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1728 Ideas

T
taxmom KatieLevel 2

client billing from prior yearDiscussion ongoing

Is there a way to carryover client billing from previous year and have it flag if there is a past due amount  when we open their fileIt would be nice to catch anyone who did not pay last year before we move forward with this year.

6
T
Forum|Forum|3 years ago
E
EmmabobLevel 3

when adding new 1099rs or W-2s ask for EIN # firstNew

If we were asked to input EIN# vs name when adding 1099rs, for example, then the database could populate name and address based on EIN #

1
dkh
Forum|Forum|3 years ago
The_AntiTax_Man
The_AntiTax_ManLevel 7

ProSeries Iowa Tax Module Iowa tax form: IA 123 Net Operating Loss Schedule 41-123Discussion ongoing

ProSeries Iowa Tax Module Iowa tax form: IA 123 Net Operating Loss Schedule 41-123  IDOR link:  https://tax.iowa.gov/sites/default/files/2021-12/IA123%2841123%29.pdf Iowa did not follow the 2017, nor the 2020 Federal Tax Acts.  Iowa has gone it's own way on NOLs and does not follow the Federal NOL law. IMPORTANT:  IA 123 is used to make the irrevocable Iowa NOL election to carry forward or to carry back the IA NOL.  This election must be made on a timely filed Iowa return. IA 123 is also used to compute NOL amounts created and used for each year. IA 123 is needed to e-file Iowa NOL returns. IA 123 is a pretty straight-forward two-page tax form/schedule.   IA 123 addition to Iowa tax forms is a need, not a want.

7
The_AntiTax_Man
Forum|Forum|3 years ago
S
strongsilenceLevel 10

Next year ES worksheet glitch & effect of Excess Premium Tax CreditNew

Line 5 is missing the Excess Advance Premium Tax Credit.I saw this because my client will not have the EAPTC in 2022. With an input of -1 in Code 98 of Screen 7.1, Line 6 is 4,668, which is correct.@1569 I think this belongs in the Tax Idea Exchange because it indicates a software glitch. Unrelated, if you know why LC allows a blank 3rd Quarter Estimated Tax Voucher for California, please share.

1
K
Forum|Forum|3 years ago
T
TJFCPALevel 2

update - what's new with LacerteNew

After updating Lacerte - the splash screen should address "what's new" on the most recent update and not all that is new in 202X.   There is no value after seeing the same for more than a few times.

1
sjrcpa
Forum|Forum|4 years ago
R
RachelCPA7Level 1

to do diagnosticDiscussion ongoing

I would like to see a "to do" diagnostic for missing items that were input in the prior year. For example, say a client had student loan interest or a 1099-R for early retirement distributions and I had NOT input those items in the current year, the software would prompt me in the diagnostic screen to show those items as "to do's." This would alert me that I might be missing items in the return that I had last year. This will help errors be caught before being filed and avoid mistakes and filing amended returns.

5
R
Forum|Forum|4 years ago
A
anseljoLevel 1

Adding MA Form PC to Exempt Org Tax TypeDiscussion ongoing

Most Massachusetts exempt organizations also have to file a Form PC with the MA Division of Charities. Lacerte does not include this form in the Exempt Organization package. I believe ProSeries does. It would be very helpful when preparing MA exempt organization tax returns to also be able to prepare the Form PC using Lacerte as well. The form can be found at https://www.mass.gov/doc/form-pc-non-profit-organizations-conducting-business-in-the-commonwealth-of-massachusetts/download 

1
A
Forum|Forum|4 years ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

For the suggestion box....New

1.  The "Add/Edit Notes" (i.e., the pencil) in ProSeries....can you make the note box a little bit larger?  I don't even need text formatting.  I just need a bigger box to type in.2.  Form 1065, Schedule M-2....can we get a toggle switch (a check box) to identify where the beginning balance is to come from (i.e., Schedule L or prior year) for those of us presenting GAAP basis in our Schedule L?3.  Calculation Mismatches:  When a field takes a number from another field in the return but that field will also let you enter your own number if you wish (i.e., to effectively override the program without truly overriding the field via "control D") can the field change color to inform the preparer that by deleting the existing amount they have entered, the field will repopulate on its own with an updated amount chosen by ProSeries?  [In short, we've all deleted a number that we thought we entered correctly or thought needed to be entered in a field, only to delete it and then find out that ProSeries had a different number in mind.  Either method should be acceptable, but it would be helpful to know if there is an inherent error.....so that we know....and not just the taxing authorities after the return has been filed.]4.  MA Form 3, Schedule M-1 (I know, I'm getting provincial, my apologies)....can you include a check box so that the Federal M-1 populates in the MA Form 3 even if a Federal M-3 is filed?5.  5227..... Thank you.

2
IRonMaN
Forum|Forum|4 years ago
M
mchauLevel 1

Ability to Import K-1 into Forms 1065, 1120S and 1120Discussion ongoing

Enhance Import K-1 feature for Forms 1065, 1120S and 1120.  Much like Form 1040 can import K-1's from corporate and partnership returns.

5
sjrcpa
Forum|Forum|4 years ago
C
CPACathyLevel 3

Filing instructions for fiduciary extension payment for CaliforniaDiscussion ongoing

Just blank, why can't the fiduciary program function just like the individual program when it comes to generating an instruction letter to pay the extension amount?  Unlike an individual who files every year, often times you have a grieving trustee who is doing this for the first time and it would be nice to be able to send a nice letter telling them the payee and address.

2
C
Forum|Forum|4 years ago
V
vpickensLevel 2

estimated tax worksheet - allow tax preparer to change defaultNew

The system defaults to vouchers (estimated tax vouchers) based on 100% of the 2021 tax.  Most of my clients want vouchers based on 100% of the 2022 estimated tax (because this calculation is based on the estimated tax payments made in the prior year).  I would like for all of my clients to use the 100% of the 2022 estimated tax but can't make that option my default.

1
Accountant-Man
Forum|Forum|4 years ago
J
JBITSLevel 1

Mask the taxpayer email address on filing copy of federal returnDiscussion ongoing

Stop listing the taxpayer's email address on the filing copy of the federal return! ProSeries support told me this the IRS authorized this but this is NOT true! The support agent told me the only way to remove the taxpayer's email address from the 1040 was to delete it from the Federal Information Worksheet. This is a programming issue and needs to be corrected!!!!

1
J
Forum|Forum|4 years ago
B
Ben0 Level 1

Lacerte "Full Year Resident" box Screen 1 ProformaDiscussion ongoing

When there is a multi-state resident in Year 1, after the client is proforma'd to Year 2, Lacerte does not automatically check the "Full Year Resident" box. It would be a good idea for Lacerte to make checking this box a default upon proforma to Year 2 based on the state selected as "Resident State as of 12/31" in Year 1. Alternatively, if the box is not checked, Lacerte should have a diagnostic indicating that the "Full Year Resident" box is not checked. If there are solutions to this issue, please respond!

1
B
Forum|Forum|4 years ago
L
larry11Level 2

form 3520, 3520-A,8992,8993Discussion ongoing

These international information returns are a must for practitioners dealing with expat. work.As you have 5471 on the software, the 8992 and 8993 are required in most of the 5471 filings.Without proseries having these forms, we have to use a third party forms package to deal file them. Most forms packages will not roll forward comparative data but most do the arithmetic computations in the required cell fields. Regardless, you need to get these forms for next year.I noticed that you have  the pfic 8621 for a few years now and have provided the long term capital gain and qual dividend adjustment on the form 1116 computation form. The latter was  not there for years and i  hope my same suggestions years ago was the decision to make the  change. it would be nice to see a worksheet on how the software computes this adjustment. I also recommend that on schedule e and B input there is a tick box to source the particular income to a country A, B, etc as this has been entered  manually on  the 1116 comp. worksheet for ever.... 

1
L
Forum|Forum|4 years ago
T
TJ_CarothersLevel 1

Return Printing OptionsDiscussion ongoing

Please give a "Print for Mailing" option that allows us to select any and all forms needed for a paper-filed return.  Include states and federal copies for state returns.  The current "partial print" section is very limited.

1
T
Forum|Forum|4 years ago
H
hunterchamberlainLevel 2

Is intuit ever going to create a Proconnect Tax Online or Intuit Link app for clients?Discussion ongoing

Although client can upload documents from a web browser, it would probably be more user friendly if Intuit Link had an app.

1
H
Forum|Forum|4 years ago
JOEDUR
JOEDURLevel 2

georgia form 500 schedule 3 computation error with S corporation K1New

The Georgia form 500 schedule 3 has a computation error.  When you view the schedule 3 on the print preview screen column A minus Column B should equal Column 3 but in some situations it doe not.  In particular line 4 and Line 5 of schedule 3 column A minus Column B  does not add or substract to equal column C unless you manually manipulate the Inc/Ret worksheet in the program.  If this calculation is wrong then Georgia Dept. of Revenue will just delete the schedule 3 all together and your return will be incorrect. Line 4 other income (loss) on schedule 3 from a S corporation was my issue where I directly inputted the Correct S corporation income from Georgia on Inc/Ret Wks on Georgia Column A line 6A. The return was correct but The Schedule 3 was not computing the math for column A B & C Line 4 and 5 correctly.Again Georgia Dept. of Revenue rejected Schedule 3 entirely.

7
abctax55
Forum|Forum|4 years ago
L
LindsayHLevel 1

Create report on returns with 1040ESDiscussion ongoing

We are looking to be able to create a report that would show us which clients have estimated tax payments. We want to be able to remind our clients when payments are due, as a courtesy. We'd like to pull a report showing all tax returns that have voucher forms 1040ES for estimated payments.

1
L
Forum|Forum|4 years ago
M
Moggy291Level 1

prior year depreciationDiscussion ongoing

It would be nice if the software can quickly calculate prior year depreciation like ultratax CS because many customers may not have the depreciation schedule from prior year.

1
M
Forum|Forum|4 years ago
H
hunterchamberlainLevel 2

Accepted e-file returns should automatically share with clients via Intuit LinkDiscussion ongoing

My understanding is that you need to download files and then upload them to shared files in Intuit Link in order for client to gain access to them via the client portal. Is this correct? If so, can intuit please add a feature that allows tax preparers to automatically share tax returns with clients in Intuit Link when e-filing? Also, is there a way to share other documents without having to upload them twice or download and then upload to shared documents? There should be a share button/option for all firm documents (see attached image).

1
H
Forum|Forum|4 years ago
H
HilaryCPAatPASLevel 1

Query reports from PTODiscussion ongoing

We would love to be able to query our returns to compile downloadable lists of subsets of clients based on forms or other data in their return.  For example, if there is a law change in CA, it'd be nice to run a report for all CA clients.  Or to set-up estimates reminders in our system, to be able to pull a report for all clients' with a 1040-ES populated in the return.  Thanks for your consideration.

1
H
Forum|Forum|4 years ago
L
Laura RoseLevel 2

Basis computation of partnership K1 on individual moduleNew

In the individual module, the Basis Computation for the partnership activity has 2 errors that could easily be fixed:1) Federal basis is not reduced by 13W deductions if put in the portfolio expense {CA only} (screen 20 code 226) - I have to enter as an adjustment to basis then add back for CA purposes2) CA is getting reduced twice by foreign taxes paid - once from the foreign tax input and then again in nondeductible expenses reported on CA K1 line 18c (screen 20 code 359) I have to add back to CA basis due to the double entry.

0
L
Forum|Forum|4 years ago
R
RayK-CPALevel 3

NYS E-File all Estimates at onceNew

NYS estimated taxes should be E-Filed all at once. Currently only the next estimate is E-Filed for NYS.UltraTax and CCH ProSystem Wfx32 prepare and send all state estimates when the return or extension is e-Filed.Authorizations required to be signed should automatically be part of the SF (Sign Forms) pdf that the client needs to sign.This is not a NYS limitation, this is a ProSeries limitation, and it's a shocking limitation.ProSeries needs catch up quickly.And why is the federal E-File Estimates all sent at once but not NYS?

0
R
Forum|Forum|4 years ago
O
OvertaxedLevel 1

REP statementsDiscussion ongoing

Why is it that twice this calendar year, I have received my REP statement the day before the invoice is due? Today is June 3, I received the statements dated May 5 closing today, my balance is due tomorrow. Mail, from wherever its coming from, will not take that long. I am old school, I like to pay my bills with checks. This is absurd.  P.G. Cardasis 21341

1
O
Forum|Forum|4 years ago
J
jknechtLevel 4

esignature BUG - [CLIENT NAME] - Fix it or remove the new [Client Name]Discussion ongoing

I can't get support to open a ticket and this is WRONG.  You have added more work to us by putting in [Client Name] about 3 weeks ago....when you should either populate it with the Client Name or remove it. You should also allow us to choose First Name or Last Name (Family) so it can be personal.  Better yet....don't add it until it is working.

1
J
Forum|Forum|4 years ago

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