Idea Exchange

3566 Ideas

include form 8948 in error check when preparer is filled in and electronic filing turned off.New

form 8948 should be included in error check routine when not filing electronically due to efiling rejects or taxpayer choice.

Forum|Forum|2 years ago

Jeff92614Level 2

Form 3800 carryover from 2022 problemNew

Several CPA's and myself have noticed that the Form 3800 carryovers from 2022 are all going to the 3800 memo-only section in the 2023 program and require a manual input of the credit.  There is NO diagnostic warning to indicate this has been done, so this credit carryover can be easily overlooked.  Please fix this!!!  There needs to be a diagnostic in the software to help us remember, and not forget about carryovers.

Forum|Forum|2 years ago

greg7Level 3

Please fix Schedule C "Personal services not a material income producing factor"New

There is a checkbox in Schedule C labeled "Personal services not a material income producing factor" that needs to be changed to "business is a personal service activity".The current checkbox label is misleading and will be checked for any business where personal service is not a material income producing factor (just about all businesses).  The result of checking this box is that self-employment income is reduced to $0.  THIS IS NOT CORRECT.In my case, checking this box caused the SEP IRA calculation to be $0 and trying to force the tool to recognize the self-employment income resulted in a several thousand dollar tax error that I now need to fix.With the way the tool uses this checkbox, I believe it should be changed to "business is a personal service activity." - the opposite of what it says now. I believe this checkbox is trying to determine whether there is material participation and is written incorrectly, thus misleading to tax preparers. Material participation test line G of the Sch C. Mainly in regards to this here:The activity is a personal service activity in which you materially participated for any 3 prior tax years. A personal service activity is an activity that involves performing personal services in the field of health, law, engineering, architecture, accounting, actuarial science, performing arts, or consulting, or any other trade or business in which capital is not a material income-producing factor.

Forum|Forum|2 years ago

curt1Level 5

Two year comparison for ALL STATESDiscussion ongoing

Please create expand the Two Year Comparison reporting functionality to ALL STATES.  Very important control check.  Ten states is a good start but please knock this very popular request off the 'to-do' list asap.

Forum|Forum|2 years ago

mgdtaxLevel 4

FinTrans Summary report should show CA amount to be debited even if 'Requires Electronic Payment' box is checkedDiscussion ongoing

Currently, if the 'Requires electronic payments' box is checked in the California Miscellaneous section of Screen 3, the CA payment to be debited is not included in the Financial Transaction Summary report.  If the box is not checked, the amount to be debited appears in the FinTrans Summary report.  This can be quite confusing.  The FinTrans Summary report should show all amounts that will be directly debited when the returns are filed.  Please fix this.  

Forum|Forum|2 years ago

strongsilenceLevel 10

Link update automaticallyNew

March 31, 2024Right now, users of link need to manually ask Link to refresh.  I suggest an automatic update.A problem - with me - is that when I don't see the Link status update on the Client Grid then I will assume the client has not been updating.  Email updates are great.  But the client grid is an easy and comprehensive place to see important steps in the preparation of the tax return.Note: Link is a very useful tool. Especially as preparers have been having difficulty with gathering information timely.  So if we know the current status quickly and easily then we can continue to bug, harass, communicate and notify clients that more information is needed.  

Forum|Forum|2 years ago

luannemcgeeLevel 2

Entering Form 1099-DIV Box 2c in lacerteNew

There is no option for different gain exclusion percentages for the amount reported in Box 2c.  Lacerte will only calculate this box as a 50% gain exclusion.There should be a toggle for 50%, 75% or 100% amount to exclude.  This is not an override box like it is on the Disposition input screen.  The only remedy to make this work for 100% gain exclusion is to enter double what is reported in Box 2c of the form.  Otherwise it takes 50%.

Forum|Forum|2 years ago

KarinaLevel 1

e-file of California Superseded partnership tax returnNew

I needed to file a superseded partnership tax return and it went smoothly for the IRS.  California's would not go through using LACERTE.  The CA FTB accepts e-filed superseded entity returns so it surprised me that LACERTE would not support this. I would appreciate it if this could be put on LACERTE's to-do list for upgrades to the LACERTE program.Thank you.

Forum|Forum|2 years ago

PCI-PSWLevel 2

Improve Remote Desktop performanceDiscussion ongoing

For months Lacerte has been running very poorly for multiple customers on Remote Desktop Servers. All different hardware, firm sizes, client sizes etc.We have reached out to support and they keep trying to troubleshoot that specific system, which I understand is how they handle their requests. The issue is bigger and needs to be addressed by the Dev team. We have 4 customers of our own, 4 different sized accounting firms that all have the same exact issue with lacerate on 3 completely separate networks.The networks are all relatively new, gigabit switches and internet service etc. The issues all of our customers are facing is that when they go to open Lacerte or do any type of calculation, it takes significantly longer on the Terminal Server. Sometimes even on their local computers when they are using lacerte it is slow, however it is consistently slow on the RDS. The servers are capable of handling well over what they are being used for, as an example, one server has enough resources to handle over 25 users with high specs, each user would have 1.2 processors along with 8gbs of memory per session, but only 15-17 people actually use the Terminal Server and even if only 1 session is logged in using lacerte the performance issue occurs. We are tired of Lacerte support blaming hardware, as the server mentioned above is less than 1 year old!  Windows Server 2019

Forum|Forum|2 years ago

mshapiroLevel 1

use of brackets for negative numbersNew

Please call to discuss your unilateral decision to eliminate brackets as a subsitute for negative amounts. the dash is hard to see and will lead to many errors.  I strongly object to this decision which goes against this historical precedent I have been using for my entire career of over 50 years   call me back at your earliest opportunity in the afternoon Michael Shapiro CPA  

Forum|Forum|2 years ago

trodneyeaLevel 3

efile prior year returnsNew

Lacerte only allows efile for current year + 2 prior years.  However, IRS allows 3 years back and state of CA allows 4 years back.  Why can't we efile those returns as well?

Forum|Forum|2 years ago

Scine 2020Level 1

Intuit LinkNew

Please fix Intuit Link so it does not time out after about 1-2 minutes. We are always having to re-sign in. So annoying!

Forum|Forum|2 years ago

spalazzoLevel 2

Tax Practice Summary is brokenNew

Fix it.

Forum|Forum|2 years ago

JoeTaxTNLevel 3

Common Selection Screen for EfileDiscussion ongoing

When processing Efiles a common screen showing ALL efile returns from all modules would make it easier to use.  When you select from this common screen it could go directly to the proper place as if it had been selected from the selection screen from the module.

Forum|Forum|2 years ago

JblLevel 1

Montana check box of funds outside USDiscussion ongoing

Almost as soon as you go into the worksheet for the MT tax return and you have a refund to direct deposit you get an error message that the box about whether the funds are going outside the US is unchecked.  The checkbox is all the way to the end of the page and there are other things to be dealt with on the worksheet.  So every time you mark something on the worksheet the error message pops up, unless you go to the bottom of the page and answer that question first. It seems to me that if this question is so important that perhaps its placement on the worksheet should go somewhere else.   

Forum|Forum|2 years ago

JblLevel 1

check box on W2 that state EIN is accurateDiscussion ongoing

The Box on the W2  to check that the State withholding ID number is accurate is below where the state withholding is entered.  So if you put in the state withholding first you automatically receive an error message that the box is not checked.  It would make more sense to put this check box just above the area where the state withholding is entered.

Forum|Forum|2 years ago

jseaLevel 2

ALARMING LINK PROBLEMNew

This is the second time I face this problem in 4 years of using LINK.The number of files uploaded by a client and viewed under the "Requests" tab in LINK doesn't match the number of files when you view the "Documents" tab for the same client.I almost made a big mistake on my client's tax return.I need someone to call me to pursue this issue.this is very serious.Joseph650-703-3615

Forum|Forum|2 years ago

Kate KimLevel 1

Please update PTE ES page for Partnership (and S corp) modules.New

We can set up PTE ES payment through Lacerte for 2024.But the page below says Lacerte doesn't support the electronic payment for PTE ES."This payment can’t be made electronically through Lacerte."It is very confusing, can you please update this page if we can set it up through Lacerte?https://accountants.intuit.com/support/en-us/help-article/state-taxes/california-pte-tax-partnership-lacerte/L4QnrpySl_US_en_US?uid=lu367fkk

Forum|Forum|2 years ago

gslcpaLevel 1

OREGON FORM OR-24New

There is a need for carryover input data for prior year like-kind exchanges to be reported on form Or-24 in succeeding years for an exchange into property located outside of Oregon. You have similar type input data for California form 3840 in screen 57 St. other . This is the same situation as the California requirement to file the form for each year until the deferred gain is recognized. Just that it is for Oregon instead of California. Or at least provide a manual input screen for the form and allow it to be Proforma'd to succeeding years so it prints as required each year.

Forum|Forum|2 years ago

lstonecpaLevel 1

Prior year required minimum distribution entryDiscussion ongoing

It would be nice if the prior year value of all traditional.....IRAs screen 13.1 under form 8606 section carried over from prior for informational purposes.

Forum|Forum|2 years ago

jpacpa3Level 2

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms.Discussion ongoing

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms. Including basis statements and 199A statement for 1065 and 1120-S

Forum|Forum|2 years ago

strongsilenceLevel 10

1116 and foreign income adjustmentDiscussion ongoing

Read the F1116 instructions.How to make adjustments. To adjust your foreign source qualified dividends or capital gain distributions, multiply your foreign source qualified dividends or capital gain distributions in each separate category by 0.4054 if the foreign source qualified dividends or capital gain distributions are taxed at a rate of 15%, and by 0.5405 if they are taxed at a 20% rate. Include the results on line 1a of the applicable Form 1116.But in my 1040 the adjustment is about 64%. And that amount does not appear in the instructions.Please add a worksheet showing this calculation. 

Forum|Forum|2 years ago

EVBEN831Level 2

We need to be able to override name control on 1040sNew

This is extremely basic and is already an option on 1041s, we need to be able to override the name control for efiling 1040s. I need help ASAP from someone at Intuit, I called support and couldn't get a resolution. I have been efiling this taxpayer for 5 years and never had an issue using UltraTax because I could override the name control. I am really disappointed something so basic isn't an option in Lacerte 1040s.

Forum|Forum|2 years ago

Scine 2020Level 1

Can you fix Intuit Link so it does not time out after a couple minutes so we are not always resigning in?New

Can you please fix Intuit Link so it does not time out after a couple minutes so we are not always resigning in? It is so annoying!

Forum|Forum|2 years ago

cwilkinsonLevel 2

Schedule B-1 pdf attachement to 1120SDiscussion ongoing

In prior tax years we were able to attach Schedule B-1 as a pdf to Form 1120S. This year the option is missing, support says it is "not supported"  This needs to be brought back so returns requiring Schedule B-1 can be e-filed.

Forum|Forum|2 years ago

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3566 Ideas

include form 8948 in error check when preparer is filled in and electronic filing turned off.New

Form 3800 carryover from 2022 problemNew

Please fix Schedule C "Personal services not a material income producing factor"New

Two year comparison for ALL STATESDiscussion ongoing

FinTrans Summary report should show CA amount to be debited even if 'Requires Electronic Payment' box is checkedDiscussion ongoing

Link update automaticallyNew

Entering Form 1099-DIV Box 2c in lacerteNew

e-file of California Superseded partnership tax returnNew

Improve Remote Desktop performanceDiscussion ongoing

use of brackets for negative numbersNew

efile prior year returnsNew

Intuit LinkNew

Tax Practice Summary is brokenNew

Common Selection Screen for EfileDiscussion ongoing

Montana check box of funds outside USDiscussion ongoing

check box on W2 that state EIN is accurateDiscussion ongoing

ALARMING LINK PROBLEMNew

Please update PTE ES page for Partnership (and S corp) modules.New

OREGON FORM OR-24New

Prior year required minimum distribution entryDiscussion ongoing

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms.Discussion ongoing

1116 and foreign income adjustmentDiscussion ongoing

We need to be able to override name control on 1040sNew

Can you fix Intuit Link so it does not time out after a couple minutes so we are not always resigning in?New

Schedule B-1 pdf attachement to 1120SDiscussion ongoing

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Idea Exchange

Filter by idea status

Filter by product

include form 8948 in error check when preparer is filled in and electronic filing turned off.New

Form 3800 carryover from 2022 problemNew

Please fix Schedule C "Personal services not a material income producing factor"New

Two year comparison for ALL STATESDiscussion ongoing

FinTrans Summary report should show CA amount to be debited even if 'Requires Electronic Payment' box is checkedDiscussion ongoing

Link update automaticallyNew

Entering Form 1099-DIV Box 2c in lacerteNew

e-file of California Superseded partnership tax returnNew

Improve Remote Desktop performanceDiscussion ongoing

use of brackets for negative numbersNew

efile prior year returnsNew

Intuit LinkNew

Tax Practice Summary is brokenNew

Common Selection Screen for EfileDiscussion ongoing

Montana check box of funds outside USDiscussion ongoing

check box on W2 that state EIN is accurateDiscussion ongoing

ALARMING LINK PROBLEMNew

Please update PTE ES page for Partnership (and S corp) modules.New

OREGON FORM OR-24New

Prior year required minimum distribution entryDiscussion ongoing

Add a "Print Fed and all State k-1s Collated by Shareholder/Partner" in the print menu, like you have for signature forms.Discussion ongoing

1116 and foreign income adjustmentDiscussion ongoing

We need to be able to override name control on 1040sNew

Can you fix Intuit Link so it does not time out after a couple minutes so we are not always resigning in?New

Schedule B-1 pdf attachement to 1120SDiscussion ongoing

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