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3566 Ideas

puravidapto
puravidaptoLevel 7

Please include penalty and interest calculation for failed to file and failed to payDiscussion ongoing

When a return was filed late and owe taxes, please include calculation for failed to file / failed to pay penalties and interest calculation. Please also vote for my other idea to log a case when an issue cannot be resolved within the same session of chat or phone call: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 . 

1
puravidapto
Forum|Forum|2 years ago
S
srpete76Level 1

Master Admin Control for 2-factor authenticationNew

The Master Administrator should be able to control 2-factor authentication for all Lacerte users under the account. There should be a way for the Mater Admin to see that users have turned on 2FA and ensure they keep 2FA turned on.

0
S
Forum|Forum|2 years ago
A
annamattinaLevel 1

Errors & DiagnosticsNew

Mindy was very helpful and patient with my DMS database issue and my L:\ and M:\ drives.  She stayed on the phone until I was able to access my DMS current database.  Mindy was both pleasant and professional while on the phone with me.  Thanks Mindy.  annamattina

0
A
Forum|Forum|2 years ago
F
Fmsadvisory Level 1

Schedule DDiscussion ongoing

Easier way to enter and make changes to sch D sales. With more and more than people trading, there should be an easier way, think excel like features, to make changes to the transactions after importing. Maybe be able to sum to ensure all transactions were imported correctly. It’s just time consuming and difficult using the current setup. Especially having to scroll through the pages and cells one at a time.

1
F
Forum|Forum|2 years ago
A
AustinTaxCPAsLevel 1

Spouse's name be included in tax return nameDiscussion ongoing

I'm new to ProConnect, but we have always included the spouse's name in our return naming convention.Many of our clients have spouses with different last names and if the spouse's name isn't on the tax return file, it makes it confusing for new staff to match a name to a return.Plus, it is not just the taxpayer's return, it designates that it is a joint return.Thanks for this forum for ideas! 

1
A
Forum|Forum|2 years ago
D
dmurphyps-outlooLevel 1

pdf attachmentsDiscussion ongoing

When I request a .pdf copy of an individual return at "Print to PDF", the print settings for all copies (preparer, client, or government) do not have a choice for including the .pdf attachments.  Any .pdf attachment must be "Printed to PDF" separately.   There must be a reason why you didn't provide that option under "Print settings" though I can't think of one.  It would be very helpful if there was an option in "print settings" rather than imposing a separate step by the preparer to combine the .pdf attachments with copies of the return either manually or by Adobe software.   

1
D
Forum|Forum|2 years ago
N
nonononoLevel 3

K-1 Zip File PrintsDiscussion ongoing

When I am downloading a single K-1 for a single partner, it should not download it as a zip file. It should download as a regular PDF like everything else.

1
N
Forum|Forum|2 years ago
G
GothCPALevel 1

Additional in return flag typesDiscussion ongoing

Right now, there is only the Flag Item option. It would be great if there were additional flag types like "estimate", "missing item," and "flag for reviewer". Ideally there would be a default set but a firm could customize them for their specific workflows.

1
G
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Partial PDF generation should include both federal and stateDiscussion ongoing

Currently when partial PDF generation can only generate a copy of PDF that includes federal forms only, or the state forms only, but could not include some of the federal forms and some state forms, I have to create a PDF for federal forms, and a PDF for state forms. I request to generate one PDF file that can include both federal and state forms.Please also vote for my idea: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 , thanks. 

1
puravidapto
Forum|Forum|2 years ago
M
mikec610Level 3

Chat GPTNew

I recently asked if Chat GPT can analyze a US Tax return. The answer was Yes. Advanced Data Analysis can be utilized to analyze US Tax returns to derive insight, ensure compliance, optimize tax strategies, and more. Has anyone in this forum attempted to do this? If so, how was your success and how were you able to upload the return to Chat.

0
M
Forum|Forum|2 years ago
J
jremaklusLevel 1

Enhanced / AI Backed Tools for Tax Return Self ReviewDiscussion ongoing

Would like to see ProConnect add some additional self review / possible AI backed tools to make the tax return process more streamlined and help eliminate human errors - such as, a tool that compared line-by-line from the prior year and flagged differences (e.g. boxed checked, numbers completed like the debt lines on the K-1 inputs, etc.) so that the self review for my preparers is more efficient. Tools like spell check or more intuitive tools using AI to create more sophisticated diagnostics, flags, or suggestions would be helpful.

1
Forum|Forum|2 years ago
M
mwaller1027Level 3

Allow direct "print" to Documents and offer option to delete files from origination folder when manually adding to DocumentsDiscussion ongoing

Please allow the option when "printing" a tax return to "print" it directly to Documents so that we do not need to manually add that.Also, when manually adding files to Documents, allow the option to delete them from the origination folder/location.

1
M
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

Direct deposit bank info for intitialDiscussion ongoing

I would like request to have a form or way to print out what the direct deposit or payment settings are for both federal and state and have those account numbers show in full so that I can have clients initial it when they sign the 8879s.  Currently, this now shows for the E Payment Record statement and prints with E Signature forms only if there is direct pay of tax due, but not for direct deposit for refunds.  

1
juliermerrillcpa
Forum|Forum|2 years ago
D
DennyBriBri2Level 3

auto send invoiceDiscussion ongoing

When filing out an invoice in ProConnect, my only choice is to save the invoice as a PDF.  Can you add a Send button that will send the invoice via Intuit Link so I don't have to do anything more and client is billed. 

1
D
Forum|Forum|2 years ago
E
ELJ_CPALevel 3

File name for 8879 in Intuit Link client shared document folderDiscussion ongoing

PTO already has a nice feature allowing preparers to print/view "eSig Docs" and to send these same eSig docs to our clients via Intuit Link (if we haven't signed up for client eSignature authorization).Suggested improvement: change the file name from "2022 1040 Other (date)" to "2022 eSig Docs (date)" or "2022 Form 8879 (date)" or something similar to make it easier for clients to distinguish these from the entire tax return file when accessing via Intuit Link shared document folder .On a related topic, I believe it has been requested previously to allow one to mask the client's SSN when printing tax forms without ANY watermarks.Thank you!

1
E
Forum|Forum|2 years ago
M
mwaller1027Level 3

Show ANY and ALL electronic payments, refunds, and applied amounts on E-file screen for verification before e-filingDiscussion ongoing

On the e-file screen where you now show refund or payment amounts and direct deposit or paper check, or the "applied" status, please improve upon this by showing the amount applied to estimates and also by showing ALL payments that will be transmitted with the return for electronic payment (ESTIMATES!!!!).  This should also show when transmitting an amended return as I had just duplicate unexpected estimated tax payments sent through with an amended return!

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

Please update the client portalDiscussion ongoing

Please update the client portal to allow creation of general folders under the client's document section THAT DOES NOT PERTAIN to any specific year. Currently, the client portal is split into years starting from 2017, therefore there is no option to upload general documents to a NON specific year.For example, under the clients account in the document section, I have to first select a year to create folders.  Instead, I should have the option to create general folders without having to enter a specific year for general documents.  These are general documents that do not pertain to any specific year.Thank you kindly.

1
T
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Fix the name misalignment on form 1040Discussion ongoing

I have many complaints from my clients on the last name alignment on form 1040, the following is one of them:"We noticed that on the first page of two 1040 forms, the last name is directly under the first name/middle name column, making it appear as if the last name has become the middle name, and the actual last name is missing. Could we fix this format issue?"I am tired explaining that is a presentation issue only, and the internal format is correct, but can you please fix it? Thanks. 

2
puravidapto
Forum|Forum|2 years ago
A
adam-darkhorse-cLevel 1

Tax Plan Rental IncomeDiscussion ongoing

It would be great to be able to modify the Rental Income in the Tax Plan module. Currently it automatically fills in the amount from prior year as if no changes would possibly happen.

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

If clients can have have a drop down menu when the firm sends the portal linkDiscussion ongoing

One of my customers states that some of their clients have multiple emails per entity and wanted to know if the emails could be shown on a drop down menu to make it easier for them.

1
S
Forum|Forum|2 years ago
K
KBensonVTLevel 1

Please consider truncating direct deposit or direct debit bank informationDiscussion ongoing

For security purposes, it would be great if the bank information was truncated on returns.

1
K
Forum|Forum|2 years ago
T
taxproadvisorLevel 1

Make inactive batch processDiscussion ongoing

Add a feature that allows to batch select multiple clients and 'Make Inactive' instead of having to individually select each client and select 'Make Inactive' from the Edit client menu.

1
T
Forum|Forum|2 years ago
Z
zfetzerLevel 1

For those with dual monitor setups, do you recommend?New

My firm is looking into adapting dual monitor setups to help aid in the input process as well as cut down on printing/paper costs. We are hoping that this transition would also aid in moving us into more of a paperless setup. We want to know if the practicality and efficiency of working with dual monitors is worth the upgrade. Please share the pros and cons you have faces with more than one monitor.

1
N
Forum|Forum|2 years ago
J
JOSHOTLevel 2

eugene muni revNew

Will lacerte please support the EUG-SE form?  it is easy- but is needed.  it is a city of eugene tax form.  

0
J
Forum|Forum|2 years ago
F
f312_2Level 1

Put pass-through entity name, not client number in file name for pdf K-1 packagesNew

Please change the file name for pdf's of K-1 packages to include the name of the entity rather than the Lacerte client number.Currently, when printing K-1 packages to be sent to pass-through entity clients via DocuSign or some other electronic method, the default pdf file name is:  the year, followed by the name of the K-1 recipient (i.e. Partner, S-corp shareholder, or beneficiary of the trust/estate) followed by the Lacerte client number.  The K-1 recipient cannot tell from the pdf file name who generated the K-1.  We are having to print the K-1 packages to pdf first, then change the file name to remove the Lacerte client number and replace it with the name of the entity to which the K-1 relates. For example, ABC LLC is a partnership with 2 shareholders, Dick and Jane. The Lacerte client number is 1000.  Lacerte prints K-1's packages to pdf's with the following pdf file names:  2022_Dick_1000_K1_Partnership and 2022_Jane_1000_K1_Partnership. When we send these K-1 packages electronically to the client with the tax returns, Dick and Jane have no clue what 1000 is. The pdf file name needs to be: 2022_Dick_ABC LLC_K1_Partnership and 2022_Jane_ABC LLC_K1_Partnership.  Our having to change these pdf files names manually before sending to the client adds time to the process and creates potential for typing errors in the pdf file names.

0
F
Forum|Forum|2 years ago

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