Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Quality-of-Life suggestion: efile critical diagnostics
Quality-of-Life suggestion: efile critical diagnostics
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
DatabaseRobert
Level 4
03-09-2022
10:03 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Why is it that the Ctrl+U(batch for Upload) efile validation wizard process is different/generates an entirely different set of Critical Diagnostics, than the annoying efile validation wizard that pops up during Ctrl+P(rint return) which also generates Critical Diagnostics?
Why can we not get ALL of the Critical Diagnostics--absolutely anything that is going to prevent efiling with the client file exactly as it is right this moment--shown to us?
.
My specific ire is pointed at page13/pensionIRA on a PA return, "make sure the 'EIN verified' box is checked" on one, and "marked as spouse but return is for a single client" (because the client passed away last year, and the pro forma carried all the codes forward as-is).
Yet when I look at our PDF archive of the return as it was going through the process, the ONLY critical that I see is "signature date must be input" (code49 on page4.1).
Show us the diagnostics, already!
Robert Kirk
LTUGtools
Labels
2 Comments 2
DatabaseRobert
Level 4
03-14-2022
06:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Generally I dislike replying to myself, but "another of the same ilk" is worth it:
NM return in the IND module rejected (while the rest of my batch was still uploading, it was that bad), because required ID information--DL dates, number, and so on--was not included.
Obviously this is a KNOWN requirement... why does Lacerte not Diagnose that and say, "HEY, you need some ID information or this state return is going to get rejected!"
Robert
DatabaseRobert
Level 4
03-29-2022
12:55 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Still another instance: I looked at all of the Diagnostics generated by the same data for the original return, and there was nothing about this.
NC direct deposit information spits out a Critical Diagnostic when in the Ctrl+U(batch for Upload) process of the efile wizard, but *NOT* when you Ctrl+P(rint) the return.
- RTN must be input twice.
- Account # must be input twice.
- NC account type must be input twice.
This is a STATE REQUIREMENT, and it is KNOWN BY THE SOFTWARE.
Why does the software NOT BLOODY WELL *TELL* *US* that, "hey, this return will fail!"?!?!?
Robert
