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3566 Ideas

K
KimberleyLevel 3

Sorting the client list by the appointment dateDiscussion ongoing

We can edit our view of the client dashboard to include the Appointment Date for viewing.  However, we cannot currently sort that column like we can the client name or custom filter or almost all of the other columns.  Although we can print a schedule from the appointment manager, being able to sort on the dashboard would provide the ability to make updates to like clients more quickly.  

1
I
Forum|Forum|2 years ago
K
KimberleyLevel 3

Notes Screen 47 allows for multiple pages but we cannot label themNew

The NOTES screen 47 in Lacerte can be used for all kinds of things.  You can even add multiple worksheets, statements or letters.  BUT, you cannot label these.  Without the ability to label them, they will just be a bunch of Worksheet 1, Worksheet 2, Worksheet 3 notes.  That's not very helpful.   Allowing a label to replace the Worksheet 1 or Statement 1 (or which ever "Print As" option you've selected, will great improve the use of the NOTES screen and increase its useability.

0
K
Forum|Forum|2 years ago
K
KimberleyLevel 3

TABLE EDITOR SORTINGNew

The table editor currently sorts all table items by the first column.  It would be nice to be able to sort each of these columns as needed in the same manner allowed from the main client dashboard.

0
K
Forum|Forum|2 years ago
S
SunshiineLevel 1

putting a lock on documents in intuit link like proseries or lacerteDiscussion ongoing

A way to lock each document or responses back once a client has completed them so they can not delete get messed up or change in the middle of everything.They have something similar in proseries or lacerte...

2
itonewbie
Forum|Forum|2 years ago
T
TippecanoeCPALevel 3

Signature Forms printed to SmartVaultDiscussion ongoing

We have the option of printing Signature Forms to SmartVault from Home Base under the file menu.  It would be great if they would save as "Signature Forms" instead of "Government Copy."  As it is, I have to rename them Signature Forms so I can actually print a Government copy.  Otherwise, my actual "Government Copy" overwrites the Signature Forms.

2
T
Forum|Forum|2 years ago
L
ljsmith2Level 5

Social Security Benefits Worksheet - skips line ENew

They entry sequence using enter key skips Line E, Total federal tax withheld After making entries in Line A, B, C & D it jumps to line F skipping the Federal withholding line completely.This causes me to stop every time and enter into the program to make that one entry. Please fix this.Thank you in advance.

3
IRonMaN
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

PLEASE END THE NY PAIN FOR USNew

I completely understand that the idiocy of NY State is not Intuit's fault. But you have more clout than we do, so please get NYS Tax to make these changes:Eliminate the prohibition on carrying over driver's license info for taxpayer and spouse. As it is in every other state, Proconnect (all your products) warn us if a license expired and prevents e-filng. The idea we have to re-enter this data for every NY return is ridiculous.Eliminate the NY requirement to re-enter checking routing and account numbers. As with other states, we should only have to enter this if different. No NY Tax Pro I know actually keys it in again. We all copy and paste it - so if it's wrong on the Federal it's wrong on NY.Eliminate the ID requirement on an extension. Who cares? NY can get the ID from us when we do the return. If it's good enough for IRS to take an extension without ID, it should be good for NY. This should be especially true of seasoned NY preparers. I've been preparing returns for 35 years with NY and e-filing since the earliest e-filing days. They know I know my clients.Get rid of the brand new really nutty requirement that we include the driver's license info for a spouse on a Married Separate return. Heck, if they're separated it's not likely that the spouse is rushing to cough up their license. The "did not provide option" won't kill the NY critical error - only marking that the spouse doesn't have a license quiets the error. So they're encouraging a lie when the separated spouse isn't in the mood to share license info.All four of these are absolute time killers. A complete waste.And if NY won't cooperate - who knows with them - then make a default setting that satisfies them on 1 to 3 above, that we can override in preferences.We need this yesterday!!! Thank you!

0
K
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

save sort for e-file dashboardNew

We need to save e-file dashboard settings. Every time I go into e-file dashboard I have to click a couple times to sort by date descending so I can see the latest activity.This is a waste of time and extra clicks. Either it should remember my last setting or let me save a preference so that it's always in descending date order.

0
K
Forum|Forum|2 years ago
N
NORESPONSELevel 1

Mask EIN on business returnsDiscussion ongoing

Please add feature to suppress the Tax ID number on business tax returns.

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

Global filing instruction editing optionDiscussion ongoing

It would be great if you gave us the option to edit language in the global filing instructions.  Currently this is only possible for letters which we don't use.

1
I
Forum|Forum|2 years ago
K
kimwhiteLevel 1

Prep for Taxes for QBOANew

This is your online message and confirmed by your support team: "Can I create a return for my firm's books using the Prep for Taxes feature in QuickBooks Online Accountant?At this time, you can't use Prep for Taxes for your firm's books."That is CRAZY.  Why should we not be able to use this great time saving feature for our firm just as we do for our clients??

0
K
Forum|Forum|2 years ago
Mr Taxes LLC
Mr Taxes LLCLevel 2

CA LLC In Pro Series 2023 Generated a Refund but no place to put Direct Deposit Information only Paper Check?Discussion ongoing

CA LLC In Pro Series 2023 Generated a Refund but no place to put Direct Deposit Information only Paper Check? 

1
I
Forum|Forum|2 years ago
K
KenGreenbergLevel 4

Edit client Pro Intuit Link Request without having to send emailDiscussion ongoing

We need a few enhancements to Pro Intuit Link: We should be able to edit requests without being forced to press the Continue and send the email. Right now, if you don't send it, the edits are lost. A perfect example is a new client coming in with two or three years of returns. I want to add and edit the prior year requests without having to send an email for each year.I've mentioned before that all emails that go out through Pro Intuit Link should be stored and visible. It would also be ideal to be able to connect our email account clients to see messages sent from Pro Intuit Link. It would be ideal to use our mail client and see emails back and forth Pro Intuit Link. 

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

Direct Pay language for estimated payment filing instructionsNew

Please allow for Direct pay language in the estimated payment filing instructions.   In options, tax return, we can select Direct Pay and that adds direct pay language to the federal filing instructions but not the federal estimated payment filing instructions.  Please add it for both or give us the ability to customize the filing instruction templates.

0
A
Forum|Forum|2 years ago
S
strongsilenceLevel 10

Authentication in hosted - Beware of your phone OS version BEFORE choosing 2FANew

Feb 9, 2024I have the hosted product. Today I chose the 2-factor authentication function in my AppHub dashboard and followed the instructions to add my phone.  I was asked to download the Duo mobile app. At that time, I learned that Duo app does not support older Android OS (mine is 9.)NOW I AM LOCKED OUT OF THE HOSTED PRODUCT!I need account recovery to be able to get back in!  (I had to add my DL just to start account recovery. Gone is my feeling of being safe from hacks.) @1569 It is very important to add a notice PRIOR to enrolling about the required OS versions for Android and iOS for Apple. This will alert users to check their phones and avoid lock outs.

0
S
Forum|Forum|2 years ago
S
SLotusLevel 1

Ohio Business and Local FilingsNew

Why is ProSeries still not able to electronically file Ohio Business Income Returns (Forms IT 4738, IT 4708 or IT 1140) and RITA (Regional Income Tax Agency) Local filings while Lacerte and other Intuit products will?  Intuit always seems to put Proseries as last to get returns to be able to be electronically filed.  I've contact Proseries, but could use help by other Ohio CPAs using Proseries to help push them to move in this direction.  

0
S
Forum|Forum|2 years ago
C
ContinuouslearnerLevel 3

TX Diagnostic has incorrect reference to Bad Debt instead of previous year tax due codingNew

In the Partnership Module (and may be others), there is an override diagnostic that says, "An override entry of 1 has been made in Texas "Bad Debt Expense (O)" (Screen 43.431, Code 44)". This diagnostic when you click on it takes you to Screen 43.431 in the Previous year tax due box with 1 = less than $10,000 indicting what the prior year tax due was as Texas requires returns to have payments electronically filed if the prior year payments were over $10,000 in the prior year. This has nothing to do with Bad Debt Expense as the diagnostic indicates, so the wording of the diagnostic needs changing. This was also in the 2022 program and maybe 2021.

0
C
Forum|Forum|2 years ago
N
NORESPONSELevel 1

Mask SSNNew

The Option to suppress SSNs has no effect on the tax return.  I was told by support that each time I print I have to check a box.  There is no global option to suppress printing of SSN, so the Option selection doesn't do what it says it is going to do.  Please

0
N
Forum|Forum|2 years ago
J
JamieJJLevel 1

Bookmarks on Lacerte Tax Import DocumentsNew

In prior years, when tax documents that were sent through the Tax Import feature would come back and get imported into Lacerte and DMS, the documents that went to DMS would have Bookmarks within the pdf.  The bookmark is a feature that our preparers use and it is no longer available with the year 2023.  I contacted tech support today and was told that this was a programing issue and they didn't know if it would be something that would be resolved or not.  We very much need to have this feature added back this year.

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

mo-pteDiscussion ongoing

Please add MO-PTE for 1120-S and 1065 tax returns!

1
I
Forum|Forum|2 years ago
P
paulminersLevel 1

MO-TCDiscussion ongoing

WHY DOESN'T THE OVER PAYMENT ON THE SALT PARITY CARRYOVER TO THE NEXT YEAR AUTOMATICALLY.

1
I
Forum|Forum|2 years ago
K
kjbLevel 1

serverNew

Chris was great to work with and solved the problem.

0
K
Forum|Forum|2 years ago
T
teresakajenskiLevel 1

Additional worksheets neededNew

It would be very helpful if you make a worksheet that tied out foreign taxable income and the taxes with held.  It is time consuming to make a separate schedule.Also a worksheet to tie out when 1099D transactions (covered) go directly to Sch D.The more worksheets the better 

0
T
Forum|Forum|2 years ago
Andres-VTB
Andres-VTBLevel 5

Roadmap of future improvementsDiscussion ongoing

It would be helpful to have a public roadmap of what future improvements Intuit is working on. Are the top tax idea exchange topics being worked on? What should we expect (or, more importantly, NOT EXPECT) from Intuit/Lacerte in the future?

1
Andres-VTB
Forum|Forum|2 years ago
I
Inbalance7Level 1

Please add the ability to sort by client number numericallyNew

At the home base, you can sort by client number but it sorts 1,10,100 not 1,2,3,4,5. This would be very helpful to have. We have to do a separate spreadsheet to track so we can sort by client number.  Please Please let it sort numerically this is simple but would be so it is helpful!

0
I
Forum|Forum|2 years ago

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