CAN YOU PLEASE LET ME KNOW IF PLANNED 2012 SOFTWARE ENHANCEMENTS WILL ALLOW FOR MARK TO MARKET ACCTG FOR STOCK TRADERS REPORTING TRANSACTIONS ON SCHEDULE D. WILL LA CERTE BE ABLE TO TICK OFF SECURITIES AND INPUTTING A -1 VALUE TO INDICATE 4797 FORM

Please change the filing instructions "when to file" section to say, "Immediately" instead of "On or before June 30th"

Since the client notes (statement) are e-filed with the return. Using this area to send a brokerage statement or other forms normally mailed separately would be a time saver. The document could be scanned then copied and pasted into client notes to be e-filed along with the return. Lacerte would need to make sure this is acceptable for IRS purposes.

Most clients who have collected data to be used in a tax profit/loss use xlsx from a win7 computer. Instead of inputting directly, I must first change to an xls in order for Lacerte to recognize the worksheet as an for import to the program.

If a client exceeds the threshold for the Web Pay requirement it should automatically instruct the client to do so in the letter instead of coming up as a diagnostic and requiring an additional entry to force the instructions.

Currently, pro-forma inputs can have a different font color than user-entered information, but information from the e-organizer has the same font color as the pro-forma inputs. The review process would be more efficient if the information imported from the e-organizer could be displayed in a third font color.

Would like to have a custom report to print out all clients who have over $80,000 state tax liab and/or who have made ES or tax extension pmts over $20,000.

add Form 1120-PC

E-file acknowledgement letter should mention that a 9465 was filed with the Service and that it is subject to Service approval. Currently, the acknowledgement only says that there is a balance due of $xxxxx and that it should be paid as soon as possible.

I WOULD LIKE LACERTE TO ORDER THE DIRECTORS AND OFFICERS AS THE FORM INTRUCTIONS US TO ORDER THEM. THAT IS: DIRECTORS FIRST AND OFFICERS NEXT.

Do not let the program automatically change the state in the "Assign entries to". If you input a w-2 data from another state the software changes the " Assign entries to" to that state. If you then forget to change it back to your home state and go input interest / dividend income they will all be coded with the incorrect state. The assignment should only be allowed to be changed manually by the user.

When doing an import for dispositions from brokers, when a client has more than one state, can we have a feature so that we can assign the dispostions to the state we would like as opposed to a default state from the program?

Lacerte should have a way to automatically email the client to notify them that their efiled return has been accepted by the IRS and State taxing agency

I have clients with foreign parnership interest that are required to file 8865, but can't use any the modules.

Offer an option on next year estimated tax to use prior year alternative mimum tax rules

allow sole practitioners to print .pdf or save backup to a network drive without having to purchase the network version.