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3566 Ideas

A
AnnPCPALevel 1

Schedule D does not footNew

We entered the totals from a brokerage account into Schedule D and will attach the detail report.  The details include an adjustment for accrued market discount.  However ,even though all of the individual lines are correct, the total on line 7 DOES NOT FOOT.  And it is off by the accrued market discount.After an hour with tech support, the individual I spoke with told me that it is correct and there is no problem.In what world does anyone think a form that does not foot is proper to submit to the IRS???I did find a way to fudge things to get it to work but Lacerte really needs to fix this glitch - it is just blatantly wrong.I had the same situation on one line in short term and in long term - funny the long term worked just fine. 

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Forum|Forum|1 year ago
S
strongsilenceLevel 10

3840 Fed- CA depreciation different problemNew

In a Like-Kind Exchange relinquishing CA property for non-CA property, Form 3840 is required.  In the case where Federal Depreciation is different from California depreciation, CA Form 3840 does not list the California adjusted basis of the property on Part II, Line 13.  It lists the Federal adjusted basis.  (Tech support could not solve this issue.  Aug 1, 2024)

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Forum|Forum|1 year ago
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robacc340Level 2

Ability to delete returns after a certain time periodNew

Tax return preparers need the ability to periodically purge their older records. I've been informed that Proconnect does not allow, once a return is e-filed, the ability to purge older records (even after a set period of, say, seven years).For legal as well as practical implications, Proconnect should implement the ability for preparers to periodically purge old client records so that they are not open to potential legal liability for older/retired/discontinued Clients into the foreseeable future. Regardless of this, the preparer should have the power to purge as they need given that the data and preparation is owned by them and their Clients - not Intuit.

0
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Forum|Forum|1 year ago
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Art LLevel 2

1116 foreign qual divNew

2023 1116 with foreign qualified dividends. You should attach a sched on how you arrived at the Line 1a amount. I submitted a Service Request and received a response quoting the form instructions.That was no help. I need to see calcs. 

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Forum|Forum|1 year ago
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Turkey20Level 2

supportNew

When calling support we have navigate a phone tree "to get us to the right person".  The phone tree is very cumbersome and most of the time does not get us to the right person.  A separate phone number for Lacerte support only, staffed with knowledgeable people would be a great enhancement to your product.

0
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Forum|Forum|1 year ago
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LFeldmanLevel 1

Lacerte Error on California estimated tax worksheetNew

I needed to add $350,000 of California additions to the federal AGI to arrive at California AGI. However, because of a software glitch, I am forced to show $600,000 of additions on the additions line in order to get it to add up to the $350,000 of additions that I need.

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Forum|Forum|1 year ago
A
ACCT63Level 2

Mass Printing of License information for updating and re-enteringNew

We would like to be able to print all clients driver's license information without having to open each file. 1) NYS does not allow for year to year transfer of driver's licenses so we have elected to print in advance and have in the file for ease in entering.  We understand cut and paste from prior year works. 2) We print each clients license information in advance and highlight any upcoming expiration dates (through 4/15 of following year.  This makes it easy to notice for updating when communicating or meeting with clients prior to completing the return and having to wait for updated information.  Having to print individually is very time consuming.  

0
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Forum|Forum|1 year ago
D
DyverDnLevel 1

NC business returns checkbox "Yes" if automatic Federal extensionNew

NC Form D-403, CD-405 and CD-401S all have a question "Federal Extension: Were you granted an automatic extension to file your Federal Income Tax return?  Yes or No".  It would be helpful if once the Federal automatic extension box is checked, to have this box also flip to "Yes" as it currently remains as the default of "no".  The Filing Instructions all change to the extended due date once the automatic extension is checked as filed, so it would make sense Lacerte would "help" flip this from "no" to "yes". NC has started sending penalty notices if this box was marked "no", even though a separate NC extension was successfully filed ahead of the original due date of the return.  NC is not looking within their system to acknowledge any extensions they received, but are instead using what was marked on the return.  Or at the very least, give us a non-critical diagnostic reminding us to check the NC box as "yes" if after the original due date.

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Forum|Forum|1 year ago
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RKandelLevel 1

8995-ANew

Form 8995-A is a Form that is necessary to be able to take the 199-A deduction on Form 990T. It is not presently supported by Lacerte to file with Form 990T. Since Lacerte does not support it, it can't be included in an E-file to the IRS. Attaching it as a PDF does not work.The IRS mandates that this return be E-filed and not paper filed. The IRS rejects my filing without the Form 8995A attached.Your Tech people are of no help and have no clue idea what to do!!!

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Forum|Forum|1 year ago
H
hedgeslawLevel 4

Indiana Sch IN-K1 Wks Is Not PopulatingNew

The fed K-1 info is transfering to the Indiana "Activity Worksheets" but is not populating the "Sch IN K-1 Wks" where we post our PTET credit. Please populate the Sch IN K-1 Wks from the federal K-1 info transfer.

0
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Forum|Forum|1 year ago
K
kkwheelerLevel 1

Pass-through entity amount due is not being shown on client letter for Partnership returns.New

The amount due for the Pass-Through Entity tax for an Idaho Partnership return is automatically calculated and vouchers are automatically produced. However, the amounts due are not show on the letter that is generated for the partnership return. This is very confusing because our clients are accustomed to following directions on the letter. I feel this is a bug in the Idaho Partnership Module.

0
K
Forum|Forum|1 year ago
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TommytgLevel 2

Fiduciary Program Scrn 6Discussion ongoing

I suggest Lacerte change the "Identification number" field format to allow for EINs.  I submitted a Help Email because I tried to input EINs for Beneficiaries who are Qualified Exempt Organizations.  This field is formatted to receive social security numbers ONLY but that does not serve my/our needs when the beneficiary is a qualified exempt organization.  The reply to my Help Email suggested I submit this change idea to improve the Lacerte Fiduciary Tax Program Screen 6 by allowing EIN entries in the Identification Number field.

1
I
Forum|Forum|1 year ago
J
Joe RosselloLevel 1

Alert box which pops up all the time as a reminder is not necessaryNew

The alert box which pops up to remind you to click a box is not necessary since the box is already highlighted. Ex: W-2 input when the alert box comes up to tell you to make sure you click the box to confirm that the state withholding amount is correct.

0
J
Forum|Forum|1 year ago
P
phlsphrLevel 2

Form 990 - Sort & Re-Order the List of Officers, Directors, Trustees, and Key Employees.New

Dear Intuit,Kindly please enable practitioners to sort or re-order the List of Officers, Directors, Trustees, and Key Employees found on Form 990 Part VII & also found on Form 990-EZ Part IV.Why? The way it is now, last year's list carries over to this year. But some directors might have changed. And I want to sort the list in a particular order.The functionality I need -- I want to re-arrange the order. For myself personally, I want to make the Executive Director in the first position, followed by any vice presidents, and followed by any Treasurer, and followed by Directors (which are then sorted in alphabetical order).Other practitioners may want a different sort order, such as by name (alphabetical), or by average hours per week ((highest to lowest)), or by reportable compensation (highest to lowest).This functionality will add value in the presentation of the Form 990 & enable the client to review the information in a more logical fashion.Thank you for listening and for implementing this suggestion.

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Forum|Forum|1 year ago
H
hedgeslawLevel 4

8889-S & 8889-T Line C in the "Line 2 Smart Wks" Incorrect Wording: Substitute "tax filing deadline plus extension" for dateNew

According to IRS Pub 969 (2023) a taxpayer has until the tax filing deadline plus extensions to remove excess contributions for the prior year. However, the Line C of the "Line 2 Smart Worksheet" on forms 8889-S and 8889-T have the April 15th date. Please reword that line item to show the tax filing deadline.

0
H
Forum|Forum|1 year ago
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liliyacpaLevel 1

Treaty ArticlesNew

You should update Schedule OI to include ALL applicable treaty articles, not just the ones that are applicable to students/scholarships, and grants. There should be all treaty articles listed in the drop-down menu and make the system recognize them.

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Forum|Forum|1 year ago
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John PLevel 2

Select All Forms in the Print Option and Deselect All Forms in the Print OptionDiscussion ongoing

I have found it to be a pain to have to select All Forms in the Print Option. Either I want to print all forms or make a PDF of all my client's forms and I mean All Forms. This would save me time AND I wouldn't miss any forms if there was an option to check off All Forms. Conversely, then another button to deselect All Forms, no matter if just a few forms were selected or All Forms were selected. Then you could just select certain forms for printing or making into a PDF to send to the client or somewhere else.  

2
J
Forum|Forum|1 year ago
C
ContinuouslearnerLevel 3

Fix for e-filing the TX Franchise return when it meets the No Tax Due Threshold but has affiliates and a 05-166Discussion ongoing

Lacerte is generating a Critical E-file diagnostic 60174 when the entity has met the No Tax Due Threshold of revenue at or less than $2,470,000 and filing an 05-166 Affiliate form and the entity only needs to file the 05-102 and the 05-102 for the Affiliate.   This prevents e-filing as TX is not accepting the 05-166 with the 05-102 Please put a check box to override or suppress the 05-166 similar to the one on screen 43.431 for the Partnership module for the 05-167.This simple fix should allow the e-filing of the 05-102 when you have an affiliate and revenue is at or below the $2,470,000 revenue No Tax Due Threshold.

1
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Forum|Forum|1 year ago
W
WCLawLevel 1

Expand the data cell for the description in line detail for item input.New

A recent program update has made the description cell for the line detail extremely short.  We use the line detail for recording individual items that make up a number that flows to the tax return.  While the cell accepts more characters only the first 10 can be seen.  This makes reviewing and confirming much more difficult.

0
W
Forum|Forum|1 year ago
T
TAXES-23Level 1

1120F Iowa Franchise Return for Financial Institutions - form needs added to 1120 Corporate module for 2024 returnsNew

1120F - Iowa Franchise Return for Financial Institutions needs to be added to the 1120 Corporate module for 2024 tax year. See Form #43-001a/#43-001b on Iowa Department of Revenue website. Iowa has mandatory e-filing under certain conditions. Our clients do not qualify for an "OPT OUT OF EFILING FORM" with Iowa, as per the Iowa Franchise instructions #43-008a. E-filing for our clients IA 1120F Franchise Tax for Finl Institutions form is required, but form does not currently exist in Lacerte 2023 or 2022.  We have asked for this to be added for two tax-seasons now, and it still is not available. 

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Forum|Forum|1 year ago
C
commander24Level 3

Il 1299-B to Corporate returnsNew

Need to add IL 1299-B to Corporate module.  The partnerships and S Corps have had the their IL 1299-A version for awhile in Lacerte.

1
C
Forum|Forum|1 year ago
R
RyanBurrisLevel 1

Global Settings for ES WorksheetsNew

I would like to see a global settings for ES worksheet.I don't want to have to make a manual input for every client in the individual module to generate the ES Worksheet. It would be more convenient to have a global setting that would apply to all clients. 

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R
Forum|Forum|1 year ago
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torresmaxtaxLevel 1

I suggest a line in spanishNew

to provide better supportlanguage, spanish, Time Savings

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Forum|Forum|1 year ago
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jrescpa1Level 3

CA Form 540, Schedule CA Adjustments missing sufficient details.New

We need a worksheet that provides more details on California Schedule CA, Section B,line 1: Interestline 3, Dividends 5: Rental real estate, royalties, partnerships, trusts, etc. The program does not provide any details on how it arrives at the adjustment for California. When the adjustment is caused by multiple changes, we have to spend a considerable amount of additional time creating worksheets to recalculate and verify the Lacerte figures. 

0
J
Forum|Forum|1 year ago
M
mullinscpa1Level 2

K1 entry screen needs heading lockedNew

When you are in a 1040 K1 entry screen, and scroll down, the heading of which k1 you are in name disappears.   Please lock all of those so I keep seeing the k1 partnership return name as when names of many k1s are similar and the phone rings.... it can be very confusing.Also, when i hover on a K1 partnership name so it shows the whole thing, add after that taxpayer, spouse, or joint as married people often make investments for each of husband and wife.

1
L
Forum|Forum|1 year ago

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