Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.
Create feature to that allows tax professionals to export a report from their client database that will show which clients have an IRS ID Theft Protection Pin, not the PIN itself, just that the PIN was assigned by the IRS. I would be helpful to have this a resource from one year to the next to be sure the PINs are received from the taxpayers each year rather than waiting for the return to reject after e-filing.
Please create a critical diagnostic that the e-file will be rejected without the IRS IP PIN, for all clients that had this PIN in the previous year. Currently Lacerte allows the user to submit an e-file without the PIN, but then the e-file gets rejected.The IRS sends Identity Protection PIN numbers to clients who have had issues with identity theft in the past. This PIN is entered in the Client information in Lacerte, and is required in order to e-file. Once a client receives this PIN, they need a new one every year.
Lacerte already checks if there was an IP PIN entered the year before for a client. There should be a strong diagnostic error, so that the return can not be e-filed without a new PIN.
In Settings > Options > Setup > allow for a default daytime phone number to be Mobile Phone, just as we can set a New Client Default Preparer
Most folks today have a mobile phone and are much less likely to have a true home phone. There is no way to change the default of Home to Mobile for the Daytime Telephone# on Screen 1 under Taxpayer Contact Information. Please give users the option to change the default for this entry.
Don't really like the way that the new look non-cash Form 8283 screen is layed out. Bring back the 2023 and prior Form 8283 input screen.
Why can't you have multiple non-cash charitable donations appear on one page on Form 8283? It use to be that way in 2023 and prior years. What happened in 2024 that you can no longer list more than one non-cash charity on one Form 8283? In the 2024 Lacerte software, if you have two or more non-cash chartities, it takes two or more 8283 pages. Yet, 2024 Form 8283 has multiple lines for multiple non-cash charities, but Lacerte isn't using the extra lines on a page. It does a page two, three, four, etc. for more than one non-cash charity. Why?
NY and CA are already allowed to efile from the non resident module, why can't they allow all other states?
Please add a Two Year Comparison for Schedule F. I've been asking for 20 years. This is a business form just like Schedule C and Schedule E and deserves a two year comparison! I don't understand why there isn't one already.
I am a new user to Lacerte converting from UltraTax. To my shock and indeed horror I just found out that Lacerte does not perform electronic payment of Individual Kansas estimated tax payments. UltraTax did perform electronic payment of Individual Kansas estimated tax payments. I am herein pleading with Lacerte management and programming staff to implement this change ASAP. Briefly, I prepare about 280 individual income tax returns. At most I have maybe 10 such clients who will remember to make their KS estimated tax payments when I provide them with vouchers and instructions. The rest of my clients just forget it about and then they are aghast when it comes filing time and they realize how much KS income tax they owe. At this point it is probably too late for me to back out of my Lacerte subscription, but if I had known this in advance it would have been a deal breaker for me. The same is true of every other state and jurisdiction - any that allow electronic payment of balances due, extension, and estimates should be fully automated in Lacerte and any other competitive income tax preparation software. HELP!!!!!
With the IRS going to electronic payments, Lacerte needs to add the ability to submit Kansas estimated tax payments with the filing of the return like it does for the IRS estimated tax payments.
PLEASE consider including the Tax Bracket Worksheet at the bottom of the Federal Income Tax Summary so it will print for all clients. I have so many clients asking about how their federal tax is calculated, what is an effective tax rate and marginal tax rate. This would great to include for all clients. I do not include "Worksheets" with client return copies because it makes for too long of a copy for which many clients do not even read these details. At least can you configure the program for preparers to have the option in settings to include in client copy would be great. Thank you.
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