Idea Exchange

3566 Ideas

Full report available to audit REP countsNew

We should be able to view, very easily, the exact returns that went against our REP counts. Should not matter what plan we are on. We should be able to view what we are paying for!

Forum|Forum|2 years ago

Ross S Kass CPALevel 1

Georgia Partnership ReturnNew

The GA partnership return does not produce a K1.  There is an equivalent worksheet, but it does not get included in the K1 package.  The required form G2-A does not generate.  This form only has name and addresses and 2 numbers.  Both of these numbers appear on the previously mentioned worksheet.  Why doesn't Lacerte create the required G2-A form?

Forum|Forum|2 years ago

RoseLVLevel 1

Put an 'eye on the password screen so you can see the password you are typingNew

After typing in your password incorrectly so many times you get locked out of your account.  If you had an 'eye' on the password block, then you can see the password you are typing incorrectly and then you will not get locked out.  I was getting ready to talk to a client about their tax return and typed the password incorrectly.  It wasn't till I was locked out that I noticed the 'CAPS' locked was on.  Tried calling Lacerte support, with no help!Thank you, Rosemary

Forum|Forum|2 years ago

parvitstaxLevel 6

PDF issue when creating electronic signatureNew

Since PS21 I have not been able to view the data on the PDFs on my esign software. I was told ProSeries is creating a multi-layered PDF and the software cannot read the file properly. Is there a way to create flattened PDFs on ProSeries???

Forum|Forum|2 years ago

CAFPLevel 1

add lacerte pdf printer to parallels/macNew

Currently Lacerte does not allow creation of a pdf file and automatically attach to the tax return within the Windows11 running on Parallels virtual destop, nor does Lacerte allow to print a pdf file.  Please fix this problem.

Forum|Forum|2 years ago

araltmanLevel 3

Overwritten tax returnNew

I have (or my software has) overwritten an efiled tax return with a new one.  How do I fix this?

Forum|Forum|2 years ago

contador1Level 1

You need to include New York Form IT-202 in your supported forms listNew

This form relates to the New York City Unincorporated Business Taxable Income and related tax.  It is a commonly used form by unincorporated entities doing business in New York City.

Forum|Forum|2 years ago

CoasterLevel 1

Open Multiple Returns in Same Tax YearNew

It would be great if Lacerte could allow users to open several returns in the same year.  When preparing returns, sometimes a person needs to compare inputs from one return to the other.  This helps users to find where somethings gets input and allows for returns that have similar information to be prepared the same way.  It would be nice to be able to open up to three or four versions in the same year.  (For instance: open client #1, the client you are working on and open client #2, a client to compare inputs.)

Forum|Forum|2 years ago

NonaFisherLevel 3

Time Spent "ADJUSTMENT OPTION"Discussion ongoing

There are times that a tax file is inadvertently left open longer than the actual time that is spent working on the file. It would be wonderful and useful if there was an option to ADJUST the time spent on a return if that should happen. Either by the user or by an administrator.

Forum|Forum|2 years ago

mikestonecpaLevel 2

Fiduciary OrganizersNew

As we come to an end of this year's tax season, I will renew my annual program enhancement suggestion for Fiduciary Organizers.Individual Organizers put the Questionnaire after the Client and Dependent information.  This makes sense for reasons I should not have to list here.Fiduciary Organizers put the Questionnaire BEFORE the Client information, which is very awkward and necessitates pulling those two pages and reinserting them after the Client and Beneficiary information in order to send the client a document that looks like it was prepared by professionals rather than someone in grade school.  This makes no sense and there is no option in the program to change this order.It would be really nice if Lacerte would acknowledge that putting the Questionnaire at the beginning is really dumb.  If it was a brilliant idea, you would also do it for Individuals.  And it should't take more than about three minutes of programming effort.I have been tilting at this windmill  for over a decade, but hope springs eternal.Please correct the Fiduciary Organizer output order to put the Questionnaire after either the Client Information or the Beneficiary Information.  (I personally think after the Beneficiary Information would be best, but at this point I'll accept just about anything that alters the status quo.)Mike Stone  

Forum|Forum|2 years ago

LYCLevel 1

Corporate State Tax Return Print Option to Uncheck AllDiscussion ongoing

Dear Lacerte,Will you please add an option to the corporate state tax return printing to be able to uncheck all?  When selecting print tax return for state/city only, all the states (i.e. 45 states) are checked to print and there is also an option to "check all".  However, if wanting to only print a particular state return, will need to uncheck 44 states.Thank you for your consideration.LYC 

Forum|Forum|2 years ago

puravidaptoLevel 7

Do not consider E-filed extension considered as E-filedDiscussion ongoing

I rely on "Tax returns" and "Not e-filed" to find whom I have prepared the return but has not e-filed, but this does not show the people I have filed extension. Filing an extension is not considered as "e-filed" in common sense. Please provide us checkboxes to define what not e-filed mean. Thanks.

Forum|Forum|2 years ago

1898-MauserLevel 1

Customer SupportNew

The customer support staff doesn't get the recognition they deserve.I fill out the surveys but I'm usually in a hurry to get back to the tax return I'm preparing so I don't often make narrative comments.So today I want to shout out to Emily who helped me with a critical diagnostic on an amended individual return.Emily, thank you.JD Black

Forum|Forum|2 years ago

jd1981Level 1

schedule cDiscussion ongoing

I know we can do a tax return from QBO for an 1120 & 1065. It needs to be integrated into a schedule c for tax return purposes.

Forum|Forum|2 years ago

ajtazLevel 1

Form 706 Schedules - Not StatementsDiscussion ongoing

In a Form 706 Estate Tax Return, entered information should populate the 706 Schedules first and a continuation statement should only be added when the entered information exceeds the space available on the Schedule.  Currently, if any information is entered in a 706 Schedule, the Schedule will auto populate "See Statement" and all information (regardless of length) is included on the separate statement in a lump paragraph format where the preparer cannot control the formatting.  

Forum|Forum|2 years ago

stecraLevel 2

Oklahoma state tax returnNew

I tried to electronically file my Oklahoma tax return. It was rejected due to: Schedule 511NR-B, line 13 (Capital Gain Deduction) Federal Amount Column (Federal Amount) cannot be greater than Oklahoma Amount Column (Oklahoma Amount).  This makes no sense. I talked to Bethany at Intuit. She could not find a problem with what I was doing and agreed with me that the problem is with the state of Oklahoma. FYI:  I did not have this problem when I electronically filed my 2021 Oklahoma tax return. Steve [removed}  

Forum|Forum|2 years ago

shellyjchessercpacomLevel 3

KY FORM 740PTET AND PTET CRDiscussion ongoing

Please update the form instructions and also provide a way to efile the ptet forms and pay the amount due through the program.  Can this be done by October 15th deadline?

Forum|Forum|2 years ago

SauceKLevel 1

Critical DiagnosticNew

Rhonda was very helpful by getting us through the critical diagnostic we were having trouble with. 

Forum|Forum|2 years ago

cat72321Level 1

1031 Carryover Asset Depreciable LifeNew

When doing a 1031 exchange in Lacerte, the system creates carryover assets for the basis of the old property that is carried over to the replacement property.  In my case I exchanged a residential rental (27.5 yr life) for a commercial rental (39 yr life).  The regulations are very clear that when depreciating the carryover basis from the exchanged property, if they do not have the same depreciable life, you are to start using the LONGER of the depreciable life of the old property or the new property (Reg 1.168(i)-6(c)(4)(i).  I have also read additional publications (The TaxBook, Journal of Accountancy) that confirm my interpretation of the regulations.  Lacerte automatically shows the depreciable life the of the carryover asset as 27.5 (the same as the exchanged property) with no way to update it to the longer life of 39 years.  After a long phone call with a Lacerte agent, I confirmed there is no way to update it without also changing the depreciable life of the old property for the period through the date of the 1031 exchange.  Prior to the exhange happening (in my case it happened in June) the old life should be maintained (27.5 years) and should only be updated for the carryover asset, post 1031 exchange.  This is a glaring mistake on Lacerte's part which should be changed.  When the 1031 Exchange Wizard creates the carryover asset, it should be a separate input line item in the Depreciation input so the life can be changed if need be.

Forum|Forum|2 years ago

SonnyNgLevel 1

occupation field does not saveNew

The occupation field does not save from year-to-year, client to client. It's annoying. We paid $20K a year for the software, please solve the problem.

Forum|Forum|2 years ago

JackRLevel 3

Print (or save as PDF) all three copies of the returns with one click.Discussion ongoing

Give the ability to Print (or save as PDF) all three copies of the returns with one click.I can print the Client Copy, Preparer Copy and Governmnet Copy with one click in Proseries.  The save as PFD function should also give the ability to save to the Documents Folder. 

Forum|Forum|2 years ago

LFCochraneLevel 2

power of attorneyDiscussion ongoing

Have the power of attorney forms automatically pull from the preparer # selected. Add CPA and EA License number input to preparer information screen (for the POA).

Forum|Forum|2 years ago

JackRLevel 3

Default Link Organizer in ProconnectDiscussion ongoing

It would be helful if you could give the ability to select a default organizer in Link for Proconnect.When you sent an invite, the default organizer is no template.

Forum|Forum|2 years ago

JackRLevel 3

Simplify Schedule D InputDiscussion ongoing

The the ability to just input type "A" or "D" Totals without having to input dates or descriptions would simplify input. We should only need to list the Sales Price and Cost basis. "A" transactions are Short Term and "D" transactions are Long Term. You should not need to enter dates.  Proseries has a 1099-B input sheet that does this.

Forum|Forum|2 years ago

nenaccountantsLevel 3

Pull MS business signature form into DocusignDiscussion ongoing

Would be great if MS state signature forms for 1120S, 1120, & 1065 were being automatically pulled into the eSignature request. We are having to print the form and manually add to the request and this is time consuming!

Forum|Forum|2 years ago

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3566 Ideas

Full report available to audit REP countsNew

Georgia Partnership ReturnNew

Put an 'eye on the password screen so you can see the password you are typingNew

PDF issue when creating electronic signatureNew

add lacerte pdf printer to parallels/macNew

Overwritten tax returnNew

You need to include New York Form IT-202 in your supported forms listNew

Open Multiple Returns in Same Tax YearNew

Time Spent "ADJUSTMENT OPTION"Discussion ongoing

Fiduciary OrganizersNew

Corporate State Tax Return Print Option to Uncheck AllDiscussion ongoing

Do not consider E-filed extension considered as E-filedDiscussion ongoing

Customer SupportNew

schedule cDiscussion ongoing

Form 706 Schedules - Not StatementsDiscussion ongoing

Oklahoma state tax returnNew

KY FORM 740PTET AND PTET CRDiscussion ongoing

Critical DiagnosticNew

1031 Carryover Asset Depreciable LifeNew

occupation field does not saveNew

Print (or save as PDF) all three copies of the returns with one click.Discussion ongoing

power of attorneyDiscussion ongoing

Default Link Organizer in ProconnectDiscussion ongoing

Simplify Schedule D InputDiscussion ongoing

Pull MS business signature form into DocusignDiscussion ongoing

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Full report available to audit REP countsNew

Georgia Partnership ReturnNew

Put an 'eye on the password screen so you can see the password you are typingNew

PDF issue when creating electronic signatureNew

add lacerte pdf printer to parallels/macNew

Overwritten tax returnNew

You need to include New York Form IT-202 in your supported forms listNew

Open Multiple Returns in Same Tax YearNew

Time Spent "ADJUSTMENT OPTION"Discussion ongoing

Fiduciary OrganizersNew

Corporate State Tax Return Print Option to Uncheck AllDiscussion ongoing

Do not consider E-filed extension considered as E-filedDiscussion ongoing

Customer SupportNew

schedule cDiscussion ongoing

Form 706 Schedules - Not StatementsDiscussion ongoing

Oklahoma state tax returnNew

KY FORM 740PTET AND PTET CRDiscussion ongoing

Critical DiagnosticNew

1031 Carryover Asset Depreciable LifeNew

occupation field does not saveNew

Print (or save as PDF) all three copies of the returns with one click.Discussion ongoing

power of attorneyDiscussion ongoing

Default Link Organizer in ProconnectDiscussion ongoing

Simplify Schedule D InputDiscussion ongoing

Pull MS business signature form into DocusignDiscussion ongoing

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