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3566 Ideas

W
WsadamscpaLevel 1

Engagement lettersDiscussion ongoing

I am coming over from Ultra Tax and in Ultra Tax you can print Engagement letters when you print the final return. Therefore when you have the client sign the efile authorization they are both there. I have been sending out client organizers for years and only about ten percent return the organizer. My professional liability insurance requires that I use engagement letters. This would be very helpful.

1
I
Forum|Forum|1 year ago
V
veravdeloatchLevel 1

Less requirements for 1099 and W-2 entryDiscussion ongoing

When entering payer demographic information from 1099, W-2 etc. Population of city and/or state would be helpful and speed up data entry. Also, W-2 upload requires too much information to be entered before population and sometimes no population uploads at all and then manual entry is required after all. Is it possible to upload into the database with just the employer/payer EIN? I belief it was a feature some time ago.

1
I
Forum|Forum|1 year ago
A
alissaforlenzaLevel 1

K-1 PrintingDiscussion ongoing

Printing the entire K-1 packet with all states attached at once. Going into each state to print is time consuming.

1
I
Forum|Forum|1 year ago
T
taxaccountant_taxesLevel 1

tickmarks - reviewing tax returnsDiscussion ongoing

Please incorporate the functionality of reviewing a tax return inside of ProConnect and using tickmarks to notate individual lines of the tax return.I want to be able to use tickmarks (different colors / shapes) to notate lines as I review: correct, needs attention, will change, etc.Also being able to includes comments with the tickmarks and being able to view/print a sheet of all comments, tickmarks, and the lines they affect on the return as a single document.This is crucial to efficiently review tax returns.

4
I
Forum|Forum|1 year ago
S
strongsilenceLevel 10

Keep e-filing for California open as long as the FTB allows it.Discussion ongoing

Please don't close e-filing when IRS closes it.  The FTB allows e-filing for longer periods of time. Right now, I would like to file an amended CA From 540 for 2020, which as of Aug 22, 2024, is still allowed by the FTB, but not Lacerte.  (Older tax preparers will recall the tedious printing, stamping and preparation of Original and As Amended tax returns, worksheets and statements, and finally mailing of the tax returns. This process is at least 10X longer than e-filing.)  So, you would be doing a big favor to many California preparers.

1
I
Forum|Forum|1 year ago
G
gretchenbuchananLevel 2

Lacerte updates and efile rejectionsDiscussion ongoing

I am interested in better alerts to Lacerte updates before I submit an efile and get rejected. I currently check for updates before I submit my first efile of the day. Yesterday, an update came available unbeknownst to me later in the day after already having one successful efile, and my second efile was rejected. When it comes as a rejection, it can mess up the synch of federal and state filings where a state might go through and the federal is rejected. I don't use automatic updating of my software because the timing is not always convenient when I am working. Lacerte used to post an alert at the top of the screen when updates came available. Another idea is to make it part of the error and diagnostic check within efile before you hit submit.

1
I
Forum|Forum|1 year ago
J
JCrosbyLevel 1

Bank Account Verification FormDiscussion ongoing

We could really use a bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs would be very helpful.You currently provide this form without a signature verification for a balance due called "e-file Payment Record" without signature Authorization.  Please make this available for refunds as well. 

2
I
Forum|Forum|1 year ago
K
Kirk MontgomeryLevel 1

Ca sm llc amendedDiscussion ongoing

Please support amended CA Single member LLC in programs

1
I
Forum|Forum|1 year ago
M
M JurewiczLevel 1

NJ Tiered PartnershipsNew

Schedule A Part I Column B lists tired partnership income activity to be backed out from federal income in order to arrive at Column C income attributable to the upper tier entity.  Column C should be carrying to Form NJ1065 Lines 1 through 11.  This is not occurring on the 2023 program.  There doesn't seem to be a workaround other than to enter a subtraction on Line 15e.

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

PA Inheritance Return REV 1500New

I just found out that Lacerte doesn't have software or forms to support residents of PA with the inheritance tax return after the taxpayer dies.  I know ATX offers that form in their individual for a fraction of the price of Lacerte.  Why does Lacerte not offer or support these forms?  

0
B
Forum|Forum|1 year ago
C
Colorado 12Level 2

1099-PATR entryNew

Box 6 of the 1099-PATR is labeled by the IRS as "6 Section 199A(g) deduction". The Lacerte entry field is still called "DPAD received from specified cooperative" even though that is what box six was used for years ago. The Lacerte help page just says "Boxes 6, 7, 8, and 9Individual module - Scroll down to the Qualified Business Income Deduction section of Screen 16, Business Income (Sch. C) or Screen 19, Farm Income (Sch. F, Form 3845) and enter any adjustments to this activity’s QBI for the income received from a cooperative."Please update the name of the entry field and/or the instructions on the help page so people can figure this out without a huge waste of time due to poor labeling and instructions.  

0
C
Forum|Forum|1 year ago
R
rhipeltonLevel 1

GA S Corp 8879 has no business requiring my SSN instead of PTINNew

I was told that they only make changes when the law changes. Um... it's 2024? Pretty sure the law has changed all over the country!

0
R
Forum|Forum|1 year ago
T
tara211Level 2

ERC refundNew

Below is the message I received from your support, which doesn't make sense. When balance sheet is not balanced, we don't plug number, we should look for the cause of it. ERC Refund was entered under Salaries and Wages, less employment credits. however the ERC amount shows up in Schedule M-1 and M-2 and causes retained earnings makes balance out of balance. Hello Torbati The balance sheet is off by the exact amount of the ERC entered. The only way to clear the diagnostic, is by fixing the balance sheet. This is not an issue within the Lacerte program. To clear the diagnostic, you can enter the amount of ERC in one of the liability fields to make the ending liabilities and assets equal. We cannot tell you which liability field to put it in because that goes against our policies. We can only offer technical support. We cannot offer tax advice. This is the only way to make that diagnostic go away. Lines 15 and 27 (ending assets and ending liabilities) do not match up, which means the balance sheet (schedule L) is not equal (balanced). Refer to page 4 of the 1120S.  

3
H
Forum|Forum|1 year ago
N
nonononoLevel 3

Improve Inputs for K-1 Footnotes (Partner Information)Discussion ongoing

Right now when adding supplemental information into K-1s for partners, the formatting is really tough to manage.Its difficult in situations where you need to disclose more than one thing at a time, or when different partners require different footnotes. Please incorporate some sort of editor (think like the comment box I am typing in to make this suggestion) that allows for easier data entry as well as cleaner output on the K-1.

2
D
Forum|Forum|1 year ago
M
msajacksLevel 1

Error code to repair updateNew

Probably because I graduated from college with a degree in accounting, I am not very well versed in the operation of a computer. I recently purchased a new computer and could not figure out what was going on when I needed to update the installed items of Proseries Basic 2023.  I kept clicking, restarting and waiting for something to change and nothing did.  After contacting Intuit support, I got a phenomenally patient professional who walked me through what now seems to be extremely simple and not as stressful as I made it seem. I found the program on the startup menu, clicked on the drop down arrow and found the updat

0
M
Forum|Forum|1 year ago
C
Coghill AssociatesLevel 1

Customer serviceNew

Call Lacerte regarding a billing issue and spoke to Sierra.  Hs was such a pleasure to speak and was extremely helpful with the issue I was having. 

0
C
Forum|Forum|1 year ago
R
rodbos0212Level 1

Roles & Permissions in ProConncectDiscussion ongoing

I have a company admin who is the Chief Tax Officer in our organization as well as an owner.  I have her role set to Company Admin and discovered today that she cannot access reports in ProConnect because she is not the Primary Admin.Can access to these reports be added to the Company Admin Role so this department can access stats and reports on their teams performance?

1
R
Forum|Forum|1 year ago
J
JB0816Level 3

duplicate chargesNew

Currently, ProSeries charges based on each file name, not by each taxpayer's social security number and his state. I was charged again for the same taxpayer and for the same state although I already paid when I filed his extension.IRS and a state tax government only accepts one final tax return for each person and his state. It will not be fair for ProSeries to charge us multiple times for the same person and for the same state. I called the Support or Billing department, which still was not willing to give me a credit back and said that was designed by the ProSeries system. Strangely, I was also charged for an Amended return in 2022 since the amended return had to be renamed and the system treated it as a different return. I also called either the Support or the Billing Department. They also insisted it was correct to charge me since it was different file name.This situation only happened these recent few years. It upset me a lot that I was charged for the same client and same state more than once. I felt the system programmer does not understand how a tax return is processed by the tax authority.  

0
J
Forum|Forum|1 year ago

Form 8804, 8805 & 8813Discussion ongoing

Hello,I would like to see forms 8804, 8805 & 8813, since this should go hand in hand with form 1065 when there are foreign partners, other lower cost tax software's have those forms already. I also see comments from the community that Intuit need to allow FOREIGNUS on the K-1 partner tax ID, now they only allow either tax ID or APPLD FOR, which APPLD FOR not accurate since partners do not need to apply for tax ID to be admitted as a  partner in a partnership (1065 tax return).Thank you!

9
sjrcpa
Forum|Forum|1 year ago
A
audreynadineLevel 2

1040xNew

I need to amend a 2021 tax return and cant find the form to fill out. 

1
Jim-from-Ohio
Forum|Forum|1 year ago
K
KimdnctaxLevel 1

adding estimated payment vouchers as standard form populated when requesting e-signaturesNew

Is there a way to add payment vouchers as a standard form populated when requesting e-signatures?

0
K
Forum|Forum|1 year ago
K
KimdnctaxLevel 1

Requesting E-signaturesNew

It would be great to have a "one click" button to send out the request for e-signatures for the S-Corps, Corps and Partnerships, like the Individuals do.

0
K
Forum|Forum|1 year ago
B
Baypoint GroupLevel 1

S Corp W2New

I am doing the 2023 tax return for an S corporation. They have been around for 6 years, but this is my first time doing their taxes.   They witheld and paid no Social security or medicare and filed no W2's.There are 3 family members in the S corporation.  Net income before payroll is $78K plus. Last year they did withhold and issued themselves w2's but for very minimal amounts. Well below what I would recommend...25% of the net went to payroll.My question is can I still file a w2 and make back payments on medicare and SS. From what I have, all of the income would be distributed to the owners for tax purposes with no salaries. I know this will trigger the IRS. I'm just not sure what the best path to take is.Thanks,Tom 

0
B
Forum|Forum|1 year ago
A
A-Z1040Level 2

Trash or recycle bin for deleted Intuit Link Portal Documents ProConnectNew

There needs to be a trash/recycle bin to find deleted documents for Intuit Link.Many pros for this and it could be a rolling 15-30 days to have files permanently destroyed to help keep storage capacity issues from arising.A disgruntled employee could delete clients files, maybe an honest accident someone deleted a file etc we have no option to find anything deleted from Link and no restoration options other than asking the client to re-upload again..This should be an easy one, please Intuit devs!Thanks,-AT

0
A
Forum|Forum|1 year ago
M
mark2Level 2

ABILITY TO PREPARE FORM 2848 IN INDIVIDUAL PROGRAM WITH EIN RATHER THAT SSNNew

Sole proprietors use Schedule C to report their business income and expense. This is part of their individual tax return.  Sole proprietors often have employees and payroll.  Sometimes a Form 2848 is necessary for CPA to assist with payroll issues.  It would be helpful if Form 2848 could be created with the sole proprietors EIN rather than his social security number.  

0
M
Forum|Forum|1 year ago

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