How to notify and ask Lacerte for an incomplete efiling?

[loricpa100]

For the life of me, I cannot find how / where to raise this issue with Lacerte.  And it raises many concerns as there was no diagnostic or notification the efiling would be incomplete.  I want to address this with Lacerte / Intuit and cannot see how or where to do so.

I have 2 CA Trusts, both efiled and accepted on March 4.  I received tax notices from the Franchise Tax Board on March 12 where they assessed a much higher underpayment penalty.

We had included and calculated Form 5805 to annualize as there were large capital gains on the last week of the year.  In my copies there is the 5 page form and worksheet for these calculations that should have been sent with the efiled return.

Per the FTB today - Part III (on page 3) was blank.  There was NO annualization calculations submitted or included with either trust.

What in the world happened?  More work for everyone when an incomplete return is efiled.  Especially when I think the complete form and return was filed properly.

I would like to discuss this issue with the powers that be.  Thank you for letting me know how and to whom to address this concern.  Thank you

[IntuitKate]

Hi @loricpa100  Thanks for stopping by the community. We definitely want your feedback to be heard where it can drive change. For suggestions and improvements like this, the Lacerte Idea Exchange is the most impactful place to share your thoughts. When ideas are submitted there, other tax professionals can vote on them, which helps our development teams prioritize and plan future enhancements. 

I'd also recommend connecting directly with Lacerte Support as they can remote in and take a closer look at what may have happened. Thanks for sharing and for being a part of the community.
 

[Karl]

Given OBBBA, a few 1040 forms were still in draft in Lacerte until early March. I was holding returns until then.

Do you have a PDF from the time you e-filed it and/or did you 'lock' the return to show what it locked like when e-filed plus any diagnostics to show whether or not any forms were still in draft?

Please know, my intent isn't to accuse you here. I'm trying to help you winnow down on how to prove whether or not there was a software/e-file glitch or not at the time you e-filed. If you don't have these things, it will be difficult to prove that the full return was populated and ready for e-file when you e-filed.