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1729 Ideas

jheymannLevel 1

Lacerte leaves a lot of files in the user profile during an update, causing slow loginsNew

In addition to the ongoing issue with Lacerte 2025 not updating, everytime you check for updates, and it downloads them, it is storing the information in the user profile. It never seems to remove this information, so the user profile keeps growing. In a remote desktop environment, this means that it gets slower and slower to login. You are currently storing this information to the roaming profile, in the appdata\roaming\temp folder. While you should be removing these files, if you are going to leave them, please move them to the appdata\local folder somewhere, so they don't effect login times.Thank you.

1
Kathi_at_Intuit
Forum|Forum|6 months ago
flannerytaxLevel 1

Iowa state amendmentNew

To do an Iowa amendment, we are required to print the Iowa 1040 which is 6 pages, the amendment form 102, 2 pages and then attach the federal amended 1040X and supporting documents. This is minimum of 11 pages to be mailed.  This is a waste of time and paper. Then Iowa has to process it. I do know that other software companies do have this feature. I don't want o make it sound like I am threatening but it may be a deal breaker and I may switch software. I have been a ProSeries user for over 30 years. Please add this feature.

1
sjrcpa
Forum|Forum|6 months ago
VeenaLevel 1

Password protect returnsNew

It would be greatly beneficial if ProConnect offered an option to password‑protect individual returns. 

0
Forum|Forum|6 months ago
HartlaubLevel 1

Schedule E flowing to Ohio citiesNew

We have a large number of clients with rental properties and have had to do manual overrides to get the income to show up for Ohio cities when the client's primary residence is a different state (recent case GA).  There should be a way to point schedule E to specific OH cities.  I was on a support call for 91 minutes and we could not figure this out...  Even Drake (our prior software) does this properly!

1
Intuit_Kallana
Forum|Forum|6 months ago
jvarnercpaLevel 3

Tax payments worksheetNew

pre-fill the tax payments worksheet with the estimated tax amounts that were recommended the year before

1
IRonMaN
Forum|Forum|6 months ago
jvarnercpaLevel 3

PA 1000 Real Estate and Rent Rebate formNew

This form is in the list of forms for every return I prepare.  The software already knows the age and income of the taxpayer.  Do not make me check the "exclude" box for taxpayers that would not qualify anyway.

2
Forum|Forum|6 months ago
jvarnercpaLevel 3

1040 W2 state income entryNew

The error message for not checking the box about double checking the payee state EIN should not appear until after you have gone past it and not checked it.  Currently, the error message appears before the cursor has moved down to the box.  This is frustrating

0
Forum|Forum|6 months ago
KenGreenbergLevel 4

Copy the Social Security tips to the qualifying tips fieldNew

When a W-2 has social security tips in Box 7, and we've imported the W-2 those tips should simply copy to the qualifying tips field for the 'no tax on tips' deduction.This does two things:It saves keystrokesit assures we don't miss it.

0
Forum|Forum|6 months ago
DwoolLevel 1

Zipfile downloading by date range when using Intuit LinkNew

We desperately need a way to download the zip file using a date range so we only get the docs we need. The alternative is that we have to click on each new doc and download it separately which takes ALOT of time when we have a ton of new docs coming in from the client.

0
Forum|Forum|6 months ago
Mike_SLevel 2

DUPLICATE STATES W-2 INCOMENew

MA resident Form 1 is duplicating income from a W-2 that shows CT wages and identical MA wages but the actual wages were earned only in CT (non-resident). There should be a box that corrects this situation similar to the MA Non-Resident form "Massachusetts Duplicate Wages Exclusion Smart Worksheet" Column D "Exclude Duplicate State Wages" check box which would be checked for MA. 

1
Skylane
Forum|Forum|6 months ago
dfongcpaLevel 1

City of Detroit Income Tax Partnership Return Form 5458New

City of Detroit Income Tax Partnership Return Form 5458 is currently unsupported for Michigan partnership tax returns. Please implement.

0
Forum|Forum|6 months ago
GeoffSCPALevel 1

using the mouse roller in selecting input sheets to printNew

This has been annoying for many years.When in the input sheet  print screen, you should be able to use the mouse roller wheel to scroll through the available input sheets.  Instead, the program requires to you use the 'up/down' slide on the right side to navigate to the lower list of available input sheets. 

0
Forum|Forum|6 months ago
Erica WLevel 2

CALIFORNIA FIDUCIARY TAX MANDATORY E-PAY REQUIREMENTNew

Per Franchise Tax Board, I have two California fiduciary clients who have mandatory e-pay requirements. In the Lacerte fiduciary module, the client instruction letter should include the language instructing the client to make the state tax payments electronically, similar to the individual module in input screen 3.  For the time being, I have added this language manually to the instruction letter via the Notes input screen 51.Lacerte, please program this California mandatory e-pay language into the trust module.

0
Forum|Forum|6 months ago
GeoffSCPALevel 1

Input sheet printingNew

I should be able to print a clients either blank or filled in input sheet directly from the input screen.As opposed to the 'alt-P', 'input screen' >  'input screen'  route.

0
Forum|Forum|6 months ago
GeoffSCPALevel 1

Input. Screen 12 code 501New

The hyperlink from the F1 help screen doesn't work.

0
Forum|Forum|6 months ago
KdHop1Level 1

Acceptance/Rejection notification to ClientNew

I would like to suggest Pro Series to utilize client information already available to notify the client/taxpayer, whenever actions are taken by IRS such as Acceptance/Rejection of their tax return when submitted by Intuit.

0
Forum|Forum|6 months ago
BethPLevel 4

RMD age is now 73. Checklists still reads taxpayer is over72, was RMD madeNew

Please update the checklist (and underlying query that adds the question) to reflect that the new RMD age is 73.currently reads Over age 72, has required minimum IRA distribution been made?

9
Accountant-Man
Forum|Forum|6 months ago
AdminStewardshipTALevel 1

Be able to sort the Tax Return Status (when customizing) and make certain Status's inactiveNew

Be able to sort the Tax Return Status (when customizing) and make certain Status's inactive.

4
Forum|Forum|6 months ago
CaryNC-CPALevel 2

Carrying forward NOTES to 2025 PTO versionNew

It appears that PTO has taken a step backwards in the name of "collaboration" (a large percentage of users are sole practitioners so we don't need to collaborate with ourselves).  I key in 2 sets in the Notes field - one is Carryover applicable year after year, and the other relates to the upcoming year only.  The sections are separated by a space.When you set up a 2025 return from a 2024 return (1040), the Notes section is now gone and replaced by a BLANK "Comments" section, again in the name of collaboration (thanks for thinking of us sole practitioners).  None of the Notes automatically carry over to the Comments section.  If you go back to the 2024 file, the notes are grayed out (as in faded and hard to read) and they are "read-only", which many will assume that you can't copy & paste them to the 2025 Comments section.I went through a lengthy tech support call and the only good thing is that you CAN copy/paste (manually - tedious process) each set of Notes to the Comments section for the following year, but you lose the formatting so my 2 sections all run together and have to be reformatted.  I have roughly 200 clients and if nothing is fixed, I will have to do this 200 times.The EASY fix, which should have been obvious to the coding folks, is to have the prior year Notes automatically copy/pasted to the Comments section during the conversion routine from 2024 to 2025.  There is still plenty of time before tax season so I IMPLORE the coding folks to fix this and maybe in the future when you are testing a new year's changes to the software, actually pull in someone who has done a tax return online before, because forcing people to go back to the previous year for critical Notes and having them squint at a faded version of the notes is beyond belief, AND also forcing them to do hundreds of manual copy/paste routines to get their years of critical notes into the current year file is NOT fun.  The program is supposed to get better every year, not worse.Thanks for fixing this. 

10
Forum|Forum|6 months ago
clmcpaLevel 3

better consistency with electronic payments of estimated taxesNew

The federal estimated tax payments and state estimated tax payments follow two different systems.  One gives you control over the payment dates and amounts, one doesn't.  One gives you a confirmation letter that the payment was processed, one doesn't.  One is clear on the client letter that the payment will be made electronically, one doesn't (and there isn't a way to customize it either) thereby forcing us to manually override the client letter or use the instruction letters which are miserable.  The state payments are on different screens in different modules.  As more of the taxing authorities force electronic payments, we need to be able easily determine and confirm what was paid and how.  Clean it up, enhance the client letter, give us an acceptance letter for the federal estimated tax pmts, and make the process more consistent across the modules for the users.  

2
Forum|Forum|6 months ago
tuanmnguyenLevel 2

Wisconsin S Corporation have form PW-1New

Wisconsin S Corporation in Proseries does not include a Form PW-1 which is need to be filed for non-resident shareholders.  This is pretty common so is there a way to get this form included into Proseries Professional?

0
Forum|Forum|6 months ago
taxes---taxesLevel 3

W2 Input FieldsNew

Make it mandatory to make an input in tax withheld and wage fields. If I miss box 17 for example, the system will assume a value of 0 when it was a case of oversight. This can lead to costly errors. If it is truly 0 then force the user to input 0. At a minimum, an error will cause the user to have to go back and check the input source. 

0
Forum|Forum|6 months ago
speterLevel 1

The banking information on the Tax Organizer should have a box to check confirming that the prior year information is still current.New

The banking information on the Tax Organizer should have a box to check confirming that the prior year information is still current.

0
Forum|Forum|6 months ago
premiertaxmaui1Level 2

Tip Deduction ERRORNew

There appears to be a calculation issue with tip income entered on Schedule C. The tip amount is not duplicated in the input screens, yet it is being included twice in the calculation, which materially affects net income and related deductions.I have contacted Lacerte, but definitely was not 'heard', I probably should have called back and spoken to somebody else.This does not appear to be user error. The duplication seems to occur within the calculation flow.

0
Forum|Forum|6 months ago
TaxxyLevel 3

8879-TANew

This form is not appearing when I request an e-signature.  Please add it to the forms you want to request if the client is filing Form 4547.  The form is not appearing when I use Custom Copy and select Federal e-file signature form.  I don't see another way to include the form in this copy.  I use this for my letter, e-signature forms and other related documents.   It should be selected when we choose Federal e-file signature form.

0
Forum|Forum|6 months ago

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