When taxpayers receive documents that were not included in their original filling, TT could design a button on their post file page that will allow the customer to set a reminder for 4 weeks time to come back and begin the amendment process. It would allow the convenience of keeping them compliant and keeping full service customers in contact for possible future products as well. And it would be a great selling point for DIYers that want to pay a couple dollars more to have the amendment reminder.
There are two issues with the 1098 import - one is a minor annoyance - the other is seriousSERIOUSOn at least two returns where I expect the client to get a refund... they owed. Digging around I found an amount I never entered in "Other income." When you click the plus sign you see this: That throws everything off big time. Please fix.ANNOYING BEHAVIORWhen it works the mortgage import uses the description: "Please provide your mortgage interest statement for personal mortgage interest." This should simply mention the lender's name. It's very confusing when there are two loans.
It boggles my mind that Proseries does not yet handle the 80% limitation on Net Operating Loss Carryovers for the 2025 tax year. Drake software handles this, Tax Slayer handles this, yet Proseries refuses to get on board with this tax law provision that was passed years ago. Come On!!! Step Up Proseries and handle this, along with the Business Loss Limitations as well. I have spent hours reading on how to calculate the 80% limitation because Proseries doesn't even tell me this, then how to I enter the limitation in Proseries? Cannot override or I cannot efile. Proseries costs me $8k plus a year, and doesn't help me in March/April when I really need it. I am so tired of Proseries being THE LAGGUARD tax software out there.
There does not seem to be a way to link a PDF attachment to e-file to a specific line that the attachment is referencing on the form itself. The program does this automatically for statements it creates (for example, when Other Expenses is populated on line 21 of Form 8829) but a user cannot have a "Statement X" (x being chronological numbering) be added to the form or schedule on the specific line to which the statement relates. Please add this feature into the "e-file PDF/Miscellaneous" section of the Inputs. A field like "Line Number to put Statement Reference" would be helpful, after you tell the program which form or schedule you want the statement to reference. Then it'll chronologically put the statement reference on the actual form/schedule based on where that page sits int the overall return
Indiana enacted a requirement for C-Corporation with over $1 million in gross receipts to file the IT-20 electronically. ProSeries does not currently support this and the Indiana Department of Revenue has just penalized my client of $1,500 for mailing in the 2024 tax return.I have been using ProSeries for over 30 years and I love it, but if I can't e-file this return in Indiana my client will be extremely upset and I will absolutely have to explore other options. Please, for the love of God, add Indiana Corporations to your list of supported e-file products! I can't be the only user with this problem.
Years ago in the BASIC program we have that.1. A Summary on the left hand side that shows the tax refunds or amount owed to Federal and State.2. Can we have a back < key to go back to the previous form or previous page of a form while we are completing. Again that back < key was in the BASIC version.ThanksLP FACTS
I CANNOT TELL IF MY EXTENSIONS FOR NPT OR BIRT WERE PROCESSED FROM EITHER THE DISPLAY SCREEN OR THE POST EFILE LISTINGS. IT WOULD BE VERY HELPFUL IF THIS COULD BE EASILY VERIFIED.
Lacerte must do a better job of holding DocuSign responsible for the knowledge base questions used for signing 8879s. The majority of our clients cannot successfully get through the questions the first time through. Most require 2 or 3 attempts and far too many fail altogether. We hear over and over and over again from our clients that the questions have nothing to do with them. Lexus Nexus is obviously using information to derive question from databases that have inaccurate information. I aware there is the pin method as an alternative, but it is much less secure as our support staff now becomes responsible for managing client pins. The IRS requires knowledge base for identity verification, that is what we are going to use. Its the responsibility of Lacerte and DocuSign to hold Lexus Nexus accountable to derive the questions from accurate information. They cannot continue to having clients verify their identity with questions from inaccurate data sources.
SAVE US FROM THE DETROIT NONRESIDENT NIGHTMARE Detroit nonresident returns should be set either in Profile by giving us the option to add a Detroit nonresident return in the City return window or an easy check box in client data when a Detroit return is present.Currently, the torture is to make entries for dates and days worked in the W-2 local area. This is so tricky that I've been unable to get the 5119 Nonresident return to pop in. Instead, the 5118 resident return pops in.I have one other client in this situation. I looked at the entries I had for her and emulated them in this return. No luck.5121 MessThe other issue is a 5121 withholding schedule loads, and page 2 contains Part 3 that will reflect entries for nonresidents.Unfortunately, these fields are not live; if we could click on them perhaps we would get to the right spot.Need Better Help, TooHelp on this topic is useless. That needs improvement, too.I've spent at least two hours trying to resolve this mess, plus a call to support. There's no obvious fix to them either. I can't bill the client for this wasted time, since it's not his fault.HELP!
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