Idea Exchange

3566 Ideas

Art LLevel 2

E-file Post Transmission Summary ReportDiscussion ongoing

E-file Post Transmission Summary Report should include the year. 

Forum|Forum|2 years ago

JJB1124Level 2

add VA Form 500Discussion ongoing

ProSeries does not have a VA Form 500.

Forum|Forum|2 years ago

KiraCSMDLevel 1

Filtering based on state formsDiscussion ongoing

We can filter the clients based on Federal forms, but I would like the option to filter based on state forms.  Or even different types of payments.  We have the option of payments and estimated payments, or even LLC tax payments, but in the state of CA, there are PTE payments also.  Right now I have no easy way to see which clients have PTE payments due - either through filtering by form or by payments t

Forum|Forum|2 years ago

ak12cpaLevel 1

Form 8978Discussion ongoing

I am writing to ask why Lacerte does not support Form 8978. To my understanding, there is not even a place to override the additional tax (if applicable) or any other related adjustment. For example, if the taxpayer owes additional tax because of a Form 8986 adjustment, the additional tax would be reported on Form 1040, Schedule 2, Line 17z. It would be nice to have the override option; that way, if Form 8978 remains unsupported by Lacerte, the form can at least be filled out and attached to the e-filed return. Right now, it is my understanding when Form 8978 is required, the taxpayer must paper-file their Federal return.Form 8978 will be a form that will be required in tax year 2023 - one big reason is the ERC (Employee Retention Credit) and the need for S-Corp's and Partnerships to amend previous years returns and partner/shareholder K-1's. I certainly hope Lacerte can support Form 8978 for the 2023 Federal Return - or at least provide input space in "Other Taxes"  to override the additonal calculated tax or other adjustments related to Form 8978. Other major tax software support Form 8978.  I hope Lacerte will too.Thank you! 

Forum|Forum|2 years ago

Sally4Level 1

Pass Through Entity ReportDiscussion ongoing

Being able to run a custom report for all entity's that have state Pass Through Entity Vouchers. 

Forum|Forum|2 years ago

BENDERLevel 1

SCHEDULE E - RESIDENTIAL ASSET TYPESDiscussion ongoing

On your Asset Entry Worksheet,  under type of asset, you can right click for a complete listing of rental fixed assets & get the corresponding code letter to use.Where is HVAC ???  I recommend that you add it to your list.   It's a very popular residential rental improvement.PSHot water heater has letters F or G.  5 or 7 year property.  I am getting some recommendations to use a 27.5 year life.  Please research & confirm 5 or 7 years.Thank you.Bob Bender, CPA    

Forum|Forum|2 years ago

BENDERLevel 1

N.C. Form D-400 - Question: NC Veteran - Yes/NoDiscussion ongoing

The N.C. Form D-400 asks the question:Are you a veteran ???   Yes/NoIt would be terrific if I check the box YES on the 2022 tax returns, that it carries forward to the 2023 N.C. D-400.I would not have to check the box every year for the next 20 years !!!Thank you.Bob Bender, CPA  

Forum|Forum|2 years ago

KariGillenLevel 1

Add HSA Forms to Client ChecklistDiscussion ongoing

For clients who use HSAs each year, it would be very helpful for the 1099-SA and 5498-SA to generate as line items on the client checklist. We use the checklists each year to help our clients gather their documents, and they regularly forget about HSA tax forms because they don't automatically generate on the checklist.

Forum|Forum|2 years ago

davetaxtaxLevel 1

We would like form NC D-407 eligible for E-filing.Discussion ongoing

Form NC D-407 is only available to file as a paper return, we would like you add the NC Trust D-407 tax return as an E-file option.

Forum|Forum|2 years ago

NV12_2Level 3

Please add Il-505-I, IL-1040-ES and IL-1040X for electronic filing within the ProSeries Tax softwareDiscussion ongoing

Forum|Forum|2 years ago

SHurwitz1Level 1

Great Service!New

Very happy with Annette!

Forum|Forum|2 years ago

reitelbergLevel 1

Earl customer careNew

Earl was extremely helpful setting up my 2023 Lacerte in Rightworks he was knowledgeable and the import went fast

Forum|Forum|2 years ago

Nadia 12Level 1

Security Key AuthenticationNew

Currently Duo push authenticates using the app or phone.  Would like to have security key/token authentication (example YUBIKEY) instead.  We have confirmed Duo allows for security key/token authentication so perhaps this feature can be enabled for subscribers like our tax firm.  Security key token authentication is least susceptible to phishing attempts. 

Forum|Forum|2 years ago

GaryPqLevel 2

K-1 Export for StatesNew

After trying forever to figure out why I could not get state K-1 data to export from the S-Corp module to the Individual module, I spoke with an extremely helpful gentleman who informed me that state K-1s other than California don't export and must be entered manually.WHY THE HELL DON'T THEY EXPORT?For the amount you charge our firm each year, this seems like a very basic function that should be implemented.  I could not have imagined that you would not support this.We have a new client with 12 shareholders and activities in 8 states.  When we do the shareholders' returns that is 96 sets of data that will need to be input.  Please fix this.

Forum|Forum|2 years ago

Taxmatters2Level 2

Form 8879 Check Box for DateDiscussion ongoing

Would Like to see Form 8879 with a Auto Populated Date rather than checking a Box to populate a date and not printing a worksheet with just a box checked that is wasting paper..

Forum|Forum|2 years ago

DortatetaxLevel 1

JordanNew

She was great, and solved the problem.She deserves a raise.Thanks

Forum|Forum|2 years ago

kulbackcpaLevel 1

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.

Forum|Forum|2 years ago

Doug ALevel 1

Business Letter ability to say File ASAPNew

The indiv module has in Letter (screen 5.1) the ability to check a box to tell client to file ASAP.  That does not exist for the other type returns.  Can that please be added?  

Forum|Forum|2 years ago

MAPC2022BGLevel 1

Building a fee schedule based on Forms PreparedDiscussion ongoing

Our firm wishes to implement a fee schedule based on the unique forms prepared with a return.  We understand that option is available in other software packages, i.e. Lacerte.  Is that available or being considered as a new feature in consideration?Thank you. 

Forum|Forum|2 years ago

ACS41Level 1

Prep for taxesNew

Just spoke to a Rep named Cynthia. A total low IQ individual who had no interest in helping our firm that pays Lacerte a pretty penny for it's OK product. Shameful.

Forum|Forum|2 years ago

charles_clumecksternLevel 1

Make all Lacerte Tax Programs Actually Work!New

The Lacerte Tax Programs do not use a relational database system where data is only entered one time and then used wherever it is needed.Due to these shortcomings, one has to input the same information in numerous and usually illogical places in the programs to complete a tax return correctly.This is a significant issue across all platforms, worst in exempt package.A basic issue that should have never been an issue is the "jump to Detail" from Forms.  This feature does not work in over 50% of the fields.If this is because there are background calculations to determine an amount on the form, there should be a worksheet to support the amount calculation.There are very few, if any of the these worksheets.These are basic issues that Lacerte/Intuit refuses to address and their programs are getting worse and worse as the tax law gets for complicated.The Intuit thought process appears to be that if the issue affects less than 10% of customers, it will not be adressed.The problem with this approach is the percentage of impacted customers goes greater and greater.And the overall quality and reliability of the programs is less and less.I realize your programs are too messy and poorly constructed to addess these issues.At some point, your customers will say enough and change to better programs regardless of the price point (and current cost of your programs is closing that gap).   

Forum|Forum|2 years ago

BphaywardLevel 2

Allow transfer of prior year home base organizer to current yearNew

Currently, I have to transfer the entire 1040 home base to the organizer.I only send organizers to limited clients. Please allow the previous year organizer homebase to be transferred to the  

Forum|Forum|2 years ago

HCPA-TSLevel 1

Templates do not offer accountabilityNew

Currently when a client skips one or more document requests or does not answer a question, we cannot distinguish if it is because the information no longer applies to them or if they forgot to answer the question/upload a document. We would like the option to configure the "I'm done" option to require a customizable checkbox or some form of user input where they explicitly affirm it does not apply them instead of simply skipping. This way there are held accountable to not submitting documents instead of blaming the software. This would require a pop-up when they do submit "I'm Done" so they review which requests they checked off "Not Applicable" and have to hit "Confirm". We would like an option to customize that text in that final pop-up.

Forum|Forum|2 years ago

jsbucklewcpa-gmaLevel 2

Integrate ProConnect with SmartVaultDiscussion ongoing

SmartVault's integration with ProSeries (and I'm assuming it's identical with Lacerte) is beautiful.  I know ProConnect has built in document storage unlike ProSeries and Lacerte, but it would be nice if ProConnect integrated with SmartVault the same way ProSeries, Lacerte, and other professional tax software does.  The built in storage in ProConnect is very nice as supplemental/redundant storage (and for new startup firms watching their expenses or seasonal tax preparers), but it's really only useful for tax prep engagements.  An integration with SmartVault and Intuit Practice Management is already in the works, so it makes sense to intergrate it directly with ProConnect as well, especially since ProConnect is the only professional tax software from Intuit that is not yet directly integrated.Centralized document management and file storage is critical for efficiency, data security, and a positive experience for firm employees and clients, whether you're using a cloud application, physical file room, or both.  I think SmartVault's direct integration with ProSeries, Lacerte, and other professional software is a huge time saver - you literally just need to "print" a client's return directly from the tax software to create a new client's file in SmartVault (and add additional files to an existing client).  The automation is wonderful and you should only need to input a new client's data once, which would also reduce errors.Just my 2 cents, apologies if this is already in development.  

Forum|Forum|2 years ago

BENDERLevel 1

Form 1099-SA WorksheetNew

If there is a number on line 1 - Gross Distribution, about 99.9% of the time the distributions were used for qualified medical expenses.Yet if you do not check the block that "Full amount in box 1 was used to pay qualified medical expenses,  your tax program will ADD box 1 to income.   Not good  !!!Recommendation:  During final review,  add a warning that there is a number in box 1, but no block has been checked.Thank you.Bob Bender, CPA    

Forum|Forum|2 years ago

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3566 Ideas

E-file Post Transmission Summary ReportDiscussion ongoing

add VA Form 500Discussion ongoing

Filtering based on state formsDiscussion ongoing

Form 8978Discussion ongoing

Pass Through Entity ReportDiscussion ongoing

SCHEDULE E - RESIDENTIAL ASSET TYPESDiscussion ongoing

N.C. Form D-400 - Question: NC Veteran - Yes/NoDiscussion ongoing

Add HSA Forms to Client ChecklistDiscussion ongoing

We would like form NC D-407 eligible for E-filing.Discussion ongoing

Please add Il-505-I, IL-1040-ES and IL-1040X for electronic filing within the ProSeries Tax softwareDiscussion ongoing

Great Service!New

Earl customer careNew

Security Key AuthenticationNew

K-1 Export for StatesNew

Form 8879 Check Box for DateDiscussion ongoing

JordanNew

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Business Letter ability to say File ASAPNew

Building a fee schedule based on Forms PreparedDiscussion ongoing

Prep for taxesNew

Make all Lacerte Tax Programs Actually Work!New

Allow transfer of prior year home base organizer to current yearNew

Templates do not offer accountabilityNew

Integrate ProConnect with SmartVaultDiscussion ongoing

Form 1099-SA WorksheetNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

E-file Post Transmission Summary ReportDiscussion ongoing

add VA Form 500Discussion ongoing

Filtering based on state formsDiscussion ongoing

Form 8978Discussion ongoing

Pass Through Entity ReportDiscussion ongoing

SCHEDULE E - RESIDENTIAL ASSET TYPESDiscussion ongoing

N.C. Form D-400 - Question: NC Veteran - Yes/NoDiscussion ongoing

Add HSA Forms to Client ChecklistDiscussion ongoing

We would like form NC D-407 eligible for E-filing.Discussion ongoing

Please add Il-505-I, IL-1040-ES and IL-1040X for electronic filing within the ProSeries Tax softwareDiscussion ongoing

Great Service!New

Earl customer careNew

Security Key AuthenticationNew

K-1 Export for StatesNew

Form 8879 Check Box for DateDiscussion ongoing

JordanNew

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Business Letter ability to say File ASAPNew

Building a fee schedule based on Forms PreparedDiscussion ongoing

Prep for taxesNew

Make all Lacerte Tax Programs Actually Work!New

Allow transfer of prior year home base organizer to current yearNew

Templates do not offer accountabilityNew

Integrate ProConnect with SmartVaultDiscussion ongoing

Form 1099-SA WorksheetNew

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