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3566 Ideas

G
garlandLevel 3

Dailly Link Summary Email NEEDS to show any clients who uploaded documents to Shared FolderNew

Geez... I have a client who uploaded ALL his tax documents and tax organizer to the "shared folder", not using the documents checklist. HIs tax documents have been just been sitting there. Tax preparers now in ITO get no notification if clients upload any documents in the shared folder.That's not great. Intuit ProConnect needs to upgrade the Link notification email ASAP to include any new documents uploaded from clients to the shared folder. We need to know!Just spoke with ITO chat - they say that the program does not notify preparers of any new documents uploaded to the shared folder. Chat said they couldn't make that recommendation, but that other users had the same complaint.Chat just said that yes, I have to go through every client in progress in Link to see if any documents were shared. That's not good. Come on ITO - make the change. thx!Clients should also be notified when their preparer uploads a document to share!!! Now, i must manually email a client if i share a documents, custom engagement letter, or invoice. 

0
G
Forum|Forum|2 years ago
J
JoeTaxTNLevel 3

Proforma Not OccuringNew

You do not proforma the Custom Database Reports and you don't proforma the Fixed Asset Import Templates.I have mentioned this for years - it is time you fixed this problem - the user should not have to call support to get this done.  I happened to have a note in my files on how to do this.

0
J
Forum|Forum|2 years ago
A
alampingLevel 2

Sort & Filter Intuit LinkNew

We need a column that shows who the assignee is to the client in the Intuit Link screen as well as the ability to have sort and filter options on the columns.  This needs to be multiple sort and filter columns.  For example, I would like to filter for an Assignee (me) and filter within that by Status or some other column. 

0
A
Forum|Forum|2 years ago
L
Lori CPALevel 2

State formsNew

There are STILL no forms available for Nebraska Partnerships.  We can't even view the forms to see how it is computing the new PTET.  We have received Nebraska Partnership forms from other firms that are not using Lacerte and their programs are not only completing the NE forms, they are able to print and issue them.  When we called support to see if they had any kind of release date for the NE forms for partnerships, their "help" was that we can just to to the state website and download the forms to fill out manually.  That is NOT what I pay for.  Even if the forms can't be efiled yet, if we could at least SEE the forms, we would be able to check computations etc.  The forms for PTET are in the S Corporation program, why not in the partnership program? When I tried to get an account manager or customer service, I could not even get to a human being unless I said I wanted to buy the program and ended up at billing.  At least they were human and tried to help!!! 

0
L
Forum|Forum|2 years ago
J
jyoungLevel 1

Brianna Was Super HelpfulNew

Had a credential issue that confused the client. Brianna was very patient and was able to help resolve the issue quickly 🙂  Thank you,Joe

0
J
Forum|Forum|2 years ago
S
StephanieMackLevel 1

ProConnect: display clients with credits used (or not)Discussion ongoing

On the Tax Return screen, there needs to be a column showing credits used (or not). This way it is not a guessing game as to which client returns have used up a credit & which clients have not been assigned a return credit. Currently there is no way of knowing how many more returns need to be purchased, with out doing a manual inventory & counting the screen. Then you have to go to the Purchased & see how many have been used & the then subtract the two & run a test to try to print the return & then get the waring printing or e-filing will used a credit. Then Ah-ha, this one does not have a credit assigned! This is way too difficult. Additionally ProConnect should allow for a snip or pic to be attached to the ideas, a visual would really help! Stephanie

1
S
Forum|Forum|2 years ago
J
JackBennettLevel 2

Lacerte Audit Defense and ID Restoration AgreementsNew

I am annoyed that these print in both the client copy and the government copy in Lacerte. They do not need to be in both copies.I pay my copier/printer lease on a per-page basis and that's an extra three pages of wasted paper and toner.I should be able to control where the agreements print.  FIX THIS!

0
J
Forum|Forum|2 years ago
P
Paul ChenLevel 1

Update Multiple Staff PreparersNew

It is time consuming to go into the each client detail, client info screen to update the staff preparers (new hires, reassignments, etc.). I suggest adding a way to batch select clients and update the staff preparers. Similar to how we can Select multiple clients, hit F4 to apply same status to all selected clients. 

0
P
Forum|Forum|2 years ago
P
Paul ChenLevel 1

Reorganize Custom LettersNew

There is no current feature on how to reorganize custom letters. The program does not organize them alphabetically or allow to reorganize. This makes finding the needed letter difficult. 

0
P
Forum|Forum|2 years ago
T
TaxService USALevel 3

Form 5695, Residential Energy Credits should also have a clickbox to autofill address in 21c after checking YES 21a and then have the ability to change it if a different address was the main home instead of the current address, thanks.Discussion ongoing

Form 5695, Residential Energy Credits should also have a clickbox to autofill address in 21c after checking YES to 21a (add the clickbox like boxes 7 &/or 17) and then have the ability to change it if a different address was the main home instead of the current address, thanks.

1
T
Forum|Forum|2 years ago
L
lkgcpaLevel 3

Ability to make font larger and darker on screen.Discussion ongoing

It would be great if we could choose a larger and/or darker font, especially for the numerical data.

5
L
Forum|Forum|2 years ago
G
GrundyLawLevel 1

Iowa PTE-CNew

Iowa PTE-C - In order to check the NMA box, it requires an override.  Is this being corrected?

1
I
Forum|Forum|2 years ago
B
bethsvenLevel 3

Changing Default Name for K-1 PDFsDiscussion ongoing

When populating pdfs of K-1s, I often have to change the label given by Lacerte to something shorter or more descriptive for the client.  It would be very helpful if there were a way to choose the structure of the K-1 name so that Lacerte assigns that name automatically from the print command.

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

Form 8858 is available for S Corps & Partnerships; could Lacerte make it available for Individuals too?Discussion ongoing

Form 8858 is available for S Corps & Partnerships; could Lacerte make it available for Individuals too?

1
I
Forum|Forum|2 years ago
S
strongsilenceLevel 10

home office optimization and diagnosticDiscussion ongoing

2/14/24 Valentine's Day!For 2023 Lacerte.  Situation: Loss on Schedule C and Home office deduction.The software reduces the RE taxes and Mortgage interest on Sch. CA by the amount disallowed (due to the loss on Sch. C). I had assumed that it would optimize as it is a better tax benefit to increase itemized deductions than take a non-deductible home office.Similar to the useful diagnostic that LC provides for investment interest, a diagnostic for this situation would benefit us.

1
I
Forum|Forum|2 years ago
Gleaton Consulting
Gleaton ConsultingLevel 2

Ability to import stock sales statements into PTODiscussion ongoing

I usually don't even use the import feature for 1099-DIV and 1099-INT, as importing them commonly takes more time than doing it manually. But what we really need is the ability to import into PTO the stock statements, which contain capital gains and losses (long term, short term, covered, non covered, etc.).Having to input all of these manually is extremely time consuming and error prone. PTO was one of the first softwares to allow an import feature many years ago, but now I feel it is lagging far behind. I would like to add stock transactions to the list of documents which can successfully be imported into PTO. 

10
Gleaton Consulting
Forum|Forum|2 years ago
I
iceriderLevel 3

NY form CT-657 for claiming the COVID-19 Capital Costs Credit not available in ProconnectDiscussion ongoing

NY form CT-657 for claiming the COVID-19 Capital Costs Credit needs to be incorporated into the NY forms on Proconnect Tax.  

1
I
Forum|Forum|2 years ago
R
Richard AyresLevel 1

issue with depreciation code 67New

When depreciation code 67 is selection, there is an amount on Ohio line 28 (federal conformity deductions) which is in error.  Please fix the Ohio return.  Richard Ayres, EA

0
R
Forum|Forum|2 years ago
G
GrundyLawLevel 1

Iowa Schedule IDiscussion ongoing

Iowa Schedule 1, line 15, includes the amount for federal health insurance deduction on Schedule 1, Part II, line 17.  This amount should not be included as a deduction for the Iowa return.

2
taxiowa
Forum|Forum|2 years ago
T
Tee9745Level 1

training for complex returnsNew

I only see PTO doing training for simple returns every year during tax season, can we please level up on trainings so we can get to medium and complex tax returns especially seeing how unhelpful the PTO support staff is. An example would be returns that require use of the worksheets eg the a customer sells a home and buys another one which is more than $1m in the same year. Customer also claiming home office deduction. How to use the worksheets to limit the mortgage interest deduction and also allocate that deduction to the home office and Schedule A sections in PTO. I have reached out to four PTO users and none of them could help and we all would benefit from the use of the worksheets. The instructions are ok but please let's level up on training instead of focusing only on simple returns - happy to assist with this training and other topics to be covered in the more advanced training if my help is needed. Thank you

0
T
Forum|Forum|2 years ago
M
marybethmcmLevel 1

Print payment vouchers as a separate optionDiscussion ongoing

In the items to print, can we add the payment vouchers as a separate item?  Right now they only print automatically if you print the complete return.  As I move to a paperless, or a less paper office, I only print the 8879 filing instructions and invoice.  I need to also just print the 1040-v.  Right now I have to remember to go an print the 1040-V afterwards.  And I never remember.So, basically, items to print need to change for this new less paper world.

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

inuit link generated emailsNew

Intuit link is auto generating emails to clients who are no longer active or even in my client list.

0
M
Forum|Forum|2 years ago
J
jcusanocpaLevel 2

Automatic email sent to clients and our firm's email address for efile acceptance acknowledgements from taxing agenciesDiscussion ongoing

Your software should have an automatic email sent to clients and our firm's email address for efile acceptance acknowledgements from taxing agencies and reflected on a screen showing all returns but being able to be filtered by tax type:Individual 1040S - Corp 1120SPartnership 10651041 9901120

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

see 1120s / 1065 balance sheet and input screen side by sideNew

When we get a critical error that the balance sheet is off, it's a hassle troubleshooting it and then entering corrections: I wind up looking at printed versions or screen previews of the actual balance sheet in QuickBooks, then have to come back into Proconnect to make adjustments... rinse and repeat.We need a side-by-side full screen view where the balance sheet is on one side, and the input screen is next to it so we can make adjustments easily. You could call this the "Balance Sheet Resolution Wizard" - and anything you can add that would help us resolve the differences would be welcome.Ideally, there would be a "Balance Sheet Difference Monitor" that displays the difference in opening and ending balances as we go - similar to reconciling in QuickBooks. We would make adjustments until it's $0.Another option would simply be direct entry on the corporate return balance sheet, and the 'monitor' would update as we make changes, so we know when we're in balance. 

1
George4Tacks
Forum|Forum|2 years ago
C
Chris4794Level 2

Short Paper organizer questions need to be updated!!New

The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questions need to be removed or clarified that they are now only applicable in very limited circumstances. The alimony question needs to be removed. A question on Foreign Bank or Investment accounts needs to be added. I am sure there are others, but the old questions have my clients spending time collecting information that is unnecessary, and I have to ask the Foreign bank question myself every year.   

4
kerry11
Forum|Forum|2 years ago

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