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3566 Ideas

R
rwspiegelLevel 2

prior year refund amount applied to current year estimated tax not importedNew

I imported TY22 data from several ProSeries '22 returns. ProConnect did not pick up the 1040 line 36 amount to be applied to 2023 estimated tax, and as a result miscalculated the '23 tax liability ('23 tax liability is too high by the amount that was carried over from 22, but not imported to 23). This happened on more than one return.Please fix the import routine to correctly add that prior year refund amount to current year estimated tax. Thanks

2
sjrcpa
Forum|Forum|2 years ago
P
pz12Level 1

Estimated tax paymentsNew

I recently had a client email an IRS notice that explained his tax estimated payments were not received. I had indiciated in the 2022 ProSeries Basic program for all estimates to be made electronically. Unfortunately only the April 15 and June 15 were sent. I spent an hour with help and they were not able to understand how that happened. I am very frustrated and nervous that payments will not be made from the 2023 program as well. I hope this problem can be recitified. It did cost my client some penalties and interest and aggravataion as well as making me look incompetent. Please email me if anyone else had this issue or a resolution. Thank you.

2
sjrcpa
Forum|Forum|2 years ago
J
jrolsen77Level 1

form 5889 michigan need to be included in next year 2024 softwareNew

Please include in the MI software form 5889.  This form needs to be included because all of my customers with gas oil leases, I had to mail there return in due to this form no being available with your software.  It would not let me efile their returns. If you do not include it this year, I will be searching for other software companies that are including it. https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-IIT-Forms/5889.pdf?rev=08124da8a76b4abe952f5ef648ca97f8&hash=200141938CD0F30C17FEF4104CA57906 Here is a link to the form. Jill Olsen

1
IRonMaN
Forum|Forum|2 years ago
D
Don_Delson Level 1

Add eSignature Status Filter on Left Side of Main ScreenNew

Add an expandable filter on the left side of the main screen called eSignature Status.Position above Federal e-file Status and include the values including Sent, Voided, Completed, etc.Also, consider adding a view above the filter section for eSig Clients. 

0
D
Forum|Forum|2 years ago
D
Don_Delson Level 1

Return Cover Letter - Optionally Display Partial Bank Info for Refund/Auto PayNew

When clients elect to have refunds deposited to their bank account or amounts due automatically withdrawn, allow partial bank information -- bank name and last four digits of the account -- to be displayed in the return cover letter. Ideally this should also be an option in eSignature. 

0
D
Forum|Forum|2 years ago
D
Don_Delson Level 1

"Estimated" Underpayment Penalty or Underpayment Penalty (Estimated)New

A number of our clients have received unexpected and unexplained refunds from the IRS.   Even when the news is positive, some clients draw an inference that is our mistake.  We review the numbers and explain that the underpayment penalty on their return is an estimate and the IRS has the final say.  We also say that, despite following IRS guidelines and using their interest rates, there are a number of factors that impact how the penalty is calculated.All this consumes valuable and expensive time.Going forward, why not reword Underpayment Penalty to read "Estimated Underpayment Penalty" or "Underpayment Penalty (Estimated)"?  The same can be said for any penalty Lacerte calculates.  Perhaps an * (asterisk) can be used to denote that penalties are estimated.  The taxing authority determines the actual penalty and will notify of any changes.     

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

Electronic payment of estimated taxNew

 I had a request that we add a suggestion when it comes to electronic payments. If the program notices there is a bank account on file and there is boxes indicated for estimated tax or payment due, but the box to withdraw electronic for that category isn't checked that we throw some kind of note.

0
D
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

Depreciation BUG FIX - 4562New

When you enter the detailed depreciation screen from quick entry you're always in the first tab, but your last used tab is highlighted so the program thinks you're on the highlighted tab when you're not.As a result, you can't click the highlighted tab and must first click one of the other tabs and then the tab you want.Example:You click details to leave depreciation quick entryProconnect displays the Depreciation tab, but the Auto and Additional Info tab is highlightedYou want to be in the Auto and Additional info tab, but can't click it because it's highlighted in error; the program thinks you're there alreadyNow you must click one of the other tabsThen you can click into the Auto and Additional info tabThis means a lot of unnecessary clicking just to Navigate depreciation - which is tough enough already.

1
puravidapto
Forum|Forum|2 years ago
N
navyLevel 3

CAN LOSS CARRYFORWARDS BE INCLUDED IN ORGANIZERNew

Is there a way to have the capital loss carryforward amount included in the proforma organizer? The details would not need to be included but a simple balance somewhere would definitely be nice.Thank you.

0
N
Forum|Forum|2 years ago
B
Bruce BarkerLevel 2

Allow INVOICE HEADING to be modified - Same as Letter HeadingNew

I have a problem that some clients send me payments to my physical address instead of my PO Box.  The IRS forces us to use the firm address on the tax forms.  I don't see why Lacerte is forcing us to use the same firm address on the invoice.  As mentioned in description above, the letter allows us to change the heading.  Please allow us to edit the invoice heading. 

0
B
Forum|Forum|2 years ago
R
Rose SLevel 3

Client access to staff within company's Proconnect accountNew

Everytime I add a new client to proconnect/qbo, all users in my PTO,  get immediate access to the new clients. I have to remember to manually login and edit each time, which is very difficult to keep track off. There should be a feature where I can turn this off and I should be able to give access to the user for the new clients only if I wish to. 

2
R
Forum|Forum|2 years ago
D
dougthorburnLevel 2

DEPRECIATION SCHEDULE PRINTING WITHOUT AMT OR BOOK DEPRECIATIONNew

When printing from the partial return screen, I'd like to print only "regular" depreciation, NOT "regular summary," "AMT" or "book" depreciation. Right now, it prints all the depreciation items possible. What a waste of paper. Please make it so we can print JUST the one "regular" depreciation schedule without having to print from the "print form" screen. Fed AND state, please.

0
D
Forum|Forum|2 years ago
J
JJB1124Level 2

allow efile of virginia amended returnDiscussion ongoing

Virginia allows for amended returns to be electronically filed; however, ProSeries  does not offer this option. 

7
IRonMaN
Forum|Forum|2 years ago
M
molewnikLevel 3

E-Signature Request - Change Template FormattingNew

Please allow the template of the email to be changed or make this overall change. Using docusign as a stand alone product, I can change how my email looks to a client but within e-signature I cannot. The blue box asking to review a document appears first and the email message is after. Clients do not read anything past the blue box.  The email message should appear first, to give the clients a fighting chance to attempt to read it. Clients are click happy. 

0
M
Forum|Forum|2 years ago
F
FrustratedinNJLevel 2

Firat Time Homebuyers Credit from 2008-Form 5405Discussion ongoing

The input for First time homeowners credit did not proforma over to 2023. Only way we found out was the efile got rejected for not including it

2
C
Forum|Forum|2 years ago
D
DONALD LAINGLevel 1

We need greater details regarding your FORM IA PTE-C ! We are uncertain that we are getting the correct result. Perhaps additional instructions would be beneficial.Discussion ongoing

We are uncertain that we are getting the correct result on Form IA PTE-C.  Perhaps additional instructions on entry would help.  Would you ask your programmers to review this program?

1
D
Forum|Forum|2 years ago
D
dkbcpaLevel 1

Error Notification - Unable to updateNew

An error notification - I had deleted a client that had an active update that needed to process before the client could be successfully deleted.  Trista helped me reload the client from the prior year and then receive acknowledgements.  Once that was done, I was able to succes

0
D
Forum|Forum|2 years ago
D
DiFioreAMLevel 2

Add Conclusion Statement to Ohio MFJ vs. MFS Comparison WorksheetNew

It would be very helpful if there was a conclusion statement on the Ohio MFJ vs. MFS Comparison Worksheet to indicate whether it's more advantageous to file jointly or separately and by how much, just like there is on the Federal MFJ vs. MFS Comparison Worksheet.

2
D
Forum|Forum|2 years ago
D
DiFioreAMLevel 2

Automatically Populate Ohio Schedule of Business Income from Federal ReturnNew

It would be very helpful if the Ohio Schedule of Business Income was automatically populated from the Federal return, or even if an error came up when the Federal return contains a Schedule B, C, D, E, or F and the Ohio schedule is not completed. At a minimum, it would be helpful if the Ohio Schedule of Business Income carried over to the "Forms in Use" if it was used in the prior year.

0
D
Forum|Forum|2 years ago
R
renrel22Level 1

500,000 exclusion on sale of residenceNew

The 500,000 capital gain exclusion (MFJ) is only allowed on a Principal Residence.   If a taxpayer sells both their Principal residence AND a second home - they are only allowed the 500,00 capital gain exclusion (MJF) on the PRINCIPAL residence - NOT a combination of both sales.  What happen to me was that Incorrectly, I checked (screen 17), under Sale of Home, Sale of Home and 2 year use test met on BOTH of the sales.  Because these boxes were checked on BOTH Sales - the program gave the taxpayer the 500,000 against both properties.  It should have only allowed it for one property!!  Yes, I should not have checked those boxes on both properties but feel that the Lacerte program should have given me a Diagnostic stating to be aware that only the Principal Residence can get the exclusion.  This can be found in IRS Pub 523, on page 3 (left side).  

0
R
Forum|Forum|2 years ago
K
KimberleyLevel 3

rolling forward the basis activity each yearDiscussion ongoing

Basis tracking is becoming more and more vital.  It would be nice to have the historical information we've recorded in Lacerte roll forward and be visible in the current year in a manner similar to how the invoice screen does.  In the invoice screen, you can see the amounts of the invoices for each year.  Although basis tracking does involve a great deal more information, having it available in the current year would be very advantageous.

1
K
Forum|Forum|2 years ago
HOPE2
HOPE2Level 7

1040-NRDiscussion ongoing

Please add all states for 1040-NR in Proseries. 

4
HOPE2
Forum|Forum|2 years ago
A
Andrew ModrallLevel 1

Kentucky Form 740NP-WHNew

This form is only relevant if the underlying entity has net taxable income.    If the underlying entity shows a loss on its Kentucky PTE, then this form should be omitted.

0
A
Forum|Forum|2 years ago
A
Andrew ModrallLevel 1

Kentucky Form PTE member distributionsNew

On the Kentucky PTE form, which is used for partnerships, LLCs and S corporations, there is a problem with distributions.    No matter what the Federal tax return might show for cash distributions to each K-1 recipient, what Proseries does on the Form PTE K-1 line 21 is to allocate total distributions prorata to each recipient based on their ownership percentage.     That may work for S corporations, where distributions are supposed to follow ownership percentages, but for partnerships and LLCs, it often happens that distributions do not match ownership percentages.     What a surprise it is to have Proseries create the Kentucky PTE tax return, and have the cash distributions differ on the KY return from what is shown on the Federal return.    This is a big problem (The first two items above are just annoying.   This one actually causes an error to occur.)    It requires the tax preparer to either use a special allocation on the K-1 Worksheet, or to override the amount that Proseries calculates for distributions on each K-1.     What Proseries should do is just match the distributions to each K-1 recipient as shown on the Federal tax return.

0
A
Forum|Forum|2 years ago
A
Andrew ModrallLevel 1

Kentucky Form KW-2 printing sequenceNew

Kentucky has a Form KW-2 which recaps W-2 income and withholding.   It is intended to print as the final page of a KY 740 personal tax return.    But Proseries takes this ‘last page’ too literally and causes Form KW-2 to be the very last page printed of ANY set of Kentucky tax returns.    So if the Kentucky taxpayer happens to have a Kentucky Single Member LLC, which requires Form 725 to be created, then Proseries will show Form 740 followed by Form 725, and then Proseries shows Form KW-2 at the very end.     Instead, Form KW-2 needs to be inserted as the last page of Form 740, not the very last page of all Kentucky tax forms.    As currently configured, Form KW-2 is out of place.

0
A
Forum|Forum|2 years ago

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