Idea Exchange

1729 Ideas

FBAR ISSUE - Idea Center is temporarily closed - this should go to ProSeries support/developersNew

ProSeries Support /Developer Team,While reviewing a client’s 2024 tax return, we identified what appears to be a systemic issue in the software’s annual file-transfer process.When the client’s file was transferred from the prior year, the federal and state e-filing elections on the Federal Information Worksheet carried over as expected. However, the election to electronically file the client’s Report of Foreign Bank and Financial Accounts (FBAR), FinCEN Form 114, did not carry forward.The FBAR had been completed, and Schedule B, Part III, line 7a was marked “Yes,” indicating a FinCEN Form 114 filing requirement. Nevertheless, because the FBAR e-filing election was not carried over, the client’s 2024 FBAR was not timely submitted.We believe this software behavior creates a significant risk that preparers may inadvertently fail to file an FBAR for a client with an ongoing filing requirement. The presence of a completed FBAR within the program may reasonably lead a preparer to believe that it is included with the returns scheduled for electronic filing.We respectfully suggest implementing one or both of the following safeguards: Carry over the FBAR e-filing election during the annual file-transfer process, consistent with the treatment of federal and state e-filing elections. Generate a filing error or prominent diagnostic when an FBAR has been completed but has not been selected for electronic filing or transmitted, particularly when Schedule B indicates a Form 114 filing requirement. Ideally, the warning would prevent finalization of the return or require the preparer to acknowledge that the FBAR remains unfiled.These safeguards would materially reduce the risk of an inadvertent failure to submit an FBAR, particularly when the form has been completed, and the relevant foreign financial accounts have been entered in accordance with applicable federal reporting requirements.Please investigate whether this behavior affects other users and advise whether you plan a correction or software enhancement. We would also appreciate guidance regarding any interim procedures preparers should follow to ensure that completed FBARs are included in the electronic-filing workflow.

Forum|Forum|3 hours ago

Nancy Devine- VirginiaLevel 2

Intuit link - allow both Taxpayer and Spouse accessNew

Clients should both have access to the tax file and be able to upload their own documents.  Spouses  complain constantly that entering the side with the Taxpayer's email and password is ackward and they don't like needing the Taxpayer to stand by to give them the access code from their phone.  Both should have full access on their own.

Forum|Forum|1 day ago

poltaxLevel 3

Phila BIRT and NPT for 1120 & 1065New

Why isn't the Philadelphia Business Income & Receipts Tax  and Net profits Tax available for Business tax returns?  Its in the name.  It's nice that they are available in the 1040 module, but they should also be available in the 1120/S and 1065 modules.

Forum|Forum|9 days ago

jepcfpcpaLevel 1

Phila BIRT and Net Profits returnsNew

Software for Philadelphia BIRT and Net Profits returns is included in the 1040 package but not in the business  packages for corporations (Form 1120), S-Corps (Form 1120-S) or Partnerships (Form 1065).  Please provide the businesses with the Phila business tax sortware

Forum|Forum|9 days ago

MordaLevel 1

Have dropdown menu for all fields that need name and social security numberDiscussion ongoing

Whenever it is required to enter a name and Social security number of a person whose information is already in the General or dependent section, there needs to be a drop down that will populate both the name and social security number

Forum|Forum|9 days ago

ftpbooksLevel 3

social security number drop down boxDiscussion ongoing

On several forms we have to include the social security number of the person along with the name.  Presently if you hit the drop down box all you get are options such as "applied for" or ITIN etc.Form affected would be like the 8863, 2441 etc.When we need a name and social security number of a taxpayer or dependent, why can we not have a drop down box with that dependents name and social security numbers.  This is available in other Intuit tax products.I have to leave the form and go to the client or dependent information and copy and paste the social security number into the appropriate area.  If you can do this in TurboTax, you certainly can do this in a professional program.  Thanks for the consideration.  

Forum|Forum|9 days ago

ThunderFanLevel 2

Multi Year Login/AuthenticationImplemented

It seems to me that a login/authentication process could be made so that it is not necessary to continue logging in each time you open or close a program.  If I have logged in and authenticated, it feels like that ought to be able to be catalogued at a minimum by user or mac address so that subsequent programs used do not need another login plus authentication.  It is a frustrating waste of time, especially because frequent updates mean having to do this regularly, in addition to needing to do it in the midst of opening different years.

Forum|Forum|9 days ago

jmiamiLevel 2

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Show the computed age for each dependent for the tax year based on the birth dates entered so users can easily see the ages without having to calculate.

Forum|Forum|9 days ago

margeryLevel 1

Display Age in SoftwareNew

The year end age of the taxpayer, spouse and any potential dependent listed in the software should display next to the DOB input. 

Forum|Forum|9 days ago

Barry2Level 1

Notification of any agency rejectionsNew

Please advise if there is any way that the firm and/or preparer could receive either an email and/or text notification in the event any return has been rejected by any taxing authority that a return has been e-filed.This notification ask is at the highest level and would not necessarily contain client specific datapoints but rather just a notification to the firm and/or preparer that a rejection has occurred (i.e. warning message that provides and alert(s) for a firm and/or preparer to log on to investigate and handle accordingly.)This may prove very helpful to the Lacerte community especially those that are not using the software on a daily basis. 

Forum|Forum|9 days ago

brandenLevel 1

Return Status Acknowledgement To Client & Rejection Status Updates to PreparerNew

As a tax professional, staying on top of e-file acknowledgments in Lacerte is unnecessarily cumbersome. Currently, the software requires us to manually log in, hunt through acknowledgments, and monitor the dashboard to determine if a client’s return was rejected by the filing authority. This is inefficient and risks missed deadlines when a rejection goes unnoticed.Suggested Solution:Please implement a feature that emails the preparer immediately when a return is rejected. This ensures the preparer is alerted in real time without having to check the software manually. Most competitors now offer similar functionality, and it aligns with the fast-paced demands of tax practice.For even greater value, please also implement an optional client notification email that sends automatically when a return is electronically filed and subsequently accepted. Thompson Reuters UltraTax already offers this, and clients greatly appreciated the instant confirmation without the preparer having to follow up manually.Why This Matters: Saves preparer time and reduces errors by providing timely, proactive alerts.Improves client experience with automatic status updates.Keeps Lacerte competitive with other professional tax software products.Request:If you’d also benefit from these enhancements, please upvote this post so we can get it on the product team’s radar sooner.Thank you for considering this improvement to our workflow and client communication!

Forum|Forum|9 days ago

MarkyMarkLevel 1

Inporting K1Implemented

I have 15 K1 slips from 3rd Parties that I do not file the 1065 returns for.  It would be great if I could import K1 from pdf generated outside proconnect into a personal tax return directly. this would avoid transcription errors and reduce the time to input K1 information directly.

Forum|Forum|11 days ago

WBHLevel 2

This should be available for all screens client screensNew

Forum|Forum|14 days ago

WBHLevel 2

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

This should be available on ALL screens input:1-delete this year, 2=delete next year, 3=skip this year (proforma only)PROGRAMMERS, please include this with future program updates, thank you.

Forum|Forum|14 days 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|14 days ago

sonifrankLevel 2

8985, 8986 and 8978Discussion ongoing

With so many businesses receiving money from the ERTC in 2022 and forward, these forms (which are now required to be e-filed) are really necessary to have for any partnerships affected.  Is there any slated time period for them to be available?

Forum|Forum|14 days ago

danstewartLevel 2

Efile Amended Idaho partnership and S-corporationsNew

Amended Idaho partnership and S-corporations are not supported for electronic filing. Please provide support for electronic filing of these amended returns. Amended individual returns became available for e-filing a couple years ago.

Forum|Forum|15 days ago

ctia7911Level 2

Commitments made but not carried out, fullfilled, executed, or completed...New

It's been several days sine Yasmine said someone would contact me from Intuit about the software's failure to accurately post billing rates, etc. to client invoices ...  She too, said she'd follow up with me and I haven't heard from her either...  So here's my question - why is it these commitments are "promised" and then never adhered to for one, and then in addition to this, how is it there is no check system in place from the "higher-ups" to insure these commitmments are being adhered to...   Just me wondering if this is what it's like when the buyer/seller pyramid gets flipped around...  Customer service seems to have taken a 180 since COVID and that disturbs me very, very much...  Thank you...

Forum|Forum|15 days ago

taxCPA3Level 2

authorize e-filing Nebraska fiduciary returnsNew

Lacerte is incapable of e-filing Nebraska fiduciary returns

Forum|Forum|17 days ago

CAPTAXMANLevel 2

OHIO LOCAL RETURNSDiscussion ongoing

For years I have been told by various representatives of intuit that the Efiling of OHIO local returns such as RITA will be forthcoming. Fast forward at 10+years and still no effort appears to be made with this. Intuit's other platforms offer it and still smh as to why Proseries can't.Its time is way over due or at least address the real reason why  . Intuireturns will be ould be nrwstaff by fon and

Forum|Forum|19 days ago

SLotusLevel 1

Ohio Business and Local FilingsDiscussion ongoing

Why is ProSeries still not able to electronically file Ohio Business Income Returns (Forms IT 4738, IT 4708 or IT 1140) and RITA (Regional Income Tax Agency) Local filings while Lacerte and other Intuit products will?  Intuit always seems to put Proseries as last to get returns to be able to be electronically filed.  I've contact Proseries, but could use help by other Ohio CPAs using Proseries to help push them to move in this direction.  

Forum|Forum|19 days ago

scorecpaLevel 2

Mask EIN and PTINNew

Due to the amount fraud using preparer information, it is imperative that we as preparers are able to redact/mask our information on client copy and non-government filed tax returns.  Redacting

Forum|Forum|19 days ago

TaxLady77Level 1

Masking infoDiscussion ongoing

Hello,I was on the phone yesterday with customer service for a great deal of time trying to figure out how to mask important information. While I was able to accomplish part of my goal (masking SSN's on the organizer), I was surprised to find that I'm unable to mask my firm's EIN number and my preparers PTIN on my clients copy of their tax return. While I understand It is necessary on the government copy, I feel it lends to an unnecessary risk of those numbers being used to file fraudulent returns. Many experts in my field recommend this and I feel it is an easy way to protect against fraud. The fact that your "Top of the Line" program (Lacerte) does not do this will have me strongly looking at other software that does because the risk is just to great.

Forum|Forum|19 days ago

scorecpaLevel 2

Redact tax preparer information EIN and PTINNew

We need to be able to redact our company EIN and preparer PTIN.   Criminals are stealing this information and preparing fraudulent returns. 

Forum|Forum|19 days ago

MidTnLevel 1

Set up dependent tax returnImplemented

Have an option to set up a new tax return from the dependent screen.  All the necessary information to create a new return is there except assigning a client number.

Forum|Forum|19 days ago

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1729 Ideas

FBAR ISSUE - Idea Center is temporarily closed - this should go to ProSeries support/developersNew

Intuit link - allow both Taxpayer and Spouse accessNew

Phila BIRT and NPT for 1120 & 1065New

Phila BIRT and Net Profits returnsNew

Have dropdown menu for all fields that need name and social security numberDiscussion ongoing

social security number drop down boxDiscussion ongoing

Multi Year Login/AuthenticationImplemented

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Display Age in SoftwareNew

Notification of any agency rejectionsNew

Return Status Acknowledgement To Client & Rejection Status Updates to PreparerNew

Inporting K1Implemented

This should be available for all screens client screensNew

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

Form 8978Discussion ongoing

8985, 8986 and 8978Discussion ongoing

Efile Amended Idaho partnership and S-corporationsNew

Commitments made but not carried out, fullfilled, executed, or completed...New

authorize e-filing Nebraska fiduciary returnsNew

OHIO LOCAL RETURNSDiscussion ongoing

Ohio Business and Local FilingsDiscussion ongoing

Mask EIN and PTINNew

Masking infoDiscussion ongoing

Redact tax preparer information EIN and PTINNew

Set up dependent tax returnImplemented

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Idea Exchange

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FBAR ISSUE - Idea Center is temporarily closed - this should go to ProSeries support/developersNew

Intuit link - allow both Taxpayer and Spouse accessNew

Phila BIRT and NPT for 1120 & 1065New

Phila BIRT and Net Profits returnsNew

Have dropdown menu for all fields that need name and social security numberDiscussion ongoing

social security number drop down boxDiscussion ongoing

Multi Year Login/AuthenticationImplemented

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Display Age in SoftwareNew

Notification of any agency rejectionsNew

Return Status Acknowledgement To Client & Rejection Status Updates to PreparerNew

Inporting K1Implemented

This should be available for all screens client screensNew

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

Form 8978Discussion ongoing

8985, 8986 and 8978Discussion ongoing

Efile Amended Idaho partnership and S-corporationsNew

Commitments made but not carried out, fullfilled, executed, or completed...New

authorize e-filing Nebraska fiduciary returnsNew

OHIO LOCAL RETURNSDiscussion ongoing

Ohio Business and Local FilingsDiscussion ongoing

Mask EIN and PTINNew

Masking infoDiscussion ongoing

Redact tax preparer information EIN and PTINNew

Set up dependent tax returnImplemented

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