Idea Exchange

1613 Ideas

IP PIN diagnostic errorDiscussion ongoing

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.

3 months ago

George4TacksLevel 15

Default for daytime phone numberNew

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

3 months ago

IllinoisEALevel 1

Make "Mobile" as default for Daytime Telephone # on screen 1New

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. 

3 months ago

hocketstikLevel 1

Non cash charity Form 8283Discussion ongoing

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?   

3 months ago

hocketstikLevel 1

Bring back the non-cash charity screen.Discussion ongoing

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.  

3 months ago

richard211Level 2

When will the 1040NR allow efiling for all states other than CA and NY?Discussion ongoing

NY and CA are already allowed to efile from the non resident module, why can't they allow all other states? 

3 months ago

taxshackLevel 6

Two Year Comparison for Schedule FDiscussion ongoing

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.

3 months ago

NancyEALevel 1

Schedule F Two-Year ComparisonDiscussion ongoing

I would like to see a Schedule F Two-Year Comparison, just like there are for other business activities on Schedules C & E.  It's a little awkward with a new Schedule F client who was always able to get the comparison from his previous accountant and I have to explain to the new client that I cannot provide that with my Intuit Tax Software. 

3 months ago

jeffpinkneyLevel 2

Kansas Electronic Estimated Tax Payment featureDiscussion ongoing

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. 

3 months ago

Manhattan KS CPALevel 1

Kansas electronic estimated tax paymentsDiscussion ongoing

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!!!!!

3 months ago

jmiamiLevel 2

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYImplemented

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARY so it is included in the client's copy of the tax return. Currently, it is shown as a worksheet only. This TAX BRACKET WORKSHEET easily shows the client's income tax calculation (by tax bracket) and includes the portion subject to capital gain tax rate.

3 months ago

williemakitLevel 1

Tax Bracket WorksheetImplemented

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.

3 months ago

bethsvenLevel 3

Form 8978Discussion ongoing

Please offer this form.  It is required by individuals who receive prior year corrected information from partnerships.

3 months ago

TroyDLemonsLevel 1

Form 8978Discussion ongoing

We need to have Form 8978 added as a supported form.

3 months ago

Taxman605Level 2

SSA-1099 IMPORTNew

Can the SSA-1099 form be added to the 1099 forms that can be imported from the portal into the tax return? 

3 months ago

ddrumgoolLevel 2

import add 1099-SSANew

This is one of the simplest government forms out there.  All are exactly the same format.  Really don't understand why this form is not importable yet.

3 months ago

SusanAlefiLevel 1

Import SSA 1099New

Why isn't SSA 1099 not included as part of the other documents that can be imported?Please add this form to the list. Thank you.

3 months ago

david16Level 1

Add form 706 to ProConnectDiscussion ongoing

Would appreciate the option to generate form 706 and related State forms in ProConnect, tired of using a separate software for this increasingly needed form. Thank you for your attention to this matter

3 months ago

zzz1Level 1

Add Form 9325 to ProConnectNew

Some institutions, such as mortgage lenders, require a form 9325. The e-file confirmation letter in ProConnect is not sufficient for these purposes. Since it is a form supported by other Intuit programs it would be good to have added on. 

3 months ago

hamiltonscLevel 2

Need to add form 9325 ProconnectNew

This needs to be done. I saw that there was a post in 2023 and then it was put to a vote. This isn't something that needs to be voted on. This is an actual federal form that the system should have. Too many companies require this for loans, etc. Being able to pull an email confirmation letter means nothing when those can be created manually. I have never worked in a tax software that didn't have this form....including online softwares...including Turbo Tax. This should be embarrassing for ProConnect to not have this form within their system.

3 months ago

SrnjLevel 1

Consolidated 1099 entry screenDiscussion ongoing

Add a complete entry screen for consolidated 1099’s  from brokers to eliminate having to go to multiple screens for interest dividends and stock sales

3 months ago

hamiltonscLevel 2

Consolidated 1099 Input ScreenDiscussion ongoing

Ability to have a brokerage statement input screen that you can enter all the data from the brokerage statement on screen and the system carry it to the correct forms. 

3 months ago

bwcpaLevel 4

Form 8825 real estate taxes problemNew

The problem:Form 8825 now only has a line for "real estate taxes" rather than just "taxes".  The old program was better, because in the current day and age, a lot of the taxes paid for rentals is either California FTB  tax $800 a year, (or more importantly, pass thru entity elective tax).  Neither of these types of taxes are deductible for state tax purposes (but they are deductible for Federal).  So, we need Lacerte to either:1.  Add another line to the rental screen for "taxes other than real estate".  Then add a new line at the bottom of the screen entitled "taxes other than real estate, state if different".  2.  Or, alternatively  Lacerte should finally break down and add a new column, to the right of the first column entitled "state, if different", that would apply to every single line item on the rental screen (including the "other expenses" section that you access with Control E.I just called Lacerte technical support, they have no suggestions, and instructed me to access these feedback forum.This is a significant issue, affecting nearly any LLC in California that's engaged in the rental business, as well as filings for other states that have pass thru entity elective tax.It seems that other users have previously commented about this issue, but no action has been taken.  When we may expect this to be corrected?    

3 months ago

erinhardestyLevel 2

Form 8825 - Real Estate taxes vs. Other TaxesNew

he problem:Form 8825 now only has a line for "real estate taxes" rather than just "taxes".  The old program was better, because in the current day and age, a lot of the taxes paid for rentals is either California FTB  tax $800 a year, (or more importantly, pass thru entity elective tax).  Neither of these types of taxes are deductible for state tax purposes (but they are deductible for Federal).  So, we need Lacerte to either:1.  Add another line to the rental screen for "taxes other than real estate".  Then add a new line at the bottom of the screen entitled "taxes other than real estate, state if different".  2.  Or, alternatively  Lacerte should finally break down and add a new column, to the right of the first column entitled "state, if different", that would apply to every single line item on the rental screen (including the "other expenses" section that you access with Control E.

3 months ago

prkworkLevel 4

Ability to Escalate IssuesNew

As a CPA, I can calculate what should be on a return. When entry to ProConnect does not give me what should be, I call Help. But Help is essentially a Level 1 person. If that person cannot find the answer of why something calculates as it does in ProConnect or offer a better place to enter data for a situation, there is nowhere to go. They say, "Call in again." But all I get is another Level 1 person with the same lack of knowledge. We need a way to escalate a matter to a more informed, more technical help person.My specific problem today, where I can get no answer from ProConnect Help, has to do with sale of rental property where the property a) miscalculates the final year's depreciation and b) adds a phantom asset which also is shown depreciating (but not sold) but should not exist at all. Moreover, assistance for where ProConnect wants installment sales resulting from the sale of a rental property is non-existent. Theis is offered as an example. Th

3 months ago

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1613 Ideas

IP PIN diagnostic errorDiscussion ongoing

Default for daytime phone numberNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Non cash charity Form 8283Discussion ongoing

Bring back the non-cash charity screen.Discussion ongoing

When will the 1040NR allow efiling for all states other than CA and NY?Discussion ongoing

Two Year Comparison for Schedule FDiscussion ongoing

Schedule F Two-Year ComparisonDiscussion ongoing

Kansas Electronic Estimated Tax Payment featureDiscussion ongoing

Kansas electronic estimated tax paymentsDiscussion ongoing

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYImplemented

Tax Bracket WorksheetImplemented

Form 8978Discussion ongoing

Form 8978Discussion ongoing

SSA-1099 IMPORTNew

import add 1099-SSANew

Import SSA 1099New

Add form 706 to ProConnectDiscussion ongoing

Add Form 9325 to ProConnectNew

Need to add form 9325 ProconnectNew

Consolidated 1099 entry screenDiscussion ongoing

Consolidated 1099 Input ScreenDiscussion ongoing

Form 8825 real estate taxes problemNew

Form 8825 - Real Estate taxes vs. Other TaxesNew

Ability to Escalate IssuesNew

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Idea Exchange

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Filter by product

IP PIN diagnostic errorDiscussion ongoing

Default for daytime phone numberNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Non cash charity Form 8283Discussion ongoing

Bring back the non-cash charity screen.Discussion ongoing

When will the 1040NR allow efiling for all states other than CA and NY?Discussion ongoing

Two Year Comparison for Schedule FDiscussion ongoing

Schedule F Two-Year ComparisonDiscussion ongoing

Kansas Electronic Estimated Tax Payment featureDiscussion ongoing

Kansas electronic estimated tax paymentsDiscussion ongoing

Lacerte should include the new TAX BRACKET WORKSHEET as part of the TAX SUMMARYImplemented

Tax Bracket WorksheetImplemented

Form 8978Discussion ongoing

Form 8978Discussion ongoing

SSA-1099 IMPORTNew

import add 1099-SSANew

Import SSA 1099New

Add form 706 to ProConnectDiscussion ongoing

Add Form 9325 to ProConnectNew

Need to add form 9325 ProconnectNew

Consolidated 1099 entry screenDiscussion ongoing

Consolidated 1099 Input ScreenDiscussion ongoing

Form 8825 real estate taxes problemNew

Form 8825 - Real Estate taxes vs. Other TaxesNew

Ability to Escalate IssuesNew

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