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1867 Ideas

C
corelliacpaLevel 2

CSV/Excel download option for ProConnect intuit links sent to clientsNew

My firm uses the intuit links to collect client documents and track their progress. We rely on this heavily to keep track of current status of clients (in progress, need to review, not yet started). Please provide a way for us to download the full list of intuit links with various statuses that were sent out to all clients. There's a way to do this for tax returns filed, but not for intuit links. Please make this function available as it would be a lifesaver when we need to file extensions!

0
C
Forum|Forum|4 months ago
B
bluegarnettaxLevel 1

Notification Indicator for "STARed" CommentsNew

Just like FLAG ITEMS and NOTIFICATIONS — it would be useful to have an "orange box with number" indicating the number of COMMENTS that have been "STARed".This would alert our team that there are COMMENTS that need attention.

0
B
Forum|Forum|4 months ago
1
1234562Level 1

adding field to lacerteNew

I suggest that you allow customers to add a colum/field to the program for any items they might feel they need, that will not impact the program.  Sometimes, personal customization to a point is necessary.Adding a column in the program so that we can see something on the screen that will help us work more efficiently is necessary. Here is hoping you listen to this suggestion. Rose

0
1
Forum|Forum|4 months ago
J
jbovardLevel 3

Need ability to IMPORT both percentages & amounts into Screen 29 Special AllocationsNew

Other tax programs have the ability to import both percentages and dollar amounts from Excel.  Currently, the only percentages that can be imported are the percentages on screen 8.   That only works if you are using a single profit percentage for every item on Schedule K.   But larger, more complex partnerships often need MULTIPLE different special allocation percentages.  That is why Screen 29 exits - to be able to handle MULTIPLE percentages for different P&L items.   But what is the point of being able to hand multiple special allocation percentages when you have to manually enter each percentage by by hand.   And when you have a partnership with hundreds, or even one thousand partners, that takes TOO MUCH TIME.   Lacerte needs the ability to simply IMPORT those different percentages, or those dollar amounts, directly from an Excel spreadsheet directly into Screen 29.   Please add the ability to import different Special Allocation percentages and amount into Screen 29.   This seems like a no-brainer to make Lacerte more useful for larger partnerships.  It would make the Lacerte program more competitive with larger tax programs that can handle large partnerships.

0
J
Forum|Forum|4 months ago
D
drtaxmanLevel 2

System needs to be updated to properly display ® without forcing  prior to iNew

If one needs to have ® in their signature line, ProConnect currently appears to contain a font mapping error and cannot recognize the special character correctly. Therefore, in the signature section of all client letters, although the ® does print out, it is preceded by "Â". For for example, instead of properly showing "CFP®" the system shows it as "CFP®"Please fix the system to allow proper display of the trademark symbol (and other special characters)

0
D
Forum|Forum|4 months ago
D
DavidHansenCPALevel 1

PARTNERSHIP K1 RETURN OWNER MAPPED TO K1 NUMBER IN THE INDIVIDUAL MODULE AND IMPROVEMENT TO THE EXCEPTIONSNew

I have several clients who have 100 plus k1's due in part to ownership multiple shares of ownership in many of the partnerships that they own.In Lacerte vie the partnership module under k1 misc we could map these so that when they imported we knew they were going to the right place without having to track this all externally (Currently I have done that but it is super difficult I almost have to label them all by the order in the system by verifying the ending capital account balances then and make note in an outside excel sheet what order they are in via the import tab).I'd love if even though I may have to import them 1 by 1 at least I won't have to try and figure out the ordering to have them go to the right place. Also - second item on k1 imports - If you're exception reporting asked us where we'd like to import an item that is not directly mapped because it has variable treatment that would simplify import and verifying all data a lot.  IE  I have code AC interest as an other dedoction.  If the system were to ask me where I want to drop it, or if I want to exclude it vs me manually going screen by screen on the regular input section that would be a lot quicker as well.

0
D
Forum|Forum|4 months ago
T
treasur2Level 4

supporting statement templateNew

I like to use the "supporting statement" tool in many fields where I want to show/do detail.I've noticed over the years that the majority of my entries fall into just several types, Months, quarters and sometimes even years.  Many times, I'm just talking to myself about how I camp up with X.I get tired of typing all the months, quarters, etc. It would be great if you could make a template or "remember this" format for the tool.  Seems insanely intuitive to me.Please no criticism on the way I use it.  Unless you have a workaround

1
Accountant-Man
Forum|Forum|4 months ago
B
BTaLevel 1

Feature Request: Support FIDO2/Passkey for Hardware Security Keys on Lacerte DesktopNew

Currently, the Lacerte desktop app only supports 6-digit Authenticator codes (TOTP). For those of us using hardware security keys (like Thetis or YubiKey) for high-level security, this requires a disruptive manual process: we have to open a separate app, retrieve a 6-digit code, and manually type or paste it into Lacerte every time we are prompted, for each tax year.Since Intuit online already supports Passkeys for web-based account logins, bringing this functionality to the Lacerte desktop application would allow us to authenticate with a simple physical touch of the security key.

0
B
Forum|Forum|4 months ago
F
FrankKLevel 4

If I enter a payment date on the information worksheet, automatically enter it on form 2210. Or if I enter a payment date on form 2210, automatically enter it on the information worksheet.New

The title of the suggestion says it all.

0
F
Forum|Forum|4 months ago
M
MWallenLevel 2

Pennsylvania state extension requires $1.00 to file when no tax is due and Pa doesn't require payment with an extensionNew

Proseries is requiring, when filing an extension in PA, the payment of $1 despite the fact that no tax may be due and Pennsylvania does not require a payment to be paid with an extension. This is requiring us to file an inaccurate form and causes problems when the return is complete and the program thinks $1 has been paid when in fact no money has been sent into the state.You are requiring us to create a fiction that could cause an inaccurate return to be filed.

10
BobKamman
Forum|Forum|4 months ago
T
TaxX5Level 1

FinTrans SummaryNew

Often it is unclear until the last moment if you will file to extend, or file a return.  It is not time fruitful to be concerned about missing payment of the amount due through draft, based on whether you file or extend.  Checking the box to electronically pay amount due with return and the amount due with extension, is what I did on a client with a large amount due.I did not run extension wizard, did not extend.  Filed return.  Then looked at FinTrans Summary tab in forms to remind myself of the drafting date and was shocked to find that the summary said the amount would draft twice, once for the return and once for the extension I had not filed.This cost me concern and time.  Got on phone with Jessica - she was great, confirmed from Lacerte side that only one "amount due" would be drafted. Once I filed the return, and did not extend, no extension amount should have shown on the fintrans tab, or at the very least had a disclaimer that informed me this amount would not draft unless I filed an extension.  Maybe there is a setting I am unaware of?Thank you.

1
S
Forum|Forum|4 months ago
C
ChicagoLevel 2

Add e-filing support for Form 709 (Gift Tax Returns)New

The IRS now supports electronic filing for Form 709 through the Modernized e-File (MeF) system, beginning with recent tax years. However, it appears that ProSeries does not currently support e-filing for these returns.We would like to request that Intuit prioritize adding e-file capability for Form 709 within ProSeries.For firms like ours, the ability to e-file gift tax returns would provide significant benefits:Improved efficiency and reduced administrative burden compared to paper filingFaster processing and confirmation of receipt by the IRSReduced risk of mailing delays or lost filingsAlignment with the IRS’s modernization effortsAs more clients require timely and accurate gift tax filings, continuing to rely on paper processes creates unnecessary operational challenges.Is there currently a roadmap or expected timeline for enabling Form 709 e-file in ProSeries? If not, we strongly encourage Intuit to consider this enhancement as a priority.Thank you for your consideration.

2
sjrcpa
Forum|Forum|4 months ago
R
Rando75Level 2

QuickZoom to another FormNew

when hitting quickZoom to another form button have the program mark the create new copy button instead of the select an existing form button

0
R
Forum|Forum|4 months ago
P
php333Level 2

Educator Expenses Adjustment in Input but not in return on Schedule 1 - Line 11New

It sounds crazy.....but the taxpayer received 529 distributions....on the relevant input screen....as soon as I entered a "1", "2", or "3" to specify what type of 529 Plan was involved....one of the educator expenses amounts of $300 "dropped out" and the Schedule 1 - Line 11 amount went from $600 to $300.  (both taxpayers are teachers).  Crazy!

0
P
Forum|Forum|4 months ago
A
avapiekarskiLevel 2

Underpayment penalty for Metro and Multnomah Taxes doesn't calculateNew

For a company as large as Intuit, there should be no calculations that need to be done manually.  The program should auto-calculate underpayment penalties for the OR Metro Supportive Housing (MET-40) and the Multnomah Country Preschool For All (MC-40) taxes.  Our old software did this fine, so it's simple laziness

0
A
Forum|Forum|4 months ago
E
estelapetrocelliLevel 1

What is going on this year with issues with printing that slow down and affect the response from the program? I am continuously having to do updates several times a day?s?New

No text available

0
E
Forum|Forum|4 months ago
P
patc1Level 2

.pdf import of W2s and 1099sNew

It's 3/31/26 and thus far none of the scans I have sent to intuit to be read with their import .pdf feature have been processed. Some have failed, others are just sitting there for over half a day already. Bad time of year for a system failure on Intuits end. Please fix ASAP. thank you!

0
P
Forum|Forum|4 months ago
J
jeffpinkneyLevel 2

Carryforward Schedule for IndividualsNew

Could Lacerte be able to provide a separate Carryforward Schedule for the Individual Module? The General Information worksheet is helpful but it would be nice to have a separate carryforward schedule that lists all the pertinent tax attributes that carryforward to the next year. The ability to have this print at a set location (for example at the beginning of the file) would be helpful.The most critical would be the following (Regular and AMT amounts)1. Net Operating Losses2. Passive Activity Losses3. Capital Loss Carryovers4. Contribution Carryovers5. Deferred Crop Insurance Proceeds6. Foreign Tax Credits7. Energy Credits8. Basis Losses

0
J
Forum|Forum|4 months ago
S
strongsilenceLevel 10

Warning to preparers: excess mortgage interest & RE Taxes Posted 3/30/2026New

Today I clicked the box (Screen 29 Box 56) to allocate Mtg Int and RE taxes when taking the Std Ded.BUTTHENI found more deductions (in my case medical). This made Itemized Deductions > Standard Deduction.AND SOtaxes were not as low as possible (because excess amounts remained on F8829),SOTHENI deselected that boxIN ORDER TOGet mtg int and RE taxes flow to Schedule AANDIALMOSTLAUGHEDCOKEOUTMYNOSEI got a better tax result!SO NOW I AMalerting LC and suggesting an informational diagnostic. GOOD NIGHT and Sweet dreams

0
S
Forum|Forum|4 months ago
S
Sequoia Ridge CPAsLevel 1

1065 k-1 importNew

We have several partnership returns that all nest in various amounts into other partnerships and entities. We'd love the ability to export a K-1 from one 1065 and import it into another. This feature works for 1120S returns being exported and then imported into 1040 returns, but it doesn't appear to exist for 1065 export to 1065 imports.

0
S
Forum|Forum|4 months ago
T
TAXES-23Level 1

LSC25-1120S & 1065 IOWA Estimate Vouchers should not print when setup for EFILE of Iowa EstimatesNew

2025 Lacerte - IOWA 1120S and 1065 modules - when estimates for Iowa are setup to be paid ELECTRONICALLY - they still show up in forms to print but should not. The 1040 module works properly on this. We can't turn if off in "items to print" for State Ests Vouchers for ALL clients because some clients might still need this. 

2
D
Forum|Forum|4 months ago
S
smhoward427Level 1

List Social Security Income only once on the OrganizerNew

Please change the organizer so the client only has to list the social security income once.  It is listed under 2025 Income, and then again under ORG10, Social Security Benefits.

1
IRonMaN
Forum|Forum|4 months ago
T
Tami MLevel 3

Idaho Capital Gain ExclusionNew

When Idaho real estate is sold that has been held over 12 month, there is a 60% exclusion of the capital gain on the Idaho return. This should be automatic if the property is being sold by an Idaho resident or coded as an Idaho property for an Idaho non-resident. There should also be a diagnostic to warn preparers to look for this.

3
BobKamman
Forum|Forum|4 months ago
L
lehcpaLevel 1

Montana Mixed ResidencyNew

There appears to be a programing issue with the Montana Mixed Residency calculation.  After hours with tech support we did find a workaround, however it will mean filing the state return via paper.  Unless you remove full time resident the program does not allocate the Montana source income even though the income is properly allocated. By unchecking full time resident on screen one you create an efiling error because Montana wants a date and moved to and moved from making it impossible to efile the Montana return.

0
L
Forum|Forum|4 months ago
P
psmitcpa1Level 3

dashboard enchancementNew

We came from Lacerte and the client dashboard is so much more robust and we miss that.  The options for adding information in each module is SO limited in PTO.  There is so much information you could add like Lacerte allows you to do.  But having a few additional fields woudl be very helpful and very easy to program since (it should) since the info is in the program already.  To start, how about Due Date and Extended Due Date?  Many practitioners use their tax software for due date monitoring.  It's impossible to use PTO for this because none of the information is available at a high level.  For 1040s it's pretty straightforward with due dates but will all other entities, due dates and extended due dates could be anything.  PLEASE ADD DUE DATES AND EXTENDED DUE DATES for Federal and State returns.

0
P
Forum|Forum|4 months ago

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