Lacerte Tax Product Feedback

Use this forum to provide feedback for the Lacerte Tax program. We’re focused on improving two specific areas, so suggestions that answer these questions will be particularly helpful:

- Improve Productivity: How can we help you prepare returns faster?

- Grow Your Practice: How can we help you grow your practice?

I suggest you ...

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  1. Allow K-1 pdf files to include entity name and not client ID number

    I am using Lacerte for the first time this year (switched from Prosystem, bad idea) and on my large partnerships the individual client K-1 files that I print to pdf have the partner name and then the Lacerte client ID number, rather than the name of the entity. There should be a way to change whether we use the client ID or entity name because these pdfs all look terrible when emailed and it's more difficult for the recipients to know which entity they are for without opening them up. Renaming all manually on my 400+ partner returns is just…

    2 votes
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  2. allow the tax organizer to be sent to the spouse instead of taxpayer

    Without using "intuit link" the only way to send an e- organizer to the spouse is to copy the file, delete the taxpayer email, and send to spouse. Now the client # is wrong for 2018 and the taxpayer email needs to be re-added back into the new copied file. Also, clients who try to reply to the e-organizer email aren't notified that its a do not reply email and their tax preparer will not get the reply.

    1 vote
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    0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →
  3. Compare '18 actual numbers with '17 law

    While the new "tax reform impact summary" comparing actual '17 and '18 numbers is nice, it's not terribly helpful. We'd like to show clients what tax reform did for or against them by using only '18 figures and comparing the '18 results with what the results would have been using '17 law. (You did this in reverse in the '17 program, in which you compared '17 actual with '17 using '18 law. That was among the greatest innovations you've ever made.)

    6 votes
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    0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →
  4. SMLLC POWER OF ATTORNEY Individual Program

    Please allow the Lacerte 2018 Individual program to prepare a separate Federal and California (and other states?) Power of Attorney for a SMLLC reported on an Individual Return.

    DISCUSSION / OPTIONAL READING: Growing in my practice are the number of Single Member LLC's filed as a Schedules C, E, or F on an individual tax return. I prepare Powers of Attorney for all individual and entities in my practice including the SMLLCs. Lacerte simply has no ability to prepare a Federal nor California POA for a SMLLC reported on an Individual return.. - Yes the Federal POA allows entry of…

    6 votes
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    0 comments  ·  Federal Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. intro email for LINK suggesting photos are faster than scanning

    Allow edit of main email for repeat clients. Eliminate/revise your suggestion that photos are faster than scanning - photos are a nuisance, clients do not take clear photos, can't print or read them, inefficient to assemble multiple page form 1099b from many jpegs or conversion to PDF

    1 vote
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  6. Print basis limitation worksheets from K-1's with preparer review copy without having to print all of other worksheets.

    This would expedite the process of reconciling the partners' adjusted bases on the K-1's with Lacerte.

    3 votes
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    0 comments  ·  Input Detail  ·  Flag idea as inappropriate…  ·  Admin →
  7. Proforma Screen or Notes for Next Year Screen

    Have an input screen for locked client files that wouldn't alter the tax return/client info that has been filed, but would change once proforma'd into the next tax year. For example, this can be used for new information such as address change/contact info/ marriage/ dependent ect. that is given to us for the next tax year. Instead of copying the locked file (which can lead to human errors when proforma-ing) just have a screen within the locked file for next year that wouldn't alter or effect the tax return until its proforma'd into next year's lacerte.

    4 votes
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    0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →
  8. TRIAL BALANCE POSTING DOES NOT HAVE OFFICER COMPENSATION SECTION THAT ALLOW SCREEN 20.2(C CORP. MODULE)

    SMART MAP FEATURE DOES NOT HAVE THE ABILITY TO GO TO SCREEN 20.2 FOR OFFICER COMPENSATION

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Provide option to send an efile acceptance letter automatically

    Provide a checkbox somewhere that would activate an efile acceptance letter to be emailed to the client once the efile is successfull. Currently you can only send it manually once the efile is completed

    10 votes
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    0 comments  ·  E-File  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. make page 1 and page 2 of form 1040 separte links on the seft of the forms tab, similar to scheudle E page 1 and 2

    In 2018 page 1 of the 1040 has no numbers, If would be handy to be able to click directly to page 2 of the 1040 in the forms screen rather than click on the 1040 link, then having to click to the next page

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a bridge from QBO

    Create a link/bridge from QBO to Lacerte

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add an integrated CRM feature

    We need an integrated CRM feature to service our clients with appointment reminders, quarterly tax event reminders, etc. We currently use outside software that does not interface well even though it is supposed to. Takes lots of time to correct and double enter client info in Office tools and Lacerte.

    8 votes
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    0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →
  14. More export data points

    I have found the export feature within Lacerte to be quite useful. Would it be possible to expand the number of exportable data points in fiduciary returns (i.e. Form 5227)? For example, the balance sheet, trust accounting income, year end FMV, etc. Having more exportable data points would great increase the efficiency of reviewing/checking tax returns. Thank you!

    6 votes
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  15. Pop Up Note when you open return

    Drake and UltraTax both have a pop-up note that proformas with the return. So, when I open up the return, I get the note that I left for myself last season.

    14 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Field matching between data entry and forms

    Please match character input space to form field space. This wastes lots of input time and necessitates extra proofreading. For example you can input Administrative Assistant but it gets truncated to Administrative *** on the 2nd page of 1040 form. Not ok to send to client!
    Names, foreign addresses, occupations, etc. are all a problem but there are many others I am not listing.

    4 votes
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  17. Single Sign In/Consolidated Login Option

    Constantly signing in is a huge waste of productivity, especially when we have to switch between multiple years. Offer a single sign-on option that creates an active session for any Lacerte year that requires a login.

    e.g. user opens 2017 Lacerte, logs in, and can open 2016 Lacerte without an additional login. Also, activity in either year maintains the connection, so you can switch back to 2017 without being prompted to login again.

    9 votes
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  18. make a filter for IPPIN

    It would be very helpful if there was a filter for the IPPIN's. I have needed to print reports to see which clients are needing one and there is no way to do that,

    5 votes
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    0 comments  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  19. I suggest you get rid of your obnoxious telephone hold music. Have listened to it for years. Never changes. Same obnoxious music

    I suggest you get rid of your obnoxious telephone hold music. Have listened to it for years. Never changes. Same obnoxious music that sounds like an out of tune radio station with static blasting in our ear and fading in and out.

    14 votes
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    1 comment  ·  Systems  ·  Flag idea as inappropriate…  ·  Admin →
  20. Change DMS to allow the printing of all added "NOTES" to the file. "NOTES" contain important info and must be printed during an IRS audit!!

    "NOTES" that are added to a DMS file serve as important information that supports the tax returns we prepare (documentation of discussions with clients - incl dates, calculations to show how we arrived at the amount(s) reported on the tax return, results of research to determine how something s/b reported, etc). Consequently, it is critically important that we have the ability to print out the DMS document that shows the full text of all "NOTES" exactly as they appear on the DMS Viewer. This is necessary especially when the client is under audit with a tax agency and we have…

    18 votes
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    0 comments  ·  DMS  ·  Flag idea as inappropriate…  ·  Admin →
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