Idea Exchange

3566 Ideas

1095a repeat box is brokenNew

Please fix this. It is a waste of time and increases likelihood of error to make three identical entries for every month of the year. The check box to repeat the prior line stopped working this year.

Forum|Forum|2 years ago

psmitcpa1Level 3

e-signature on 990 and 990TNew

For nonprofit organizations with a Form 990-T and 990, to get the e-signature request for efiling, the Lacerte bounced out to Docusign becasue there are two forms for the client to sign, one for each return, and we (practitioner) have to manually add the signature and date fields.   It woudl be nice if the program stayed in Lacerte and just sent the two forms at the same time.    Not a huge pain but it works differently than all the other modules.

Forum|Forum|2 years ago

ggettenbergLevel 2

EsignatureNew

I signed up for signature this year.When I sent the first one, I realized that there is no way to hide the SSNs of the taxpayers. The Lacerte Rep agreed that it is not possible.I am going back to the old way of sending signature documents until the SSNs can be masked. 

Forum|Forum|2 years ago

jsbucklewcpa-gmaLevel 2

1040Third Party Integrations & SupportDiscussion ongoing

I would love to see some of the integrated services available for ProConnect that are already available for Lacerte and other top professional tax software like ProSystem fx, CCH Axcess, Ultra Tax, etc.Specifically, I'd like to see the SafeSend Suite and Gruntworx (specifically the Populate option - which automates a lot of data entry for 1040 returns, I know of the scan and import feature, but Gruntworx has an option for human validation).  I know ProConnect is really optimized for QuickBooks Online clients, but this software has so much potential and right now it is lacking in features for 1040 filers.  These two integrations are geared towards 1040 returns - one for preparation and the other for assembly and delivery.

Forum|Forum|2 years ago

R287_2Level 1

ca pte acknowledgement letterDiscussion ongoing

Should have separate acknowledgment letter for CA  PTE. Now!

Forum|Forum|2 years ago

jmiamiLevel 2

Include Lacerte option allowing FIRM NAME and address listed at top of all pass through entity K-1 lettersNew

All other top tier level tax software (Ultra-Tax, CCH, etc.) include the option to allow the CPA/Tax Firm's name and address used for all Pass-Through Entity K-1 Letters issued.The letter is usually formatted to be from the firm who prepared the K-1 and not the entity.

Forum|Forum|2 years ago

spalazzoLevel 2

ReferralDiscussion ongoing

Be nice to have the ability to key in a referral and who referred and if a client, you can generate an automatic thank you email and maintains a list of referrals by client.  Lacerte you should literally be paying me for all the great tips I provide.

Forum|Forum|2 years ago

Manhattan KS CPALevel 1

Tax Bracket Reconciliation WorksheetDiscussion ongoing

I am a new user to Lacerte who converted from UltraTax.  UltraTax provides an analysis worksheet for both the current tax year and the next tax year projection that shows each Federal income tax bracket, the maximum amount of income subject to the tax bracket, the amount taxable in each bracket for the respective client, and the amount of tax imposed on the client at this bracket.  If someone from Lacerte will contact me, I can provide them with PDF copies of this analysis which UltraTax refers to as "Reconciliation Worksheet - Taxable Income & Tax".  I discussed this with my "Lacerte Success Coach" who told me that Lacerte does not currently offer a similar analysis.  This analysis is EXTREMELY helpful when talking with clients who often want to know what tax bracket they are in, how much is left in their current marginal tax bracket, and what the next tax bracket will be.  I realize that Lacerte has the Tax Planner module, but this UltraTax analysis is automatic and less formal.  It is very valuable in situations where the client just wants some quick information on their tax bracket but preparing a formal tax projection is not necessary. 

Forum|Forum|2 years ago

KenGreenbergLevel 4

NY IT-204-LL BUGNew

NY requires sole member LLCs to complete a NY IT-204-LL so they can nab a $25 nuisance fee on a pass-through entity.This worked fine last year, when the bank debit info and check box was on the Misc Info/Direct Deposit screen. For 2023, it's no longer on that screen, but they offer a nice little button to jump to state and local taxes, where they moved it. Under state and local you can find two screens for it instead of one.The jump button isn't on the NY direct deposit page where you announce it was moved... so that's bug #1You have to click a MANDATORY button on the "New York Other Separate SMLLC IT-204-LL" screen to say that you have a disregarded entity. Again - mandatory. On the second screen - for e-payment - If you check the e-payment box, you get a critical error that you have to pay via direct debit. The error screen shows the check box and electronic debit words in red - as though it's not checked - but it is.If you uncheck the mandatory box, the error about electronic payment goes away, but you can't e-file because Proconnect won't generate the IT-204-LL form unless the Mandatory box is checked. If you look at the NY-IT-204-LL letter in forms, even with the e-payment box checked, the letter talks about mailing in your payment.This mess needs to be fixed. I have a dozen of these due in two days, and there's no extension for it.I also have no confidence the debit will occur if I e-file the return by overriding the errant error since the letter indicates it expects the client to mail a check.This is a nightmare on the level of depreciation. 🙎

Forum|Forum|2 years ago

mreyes8230Level 1

TAXPAYER PERSONAL IDENTIFICATION NUMBERNew

I believe that if a client has a PIN in a previous return, it should be flagged in the new return. It would save time with rejections.

Forum|Forum|2 years ago

Reg SinghLevel 1

Form 114New

I was just told by tech support that Form 114 cannot be printed with the other forms of the tax returns. on the individual module of the 2023 program We were able to have this Form 114 printed with all the other applicable forms for years and now for this year we cannot. It is quite inconvenient to print is separately to send it to the client. This glitch should be rectified as soon as possible.

Forum|Forum|2 years ago

pwallinLevel 1

Intuit LinkNew

Suddenly, my preparers were unable to access link.  After 2.5 hours on the phone with technical support there was NO resolution.  The best I got from Lacerte was to wait 24 HOURS and maybe they would have a solution.  For the extremely high fees I pay to Lacerte, I expect a better response.  I'd like to be paid for 2.5 hours of my time and a rebate for the time that this problem endured. Totally UNACCEPTABLE!!!!

Forum|Forum|2 years ago

WAFreemanLevel 1

Adding EPS Financial as a third banking product option:New

Can Pro series add EPS Financial as a third banking product option? I do not prefer to use TPG or Refund Advantage due to their customer service.

Forum|Forum|2 years ago

RZ48_2Level 2

Feature Request: Moving the tax returns from one client to anotherNew

I have a client that was duplicated in ProConnect. I need to move the returns to the client profile that is synced to the QuickBooks subscription and I was advised by ProConnect support that there is no way to move the returns from one client to another. I wish this feature is available so that we can keep the final return in the correct client profile. 

Forum|Forum|2 years ago

A-Z1040Level 2

Trash bin for Link DocumentsNew

We should have access to a trash bin on intuit Link documents for both client and firm document folders.

Forum|Forum|2 years ago

eb1Level 2

Add an EDIT button in the E*Signatures when there is an incorrect email or tax formNew

If a form gets sent with an incorrect email you have to void and redo it so why can't you just have an EDIT button to make necessary changes including corrected tax forms?

Forum|Forum|2 years ago

Kathleen1Level 5

Seasonal or Intern licenseNew

It would be really helpful if Lacerte offered seasonal or short-term intern licenses.  SmartVault and several other of our software programs offer it in some form or another. Especially since there is a relatively short time when we need to add additional people to get through the rigors of tax season and don't need access for those people the rest of the year. To pay almost $500 for a part-time person to have access to the software for 2 or 3 months seems very expensive.  It would be great if they could offer a prorated rate for a 3 or 6 month license.

Forum|Forum|2 years ago

KenGreenbergLevel 4

NEED NY IT-267 YESTERDAYDiscussion ongoing

This form generates the tax credit for a heat pump system.I searched for it by number, and there's no form. But there was a place to add an override amount. I entered it, and it enters it on form IT-201-ATT properly, and then carries it over to the return.But the override creates a critical error stating the form is required, but you don't have it.I'm trying a workaround: I downloaded the form from NYS Tax. I attached the completed form in Proconnect, but it's not on the list of attachments, so I picked something else.What we needThis energy saving credit is a big deal: we need form IT-267This should then be added to the available forms attachment listWe should have the ability to attach an "Other form" not in the drop list.It's scary to say that I've been doing this for 36 years. I've never encountered one of the forms in the NY attachment drop down. So those seem far less relevant. 

Forum|Forum|2 years ago

JacobBartekLevel 1

Schedule D ErrorDiscussion ongoing

The schedule D totals incorrectly when a wash sale and accrued market discount are entered on the same line item. This should be resolved. It is extremely easy to miss and I'm sure a number of people were filed incorrectly because of this. Jacob Bartek

Forum|Forum|2 years ago

ardavanyeganegiLevel 1

FORM 540 PRINTING ESTIMATED PAYMENT VOUCHER WITH BLANK AMOUNT NOT NEEDEDNew

FORM 540 PRINTING ESTIMATED PAYMENT VOUCHER WITH BLANK AMOUNT NOT NEEDEDReceiving calls asking why and what to do 

Forum|Forum|2 years ago

murphytaxLevel 3

MA Child and Family Tax Credit for Disabled Spouses,Discussion ongoing

Massachusetts allows a tax credit ($310) for disabled spouses as part of the Child and Family Tax Credit.  To claim the credit, the disabled spouse (though not actually a dependent for tax purposes), should first be listed on Schedule D1 which then flows to line 46 of the Massachusetts Form 1 where the credit is claimed.  Presently, there is no way to claim this credit in Lacerte without listing the disabled spouse as a dependent on the return.  Since the disabled spouse is already listed on the return as one of the taxpayers, they cannot also be listed as a dependent.  So Lacerte needs to develop a workaround to enable this credit to be claimed for disabled spouses without listing them as a dependent on the return.  I have a number of taxpayers who qualify for this credit and I imagine there are many other MA based tax professionals with this same issue.  I am hopeful for a fix sooner than later since the returns cannot be filed until it is.Eric

Forum|Forum|2 years ago

garlandLevel 3

The "Shared Documents" folder should have a new ACTION, "send client email"Discussion ongoing

OK, i have a client who misplaced their 1099-R and another that i want to send a custom engagement letter. BOTH of those clients are expecting to get those documents. But i want to SHARE them in Intuit Link, not by email. There should be a new ACTION added to the shared documents folder that will email the client that a new document is ready and waiting to share. One client apparently signed in to Intuit, but could not get to ITO shared documents. The other said they never even got the initial invite to Link.That new ACTION would allow the tax preparer to advise the client a document (that they are expecting!) is waiting in the Shared Folder and will provide them with an email containing a  direct "sign in" link to ITO and to the shared documents folder which has that document waiting. Without that - I now had to manually edit the original template "invite" email to say shared documents are waiting for them."Sharing documents" should work just like sending tax returns! They automatically get an email with a link to the data. Nice...  Garland

Forum|Forum|2 years ago

webstertaxLevel 2

Notify us in advance when an update is required to E-FileNew

Please let us know if there is a critical update required BEFORE I attempt to E-File a batch of clients.  It's ridiculous to have a whole batch of E-File clients reject when the program could easily let me know not to proceed until a critical update is installed.I know this isn't an issue with the cloud service, but I tried that and did not like it (and it was too expensive).

Forum|Forum|2 years ago

sharolLevel 3

Form 1116 Sch BNew

When running 2023 final review the diagnostic says that the Form 1116 Sch B must be attached as a PDF. That is no longer the case for 2023 returns.

Forum|Forum|2 years ago

Alan BrownLevel 1

Don't use colors for emphasis in help articlesNew

Multiple colors don't help me as I am partly color blind.  It would be better in black and white and you can bold for emphasis if needed.

Forum|Forum|2 years ago

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3566 Ideas

1095a repeat box is brokenNew

e-signature on 990 and 990TNew

EsignatureNew

1040Third Party Integrations & SupportDiscussion ongoing

ca pte acknowledgement letterDiscussion ongoing

Include Lacerte option allowing FIRM NAME and address listed at top of all pass through entity K-1 lettersNew

ReferralDiscussion ongoing

Tax Bracket Reconciliation WorksheetDiscussion ongoing

NY IT-204-LL BUGNew

TAXPAYER PERSONAL IDENTIFICATION NUMBERNew

Form 114New

Intuit LinkNew

Adding EPS Financial as a third banking product option:New

Feature Request: Moving the tax returns from one client to anotherNew

Trash bin for Link DocumentsNew

Add an EDIT button in the E*Signatures when there is an incorrect email or tax formNew

Seasonal or Intern licenseNew

NEED NY IT-267 YESTERDAYDiscussion ongoing

Schedule D ErrorDiscussion ongoing

FORM 540 PRINTING ESTIMATED PAYMENT VOUCHER WITH BLANK AMOUNT NOT NEEDEDNew

MA Child and Family Tax Credit for Disabled Spouses,Discussion ongoing

The "Shared Documents" folder should have a new ACTION, "send client email"Discussion ongoing

Notify us in advance when an update is required to E-FileNew

Form 1116 Sch BNew

Don't use colors for emphasis in help articlesNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

1095a repeat box is brokenNew

e-signature on 990 and 990TNew

EsignatureNew

1040Third Party Integrations & SupportDiscussion ongoing

ca pte acknowledgement letterDiscussion ongoing

Include Lacerte option allowing FIRM NAME and address listed at top of all pass through entity K-1 lettersNew

ReferralDiscussion ongoing

Tax Bracket Reconciliation WorksheetDiscussion ongoing

NY IT-204-LL BUGNew

TAXPAYER PERSONAL IDENTIFICATION NUMBERNew

Form 114New

Intuit LinkNew

Adding EPS Financial as a third banking product option:New

Feature Request: Moving the tax returns from one client to anotherNew

Trash bin for Link DocumentsNew

Add an EDIT button in the E*Signatures when there is an incorrect email or tax formNew

Seasonal or Intern licenseNew

NEED NY IT-267 YESTERDAYDiscussion ongoing

Schedule D ErrorDiscussion ongoing

FORM 540 PRINTING ESTIMATED PAYMENT VOUCHER WITH BLANK AMOUNT NOT NEEDEDNew

MA Child and Family Tax Credit for Disabled Spouses,Discussion ongoing

The "Shared Documents" folder should have a new ACTION, "send client email"Discussion ongoing

Notify us in advance when an update is required to E-FileNew

Form 1116 Sch BNew

Don't use colors for emphasis in help articlesNew

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