Idea Exchange

3566 Ideas

Partnership Print Order for K-1s and Basis StatementsDiscussion ongoing

When printing a partnership return, Proseries currently prints all the K-1s together, and then prints all the Basis Statements together.  Like this: K-1 Partner #1, K-1 Partner #2, K-1 Partner #3, etc, followed by Basis Statement Partner #1, Basis Statement Partner #2, Basis Statement Partner #3, etc.  This causes a lot of manual collating before sending the K-1s and Basis Statements out to the clients.(Okay, for 3 partners its not a lot of time, but I have a partnership with 200+ partners, and it takes a large number of hours to manually collate the K-1s and the Basis Statements together before sending them out to the partners).Suggestion:  When printing a partnership return, give us the option to collate the K-1s and the Basis Statements.  Like this: K-1 Partner #1, Basis Statement Partner #1, K-1 Partner #2, Basis Statement Partner #2, K-1 Partner #3, Basis Statement Partner #3, etc.This would make it so much easier to give each partner their K-1 and Basis Statement together, without doing a lot of manual collating.Thanks!

Forum|Forum|1 year ago

TaxService USALevel 3

Need to be able eFile Kansas City Profits Tax Form RD-108. This is Mandatory as of Jan 1, 2024.Discussion ongoing

Need to be able eFile Kansas City Profits Tax "KC Form RD-108" for individuals with business profit in the MO 1040 package and also add the form for businesses in the 1120S & C and 1065 modules to have Kansas City Profits Tax and allow it to be eFiled for KC Form RD-108.This is Mandatory as of Jan 1, 2024. I called Jason at ProSeries on Date: 2023-12-27T17:29:26.000+0000 and opened Case Number: 15109639049Whether or not that opened a ticket, I'm not sure but wanted to let you know.   I also posted this in theIntuit Accountants Community  ProSeries Tax  ProSeries Tax Discussionslast week but was told it was better to post it here instead.Thanks. 

Forum|Forum|1 year ago

jfarmercpaLevel 3

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.New

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.

Forum|Forum|1 year ago

MMMMMMMMLevel 2

Wash Sales, FICA tips, City & StateNew

I have posed these three ideas multiple times.... I wish someone would finally listen.(1) There is FINALLY a column for wash sale adjustments on Schedule D input but there is no option to download from excel along with other transactions. FIX THAT.(2) Entering social security wages (W-2 box 3) changes social security (box 4) but adding social security tips (box 7) should recompute it back to what it should be. FIX THAT.(3) It's nice that entering a zip code in client information, W-2 and 1099-R employer/payer info populates the city and state (only if blank which is ridiculous) but how about this option in all fields that contain an address, i.e. Schedule C business location, Schedule E rental property, Form 2441 provider address, Form 8283 thrift store location and so on. FIX THAT.

Forum|Forum|1 year ago

DavinderSondhiLevel 1

Other deductions Description viewNew

Need to expand the view of Description in Business other deduction, Because it reate difficulty in internal review of return

Forum|Forum|1 year ago

taxmoIntuit Community Champion

Fix the ability to add state-specific expenses to a Schedule E RentalNew

On the Income Statement of a Schedule E rental on a multi-state return, we're supposed to be able to select the state for an expense item, and set Source to "S" to make the expense only appear on the state tax return.  But that functionality doesn't work at all if the state is also the taxpayer's residence state (I'm using California in this case).  Instead it completely ignores "S" source expenses and the expense never appears anywhere on the tax return at all. I've run through this with multiple customer service agents, and it has come up as an issue for others as well.  It appears to just be a bug in the software. 

Forum|Forum|1 year ago

robertstxcpa1Level 2

Intuit Tax Advisor - Editing actual amounts loaded from returnNew

For new clients that have already filed a return, but are in need of tax planning, it would be helpful to be able to edit the actual amount column in the tax plan instead of having to prep the return before it's loaded into Intuit Tax Advisor. E.g., new client in mid 2024 already has filed all returns for 2023.  In order to have correct actual 2023 amounts in tax plan, the return must be prepared first in Proconnect (even if it's a pro forma version).  We should be able to manually edit that column the same as the base year column.  It's often significantly more efficient to do that vs. preparing the return in PTO.  

Forum|Forum|1 year ago

erobnettLevel 1

Update IRS phone number on acceptance letterNew

We had a taxpayer call to say they had called the IRS phone number listed on their acceptance letter and got a recording saying the number was no longer available.  Please update the IRS phone number on the acceptance letters.

Forum|Forum|1 year ago

KimberleyLevel 3

List of all Sticky Notes on a fileNew

A sticky note is a great way for internal users to make notes within the software for review by other internal users, but it is difficult to know they are there unless you are on that specific screen in that specific section.  Unlike client notes that will remain in the file and will proforma, sticky notes are not listed anywhere for easy identification.  It would be really nice to have a means by which we can see all of the notes on a particular client.  Perhaps in much the same way the MISSING DATA flags are used, having a singular place/means to locate sticky notes would be nice.training benefits, easy communication on items that do not require proforma since they relate only to the current year return information, etc.  

Forum|Forum|1 year ago

KimberleyLevel 3

Increase the number of STATUS options and Custom Filter fieldsNew

There are currently 20 status codes that can be customized for a client's file.  We seriously could use more status codes AND additional custom fields for use internally.  This would be quite helpful for those clients that purchase additional post-tax season services from us like audit protection, hourly consultation bundles, etc.  The invoice fields will not allow for searching of these billable items, so we use the Custom Filter currently.  But we use that Custom Filter for too many things already since it is the only FREE space we have.   We simply need more places to use as we individually need to use them in our unique practices.  

Forum|Forum|1 year ago

dougthorburnLevel 2

Critical Diagnostic, can it be efiled or notNew

Tell us IN the "critical diagnostic" that the returns can be efiled, or not. It's such a waste of time having to call, tell a rep about such a diagnostic, only to have the rep try to solve the problem before realizing it can't be resolved (bad coding for Form 8332 diagnostic, ref # 333) and THEN, finally, telling us, "Oh, you can override that critical diagnostic." Then why is it a "critical" diagnostic? (And is the damned Form 8332 being sent with the efile or not? I've attached it! Three times re-attached!)

Forum|Forum|1 year ago

TiggerLovesHoneyLevel 2

NYC-579-EMPNew

If New York City NYC-1127 is check off on screen 1 and screen 54.097 is left blank regarding NYC-1127, form NYC-579-EMP is being generated only when requesting e-signature.  Authorization form not generated on preparer review or even listed under NY forms.Need either diagnostic to confirm if NYC forms non-resident forms are required or suppress generating form for e-signature unless screen 54.097 screen is completed.

Forum|Forum|1 year ago

jdziedzicLevel 1

Please add new Oregon Subtraction Codes for 2021 and 2022New

Good morning, This is a continuation off of a previous post.  The new Oregon Subtraction codes 312 and 313 are available in Lacerte 2023, but we also need those codes added to 2021 and 2022 in order to amend previous years tax returns.  The Senate Bill is retroactive.  "The declaration or executive order for the wildfire must have been issued after January 1, 2018."https://www.oregon.gov/dor/programs/individuals/Pages/wildfire-subtractions.aspxThank you.

Forum|Forum|1 year ago

rnipperLevel 1

Over-ride Paid preparer infoNew

I work for a family business.  I self prepare most tax returns and file electronically those returns.  However, we occasionally have a tax return we wish to have reviewed and signed by an outside CPA firm.  They are now the "Paid Preparer" and their name, address, PTIN and EIN should be written in the paid preparers section of the signature page and the Form 8453-PE in the case of a partnership return.   Our company is the ERO and not the paid preparer.  ProSeries does not allow the firm name and address to be over-written in the Paid Preparer section.  I have had at least 5 phone conversations with customer service with no success.   Thank you Ronnie 

Forum|Forum|1 year ago

strongsilenceLevel 10

1031 LKE Federal and California - input pages for eachNew

As of July 2024, there is an input field for the Federal 1031 but no input page for a California 1031.  Since the laws are different, the amounts for deferred gain, carryover basis, etc. can be different. My suggestion is to create a separate state input page.

Forum|Forum|1 year ago

AimeeMJLevel 1

Bring back feature to be able to add/subtract in cellNew

Previously I could add mulitple numbers in a cell in the return. Now to do that I have to click the "+" sign and go through both description, amount and discard buttons to move through the fields or keep taking my hands off the keyboard to use the mouse to get to the proper box field. This decreased productivity by 400% by taking away the ability to hit the "+" key on the number keypad and add mulitple numbers into the field.

Forum|Forum|1 year ago

PA CPA 900Level 4

Need Form 5227 for Split Interest Trust in Form 1041New

These are now required to be e-filed as of the 2023 tax year. I have been completing them manually, which is unacceptable considering that even Drake supports them. This form should be part of the Professional tax subscription. 

Forum|Forum|1 year ago

PA CPA 900Level 4

T,SJ Indicators need to be available in the Carryforward WorksheetNew

ProSeries is splitting all carryforwards 50-50 between taxpayer and spouse. Many of these deductions are specific to one spouse and it is causing returns to be incorrect without keeping manual spreadsheets to track and then override the program. We should at least be able to designate which spouse these carryforwards are for. 

Forum|Forum|1 year ago

mfkcpaLevel 3

In individual module, for Basis worksheets, identify partnership by name, not numberNew

The K-1 partnership input in the individual module lists both the name and a number for each partnership, as does the output K-1 Reconciliation Worksheet.  When it comes to the Basis Limitation worksheets, however, all that is listed is a page number.  I have one return with over 30 partnerships and it is very difficult to find the one whose numbers I'm checking.  I'd like to see the name of the partnership instead of a number, if both cannot be provided.

Forum|Forum|1 year ago

commander24Level 3

1310 - Critical DiagnosticNew

 We did have the 1310 form signed but failed to upload before sending e-file.  If informational diagnostic were listed as critical instead (they are getting a refund),  we could have uploading before sending e-file.  The return accepted on e-file without that form.  

Forum|Forum|2 years ago

GarryAJonesLevel 1

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.New

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.

Forum|Forum|2 years ago

7001Level 1

Change your Software to Allow for Oregon Amended Returns to be submitted ElectronicallyNew

Oregon allows Amended returns to be electronically filedYour Software (OUR product) does not allow -- Please get up to speedAlso Need Oregon Form 243 to be available (FED=1310)  simple but required on many Oregon returns with a Deceased

Forum|Forum|2 years ago

ContinuouslearnerLevel 3

Fixing the ID S Corp return to handle Part year ResidentsNew

I had a ID S-Corp return in which the taxpayer as sole shareholder and his S-Corp business moved from TX to ID in the middle of the year and Lacerte was unable to handle a part year resident return. I spoke to representatives at the ID tax department who indicated that to handle the part year situation we needed to use the allocation method instead of the apportionment method since no income was being taxed in two states at the same time as the taxpayer had no ID income prior to moving. The ID Tax department representative gave me specific line by line instructions on how to handle the circumstance, one of which was to show nothing on the ID K-1 Part IV Column B for ID apportioned items since apportionment didn't apply, and Lacerte was unable to handle this since the taxpayer was listed as an ID resident. Lacerte's only suggestion to fix the issue of the program incorrectly using apportionment for the taxpayer that was listed as a resident was to call them a non-resident, which incorrectly assessed withholding to be made by the S-Corp as it appears non-residents must have their tax paid by the S-Corp via withholding. There is an option to override the withholding in Lacerte, but the fact that the taxpayer is not listed as a resident would generate ID review questions on the missing withholding. However, even if overriding the withholding in Lacerte, there is no option to uncheck the box on the K-1 identifying that it had passthrough withholding, which again will generate ID and maybe taxpayer questions.My suggestion is to include a check box for part year residents like our client so that the apportionment factor is not considered as the ID tax representatives indicated similar to the way Lacerte handles the program when the taxpayer is a non-resident, but not to force the program to withhold taxes since the shareholder will be filing his own ID personal tax return.  Since ID does not have a check box to indicate part-year residency, it is best to list the taxpayer as a resident since they resided there the last half of the year.In addition, Lacerte's program does not allow you to update the state's fiscal year in this situation as the start of the ID year (roughly June 15, 2023) does not coincide with the federal return because the entity federally started the year on January 1, 2023. So, I am suggesting an option to modify the start date of the year for the state returns in this situation.

Forum|Forum|2 years ago

Colorado 12Level 2

All Diagnostics should clearly reference which form/schedule they relate to.New

Example: Diagnostic 56662This diagnostic states "Currrently due to a system limitation, Lacerte only allows one activity to be reported on Part IX form  for e-file purposes. This return will have to be filed as a conventional paper return."Which form or schedule has the part IX is not stated.    

Forum|Forum|2 years ago

arinLevel 2

Input for 8990, page 3, line 43(d)New

I'm working on a new 1040 client that has a K-1 (partnership) with prior year suspended excess business loss carryforward.  According to the person I spoke with, Lacerte does not have an input screen for the carryforward amount on Line 43(d) of page 3 of 8990.

Forum|Forum|2 years ago

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3566 Ideas

Partnership Print Order for K-1s and Basis StatementsDiscussion ongoing

Need to be able eFile Kansas City Profits Tax Form RD-108. This is Mandatory as of Jan 1, 2024.Discussion ongoing

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.New

Wash Sales, FICA tips, City & StateNew

Other deductions Description viewNew

Fix the ability to add state-specific expenses to a Schedule E RentalNew

Intuit Tax Advisor - Editing actual amounts loaded from returnNew

Update IRS phone number on acceptance letterNew

List of all Sticky Notes on a fileNew

Increase the number of STATUS options and Custom Filter fieldsNew

Critical Diagnostic, can it be efiled or notNew

NYC-579-EMPNew

Please add new Oregon Subtraction Codes for 2021 and 2022New

Over-ride Paid preparer infoNew

1031 LKE Federal and California - input pages for eachNew

Bring back feature to be able to add/subtract in cellNew

Need Form 5227 for Split Interest Trust in Form 1041New

T,SJ Indicators need to be available in the Carryforward WorksheetNew

In individual module, for Basis worksheets, identify partnership by name, not numberNew

1310 - Critical DiagnosticNew

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.New

Change your Software to Allow for Oregon Amended Returns to be submitted ElectronicallyNew

Fixing the ID S Corp return to handle Part year ResidentsNew

All Diagnostics should clearly reference which form/schedule they relate to.New

Input for 8990, page 3, line 43(d)New

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Idea Exchange

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Partnership Print Order for K-1s and Basis StatementsDiscussion ongoing

Need to be able eFile Kansas City Profits Tax Form RD-108. This is Mandatory as of Jan 1, 2024.Discussion ongoing

Is there a way to get to a client's profile without going all the way out of the tax return? It would be nice to see a button an option "Client Profile" under "Client Return Actions" within a tax return.New

Wash Sales, FICA tips, City & StateNew

Other deductions Description viewNew

Fix the ability to add state-specific expenses to a Schedule E RentalNew

Intuit Tax Advisor - Editing actual amounts loaded from returnNew

Update IRS phone number on acceptance letterNew

List of all Sticky Notes on a fileNew

Increase the number of STATUS options and Custom Filter fieldsNew

Critical Diagnostic, can it be efiled or notNew

NYC-579-EMPNew

Please add new Oregon Subtraction Codes for 2021 and 2022New

Over-ride Paid preparer infoNew

1031 LKE Federal and California - input pages for eachNew

Bring back feature to be able to add/subtract in cellNew

Need Form 5227 for Split Interest Trust in Form 1041New

T,SJ Indicators need to be available in the Carryforward WorksheetNew

In individual module, for Basis worksheets, identify partnership by name, not numberNew

1310 - Critical DiagnosticNew

It would be helpful to be able to trace back the information listed on Form 8995 to a worksheet or statement.New

Change your Software to Allow for Oregon Amended Returns to be submitted ElectronicallyNew

Fixing the ID S Corp return to handle Part year ResidentsNew

All Diagnostics should clearly reference which form/schedule they relate to.New

Input for 8990, page 3, line 43(d)New

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