the client sees everything in caps, their client number which has no significance to them, underscores and then government copy (if you are printing government) which they also don't understand.Having customization around the printing makes it so preparers don't always have to rename their printed PDFs before uploading to their client portals or sending them to clients (password protected of course).

1
E
Forum|Forum|1 year ago
E
evotechaccountingLevel 1

EFIN RemovalNew

Crystal was very helping me determine how to remove my personal EFIN from my previous employer's Proconnect account.

0
E
Forum|Forum|1 year ago
C
CYGLevel 1

PTET CalculationNew

Please update the program to include the PTET calculation so the tax return can be completed in the program.

1
IRonMaN
Forum|Forum|1 year ago
M
MosheRLevel 2

California K1 ImportNew

When importing a K-1 for California, the software inputs the California source amount from the K-1 into the "state if different" box. This is incorrect as it is creating a Federal vs. state adjustment reflecting the amounts not sourced to the state rather that differences in income calculation under California law.State if different box should import column D of the K-1, while column E of the K1 should go in the state source amount box. 

1
A
Forum|Forum|1 year ago
PatP3005
PatP3005Level 3

Fix the creation of a copy of an accepted return for an amendment so that only the correct file can have a 1040X inserted into it.New

The instructions to create an amended return for efile start with saying to change the name of the accepted tax return file to COPY. There is nothing other than that file name to tell me, the preparer, which file should be amended and which file should be left alone. It is far too easy to use the wrong file to create the amendment.If you use the wrong file to create an amendment, the program gives very confusing information. While it allows any file with a 1040X to be electronically submitted for filing, it doesn't protect the preparer from submitting the wrong file. You end up with one file that says EF Accepted when in fact that file has been amended and the amendment has been rejected. It becomes very confusing.Please protect me from myself and make it so only the file with the 1040X can be transmitted. If an original return has been accepted and then an amendment is needed, make it impossible for the file containing the EF Accepted status to be refiled. 

2
PATAX
Forum|Forum|1 year ago
F
ftlrickLevel 1

MA ojc formNew

MA OJC form was updated for customers over 1000000. We still show the flat rate of 5% in proseries. The new form has a variable rate from 5 %to 9 %,  line 30 is where the credit is applied

0
F
Forum|Forum|1 year ago
R
rbbartlettconsulLevel 2

Status of Filing and Extension for Amended ReturnsDiscussion ongoing

Currently when you create an amended return, the original return filing status and extension status are associated with the Amended Return.  These statuses should stay with the original return because otherwise you lose the audit trail affect of knowing original returns/extensions were accepted once the Amended return is filed.When the amended return is created, the filing and extension statuses should be associated with the Original return.  The amended return filing and extension statuses will be blank until the amended return is eFiled. Once the amended return is eFiled, the filing status for the amended return should be reflected under return filing status for that amended return.  This way you have a record and audit trail of both the original return and the amended return separately.

3
PatP3005
Forum|Forum|1 year ago
S
strongsilenceLevel 10

Arkansas Individual MFJ - MFS comparisonNew

I copied from a comment by NW Accountant from 2021 but still relevant in 2024 and a good suggestion. I am working on an Arkansas return and cannot find a place in Lacerte where I can indicate that they are MFJ on the state return. I think it's great that Lacerte would automatically select the filing status that would result in the greatest tax benefit to the client, but I would like to be in the know as to how that determination was made and see the comparison myself. Thanks!

0
S
Forum|Forum|1 year ago
S
strongsilenceLevel 10

Arkansas Individual Tax Return - MFJ vs. MFSNew

Copied from a comment by NW Accountant from 2021 but still relevant in 2024 and a good suggestion.08-12-2021 02:44 PM  I am working on an Arkansas return and cannot find a place in Lacerte where I can indicate that they are MFJ on the state return. I think it's great that Lacerte would automatically select the filing status that would result in the greatest tax benefit to the client, but I would like to be in the know as to how that determination was made and see the comparison myself. Thanks!

0
S
Forum|Forum|1 year ago

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