Idea Exchange

1876 Ideas

WBHLevel 2

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

This should be available on ALL screens input:1-delete this year, 2=delete next year, 3=skip this year (proforma only)PROGRAMMERS, please include this with future program updates, thank you.

Forum|Forum|3 days ago

WBHLevel 2

This should be available for all screens client screensNew

Forum|Forum|3 days ago

ak12cpaLevel 1

Form 8978Discussion ongoing

I am writing to ask why Lacerte does not support Form 8978. To my understanding, there is not even a place to override the additional tax (if applicable) or any other related adjustment. For example, if the taxpayer owes additional tax because of a Form 8986 adjustment, the additional tax would be reported on Form 1040, Schedule 2, Line 17z. It would be nice to have the override option; that way, if Form 8978 remains unsupported by Lacerte, the form can at least be filled out and attached to the e-filed return. Right now, it is my understanding when Form 8978 is required, the taxpayer must paper-file their Federal return.Form 8978 will be a form that will be required in tax year 2023 - one big reason is the ERC (Employee Retention Credit) and the need for S-Corp's and Partnerships to amend previous years returns and partner/shareholder K-1's. I certainly hope Lacerte can support Form 8978 for the 2023 Federal Return - or at least provide input space in "Other Taxes"  to override the additonal calculated tax or other adjustments related to Form 8978. Other major tax software support Form 8978.  I hope Lacerte will too.Thank you! 

Forum|Forum|3 days ago

sonifrankLevel 2

8985, 8986 and 8978Discussion ongoing

With so many businesses receiving money from the ERTC in 2022 and forward, these forms (which are now required to be e-filed) are really necessary to have for any partnerships affected.  Is there any slated time period for them to be available?

Forum|Forum|3 days ago

danstewartLevel 2

Efile Amended Idaho partnership and S-corporationsNew

Amended Idaho partnership and S-corporations are not supported for electronic filing. Please provide support for electronic filing of these amended returns. Amended individual returns became available for e-filing a couple years ago.

Forum|Forum|3 days ago

ctia7911Level 2

Commitments made but not carried out, fullfilled, executed, or completed...New

It's been several days sine Yasmine said someone would contact me from Intuit about the software's failure to accurately post billing rates, etc. to client invoices ...  She too, said she'd follow up with me and I haven't heard from her either...  So here's my question - why is it these commitments are "promised" and then never adhered to for one, and then in addition to this, how is it there is no check system in place from the "higher-ups" to insure these commitmments are being adhered to...   Just me wondering if this is what it's like when the buyer/seller pyramid gets flipped around...  Customer service seems to have taken a 180 since COVID and that disturbs me very, very much...  Thank you...

Forum|Forum|4 days ago

taxCPA3Level 2

authorize e-filing Nebraska fiduciary returnsNew

Lacerte is incapable of e-filing Nebraska fiduciary returns

Forum|Forum|6 days ago

CAPTAXMANLevel 2

OHIO LOCAL RETURNSDiscussion ongoing

For years I have been told by various representatives of intuit that the Efiling of OHIO local returns such as RITA will be forthcoming. Fast forward at 10+years and still no effort appears to be made with this. Intuit's other platforms offer it and still smh as to why Proseries can't.Its time is way over due or at least address the real reason why  . Intuireturns will be ould be nrwstaff by fon and

Forum|Forum|8 days ago

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.  

Forum|Forum|8 days 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

Forum|Forum|8 days 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.

Forum|Forum|8 days 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. 

Forum|Forum|8 days 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.

Forum|Forum|8 days ago

larrygrussell1Level 3

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.

Forum|Forum|8 days 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.

Forum|Forum|8 days ago

jmiamiLevel 2

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Show the computed age for each dependent for the tax year based on the birth dates entered so users can easily see the ages without having to calculate.

Forum|Forum|8 days 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.

Forum|Forum|8 days 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.

Forum|Forum|8 days 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. 

Forum|Forum|8 days 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??????????

Forum|Forum|8 days 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!!!!!!!!!!!!!!!

Forum|Forum|9 days 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

Forum|Forum|9 days ago

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

Forum|Forum|9 days ago

tc64540Level 3

Allow CA amended efile of ITNew

Please allow the amended CA returns to be efiled

Forum|Forum|9 days 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.

Forum|Forum|9 days ago

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1876 Ideas

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

This should be available for all screens client screensNew

Form 8978Discussion ongoing

8985, 8986 and 8978Discussion ongoing

Efile Amended Idaho partnership and S-corporationsNew

Commitments made but not carried out, fullfilled, executed, or completed...New

authorize e-filing Nebraska fiduciary returnsNew

OHIO LOCAL RETURNSDiscussion ongoing

Ohio Business and Local FilingsDiscussion ongoing

Mask EIN and PTINNew

Masking infoDiscussion ongoing

Redact tax preparer information EIN and PTINNew

Set up dependent tax returnImplemented

Make a Dependent a new ClientImplemented

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

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Lacerte - WA State Capital Gains TaxDiscussion ongoing

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

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Need to e file california grantor trust returnsDiscussion ongoing

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

DocusignDiscussion ongoing

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

Allow CA amended efile of ITNew

Form 8858Discussion ongoing

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Idea Exchange

Filter by idea status

Filter by product

PROGRAM INHANCEMENT REQUEST TO LACERTE PROGRAMMERSNew

This should be available for all screens client screensNew

Form 8978Discussion ongoing

8985, 8986 and 8978Discussion ongoing

Efile Amended Idaho partnership and S-corporationsNew

Commitments made but not carried out, fullfilled, executed, or completed...New

authorize e-filing Nebraska fiduciary returnsNew

OHIO LOCAL RETURNSDiscussion ongoing

Ohio Business and Local FilingsDiscussion ongoing

Mask EIN and PTINNew

Masking infoDiscussion ongoing

Redact tax preparer information EIN and PTINNew

Set up dependent tax returnImplemented

Make a Dependent a new ClientImplemented

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

Show Dependent Ages on the Dependent input screen - based on DOB's enteredNew

Lacerte - WA State Capital Gains TaxDiscussion ongoing

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

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Need to e file california grantor trust returnsDiscussion ongoing

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

DocusignDiscussion ongoing

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

Allow CA amended efile of ITNew

Form 8858Discussion ongoing

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