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3566 Ideas

A
AurillaLevel 1

SecurityDiscussion ongoing

Please make available a way to send W-2s and 1099s under the employer forms program. You should be able to send securely the 1099 and the W-2s to the recipients from the program just like you can with the lacerte program. Please work on this.  it’s of the upmost importance. obviously we need to security to send these forms

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

Set Default "Assigned to" preparerDiscussion ongoing

Need the ability to set one person as the default "Assigned to" person 

3
K
Forum|Forum|2 years ago
M
malibuaccountantLevel 1

Integrate ProSeries With Xero. Allow ProSeries to import financials from Xero for Individuals, Sole-Proprietorships, LLC, Partnerships, and CorporationsDiscussion ongoing

So many people are using Xero and QuickBooks Online. It would be great to have ProSeries be able to import the financials from Xero and QuickBooks Online. No more manual data entry. Just mapping in Xero and QuickBooks Online for ProSeries line items on the tax return. Just like the olden days of setting up tax groupings that would import into ProSeries from QuickBooks desktop.

1
M
Forum|Forum|2 years ago
C
clmcpaLevel 3

safe send watermarkNew

The 2023 program has a new function to send a 1040 return directly to Safe Send.  The pdf that is generated contains a watermark the says "DO NOT FILE."  This watermark is hardcoded by lacerte, even if the settings for print to pdf indicate no watermark.  We do not want the watermark on the pdf.  Clients find it confusing.  Also, after speaking directly with Safe Send, they also request that the pdf contains no watermarks.  We would like the watermark removed, or at least to 

0
C
Forum|Forum|2 years ago
S
SeamusLevel 1

8936 and Sch A(8936)New

Spent an hour and a half with Lacerte help today. We were unable to claim the Clean Vehicle Credit or even get forms 8936 and Schedule A(8936) to populate in the forms section of 2023 Lacerte. Anyone try this yet for 2023 and had success or any clues how to make this happen?

0
S
Forum|Forum|2 years ago
Swadesblynx
SwadesblynxLevel 2

Bank Account Verification FormDiscussion ongoing

Please add a Bank Account Verification Form to Proseries; this will eliminate issues when a client gives the wrong account number. Other tax software, already has this as a form for clients to fill out.

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

have 1099-NEC flow to formsNew

Info we enter for 1099-NEC and 1099-MISC should flow to the appropriate schedules as it did in ProSeries.This should work the same way form 2106 currently works. Not doing that is silly. 

7
IRonMaN
Forum|Forum|2 years ago
J
JOSEPH11Level 1

Illinois EICNew

New for Tax Year 2023 - Illinois allows ITIN residents to receive EIC - this is only working for clients that have 3 or less "E code" in Part 3 of the Federal information worksheet dependent table. Even if Illinois only allows 3 "E codes" we should not manually remove "E" on dependents 4+ to force the credit to flow to the IL-EIC worksheets. I have been a customer with Intuit for 24 years and I have a large clientele base with ITINs, we need this corrected ASAP. 

1
F
Forum|Forum|2 years ago
M
MJP_CTMLevel 1

Intuit Link - Client Notification to Tax Preparer - needs two choicesNew

In Intuit Link, from the client (taxpayer) viewpoint, they need to see two choices at the bottom of their screen.1) Save and Finish Later2) Done and Ready for Tax PrepAs it is today, with only one button, the clients hit the "Mark as Done" button every time they are in Intuit Link, even though they have not finished uploading all of their tax documents.

0
M
Forum|Forum|2 years ago
N
Nancy Devine- VirginiaLevel 2

Signature Pad for Proseries on the Right NetworkNew

I would like to see this feature added.  Clients need a "signed tax return."  If I sign 400 returns that have a state signature as well, then I have signed 800 returns.  Between printing, signing and sending to client for their Client Copy, I have wasted about 800 x 5 minues = 4000 minutes.  Divide that by 60 minutes in an hour is 66.67 hours times an hourly rate of $200 is $13,334 a year wasted signing client copies of tax return.  These are rough figures but I would like to see this changed.

2
IRonMaN
Forum|Forum|2 years ago
W
willsaintLevel 1

direct deposit account number inside of client letterNew

not allowed to insert client account number for direct deposit inside of client letter for lacerte, but able to do so for pro-connect

0
W
Forum|Forum|2 years ago
L
lori1Level 3

Masking bank account on 1040 in LacerteDiscussion ongoing

Need to be able to mask bank account information on a 1040 and state tax returns on client's copy in Lacerte - whether printing a hard copy or to a PDF.  Ultimately this is a privacy/security issue.

3
L
Forum|Forum|2 years ago
R
revalLevel 1

DefectsNew

I have been a ProSeries customer for YEARS!I am not interested in renewing ProSeries for tax year 2023! HOWEVER, I do need to access and print tax returns for tax years prior to tax year 2023. I received a message from ProSeries stating that I cannot access and/or print prior year tax returns using ProSeries UNLESS I purchase tax year 2023! I already purchased PRIOR YEAR PROSERIES SOFTWARE ... FOR YEARS! WHY DO I HAVE TO PURCHASE 2023 PROSERIES IN ORDER TO ACCESS PRIOR YEAR PROSERIES SOFTWARE THAT I ALREADY PAID FOR!? I sincerely believe this requirement is both unethical AND illegal! Your unethical/ILLEGAL business practices should be brought to the attention of both the IRS and FBI, and all other ENFORCEMENT entities, both federal and state, regarding your attempts to ILLEGALLY FORCE prior-year customers to continue to use your software ... whether they desire to do so or not! Sincerely,Albert A. Warren,Jr.Warren Business Services 

5
sjrcpa
Forum|Forum|2 years ago
K
K_CPALevel 2

Transfer\roll forward data from prior year 1065 to current year 1120-S, and vice versaDiscussion ongoing

Hello:Currently it is very easy to transfer data from the prior year to the current year if you're filing the same tax form (e.g. you filed form 1065 in 2022 & you're filing a 1065 in 2023). However, in cases where a client switches entity types and needs to file a new form, it is currently not possible to transfer data.Proconnect should make it possible to transfer\roll forward data from one type of business tax form to another (E.g. roll forward the 2022 info from a 1065 to a 2023 1120-s). I totally understand this is not an apples-to-apples transfer, but at least transferring basic info like partner\shareholder names & addresses, as well as fixed assets would be immensely helpful

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

Remove the preparer input information from organizer. 1-14-2024Discussion ongoing

Please remove extraneous input information that clients do not need to see from the organizer.  An example is the Schedule C information in the attached snip. Some of those items are foreign to clients and slows the client down. This could be a contributing factor to the low rates of organizer completion by clients.  

1
S
Forum|Forum|2 years ago
IntegrityTax
IntegrityTaxLevel 2

Rates Per form Charges List 400 Max Error for adding custom linesDiscussion ongoing

When you use the "Per Form Charge" on the billing you are only allowed to have 400 lines max. If you go over this line, it freezes the whole program and you loose all your billing data. It take a whole lot of work to get the program up and running again.  I would like them to extend that max to 500. This would solve this issue. I am afraid that once the IRS add just 4 more forms to this list, the program will lock us all out because currently, without adding any custom lines it is at 397.

1
IntegrityTax
Forum|Forum|2 years ago
E
ellenramsdellLevel 1

2020 Lacerte Help Pop UpNew

We think it would helpful if this year's Lacerte (and future years) had the bottom right option of opening the live community and help screen that helps you specifically in the help screen that when you go into a input box that it gives you tips of what to put in that specific box which would be helpful. This was an option in 2020 but not an option in the year's after. We understand that the help tab at the top is still there, but we think this old way would be more helpful. Please consider this suggestion. 

0
E
Forum|Forum|2 years ago
D
Diana10Level 1

e-organizer to be approved by MicrosoftNew

It appears that the e-organizer link has not been approved by Microsoft.  Because of this, my tax clients have to go through at least three iterations before they can open the file.  The Lacerte advisor that I just got disconnected from suggested that the clients use google as their web browser. First of all, the wording makes it look like we are not sending a trust worthy file to our clients. Secondly, the three iterations it takes to get to the file will probably change the client's mind as to whether to use this e-organizer. What do we need to do to get the opening of the file to an easier opening.   I have been with Lacerte since 2001, I am guessing that my loyalty alone should escalate this job to a high priority and get done now. Please email me at your earliest convenience,             

0
D
Forum|Forum|2 years ago
M
mamerrillLevel 1

Lacerte Client Invoice Payments - Connect to create invoice in QBO or QB Payments so can be resentDiscussion ongoing

Lacerte has a feature to connect to QuickBooks payments. However, it is currently impossible to resend an invoice generated in Lacerte e-signature function without deleting the entire e-signature. Also, I thought by connecting my QuickBooks payments account to Lacerte that when I send out e-signature with an invoice to my clients it would generate an invoice in either QBO or QuickBooks Payments. Currently, a random invoice is generated in Lacerte that doesn't show up in QBO or QB Payments until it is actually paid. This is problematic if a client either doesn't receive the payment email or signs the e-signature and doesn't make the payment right away.  At that point I either have to void the entire e-signature package and resend or send an invoice separately. Either way is NOT at all user friendly. 

2
E
Forum|Forum|2 years ago
M
MichaelPazLevel 2

Lacerte should show how the tax is calculatedNew

I don't want to have to go do the math to tell my client how much of their tax liability is LTCG vs from their wages, etc. This would be such a simple feature to add, why is it not already a thing?

1
S
Forum|Forum|2 years ago
A
amycpa96Level 1

prior year social security withholdingDiscussion ongoing

It would be helpful if the prior year voluntary federal income tax withheld was presented.

2
H
Forum|Forum|2 years ago
P
PamfromFloridaLevel 2

Organizers you can printDiscussion ongoing

Hi All - I would love it if Pro Connect online could make organizers we can print for our clients.  I know the goal is to use link, but I have a lot of elderly clients and link is too hard for them. Currently, I am using the prior year worksheets to help them gather their data.  I mix the worksheets with an organizer cover page and a Questions Template from another software.  Thanks for considering-PamfromFlorida

3
George4Tacks
Forum|Forum|2 years ago
K
KatACPALevel 2

Password protected and/or Locked client information unmasking sensitive information when printing HomeBase without prompting for passwordNew

Password protected and/or locked client information unmasking sensitive information when printing HomeBase without prompting for password.Thorough trouble-shooting with no resolution.Information unmasked on HomeBase "Print This View" from client files 1. Locked 2. Password Protected 3. Locked & Password Protected. Unable to print the HomeBase view with successful masking. Able to print unmasked data as non-admin as well as admin of account. 

3
IRonMaN
Forum|Forum|2 years ago
B
BirminghamLevel 3

Allow more than 4 K-1s for Alabama individual e-filed returnsNew

For years, we have to paper file individual Alabama tax returns that contain more than 4 K-1s. I spoke to the Alabama Department of Revenue and they allow up to 400 K-1s on individual e-filed tax returns. This apparent Lacerte limitation is putting undue hardship on our staff, our clients and the State of Alabama. Please expand this capability. 

0
B
Forum|Forum|2 years ago
A
Art LLevel 2

CCCDiscussion ongoing

It would be helpful if I could prepare CA form 914 on Lacerte.

1
A
Forum|Forum|2 years ago

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