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rbbartlettconsulLevel 2

Status of Filing and Extension for Amended ReturnsDiscussion ongoing

Currently when you create an amended return, the original return filing status and extension status are associated with the Amended Return.  These statuses should stay with the original return because otherwise you lose the audit trail affect of knowing original returns/extensions were accepted once the Amended return is filed.When the amended return is created, the filing and extension statuses should be associated with the Original return.  The amended return filing and extension statuses will be blank until the amended return is eFiled. Once the amended return is eFiled, the filing status for the amended return should be reflected under return filing status for that amended return.  This way you have a record and audit trail of both the original return and the amended return separately.

3
PatP3005
Forum|Forum|2 years ago
mwaller1027Level 3

Highlight the Notes button if there is information presentDiscussion ongoing

We don't utilize the Notes button regularly.  It would be great if there IS information present in the Notes area, if the button would be highlighted to draw our attention to it.

3
Forum|Forum|2 years ago
Spencer65Level 1

Tax Planner Option for business returns (S-Corp, Partnership, C-Corp, etc.)New

Good morning, I was wanting to see how the Lacerte users could gain access to the Tax Planner module for business tax returns like is available in the individual return module for 1040's.  I have spoke with support and they advised that this option is only available for 1040's.  There are many cases in which a business owner of a partnership or S-Corporation will request a scenario tax effect for selling their business or assets of the business.  This calculation would have to be done within that business tax return module (i.e. partnership for the 1065 tax return) and then the resulting effect transferred via the K-1 to the partners personal 1040 via one total.  The calculation of this effect can be daunting if had to be accomplished manually outside of the partnership tax return itself as an example.  Please let me know when the Tax Planner will be available for business returns as this would be most helpful to the Lacerte users and our tax clients. Thanks!Spencer Cathey

0
Forum|Forum|2 years ago
PatP3005
PatP3005Level 3

IP PIN Required - Please alert meNew

It would be helpful if a client has an IP PIN one year (taxpayer, spouse or dependents) if ProSeries would require that field to be completed in future years. Make a blank IP PIN field an Error if the prior year had one.Once the IRS determines that an IP PIN is required, or once a taxpayer has requested they have an IP PIN, that number is REQUIRED each year before filing can be completed.The IP PIN changes each year so it can't be carried forward. Clients don't understand the importance of IP PINs and frequently don't bother bringing it in or they are misplaced. If I don't remember they had one, I don't remember to ask for it. Then the return rejects at e-filing and I have to start the process of making the client track the number down. 

1
Forum|Forum|2 years ago
barryHLevel 1

K-1 import to business tax returnsNew

Right we can only import K-1s to individual tax returns. We need to import K-1s to Trusts, Corporations and Partnerships also for business tax returns that were also done in Proconnect. Very basic request.

2
Forum|Forum|2 years ago
RoxLevel 4

Populate 2848 preparer fields automaticallyDiscussion ongoing

Another task is taking me longer than I like. I am preparing Form 2848 for clients and I find that I must key in all the preparer info field by field. That is information that could populate these form fields automatically. Perhaps the data transfer could be initiated with a drop-down choice for firms with multi users, although in my case I am a sole practitioner. I need every minute I can save. Not to mention, it will cut down on the possibility of typos.

3
Forum|Forum|2 years ago
veravdeloatchLevel 1

Less requirements for 1099 and W-2 entryDiscussion ongoing

When entering payer demographic information from 1099, W-2 etc. Population of city and/or state would be helpful and speed up data entry. Also, W-2 upload requires too much information to be entered before population and sometimes no population uploads at all and then manual entry is required after all. Is it possible to upload into the database with just the employer/payer EIN? I belief it was a feature some time ago.

1
Forum|Forum|2 years ago
taxaccountant_taxesLevel 1

tickmarks - reviewing tax returnsDiscussion ongoing

Please incorporate the functionality of reviewing a tax return inside of ProConnect and using tickmarks to notate individual lines of the tax return.I want to be able to use tickmarks (different colors / shapes) to notate lines as I review: correct, needs attention, will change, etc.Also being able to includes comments with the tickmarks and being able to view/print a sheet of all comments, tickmarks, and the lines they affect on the return as a single document.This is crucial to efficiently review tax returns.

4
Forum|Forum|2 years ago
JCrosbyLevel 1

Bank Account Verification FormDiscussion ongoing

We could really use a bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs would be very helpful.You currently provide this form without a signature verification for a balance due called "e-file Payment Record" without signature Authorization.  Please make this available for refunds as well. 

2
Forum|Forum|2 years ago
nonononoLevel 3

Improve Inputs for K-1 Footnotes (Partner Information)Discussion ongoing

Right now when adding supplemental information into K-1s for partners, the formatting is really tough to manage.Its difficult in situations where you need to disclose more than one thing at a time, or when different partners require different footnotes. Please incorporate some sort of editor (think like the comment box I am typing in to make this suggestion) that allows for easier data entry as well as cleaner output on the K-1.

2
Forum|Forum|2 years ago
KimdnctaxLevel 1

adding estimated payment vouchers as standard form populated when requesting e-signaturesNew

Is there a way to add payment vouchers as a standard form populated when requesting e-signatures?

0
Forum|Forum|2 years ago
jjackattyLevel 1

tax organizer seems to omit the question on foreign bank accountsNew

upon going through the 2022 and 2023 tax organizer, I don't see any question asking about foreign bank accounts (FBAR filing) ? 

0
Forum|Forum|2 years ago
robinhowellLevel 1

calculate interest when making payment after april 15 and before filing returnNew

Now that interest rates are 8%, the interest on late payments can accrue quickly. If a client makes a payment after April 15th but before the return is filed (so that the penalties will stop accruing), the software doesn't account for interest from April 15th to the payment date. ProSeries shows the payment as just additional tax paid and the return bottom line on the 1040 will show a refund. But there is no refund, since interest will be charged from April 15 to the payment date. This will result in additional letters to the client adjusting the "refund" on every tax return.  

0
Forum|Forum|2 years ago
RobertGainesLevel 1

990-T Part v; Line 9 referenceNew

The Form 990-T; Schedule A; Part V; Line 3b is a Rental Property "attach statement" line. You complete the "Explanation Statement" (in this instance, a detail of the rental property operating expenses other than Depreciation. Part V; Lines 4 & 5 are used to calculated the taxable allocation of gross rental income and expenses (by property). This % is then used to reduce the gross rent & expenses to the avg debt / avg NBV of rental property ratio.On the "Explanation Statement" there is an ALLOCABLE EXPENSE AMOUNT which is calculated, using the same ratio of Avg Debt / Avg NBV. The note on this line references it should (must) equal Part V; Line 3b.I think that reference is wrong... it should equal Line 9; Allocable Deductions. This is causing computational (or reference) errors for each property. The amounts appear to be calculated correctly (there can be rounding errors because Part V; Line 6 allows 4 decimal places... The Explanation Statement allows 3 decimal places. This has been very frustrating, especially if I am wrong in my outlook & your layout is (in your world of programming) properly done. Need some help in figuring this out.

1
PATAX
Forum|Forum|2 years ago
kennyram0sLevel 1

Time-tracking feature for individual returns/projectsNew

We are about to see the average time spent on a return but can not track the time for individual returns/projects.

1
Forum|Forum|2 years ago
JamesL1Level 2

Back ButtonDiscussion ongoing

It would be nice if there was a back button that took me to the previous screen I was on. If I click the browser's back button, it takes me out of the tax return. 

2
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

New condensed screens and fields are truncated and too small! Revert back to how they wereDiscussion ongoing

The recent update made input fields truncated and windows too small, view size of screen is small  and hard to read. Reviewing data entry is near impossible as only 5 characters now show from what was input.  It was great before, but the recent update really made it a mess.  Why make the view windows so small? Why truncate fields so we can't see what is in them in the views? This happens now across the platform in various views and is super frustrating. I can't even tell what was input because the view is ridiculously truncated. I've tried to zoom in and out, and it doesn't affect the view and what is seen.  Please revert back to what was there before so we can read the inputs and make the detail screens big again.

5
juliermerrillcpa
Forum|Forum|2 years ago
dabeemLevel 2

Search by SSNNew

Add search for client by SSN/EIN

0
Forum|Forum|2 years ago
Howard HilderbrandLevel 1

I am having issues when the Balance Sheet is in excess on $2 Billion . Can Lacerte find a way to increase the threshold?New

the program creates a negative number when in excess of $2 Billion. This prevents the e-filing of the various returns. Is there a way Lacerte can fix this issue? The fix would prevent having to switch to another software. 

0
Forum|Forum|2 years ago
robacc340Level 2

Ability to delete returns after a certain time periodNew

Tax return preparers need the ability to periodically purge their older records. I've been informed that Proconnect does not allow, once a return is e-filed, the ability to purge older records (even after a set period of, say, seven years).For legal as well as practical implications, Proconnect should implement the ability for preparers to periodically purge old client records so that they are not open to potential legal liability for older/retired/discontinued Clients into the foreseeable future. Regardless of this, the preparer should have the power to purge as they need given that the data and preparation is owned by them and their Clients - not Intuit.

0
Forum|Forum|2 years ago
Joe RosselloLevel 1

Alert box which pops up all the time as a reminder is not necessaryNew

The alert box which pops up to remind you to click a box is not necessary since the box is already highlighted. Ex: W-2 input when the alert box comes up to tell you to make sure you click the box to confirm that the state withholding amount is correct.

0
Forum|Forum|2 years ago
pconradcpaLevel 2

Partnership Print Order for K-1s and Basis StatementsDiscussion ongoing

When printing a partnership return, Proseries currently prints all the K-1s together, and then prints all the Basis Statements together.  Like this: K-1 Partner #1, K-1 Partner #2, K-1 Partner #3, etc, followed by Basis Statement Partner #1, Basis Statement Partner #2, Basis Statement Partner #3, etc.  This causes a lot of manual collating before sending the K-1s and Basis Statements out to the clients.(Okay, for 3 partners its not a lot of time, but I have a partnership with 200+ partners, and it takes a large number of hours to manually collate the K-1s and the Basis Statements together before sending them out to the partners).Suggestion:  When printing a partnership return, give us the option to collate the K-1s and the Basis Statements.  Like this: K-1 Partner #1, Basis Statement Partner #1, K-1 Partner #2, Basis Statement Partner #2, K-1 Partner #3, Basis Statement Partner #3, etc.This would make it so much easier to give each partner their K-1 and Basis Statement together, without doing a lot of manual collating.Thanks!

3
Forum|Forum|2 years ago
TaxService USALevel 3

Need to be able eFile Kansas City Profits Tax Form RD-108. This is Mandatory as of Jan 1, 2024.Discussion ongoing

Need to be able eFile Kansas City Profits Tax "KC Form RD-108" for individuals with business profit in the MO 1040 package and also add the form for businesses in the 1120S & C and 1065 modules to have Kansas City Profits Tax and allow it to be eFiled for KC Form RD-108.This is Mandatory as of Jan 1, 2024. I called Jason at ProSeries on Date: 2023-12-27T17:29:26.000+0000 and opened Case Number: 15109639049Whether or not that opened a ticket, I'm not sure but wanted to let you know.   I also posted this in theIntuit Accountants Community  ProSeries Tax  ProSeries Tax Discussionslast week but was told it was better to post it here instead.Thanks. 

4
Forum|Forum|2 years ago
DavinderSondhiLevel 1

Other deductions Description viewNew

Need to expand the view of Description in Business other deduction, Because it reate difficulty in internal review of return

0
Forum|Forum|2 years ago
taxmoIntuit Community Champion

Fix the ability to add state-specific expenses to a Schedule E RentalNew

On the Income Statement of a Schedule E rental on a multi-state return, we're supposed to be able to select the state for an expense item, and set Source to "S" to make the expense only appear on the state tax return.  But that functionality doesn't work at all if the state is also the taxpayer's residence state (I'm using California in this case).  Instead it completely ignores "S" source expenses and the expense never appears anywhere on the tax return at all. I've run through this with multiple customer service agents, and it has come up as an issue for others as well.  It appears to just be a bug in the software. 

0
Forum|Forum|2 years ago
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