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3566 Ideas

G
George FullerLevel 1

Partnership return apportionment of income for 20 statesDiscussion ongoing

I have a client who is a partnership of a larger partnership.  Last year, they did business in 20 states, thus requiring me to file 20 state tax returns and do the apportionment accordingly.  It would be very helpful, and a tremendous time saver, if ProSeries allowed me to put in the percentage that is allocable to each state, rather than requiring me to manually calculate all income and expense items to generate the state tax return.Also, because the income is subject to apportionment, I will have numerous errors on the state returns if all states are like Arkansas.  While I know how to file a return with errors, I prefer not to need to file a return with errors.

1
G
Forum|Forum|2 years ago
S
snootsdadLevel 3

Allow expanse of input field on locked returnsDiscussion ongoing

Some fields you can drill down and see the details on past years locked returns.  This helps me to review details I made in a prior year.  But not all fields have this functionality.

1
S
Forum|Forum|2 years ago
S
snootsdadLevel 3

dafult salutation for entitiesDiscussion ongoing

In the individual module, when emailing a client the program picks up the first name of the taxpayer field and starts the email with "Dear" (clients first name).In all the entity modules (partnership, s-corp, c-corp, trust, fiduciary, estate, exempt org & gift)  the email just says "Dear Client".  It doesn't pick up any name information from the client information data.  When dealing with client with several entities, they don't know which EIN/zip combination to use.  If the email would default to the name of the entity in the salutation.  It would save the preparers and taxpayers a lot of calls of, which number do I use for the password.

1
S
Forum|Forum|2 years ago
N
NYangelLevel 1

NOL schedule or logDiscussion ongoing

Hi,It would be very helpful if there is a log or schedule that tracks NOL amount and years when created and used enabling us to refer and verify amounts.

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

Self-prepared PTE-100Discussion ongoing

Instead of leaving the signature area blank or indicating self-prepared, as the rest of the return shows, ProConnect is entering preparer information. This should be fixed for 2023 filing season.

1
J
Forum|Forum|2 years ago
D
DavidwithPTOLevel 1

IA 8453-PTECDiscussion ongoing

The form in section II has the option to do a direct debit/deposit. The program gives no options to indicate that it will be electronically withdrawn. I have a client who would like to see that options implemented.

1
D
Forum|Forum|2 years ago
G
GiantFanLevel 3

Correct Letter Type is selected when choosing "Print Acceptance Letter" in e-file Center viewDiscussion ongoing

When selecting "print acceptance letter" from the client screen when in "e-file Center" view, the program should already select the type of letter based on the type of return. For example, when printing an acceptance letter for a charitable remainder trust, "Print Acceptance Letter" should automatically have "US-STI" selected as the letter type, not "Tax Return".  Similarly when selecting "Print Acceptance Letter" for an Extension, "Extension" should automatically be selected as the letter type, not "Tax Return".

1
G
Forum|Forum|2 years ago
T
timothycabanLevel 1

Changes to error #6587New

There appears to have been a change put through on error #6587 whereas I was able to e-file a client 1040 return with this email under critical diagnostic warnings on 09/20/23 and then when I went to amend the return two days later on 09/22/23, I could no longer e-file with this warning and had to upload the 7203.  I get the reason for this change but this should not be pushed through in the middle of filing season as it invites the situation where the tax preparer has to go back to the client to ask for information that I don't have, only two days after filing the actual return!  It's ridiculous.  If you are going to change things like this, the change should be made after the actual filing season after 10/15.

0
T
Forum|Forum|2 years ago
J
JackRLevel 3

Interest Income from Massachusetts banksDiscussion ongoing

Proconnect used a separate field for Interest Income from Massachusetts banks. It would be better if there was a checkbox to indicate that the interest entered in the interest income field is from a Massachusetts Bank. Otherwise you need to delete the entry from the income income field and enter it in the interest from Massachusetts banks field 

1
J
Forum|Forum|2 years ago
J
JackRLevel 3

Show ending Accumulated Depreciation on the Depreciation ScheduleDiscussion ongoing

It would be great if you could show ending Accumulated Depreciation and Amortization on the Depreciation Schedule. Proseries has a separate report that shows it.   

1
J
Forum|Forum|2 years ago
D
DD9Level 2

Make the DocuSign outgoing email window bigger. It just got reduced in size this week. Almost impossible to individualize the outgoing message now.Discussion ongoing

Make the DocuSign outgoing email window bigger. It just got reduced in size this week. Almost impossible to individualize the outgoing message now.

1
D
Forum|Forum|2 years ago
A
Art LLevel 2

PPTTNew

Often I speak to technical support and the question does not get resolved despite spending a lot of time on the phone. If I had the option of paying for a higher level Lacerte employee who may be able to resolve the problem it would be productive. I'm sure many practitioners would we willing to pay an hourly rate for time of someone who is better equipped to deal with technical issues.  The people I speak to often suggest a calculation challenge, but that is invariably useless.

0
A
Forum|Forum|2 years ago
D
dale11Level 2

Illinois Data not transferring correctly when preparing amended return IL-1040XDiscussion ongoing

When you are preparing an amended Illinois return, the prior refund or payment does not transfer to the input on screen 59. It is entering zero for both amounts. Preparer has to change the amount that is automatically transferring. 

1
D
Forum|Forum|2 years ago
S
snootsdadLevel 3

Client Invoice added custom fieldNew

I want to start adding a surcharge % to every invoice, with the same functionality of the current "sales tax field"  But in California we don't charge sales tax on our services.  If I could customize the wording for this field I could use words that don't raise issues, since sales tax doesn't apply in CA.Or if you just added a field that works just like sales tax and could be customized.I currently am trying to get my clients away from paying with a credit card (cost is cutting into margin).I will offer a discount of this fee is paid other than CC (Zelle, check or MO).  I can explain this in the footer of my invoices. 

1
S
Forum|Forum|2 years ago
B
BornOnApril15Level 1

Possible program change for IA 1041 tax preparer address fieldDiscussion ongoing

On the IA 1041 program, is there any way Lacerte can expand the length of the characters for plugging in the tax preparer/attorney address?  The number of characters is so few that I have to shorten my mailing address.  It is to this address that the tax collector sends the Iowa income tax acquittance, which is a necessary document to close a probate estate or a non-probate trust.  I have had at least one of these tax acquittances go missing because the abbreviated postal address I had to input was mis-read by the tax collector.  It would just make sense to be able to provide a complete mailing address to the tax collector.

1
B
Forum|Forum|2 years ago
J
Jack4Level 4

Input for Form 7203, line 23 (Individual)Discussion ongoing

Please add the ability to directly enter Form 7203, line 23 into the individual module. Form 7203 was generated from the Scorp module with line 23 populated. However, there is no direct input for this line on the passthrough screen (20.2).

1
J
Forum|Forum|2 years ago
Z
ZFSLevel 1

Windows Server 2022 CompatibilityDiscussion ongoing

Lacerte will have to be compatible with Windows Server 2022 at some point. At the moment, documentation states only compatible up to Windows Server 2019. As 2022 will eventually replace 2019 and Server's are only being loaded with Windows Server 2022 -- can Lacerte make this happen?

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

Allow to select files to attach from Cloud for e-file PDF/MiscellaneousDiscussion ongoing

Currently I can only select files locally (which I have download) to be attached the return under e-file PDF/Miscellaneous input field. My idea is to be able to select from cloud (such as Google drive). A case in question is the 1099-B forms where you use the summary format.Currently W-2's and other input documents can be selected directed from cloud to be scanned, so the technology is already there, so it is just an effort to extend the extend this to other input fields.

1
puravidapto
Forum|Forum|2 years ago
T
THLLevel 3

Proforma Electronic Payment of Estimates/TaxesDiscussion ongoing

This is important to avoid irate clients when their estimates don't get paid!When a taxpayer had chosen electronic payment of quarterly estimates and payments in the past through Lacerte, the tax organizer for the next year shows a "1" in the fields for electronic payment of estimates and taxes as if it is going to happen again for the current year.  However, Lacerte does not actually proforma these entries in the Lacerte file itself and the payments won't be set up! Consequently, the client thinks this will happen again, but the returns will not be setup to pay the estimates or balances electronically.  There is also no indication in the program itself that electronic payments were done in the past.  A preparer would have to go to the organizer or the prior year return to look at these fields to see if that happened in the prior year. The inconsistency between the organizer and the program is the problem!  The choice should proforma since that is what the organizer indicates and most people get in a pattern of doing the same thing each year.  But if that is not the case, then it would be great to have a diagnostic such as: "In the prior year, quarterly estimates or balances due were paid electronically.  You must set these options up again for the current year, if desired."  

1
T
Forum|Forum|2 years ago
A
Art LLevel 2

rtrNew

I called technical support and spent over an hour on the phone. He suggested I do a Calculation Challenge, which I did and sent it. If your higher level people could call me, rather than responding by email, it would be productive. The email I received completely missed the point, so the response I received was useless.  

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

llooNew

The response you sent me for Case 1510  527   9797 is not satisfactory. Please call me 

0
A
Forum|Forum|2 years ago
F
fryemcpaLevel 1

EFFECTIVE 2021 VA IS NO LONGER ALLOWING OTHER STATE CREDITS FOR MD WAGES!New

Please note that beginning in 2021 VA TAX is no longer allowing a state tax credit on wages reported to MD on VA residence.  However, Lacerte is continuing to include MD wages from Line 1 Column 2 of the MD Form 505 in the calculation of the other state tax credit in the VA Form 760CG.  Per a Tax Commissioner Ruling in 2021, the credit is apparently no longer allowed in VA on W-2 wages reported to MD:  21-45 | Virginia Tax. 

0
F
Forum|Forum|2 years ago
F
fryemcpaLevel 1

Virginia other state tax credit on wages reported to MD with MD withholding!New

Please note that beginning in 2021 VA TAX is no longer allowing a state tax credit on wages reported to MD on VA residence.  However, Lacerte is continuing to include MD wages from Line 1 Column 2 of the MD Form 505 in the calculation of the other state tax credit in the VA Form 760CG.  Per a Tax Commissioner Ruling in 2021, the credit is apparently no longer allowed in VA on W-2 wages reported to MD:  21-45 | Virginia Tax. 

0
F
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Please create a bug board or databaseDiscussion ongoing

Not all the "ideas" on this board are enhancements, some are pure bugs. While you can implement enhancements by popularity, for bugs, even they are not popular, need to be fixed. Please create a bug board.While there is an email we can send bugs, but we do not know if a bug has been reported, or a workaround is available. Besides 99 times out of 100 I do not get a response.--Click this link to vote. Like many good things in life, we have to fight for them.

5
IRonMaN
Forum|Forum|2 years ago
R
Ross S Kass CPALevel 1

Why can't the Georgia Partnership return create a G@-a and K1 as part of the package?New

Why can't you create a Georgia K! in the K1 package and include form G2-A?

0
R
Forum|Forum|2 years ago

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