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3566 Ideas

J
jimskimeLevel 3

Fiduciary Adjustment on 1041MENew

Schedule 1-Fiduciary Adjustment, Line 1c Income Taxes imposed by Maine or other states should be the amount deducted on the Federal 1041, NOT the amount paid to Maine. Can Lacerte fix this? Luckily there is an override available in Screen 55.161 but it seems the long way around.

0
J
Forum|Forum|2 years ago
K
kplatzLevel 1

Unbelievable and unacceptableNew

I have an s corp client who has to epay in California.  We mark the box for epay,  The wording on the letter is right but you print vouchers.  It is very easy to slip up and send them the vouchers and they get a large penalty.  Please fix this.  If they have to epay, no vouchers should be printed.  I am sure it was not like this last year.Not only that, but there is no one to take a complaint on the phone.  I doubt you will look at this or respond..   

0
K
Forum|Forum|2 years ago
D
DRF1Level 1

Printing fractional shares on S Corp K-1sNew

On SCorp returns input screen 6 we can enter the number of shares owned but if you enter fractional shares they do not print as fractional shares on the Shareholder K-1s. This is a print format fix. This is pretty basic and should be implemented.

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

SURVEY LINK WOULDN'T OPEN SO I'M PUTTING MY EVALUATION HERENew

Laura, case #15113848880, was delightful as well as extremely helpful.  Everything was taken care of beautifully, and she gets 100 stars!!

0
C
Forum|Forum|2 years ago
George4Tacks
George4TacksLevel 15

Increase field size for Routing Number in Direct Deposit screenNew

The field is so small that several digits are really hard to read. Make it the size of Account number so font sizes match. 

0
George4Tacks
Forum|Forum|2 years ago
E
enemsadzeLevel 3

Extension printing feature!New

I would recommend to enhance printing feature and  to include an extension form printing capability along with the cover letter. This would provide clients with detailed information confirming that the extension has been electronically filed, as well as outlining the subsequent due dates following the extension.Many other softwares offer this functionality, and the absence of such a feature is the significant inconvenience in the current system. 

0
E
Forum|Forum|2 years ago
S
spalazzoLevel 2

Firm ManagementNew

The firm tax practice summary is inaccurate and does not pull accurate information.  You should fix that.  It would be nice if you had reports that worked that would allow us to have better firm management reports.

0
S
Forum|Forum|2 years ago
B
BH1Level 1

MO-PTEDiscussion ongoing

Proseries needs to add the MO-PTE form to Form 1065 and 1120-S.  No excuse for this not to be available in the software after 2 years even though it needs to be paper filed.

3
R
Forum|Forum|2 years ago
T
TOM HBLevel 2

Support for custom DocuSign engagement letter template with field merge and DocuSign signer and date tagsNew

Create the ability for users to create a Word document template for engagement letters where key fields (e.g. company name, address, signer name, etc.) can be merged and then sent to DocuSign.  The tag placement for signer and date can be done within Word using anchor strings that are supported by DocuSign. Then create the ability to send the engagement letter in batch, similar to batch extension filing.  

0
T
Forum|Forum|2 years ago
J
John C 12Level 1

E-filing NJ Grantor TrustsNew

NJ Critical Diagnostic states "Per NJ e-file specifications, grantor returns cannot be electronically filed."  We recently called the NJ Tax Practitioner Hotline and were informed that other software companies are able to e-file NJ Grantor Trusts.  Why isn't Lacerte able to e-file a NJ Grantor Trust? 

1
P
Forum|Forum|2 years ago
J
JLuc09Level 2

Mass Download for Electronic SignaturesDiscussion ongoing

It would be very helpful if that the end of "tax season" we were able to go in and do a mass download of all electronically signed 8879s. 

1
I
Forum|Forum|2 years ago
U
uv48_2Level 1

i cannot efile nj cbt-100s even after two months. They have issues and bugs which proseries cannot resolve. what a waste of time and moneyNew

i cannot efile nj cbt-100s even after two months. They have issues and bugs which proseries cannot resolve. what a waste of time and money

0
U
Forum|Forum|2 years ago
B
bfine6363Level 1

FTC Input in dividends does not work correctlyNew

I spent time inputting the components of foreign tax credit info (foreign dividends and taxes) in the dividend input section to see on the 1116 that the foreign sourced income number was NEGATIVE. When I went and typed the info on the 1116 tab and deleted those numbers it worked., Programmers need to get this fixed.

0
B
Forum|Forum|2 years ago
M
MJM1Level 1

Indiana Sch IN-WNew

Schedule IN-W is required to be filed with an Individual's Indiana tax return when there is any Indiana or Local withholding for the taxpayer.  It is in the IT-40 Booklet 2023 on page 29.  Lacerte does not support this Schedule when the return is being filed electronically only when it is a paper return.  Since this is a requirement from the state of Indiana, shouldn't Lacerte support it.  Other software programs (ie Drake) support this Schedule.

0
M
Forum|Forum|2 years ago
E
EF608Level 1

CT1040NRNew

I AM UNABLE TO ENTER ALL THE NYS INCOME ON LINE 4 ON THE CT1040NR. HOW IS THIS DONE

0
E
Forum|Forum|2 years ago
Puravidacpa
Puravidacpa Level 3

form 3800 not populating from Form 8881New

At the 1040 level the Form 8881 credit for SMLLC employer contribution credit (pension plan) not flowing through to Form 3800 Part III Line 1j as the instructions on Form 8881 state. PLEASE FIX THIS!!!!

0
Puravidacpa
Forum|Forum|2 years ago
M
maughactLevel 5

check box for surviving spouse on estimated payment screenDiscussion ongoing

IRS has recently sent letters to surviving spouses that they can't match up their automated estimated payment with their social security number since they were not the main taxpayer listed on the payment. I would like to suggest that the Lacerte programmers come up with a way (i.e.check box for surviving spouse on estimated payment screen) to eliminate this recent problem. 

2
M
Forum|Forum|2 years ago
M
Most Wanted ListLevel 1

Tax Reconciliation ReportDiscussion ongoing

I find it unbelievable that one of the reports for the Individual Tax filings does not include a reconciliation on how the TAX amount was computed amongst the brackets and preferences.This is the most important number on the entire tax return and Lacerte does not show how it's compute, yet it is computed.I worked with Ultra Tax for over 20 years and this report was vital.  So why doesn't the Lacerte team create this report?  It's all being computed in the background, why not put on paper?I urge that you consider my request.  

2
J
Forum|Forum|2 years ago
T
taxmanfrankLevel 1

For the SIGN-IN, it would be helpful to have a SHOW PASSWORD indicator, such as many other sign in systems have.Discussion ongoing

The current system does not have the SHOW PASSWORD option  and much time is wasted (every twelve hours) when an errant keystroke or a CAPS LOCK situation occurs.

5
F
Forum|Forum|2 years ago
F
fdlcpaLevel 1

ohio form 4738 make able to efile like you did for lacert usersNew

Ohio form 4738 is a new ohio entity tax return and it would be great to be able to e file this return thru the software.ohio does list lacert as an approved vendor to efile this form, why not proseries???we pay alot of money and we expect our software to assist in saving us time and being more efficient. not being able to efile this form creates a burden on us preparers that frankly less expensive vendors like Drake are on ohios approved vendor list. WHY not Proseries!!!!

2
A
Forum|Forum|2 years ago
L
LM360Level 1

Capitalization/ Grammar On Election StatementsDiscussion ongoing

Correct capitalization and grammar on pre-filled election statements. Apostrophes are used on words when not necessary, some typos exist on statements and capitalization is not consistent on the same word in different places of the same statement.Example: In the Fiduciary module the Election statement for the Election to Waive the Right to Claim Administrative Expense on Form 706 the word "taxpayer" is used twice, once with the first letter capitalized and once with it lowercase.We cannot change the statements and issues like this can look unprofessional to clients.Suggesting to proofread/correct these typos and/or provide the ability to modify the statement content at the program level.

2
J
Forum|Forum|2 years ago
S
santeetaxLevel 2

Diagnostic for CA county at time of filing links to wrong fieldDiscussion ongoing

I like the diagnostic that reminds you in CA to enter the CA county at time of filing. But when I click on the link, it takes me to the filed below the actual line I need to enter the county from the picklist. Thanks -

2
J
Forum|Forum|2 years ago
J
Jan1Level 1

Tick MarksNew

Can we get different color tick marks for reviewing return. Maybe a red & green option. Can we also put a tick mark on worksheet or statement when we chose a link on the main form. I make us get out and go directly to that form

0
J
Forum|Forum|2 years ago
P
Profile1Level 1

DC 529Discussion ongoing

Can Intuit add a 529 contributions input screen in Lacerte for the DC College Savings Plan that is similar to the Maryland or Virginia input screens within Lacerte?  DC allows for carry forward of contributions in excess of $4,000 per spouse.  It is tedious to manually track this and carry forward the inputs each year, and it appears Intuit already has the software developed for this (it just needs to be added to DC returns).For details, see 2023_D40_Book_Final_012324.pdf (dc.gov) Page 56/96, Calculation B Instructions, Line 6.

1
P
Forum|Forum|2 years ago
J
Jane-JMSMLevel 1

Include the K-1 cover letter when sending return using e-signatureDiscussion ongoing

When we send a copy of a business tax return to a client through DocuSign, it does not include a copy of the K-1 cover letter for each partner/shareholder.  I suggest that this letter gets included in the signature complete copy so that the business owner can easily send the other shareholders/partners their K-1.

1
I
Forum|Forum|2 years ago

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