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3566 Ideas

JWellsTax
JWellsTaxIntuit Community Champion

Use main W2 entry for Form 2555New

Currently, to exclude wages on Form 2555, the W2 entry has to be made in the Form 2555 entry. This is weird and unnecessary. It also causes problems with state and local data entry that aren't available in the 2555 W2 entry.The normal W2 entry should be used, and there should be an option under "Less Common Scenarios" to include the W2 on Form 2555. This is how Schedule C and other entries work.

0
JWellsTax
Forum|Forum|2 years ago
L
LaurenCPALevel 1

K-1N discrepancy correctionNew

The K-1N (Nebraska) on an 1120S I'm working on is pulling incorrect numbers for an unknown reason. The numbers showing on the form are incorrect, not relevant to anything else on the return, and support (back end) cannot figure out why this is happening. First of all, the software should flow through correctly. Secondly, back end should be able to back into where numbers are pulling from in order to make a correction. Integrity for the whole return is in question. This is unacceptable for a tax return. The suggestion here would be to find a way for back end to find the source of the numbers on the form, or better yet, make it available to the user. 

0
L
Forum|Forum|2 years ago
K
kelr2010Level 2

Highlighting within the body of the DocuSign letterNew

It would be nice to have the ability to highlight or bold specific instructions within the DocuSign letter. By making key instructions stand out I believe it will help stop MOST clients from over looking what they are required to do and cut down on unnecessary emails or calls received. Even within the message I do not have the ability to highlight or bold even though the functions are shown above,  they are unavailable to use. There are no options what so ever within the DocuSign feature. 

0
K
Forum|Forum|2 years ago
J
jonicapLevel 2

City and state aren't populating when the zip code is entered. Software version is current - 2023.08.13.New

When I enter the zip code, the city and state aren't populating on the federal information worksheet or any other field.

3
Jim-from-Ohio
Forum|Forum|2 years ago
K
KimberleyLevel 3

A PLACE TO STORE ESTIMATED TAX PAYMENTS MADE FOR THE UPCOMING YEAR SO THEY ROLL OVER WITH THE PROFORMANew

Keeping track of estimated tax payments - when they are not processed through Lacerte - has to be done manually.  It would be nice to have a place to input the next year estimated tax payments and a reference number when those payments are made and then have that information proforma over to the new year showing up in the estimated tax payments screen.For clients that are paying their own estimates or for those clients that we pay estimates for with the bookkeeping, it becomes a time-consuming task to keep up with. Also, it would be really nice if we could generate reports or a dashboard function on clients with upcoming estimates that need to be processed so we can do them all at once.

0
K
Forum|Forum|2 years ago
A
AHS96Level 2

Balance due with return after extension payment madeNew

If a payment was made with an extension, and then the final return has a balance due, an error exists in Proseries as follows;The program will allow you to select electronic payment of balance due.  However, the program will also print a 1040-V.  The client letter indicates the balance due will be paid electronically, but also states you must make a payment by check with the 1040-V.  You cannot eliminate the 1040-V.  When I called support, they told me you would have to make the payment by check.  I did not believe the rep knew what they were talking about.I processed the return indicating payment by direct debit, even though it still produced the 1040-V.  The bank did debit the account as instructed.There is a bug in the software and the 1040-V should be eliminated in this case,and the client letter should be corrected.Thank you.

3
M
Forum|Forum|2 years ago
M
mendybclarkLevel 1

Transferring renewable energy tax creditsNew

I Have a client that purchased tax credits in 2023 - proposed rules REG-101610-23 relative to IRC Section 6418 . Sellers have provided instructions that the credit should be identified and included on Schedule 3, line 6, letter z, then foot to line 7. Sellers (intermediary firm) have assured the purchaser that they have successfully reported the credit this way, with no push back from the IRS to date. Currently, there does not seem to be a way to get Lacerte to populate line 6, letter z. As a workaround, I was able to get a similar net effect by utilizing the letter k input fields, but clients are hesitant to proceed, since it doesn't exactly mirror the treatment that was prescribed by the seller. I'd prefer not to paper file the returns to follow this treatment, can Lacerte possibly develop an input screen that will populate the letter z line? 

0
M
Forum|Forum|2 years ago
A
AHS96Level 2

CT estimated tax paymentsNew

Proseries should process auto debit of CT estimated taxes.  It is allowed by the state; and Lacerte (an Intuit company) does it.

0
A
Forum|Forum|2 years ago
A
adelyn1742Level 1

Filter to search for returns filed with Form 5695New

ProSeries did not flag errors on Form 5695 in February, and completely missed energy efficient home improvement credits for many of our clients. I contacted support to find out if I could run a report to find which of our clients' returns had been filed with Form 5695 so we can review them all, but was told that there is no way to search for returns filed with specific forms. Now, because ProSeries did not process these forms correctly at the time of e-filing, we will have to waste hours of our time (free of charge to our clients, might I add) going through hundreds of returns one-by-one to make sure that they were all processed correctly and our clients received the full refunds they were due and amending any that ProSeries did not process correctly. We are extremely frustrated by ProSeries's negligence in releasing forms before they were ready to file that is now going to cost us a lot of time. 

3
IRonMaN
Forum|Forum|2 years ago
T
taxprepTLevel 1

Automatically let client know when return has been acceptedNew

A great client service feature would be if the system could automatically let the client know when their returns have been E-file Accepted.  We get a lot of emails and phone calls from clients asking to confirm this.

0
T
Forum|Forum|2 years ago
T
taxprepTLevel 1

Autolock returns after e-fileNew

It would be great if there were a setting in E-File options that would automatically lock a return once the button has been pushed to e-file it

0
T
Forum|Forum|2 years ago
HOPE2
HOPE2Level 7

PROSERIES CONNECT TO TAX ADVISERYNew

I bought 4 returns Proconnect, but it was new for me. I already have had Proseries. the reason I bought Proconnect it was JUST for using TAX ADVISORY , and I called Proconnect to help me how to use it but no one helped me professionally as like as Proseries. So, in fact I could not use Proconnect even TAX ADVISERY. Please connect TAX ADVISERY to Proseries for next tax season Please connect TAX ADVISERY TO PROSERIES.

2
D
Forum|Forum|2 years ago
L
LorisilverLevel 1

Customer service excellence. Thanks to Tiffany @ LacerteNew

I'm doing a series of returns with NOL carrybacks and forwards, basis limitations in the millions, plus more.  Tiffany solved my questions about why things weren't lining up, where to enter, etc.  My only regret is wasting 10+ hours over a period of time trying to figure it out, and not reaching out earlier.  She went into my screen, pointed things out, researched, and came up with all the tough answers.  She was patient, polite, and not in a rush with her instructions.  Great service.

0
L
Forum|Forum|2 years ago
C
CAIMANCUBANOLevel 1

MISCELLANEOUS STATEMENT-FORM 1040New

INTUIT PROSERIES MISCELLANEOUS STATEMENT is an optional feature available in the #1040 Proseries. I have been using for many years for a client that we insert ALPHA information in the first field and NUMERIC information in the second field. Every year when we transfer the client file ONLY the ALPHA information gets transferred AND the numeric information is NOT TRANSFERRED. That numeric information SHOULD ALSO be transferred.  Right now this client I have information  on this particular going back to more than ten years AND every year we have to updated the numeric info. ignacio abella cpa

0
C
Forum|Forum|2 years ago
D
DECKER6ALevel 1

List last years NYS drivers license information next to where we put in this years information.New

This will save much time and be appreciated by all NYS accountants and will make the software much more popular.

0
D
Forum|Forum|2 years ago
D
DECKER6ALevel 1

List last years NYS drivers license information next to where we put in this years information.New

This will save much time and be appreciated by all NYS accountants.

0
D
Forum|Forum|2 years ago
D
DECKER6ALevel 1

When you print a form have the option of printing more than one at a timeNew

This will save time

0
D
Forum|Forum|2 years ago
D
DECKER6ALevel 1

show income tax withheld last year on social security benefits.New

This will make it less likely to make a mistake.

0
D
Forum|Forum|2 years ago
L
lisaTPDXLevel 1

Standard letter paragraph for FinCEN 114New

Can we get a standard paragraph that populates in the instruction letter when a client is filing a FinCEN 114? I understand that there are workarounds, but they require either overrides (custom letter that won't update critical information if return changes) or word processing and inflexibility in placement (using Client Notes).

0
L
Forum|Forum|2 years ago
L
lisaTPDXLevel 1

Add mailing address to Form PIT-V voucher for Metro/Mult Co tax paymentsNew

The Form PIT-V payment voucher for Metro and Multnomah County tax payments has none of the instructional verbiage that appears on the official form from Portland Revenue. When we transmit returns to our clients, we have to identify which returns have these vouchers and add additional documentation (specifically, the mailing address) so that, if the client chooses not to pay online, they will have the information needed to submit their payments.Could Lacerte reproduce the voucher identical to the Portland Revenue version? or Lacerte has added the mailing address for the Federal Form 4868 payments above the voucher--could you at least do that with the PIT-V?

0
L
Forum|Forum|2 years ago
L
LDSPENCELevel 1

Custom View OptionsNew

Would like to have a custom view tap that shows clients who has a Form 1098-Mortgage Interest, on their tax return.

0
L
Forum|Forum|2 years ago
O
olechka74Level 3

Clear out "Estimated Payments Paid by Electronic Funds) when Amending The ReturnNew

Prepared original return and set up ES payments to be paid via electronic funds withdrawal. Later amended the return.My client got hit by double the estimated payment withholdings twice after return was amended. Not everyone is prepared to not only prepay their taxes, but to prepay them twice.

1
sjrcpa
Forum|Forum|2 years ago
J
joanieloweLevel 2

ESignature ReportsDiscussion ongoing

Can you send a list or how to we print a list and match it to a billing report for esignatures only.My esignatures are not matching what Lacerte has listed we used for 2022 tax season and I would like a report of clients that we used esignature for to match to our Lacerte program. 

2
T
Forum|Forum|2 years ago
B
baby yodaLevel 1

New feature request for proseries: 8938 info export to 114New

Some of my clients are holding some foreign bank accounts which need to report both 8938 and 114 forms. All the information is almost the same, like the bank name, account number, address, city, country, post code. It's very time consuming and waste of time to double input these records in Proseries. Can the development team make it possible to export 8938 to 114 form? This will greatly improve the customer experience and help to save time. Time is money. Thank you.

3
Taxes-by-Rocky
Forum|Forum|2 years ago
B
Barb9Level 1

Wisconsin Schedule U on the annualized basis MUST BE ATTACHEDNew

Lacerte does not include the Wisconsin Schedule U with the transmission of the Form 4 C Corporation income tax return so I have to attach it as a pdf. When calling Lacerte, the excuse I received is that the Form U instructions say not to include it when there is no underpayment. However, that is NOT in the instructions that I can see and in talking with the WDOR, it is definitely not part of the instructions, so Lacerte's programming is NOT complying with the instructions that state clearly on line 32 of the Form 4 to check the box saying that Form U was used for the underpayment calculations (which in this case resulted in 0) and then it should be transmitted with the electronic file BUT LACERTE DOESN'T DO THAT!This inability of Lacerte to follow the Form 4 instructions to note when Schedule U is used and to transmit it as part of the file is a costly inconvenience in terms of the time to call the WDOR and get them to re-process the return with the attached pdf. Why can't Lacerte follow the instructions published right on the Form 4, line 32??????? 

0
B
Forum|Forum|2 years ago

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