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3566 Ideas

N
Nancy Devine- VirginiaLevel 2

Need an "Other documents" Checklist on Intuit LinkDiscussion ongoing

If a client sells a home and has a Closing Statement or other information that was not need in a previous year, there is no "Other Documents" box to upload documents.  While you the ability to upload documents on another page, the Client doesn't always know how to do that.  I waste countless hours telling them how to upload additional documents.

2
N
Forum|Forum|2 years ago
M
mwaller1027Level 3

Need option to batch change status of Personal Questionnaire questions in Intuit LinkNew

As we begin reviewing client submissions in Intuit Link, I'm once again pulling my hair out.  Having to click on the status "dot" next to each question and mark it complete is so incredibly tedious and time consuming.  PLEASE GIVE US THE ABILITY TO CHANGE THE STATUS OF ALL QUESTIONS AS A BATCH!!  Maybe at the bottom of the Questionnaire section? 

0
M
Forum|Forum|2 years ago
A
abigailtLevel 1

export individual partner data to excelDiscussion ongoing

I would like to export (screen 7) partner information data from the partnership module in Lacerte to Excel.

1
A
Forum|Forum|2 years ago
M
mlussierLevel 2

Data Base of payees - Employer Quickform issuesDiscussion ongoing

This year (2023) you have taken away the option to share the data base of vendors information for 1099 and w2 info.  If I have a vendor in multiple companies that I need to send a 1099, I need to reenter the data in each company for that vendor.   If Mike L works for 4 companies, I must enter Mike L for each company as a vendor when creating 1099s for those companies.  I should have the ability to click on Mike Lussier as a PAYEE and have his information defaulted into the system.  You have taken away that feature this year which costs me thousands in extra payroll to complete the tasks at hand.    Mike L. 

5
M
Forum|Forum|2 years ago
L
larrygrussell1Level 3

Make a Dependent a new ClientDiscussion ongoing

When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client.  And thank you if Lacerte also creates the Family Link.

1
I
Forum|Forum|2 years ago
L
larrygrussell1Level 3

DYMO Label Printer "Add-in" for LacerteDiscussion ongoing

May we please have a DYMO Label Printer "Add-in" for Lacerte?I would like to print mailing labels to the client, return labels from the client to me, and tax filing labels for the client to mail their return, extension payment, estimate payment, etc.,Please and thank you.

1
I
Forum|Forum|2 years ago
B
BTA-AdminLevel 1

Efile Acceptance Letter attached to the Tax Return automaticallyDiscussion ongoing

This is in regards to the Efile Acceptance Letter being attached to the Tax Return automatically so when a return is either printed or sent through Email the client can view it without have to open a second email with the letter in it.   I've had to print and actually mail the letter to many clients which takes up:   time,  postage, envelopes,   ECT.This would be great game changer for all efile clients. Just a thought!!!! Thank You for reading this   

1
I
Forum|Forum|2 years ago
R
revjaymeLevel 1

Return/payment amount posted while completing the returnNew

In Pro-series the preparer can view the potential return or payment amount as we are working. There doesn't seem to be that option in Pro-connect.

0
R
Forum|Forum|2 years ago
1
18yrsexpLevel 1

Client Status Form additionDiscussion ongoing

Toward the top of the Client Status Form, add an option for Extension Activated. This will be helpful for preparers who activate the forms in advance to file early for their clients. The only box currently available is in the middle of the form and it states Extension Filed. 

1
I
Forum|Forum|2 years ago
J
JoeCPA3Level 1

Maryland requires a nine digit ZIP CodeDiscussion ongoing

Maryland requires preparers to list their nine digit ZIP Code (ZIP + 4).  Lacerte used to have that in our preparer files until the IRS had Lacerte remove the nine digit ZIP format.  Lacerte needs to let us show that for states that require it and not have it for the IRS who doesn't allow it.

1
J
Forum|Forum|2 years ago
M
MICHAELMARSLevel 6

Estimated tax vouchersDiscussion ongoing

all vouchers should get uploaded to the efile homebase in one shot.  Its impossible to know which entities have state vouchers needing efile without keeping a separate schedule.

1
M
Forum|Forum|2 years ago
T
ThfcpaLevel 2

Suppress the client's email address when printing and filing returns.New

I don't want my client's email address to go to the IRS or to the state.  They deal with enough phishing emails of entities claiming to be the IRS, I don't want the IRS to have my client's email address.  They never communicate with a client that way anyway.  Lacerte seems to have this option, ProSeries needs it too.

2
G
Forum|Forum|2 years ago
F
fcw1040Level 1

Print option and control which forms print.New

There should be more selections available under print options to exclude various worksheets from the printing of 1040s. This causes a tremendous waste of paper and time.

1
I
Forum|Forum|2 years ago
G
gpcalamiaLevel 2

The ability to Pin your home state to top of Select State list when going to select a stateNew

I live in NJ and the majority of the returns I file are for NJ residents.  However, when I have clients in other states, or in partnerships that receive K-1s where another state has to be filed.  It would be nice to have NJ pinned to the top of the list, so that when you have to select a state, you don't have scroll or keep hitting N to select NJ.  The thought would be, each preparer could pick which state to pin to the top of the list.

3
taxiowa
Forum|Forum|2 years ago
G
gpcalamiaLevel 2

Efiled States selection carries over from previous yearNew

It would be nice to have all the states that were efiled the previous year be automatically selected in Part VI for states being filed electronically.  In NJ, 9 times out of 10 if a client had to file an non-resident NY return the previous year they do again this year.  But every year you have to select the same states, except for the resident state, again that you used the year before.

0
G
Forum|Forum|2 years ago
D
DhainesLevel 1

1120-S CA PTE payment via EFT for the client letter.Discussion ongoing

Suggestion to move the CA PTE "payment amount will be paid with web pay for business check box (screen 48.011). and the "Participant in EFT program" check box from screen 42.011 into screen 3.1 with other electronic payment information.

3
C
Forum|Forum|2 years ago
V
vioricamLevel 3

PTE TAXDiscussion ongoing

At this time, Lacerte suggests for us, in order to include the PTE federal deduction in the RE income, to compute manually the RE income allocated to each investors and override through Special Allocations.This implies a lot of manual work and I suggest enhance by making that deduction (PTE tax) allocable specifically to some partners AND included in the RE income. At this time specifically allocated deductions are not included in RE income - that is the issue.Thank you.

1
V
Forum|Forum|2 years ago
M
MICHAELMARSLevel 6

Elections should roll overDiscussion ongoing

Certain elections ie safe harbor should roll over.

1
M
Forum|Forum|2 years ago
L
Laurie341Level 1

Lacerte Search Results - Print OptionDiscussion ongoing

Lacerte users should be able to print all results from the Lacerte Search input screen.  Please add back this feature to the search function in Lacerte.

1
L
Forum|Forum|2 years ago
B
bdingramcpa-gmaiLevel 2

Asset Numbers on Depreciation Input SheetNew

In the past the asset numbers were shown on the input screen.  They still show up on the Depreciation Schedule.  Can you put the asset numbers back on the input screen.  It is difficult if you have a client with several hundred assets to find the asset without a num

0
B
Forum|Forum|2 years ago
L
LizhohLevel 3

seasonal workers have access to company settingsNew

I selected for my seasonal workers Standard No Access.  I tested it out to see what they could see.  Everything was fine except for one problem.  They can access my company information under the gear settings and edit it if they choose to do so.  They can also add a preparer under the settings gear.  This is a huge security breach and needs to be fixed ASAP.  Seasonal workers SHOULD NOT be able to change my company address and EIN or add new preparers to the software account.This needs to happen NOW for this tax season.

1
mmts
Forum|Forum|2 years ago
M
mderobertsLevel 1

When calling tech support, the question should be asked if we are needing support for stand alone, network or hostingDiscussion ongoing

When calling tech support, we should be asked initially, if we're using a Stand Alone, Network, or Hosting environment, so that we can be directed initially to the correct support person.      I called support and waited 10 minutes for an advocate, only to be told that she could not help me because I was was using the Hosting environment. Then I had to wait an additional 10 minutes to get connected to the person who could finally help me.  That's valuable time during the busiest part of the year    

4
M
Forum|Forum|2 years ago
L
LoreilieLevel 1

Form 1095-A Copy Feature not workingNew

Need to fix the the Copy feature for tax form 1095-A

0
L
Forum|Forum|2 years ago
1
18yrsexpLevel 1

Not allowing files to transfer from year to year if marked Final or have Date of DeathDiscussion ongoing

On Individual Files - why does the file still need to be allowed to transfer to the next year if there was a date of death entered for the taxpayer. Either give an option to mark the file as "not to transfer to the next year" or lock the file to keep it from transferring.On Business Files - why does the file still need to be allowed to transfer to the next year if the current year was marked "Final" for filing. Give an option to mark the file as "not to transfer to the next year" or lock the file to keep it from transferring. With our client base of over 5000 clients, we spend a great amount of time just trying to clean up the system each year after transferring files from the previous year. Yes, we transfer all because it is a quicker process then one at a time and you never know which clients will return and which will not.  

1
1
Forum|Forum|2 years ago
M
misakopLevel 3

Clear colored alerts bars when close alerts browserDiscussion ongoing

Lacerte 2022 alerts show in colored bars across the top of the window.  When you open an alert from the bar or from the alerts icon, the browser appears.  It displays different than last year, and when you click the X in the upper right corner the browser closes, BUT the colored bars do not clear.  Please resolve

15
M
Forum|Forum|2 years ago

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