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3566 Ideas

S
shaunlLevel 2

Implement single sign-on using Microsoft 365 accountDiscussion ongoing

Setting up new users for Lacerte is a pain. The invitation system is not intuitive or even reliable. Resetting forgotten passwords should not require that users send in a picture of their Drivers License and await approval up to 24 hours. Our CPA firm's IT department should be able to handle a simple password reset, since they are the ones who created the account to begin with. The ability to sign in to Lacerte with a Microsoft 365 account would be huge. 

1
S
Forum|Forum|2 years ago
C
Cil3217Level 2

form 8879New

I received to many return calls from clients asking questions why the Form 8879 liability does not match what is owed per the tax return, thus they question what amount will be drawn from their bank accounts.  Can a line be created to include penalties and interest on the form? 

2
N
Forum|Forum|2 years ago
M
MJ CPALevel 2

1099-MISC for South Carolina Partnership Tax ReturnNew

ProSeries has the 1099-MISC auto-populate for the South Carolina non-resident in the S-Corporation SC return, but this feature is not available in the SC Partnership return. Seems like a very simple "Copy/Paste" your code from the SC S-corp to the SC partnership return. Can you please make this happen. It's been a loooong time for such a simple feature.

0
M
Forum|Forum|2 years ago
K
kenzcpaLevel 2

Unable to download Lacerte updatesNew

When trying to receive Lacerte updates, the files are loaded on the screen but thenit freezes and will not install the files.   ?? Anyone having this problem ?

0
K
Forum|Forum|2 years ago
M
Michael JankLevel 1

Nebraska Property Tax Credit input does not flow from one year to the next as part of State Tax Summary or it flows incorrectly as another state tax credit.New

Nebraska Property Tax Credit input does not flow from one year to the next as part of State Tax Summary or it flows incorrectly as another state tax credit and for a different amount.  Concerning. Also, Nebraska Property Tax Credit does not flow through on Nebraska Amended Income TaxReturn Form 1040X.  Rather, it has to be manually input for the amended tax return to becomplete.Thanks for your consideration. 

1
N
Forum|Forum|2 years ago
1
1CAP-crunchLevel 2

Check case # 15106617399 The cover letter with a 1040 client copy of tax return is faulty and makes no sense as the returns are all acknowledged as filed .New

The cover letter with a filed 1040 client copy of tax return is faulty and makes no sense as the returns are all acknowledged as filed .This error has existed for months !! Anybody in QI dept ?? It reads same as if returns have not been filed. 

0
1
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

Create custom print packages - watermarked/unwatermarked fed/state combosDiscussion ongoing

Currently there are client, preparer and government print combos. I know you can modify these, as I have done to include the forms I want for client version of the tax return (watermarked). But I have to still currently custom print each set of settings for every client.For example, I do a watermarked client version and then do an unwatermarked Tax Summary with Vouchers. I also combine my 8879s with a copy of the Due Diligence checklist and have clients initial that as well. It would save so much time if I could have presets saved outside of the current 3 that I could customize.  

5
J
Forum|Forum|2 years ago
R
rmadrigalLevel 2

Form 8865New

Please add this form to be supported for preparation in the software. It seems that it's been requested now for many years, clients need it - especially international ones. 

0
R
Forum|Forum|2 years ago
J
JennyJLevel 3

View last 4 digits of SS number on Form 8879New

Would like an option on the Form 8879 to have the SS number reveal the last 4 digits.  XXX-XX-1234.Right now it's mask all or show all.

0
J
Forum|Forum|2 years ago
JFHFIRM
JFHFIRMLevel 1

Print Payment Vouchers SeparatelyDiscussion ongoing

Saving print setting for returns should allow a separate item just for tax payment vouchers due. Estimates are able to be separate, but actual tax payments must be print out along with the tax return. Many clients are fine with an electronic tax return but either want a separate pdf or printed out vouchers.It would nice to be able to have a saved print return package of just the front letter, payment vouchers(both estimate and current year due payments) and esignature forms, while everything else can be electronic. 

2
J
Forum|Forum|2 years ago
J
joe11_2Level 1

Form 990T needs to attach Form 4136 Fuel tax creditNew

Form 990T needs to attach Form 4136 Fuel tax credit. Golf Course files as a social club files the  Form 990 and 990T. It spends money on operating machinery and is entitled to the fuel tax based on  Number of gallons of regular and diesel fuel purchased for off road usage.

0
J
Forum|Forum|2 years ago
T
Tom H2Level 1

Self employed health insurance deduction and for 8962New

If you have a client who is self-employed, and they buy insurance on an exchange, they will receive a Form 1095-A .  If that client makes too much money, they need to repay the advance premium credit that they received.  When self-employed, trying to include that repayment as self-employed health insurance deduction is problematic.  Lacerte does a worksheet and wants to treat it as a deduction on Schedule A when it should be an above the line deduction per the IRS. Is there a way to make that amount flow to the self-employed health insurance deduction instead of Schedule A, I had to Mickey Mouse around the numbers to get what I thought was correct!

0
T
Forum|Forum|2 years ago
B
bbates377Level 2

ANNOYING ALERTS REQUIRE TOO MUCH TIME TO DELETE. MESSAGES ARE SELDOM RELEVANT TO ME.New

ANNOYING ALERTS REQUIRE TOO MUCH TIME TO DELETE. MESSAGES ARE SELDOM RELEVANT TO ME.

0
B
Forum|Forum|2 years ago
C
Carl5Level 1

Stop rejections by calling them critical diagnostic errors first.New

Returns get rejected after clients signs off on the return but then a day later we get an electronic rejection from the IRS or State. Now we have to re-open the client file contact the client and fix what should have been completed already. I submitted a NY return with no criticals then it gets rejected because  I need to enter in Spouse Drivers license. This creates so much more work, this should have been a diagnostic. Also, I had to call Lacerte to find where to enter the License into. This info should be available on all rejections. 

0
C
Forum|Forum|2 years ago
H
HaveSuitWillTravelLevel 1

How to enter qualified nonpersonal use vehicles in the depreciation screen, so that it appears on Form 4562 as non-listed property?New

Publication 946, page 51 explains that the definition of Listed Property does not include "qualified nonpersonal use vehicles" such as:"Any vehicle with a loaded gross vehicle weight of over 14,000 pounds that is designed to carry cargo."or, "Bucket trucks (cherry pickers), cement mixers, dump trucks (including garbage trucks), flatbed trucks, and refrigerated trucks."Since these types of vehicles fall outside the definition of Listed Property, the business use substantiation rules that apply to Listed Property would not apply. How can I enter a qualified nonpersonal use vehicle such as this in Lacerte, such that I choose MACRS 5-year depreciation as appropriate to vehicles, but it is not shown on Form 4562 as Listed Property? Linked to IRS Publciation 946: https://www.irs.gov/pub/irs-pdf/p946.pdf#page=51

0
H
Forum|Forum|2 years ago
W
wmraccountantLevel 1

Mark state final for individualNew

Mark state final for individual - If a client moves out of state, you should be able to mark a box to delete the state for the next year.  SO, when the file is ProForma from year to the next it drops that state.

0
W
Forum|Forum|2 years ago
W
wmraccountantLevel 1

FBAR on client letterNew

On the default letter, the FBAR filing should apart of the Main Letter (if applicable).Especially since the client has to sign and efile authorization. 

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

Transfer return to a prior yearDiscussion ongoing

It would be helpful to have a transfer tax return to a prior year.I input a new client into 2022 only to discover that the prior CPA had made an error.  An amended return is now required for 2021.  I know some clean up and adjustments would be needed but that would be preferable to inputting everything again.OR I could have input the 2021 tax return.  Aarrgghh. I know.

1
S
Forum|Forum|2 years ago
S
Susie GLevel 1

add a diagnostic to check screen 32.1 for partnership property distribution statement completenessDiscussion ongoing

I recently input multiple distributions of property  from the partnership to the members.  All information was input correctly to the two Distribution boxes in screen 28, and allocated to each partner on screen 29.  However, it is screen 32.1 that actually generates the K-1 statement for line 19 C property distributions - not screen 28.  I had input one of the properties to screen 32.1, but not all so my statement did not tie out to the Schedule L on the K-1 or Schedule M-2. I suggest a diagnostic warning to check your screen 32.1 entries, since that's what generates the K-1 statement, tie to your M-2 entries.    Or like the cash distributions, if no further detail is input to screen 32.1, the statements defaults to the partnership percentages and allocates the details input to screen 28 based on the partner's ownership.

1
S
Forum|Forum|2 years ago
H
howgood1Level 1

Sorting Schedule E worksheets and K-1sNew

There is currently no way to sort or re-order Schedule E worksheets or K-1s (1065/1120S).  I have a client with over 100 rental properties and another with several dozen K-1s.  Each year I add on more assets/forms. Data entry would be much easier as would keeping track of what I've entered if I could put them all in numerical or alphabetical order as new items are added.

0
H
Forum|Forum|2 years ago
R
Ross S Kass CPALevel 1

8865New

ITS BEEN 10 YEARS OF ASKING WE NEED FORM 8865!!!!!!!!!!!! ULTRA-TAX HAS IT!!!!!!

0
R
Forum|Forum|2 years ago
I
Ivy GSGLevel 2

On Individual screen 22 what's the difference between two methods of removing depreciation expense?New

Hi community,Client needs to convert a single-family rental property to primary residence for the year of 2022. The property was rented out in previous years so I need to delete depreciations for 2022. Client might want to re-rent the property in future years so we want to keep property information in Lacerte instead of deleting it completely. I found two methods to achieve this goal:On Individual screen 22 put -1 in Current depreciation/amortization to override prior year datePut 1= delete this year in Additional InformationSo I wonder what's the difference between these two methods? Thank you very much!

0
I
Forum|Forum|2 years ago
B
BeckCPA08Level 2

Standardize Client Authorization eSignature for Form 8878Discussion ongoing

Please set-up a standardized DocuSign for Form 8878, similar to Form 8879.

3
M
Forum|Forum|2 years ago
S
sizcoimenLevel 2

Married filing jointly vs separatelyNew

Although Lacerte has a very good feature showing the difference between filing jointly vs. separately, it only makes that calculation for federal purposes. I had a new client this year and when looking at his previous year's return, the software showed that although filing jointly was more beneficial for federal purposes, it also showed the state calculation as well. The state calculation showed that filing separately was more beneficial and more than offset the federal benefit of filing jointly. I think that Lacerte should consider including the state consequences as well so that preparers could make a more informed decision as how the taxpayers should file.  

0
S
Forum|Forum|2 years ago
R
rwittumLevel 1

Unreimbursed Partnership expenses and QBINew

This should not be a critical diagnostic. Like the NOL not being reduced to 80% it should be informational and not critical.

0
R
Forum|Forum|2 years ago

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