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1729 Ideas

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.  

1
Kathi_at_Intuit
Forum|Forum|1 month 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

2
Kathi_at_Intuit
Forum|Forum|1 month 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.

4
Kathi_at_Intuit
Forum|Forum|1 month 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. 

1
Kathi_at_Intuit
Forum|Forum|1 month 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.

9
Kathi_at_Intuit
Forum|Forum|1 month ago
larrygrussell1Level 4

Make a Dependent a new ClientImplemented

When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client.  And thank you if Lacerte also creates the Family Link.

2
Kathi_at_Intuit
Forum|Forum|1 month ago
jmiamiLevel 2

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth) so you can easily see the ages for that tax year without having to calculate them.This is needed when a dependent is 16 so you can tell the clients they will lose $1,500 of their $2,000 child tax credit the year the dependent turns 17.

1
Kathi_at_Intuit
Forum|Forum|1 month ago
ChuyLevel 2

WA Capital Gains Tax available to report thorough Lacerte.Discussion ongoing

We are able to file WA Working Families Credit with Lacerte, therefore us Washingtonians would appreciate it if we could also file the new WA Capital Gains Tax.

8
Kathi_at_Intuit
Forum|Forum|1 month ago
sgemarLevel 2

Lacerte - WA State Capital Gains TaxDiscussion ongoing

It's embarrassing that Lacerte is the only major tax software provider that still won't support this return.   Do better.

6
Kathi_at_Intuit
Forum|Forum|1 month ago
Jbc515Level 2

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Currently Lacerte does not allow users to efile a grantor return for California. Other software, such as CCH Axcess, allows users to efile grantor returns for California.  To my knowledge, the state does not disallow grantor returns from being efiled and at the moment Lacerte doesn't support the ability to efile grantor returns for California. Please add the ability to the efile returns to the software as having to paper file these returns is a huge hassle especially when other software have this capability. 

3
Kathi_at_Intuit
Forum|Forum|1 month ago
bwcpaLevel 4

Need to e file california grantor trust returnsDiscussion ongoing

For many years, our client's with California grantor trusts have had to continue to file paper tax returns.  I just spoke with another tax preparer who uses the "Ultra tax" software program, and they have been able to e file California grantor trust tax returns for many years.  The FTB website further states that the FTB CAN accomodate e filing for Grantor Trust tax returns.  So, why after so many years, with so many of Lacerte's clients in California (probably the majority of Lacerte's customers are in California), doesn't Lacerte accomodate e filing for such a ridiculously simple form?  It's embarrasing when we have to tell client's that our software vendor is so outdated and behind that we can't e file such as simple tax return.  Obviously it can be done if your competitors are doing it.  WHY??????????

3
Kathi_at_Intuit
Forum|Forum|1 month ago
aschoenbartLevel 1

ESIGNATURE - NEED TO BE ABLE TO SEND NON -WATERMARKED COPIES of tax returnsNew

WHY MUST I SEND WATERMARKED RETURNS WITH DOCUSIGN!!! MY CLIENTS WANT NON WATERMARKED TAX RETURNS!!!!!!!!!!!!!!!

1
Kathi_at_Intuit
Forum|Forum|1 month ago
aschoenbartLevel 1

DocusignDiscussion ongoing

 IN DOCUSIGN when you send a return in LACERTE you can choose watermarked or non watermarked but in PROCONNECT you only have a choice of WATERMARKED - please fix this as my clients want NON WATERMARKED   Alan Schoenbart CPA

2
Kathi_at_Intuit
Forum|Forum|1 month ago
Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

No text available

9
Kathi_at_Intuit
Forum|Forum|1 month ago
tc64540Level 3

Allow CA amended efile of ITNew

Please allow the amended CA returns to be efiled

1
Kathi_at_Intuit
Forum|Forum|1 month ago
GermanyEALevel 2

Form 8858Discussion ongoing

As previously suggested: Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.

4
Kathi_at_Intuit
Forum|Forum|1 month ago
TroyDHLevel 3

Please add Form 8858 for 1040 returnsDiscussion ongoing

Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.  It would be great to bring it all into ProConnect.

4
Kathi_at_Intuit
Forum|Forum|1 month ago
DeanRoseLevel 1

Mask SSNs on Forms 8879New

I print out filing copies for my file copy and the client copy for my client.  I also print out 8879s as selected forms.  Please mask the SSNs on these selected 8879s as they just stay with us.  If clients e-mail the signed forms to me, I'd like the SSNs masked.  If I check the Mask Sensitive Data box, the DO NOT MAIL watermark appears on the CA form and the SSN is not masked on the federal 8879.  Please mask the SSNs on the federal form and remove the watermark from the CA form.

2
Kathi_at_Intuit
Forum|Forum|1 month ago
GMatusLevel 1

Suppress or mask socials on the 8879New

Why can't we mask the socials on the Form 8879?

2
Kathi_at_Intuit
Forum|Forum|1 month ago
psmitcpa1Level 3

kiddie taxDiscussion ongoing

Please build in the kiddie tax link into PTO that has been in Lacerte for eons.  It would be a very efficient way to do the kiddie tax calculations to link the kids return to the parents rather than having to enter all the information in manually.

1
Kathi_at_Intuit
Forum|Forum|1 month ago
JamesL1Level 2

Kiddie TaxDiscussion ongoing

Ability to import parent's tax information to child's tax return for purposes of the kiddie tax. 

2
Kathi_at_Intuit
Forum|Forum|1 month ago
MAT19Level 1

Global print settingsNew

Set the schedules to print for review for all clients.  For example, we would like to print schedule A, schedule B, form 8949, etc. for all clients, without having to force printing in each record.

2
Kathi_at_Intuit
Forum|Forum|1 month ago
JasonBarneyLevel 2

Global SettingsNew

We need several global settings: force Sch-A, Sch-B, 8949, print ALL CAPS/Mixed Case, etc. I'm sure there are more, but this is my starting point.

3
Kathi_at_Intuit
Forum|Forum|1 month ago
hamiltonscLevel 2

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Please create an option that you can choose to print all returns in All Caps/Uppercase in ProConnect. A Global setting for all returns and the option to do in select returns only.

2
Kathi_at_Intuit
Forum|Forum|1 month ago
hamiltonscLevel 2

Global Pricing FeatureDiscussion ongoing

We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mistakes, under/over charges, etc. As much as we pay for this product, this should be an option. 

3
Kathi_at_Intuit
Forum|Forum|1 month ago

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