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3566 Ideas

O
ORPLevel 2

Align Taxpayer Name and AddressDiscussion ongoing

It would be great if the taxpayer the last name shows under its correct heading on the 1040 Tax Form. Also, the address, specifically the Apt number/suite number needs to be properly aligned on the tax return. We have to spend too much time explaining to clients that everything is correct with their names, addresses, etc.

1
I
Forum|Forum|2 years ago
A
aschoenbartLevel 1

auto lock nj pteDiscussion ongoing

The dam file locks before you can file the NJ PTE. THE NJ PTE Has to be filed separately. LIKE LACERTE YOU NEED TO ALLOW PRACTITIONERS TO LOCK AND RELOCK RETURNS PLEASE

1
I
Forum|Forum|2 years ago
G
garlandLevel 3

Oregon local MC-40 & MET-40 penalties should automatically calculateDiscussion ongoing

I have a client who owes a bunch on MC/MET-40 and Proconnect isn’t calculating penalties.I found no option for “automatic” calculation on state & local input forms or on penalties and interest forms.ITO calculates penalties automatically for irs, oregon, city and trimet. Should for these too!ito chat says I must calculate penalties manually… geez

1
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Forum|Forum|2 years ago
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contador1Level 1

There needs to be an override on Fed form 2555 the preparer can use where the expat works for a foreign employer with no U.S. Federal ID Number. I had an issue getting a return with this going on e-filed, and I am sure others do as well.Discussion ongoing

There needs to be an override on Fed form 2555 the preparer can use where the expat works for a foreign employer with no U.S. Federal ID Number. I had an issue getting a return with this going on e-filed, and I am sure others do as well.

1
I
Forum|Forum|2 years ago
B
bkleinmeyerLevel 2

Add basic features that are part of EVERY other tax program.New

1. When a tax return is rejected due to a dependent SSN already being filed, tell me which one. Don't make me have to chat in to find out. Literally every other tax program in existence, both professional and consumer tell you which one is causing the reject. 2. A bit more localized, but ProConnect requires RD-108 (Kansas City Profits Return) to be filed separately from the rest of the 1040. No idea why, it makes no sense. I have to e-file the federal and state return, then go back into the return, unlock it, then file the city return by itself. I have use terrible programs like CrossLink, mid-ranged programs like Drake, and expensive programs like UltraTax and all of them filed the RD-108 with the federal and state. None of them required the extra work of going back in and filing it separately. 3. Not really a "feature" but on the W2, put all of the state info together. You enter in the state withholdings in one spot, then scroll down a lot to enter in the State name and ID. Then there is an override spot for state wages, income, and tax withheld. It's confusing and weird. Why are there 2 spots to enter boxes 16-19 on the state? 

0
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Forum|Forum|2 years ago
O
orderLevel 1

Partnership Basis Worksheet - Guaranteed PaymentsNew

I came across an issue with the new Partner Basis Calculation Worksheet when there is a health insurance benefit/guaranteed payment to a partner.When a partner has Health Insurance benefit, it is added in Screen 22 (Partner Health Insurance) and Screen 13 (Guaranteed Payment).  The new Basis Worksheet is counting this deduction twice resulting in an error in the Adjusted Basis for that partner.  In the Basis Worksheet the health insurance benefit is being accounted for on line 4a "Ordinary Business Income" and also on line 15p "All Other".  I was on the phone with Lacerte for over an hour and wasn't able to find a way to override or correct this error.  

0
O
Forum|Forum|2 years ago
N
NAHCLevel 2

Form 7206 link needs fixingNew

Suggest someone at Lacerte look at the connection between screen14.1 and Form 7206. It doesn't seem to be picking up both Medicare premium figures when have both boxes with a "1" for treat taxpayers Medicare  premiums paid as SE health insurance and "1" to deduct spouse's Medicare premiums on taxpayer"s SE health insurance.

0
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Forum|Forum|2 years ago
K
KFCPALevel 3

Intuit Link needs fixesNew

Intuit Link needs following corrections: 1_Initial "Create an Account" should not be so tiny, as clients have difficulty finding. _2_Inappropriate to send clients to "Protect Your Clients; Protect Yourself page and make them push blue button "Got It" to get in. _3_My client couldn't push blue button as red circle with line through it on this page _4_Cannot add new document requests to checklist, but must delete and send new request-ridiculous._5_When sending a PDF from partial print/Share PDF via Link, it doesn't allow text note of what sending for._6_Filter by Status should not show "Completed" until preparer chooses status, not when client has filled out request._7_Filter by Status should default to all boxes checked.  Allow preparer to choose display.  I thought I had lost one client's responses after they completed the link.

1
K
Forum|Forum|2 years ago
K
KarenALevel 2

Wisconsin Form 2 for a Grantor Trust - Cannot e-file these returns in 2023New

Lacerte incorrectly gives the following critical diagnostic warning for a grantor trust Wisconsin Form 2:  "The State of Wisconsin does not require Form 2 to be filed in the entire trust is a grantor trust that is disregarded for income tax purposes.  Process the return as federal only and remove Wisconsin from E-file and State Return field in Client Information (Screen 1) (ref #45769)."  In prior years, we could work around this diagnostic by diabling the e-file diagnostic error checking.  However, this does not work for the 2023 tax season.  Lacerte's critical diagnostic warning in incorrect for the grantor trusts which I prepare.  Per the Wisconsin Form 2 instructions: "GRANTOR TYPE TRUSTS: If the entire trust is a grantor trust that is disregarded for income tax purposes, the trust is not required to file a Wisconsin fiduciary income tax return.Exception: Grantor trusts filing under a federal employer identification number instead of a grantor’s social security number, including qualified subchapter S trusts (QSSTs), must file a Form 2. Include a complete copy of the entity’s federal return."  The grantor trust tax return which I prepare have file under a federal employer identification number.  Therefore I must file a Wisconsin Form 2 for these grantor trusts.  Lacerte needs to fix this so that we can e-file Wisconsin Form 2s for grantor trusts which file under a federal employer identification number.

0
K
Forum|Forum|2 years ago
K
KarenALevel 2

WI Form 2 Pass-Through Entity Representative - Incorrectly get critical diagnosticNew

This year, on the Wisconsin Form 2 fiduciary income tax return, Lacerte gives us a critical diagnostic if we do not list a contact person with the pass-through entity representative.  Per the Wisconsin Form 2 instructions:  "If the pass-through entity representative is an individual, enter the individual’s full name in the “Representative’s Name” box and leave the “Contact’s Name” box blank." On the WI Form 2s that I prepare, the trustee, who is an individual, is the pass-through entity representative and therefore I should not enter a contact person per the Wisconsin Form 2 instructions.  I have selected "Individual" as the pass-through entity representative type in the pass-through entity representative input.  Lacerte needs to fix the Wisconsin Form 2 input so that if the pass-through entity representative is an individual, we do not get a critical diagnostic and do not need to enter a contact's name.

0
K
Forum|Forum|2 years ago
D
DeGray_BookkeepingLevel 2

Standardized Invoicing prices per form like ProSeries has. The program should automatically pull up each form used in that tax return and fill the standardized form charge in.Discussion ongoing

I do not like your Invoicing in the client file. Each time, we have to put the tax forms used and the price next to it. It should do that automatically. Some times I spend more that 10 minutes going back and forth to see what forms I should charge for any particular client.

3
O
Forum|Forum|2 years ago
O
ORPLevel 2

Taxpayer and Spouse NameNew

Allowing the full name to print on the return while adjusting the on the back end to meet the e-file requirement. The printout of the return can have the Full Client Name without limiting it to 20 characters. The system should be able to only capture what is required for the Back Edit Data without affecting the actual printout with the client's name.

0
O
Forum|Forum|2 years ago
A
aschoenbartLevel 1

ESIGNATURE - NEED TO BE ABLE TO SEND NON -WATERMARKED COPIES of tax returnsNew

WHY MUST I SEND WATERMARKED RETURNS WITH DOCUSIGN!!! MY CLIENTS WANT NON WATERMARKED TAX RETURNS!!!!!!!!!!!!!!!

0
A
Forum|Forum|2 years ago
M
mullinscpa1Level 2

identify carryover by colorDiscussion ongoing

I am colorblind, I see color, just not all shades.Your helpful coloring of an entry box outline to what your tech Justin said he sees as green, I cannot see as green. I see it is darker than other outline boxes.  Could you make the outline font notably thicker, like you can in excel?  Regardless of colorblindness, that sleek look isn't as helpfully in a quick view as a thicker box outline.   Unless you have different colors you are coloring boxes to mean different things, the color does not matter.  If you are however, please consult some official colorblindness foundation for colors to use that we can see.  It is the shade of the color, not that we cannot see color.  So you just need to avoid the shades we cannot.  I use "we" freely here as I do not really know the spectrum of colorblindness issues.  This was seen on the 1040 K1 carryovers listed under the Basis tab for a certain K1.Thank you!Robert Mullins

2
M
Forum|Forum|2 years ago
S
SydneyhdmLevel 1

Nebraska non resident wageDiscussion ongoing

For nonresidents, in this case that live in another state but have Nebraska wages. Schedule I, II, III is not automatically pulling over the wages from the Federal form W-2. Please verify for your clients that they have their wages in Nebraska on the schedule so that the out of state computation computes correctly. In this case the state of Nebraska automatically corrected the state return and lowered the amount of refund, but then the lived in state needs to be amended to match the amount of tax paid to another state.

1
I
Forum|Forum|2 years ago
C
commander24Level 3

8925-box to force that form or carryover numbers from prior yearDiscussion ongoing

This one is frequently missed within our office.  We prepare that form for any one that has life insurance premiums (m-1 deduction) even if they aren't required to prepare that form.  Can there be a box that this form on the appropriate entry screen that is forced every year?   Even if the numbers from last year on this form rolled over would be great and not necessarily a box.  I know its not a form that bold and wouldn't carryover the prior year information.

1
I
Forum|Forum|2 years ago
M
mikespinnerLevel 3

federal balance sheet should tranfer to new jersey balance sheet for corporationsDiscussion ongoing

The federal balance sheet does not completely transfer to the New Jersey 1120 and 1120S

3
L
Forum|Forum|2 years ago
K
Kathleen1Level 5

remove PTET balance payable from the letter when paid with extensionDiscussion ongoing

Our client paid the 2022 PTET estimated balance due in March via webpay.  Now we are filing the 2022 S-corp return and the payment is properly reflected on the Form 100S.  However, the letter is showing that they still owe the amount that was paid in via WebPay estimate for 2022.  Per my own research and a call to Lacerte, the only way to remove the balance due from the letter is to manually modify the custom letter.  There should be a check box, or a place to enter the estimated payment for the PTET so that it doesn't show up in the letter when it has already been paid and is properly reflected in the return.

1
I
Forum|Forum|2 years ago
E
ECNLevel 2

Add override function on Form6765 line 17Discussion ongoing

Per IRS Form 6765 Line 17 or 34, this line needs to be able to override to meet the Form requirement for Controlled Member group allocation of research credit.  Lacerte needs to add this override function to meet the form requirements.  Prosystem Fax has a lot more override functions than Lacerte which is helpful for CPA to do return.  Please add this function to your program to meet the Form requirements.Thanks.

1
I
Forum|Forum|2 years ago
S
SYM2022Level 2

Operation Inherent ResolveNew

My client is in the military. Operation Inherent Resolve nor Combat Zone are listed in the Special Military Processing drop-down menu. How is this resolved?

13
P
Forum|Forum|2 years ago
W
weyserfinancialLevel 1

New Jersey depreciation worksheetDiscussion ongoing

Lacerte should generate a worksheet showing the calculation for New Jersey depreciation Form GIT-DEP, Part II Column K.  

1
I
Forum|Forum|2 years ago
S
srpete76Level 1

MN M1PR line reference errorDiscussion ongoing

Screen 53.221 for Minnesota Household Income/Schedule M1PR under Minnesota Schedule 1 references incorrect line numbers for "Regular Property tax refund 2022 (line 14)" and "Special property tax refund 2022 (line 12)." The references should be as follows:Regular Property tax refund 2022 (line 22)Special property tax refund 2022 (line 20)Please correct the text to be accurate.

1
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Forum|Forum|2 years ago
K
KimberleyLevel 3

Add a field on screen 1 for a referral source - REFERRED BYNew

Many firms have a referral program and receive referrals for which a fee or acknowledgement is offered.  Currently we are storing this informaiton in the NOTES section.  But, we cannot run reports on anything in there.Also, clients tend to refer family and friends.  It would be nice to be able to keep track of which clients are referring other clients by being able to link the referral back to a client.   

0
K
Forum|Forum|2 years ago
G
Gknight4049Level 1

PPRNew

Stop charging for EIN corrections on forms. It should be included in your program. Avoiding Duplicate Pay-Per-Return (PPR) charges (intuit.com)

2
abctax55
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

Template Entry Defaults and Direct Deposit ConsistencyNew

I find myself checking the box for "Electronic payment of balance due" and entering the tax deadline date on every return. I don't know whether they'll owe, but I like it out of the way.We should have default options:Direct deposit of refundDirect debit of amounts due and a default date we enter like "tax due date"Assigned to - the prepare name - I put this in a previous suggestionPrint preparer name on returnOur choice for the presidential campaign These defaults should also have an option to select for only new returns or select for all returns. While I'm on direct deposit entries, why do we check a box for a Federal refund ("Direct deposit of federal refund") but NY returns require a 1 to be entered instead of another check box?This list isn't meant to be exhaustive. The idea is to avoid having to enter the same stuff on multiple returns. 

0
K
Forum|Forum|2 years ago

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