Idea Exchange

3565 Ideas

PLEASE ADD OPTIONS TO DISPLAY EFILE EXTENSION REPORTS STATUS FOR PHILADELPHIA BIRT & NPT INCLUDING PAYMENT STATUSNew

I CANNOT TELL IF MY EXTENSIONS FOR NPT OR BIRT WERE PROCESSED FROM EITHER THE DISPLAY SCREEN OR THE POST EFILE LISTINGS. IT WOULD BE VERY HELPFUL IF THIS COULD BE EASILY VERIFIED.

Forum|Forum|3 months ago

MareLevel 2

Standard Letter Update to refect current IRS requirements - NECESSARY!! ASAP!New

Hello Intuit ProSeries.We have an issue that needs IMMEDIATE ATTENTION!!We have begun the process of Efiling for our clients.  We notice your Standard Letter DOES NOT reflect the new IRS requirements that were launched on 09/30/25, stating that they will no longer take paper checks.  As the ProSeries letter currently reads "Please file your FORM 1040 and check or money order....".  This clearly has not been updated from the 2025 requirements.  When I called into ProSeries today, the Specialist explained that letters will have to be altered individually....!!!!???  We are small company with over 700 clients.  This will directly impede our ability to produce Returns at our normal rate.  What is particularly upsetting is that we pay over $11K a year with guaranteed increase of 7% per year, which we pay without hesitation, YET YOUR SOFTWARE IS NOT ACCURATE/PROPERLY UPDATED?  This is an outrage! This may cost us clients if this is not fixed IMMEDIATELY.  This is and should be a high priority for all Tax Firms, but especially ProSeries.  

Forum|Forum|3 months ago

Lab2025txLevel 1

Limited Categories when uploading documentsNew

When uploading forms or prior returns, the default is 1040.there is not an option for 1065 or other types of tax returns. 

Forum|Forum|3 months ago

laina1221Level 2

Bree is AWESOMENew

Bree was a pleasure, so knowledgeable and patient.  She helped me get my 2025 and 2024 lacerte up and running.  I hope i get her everytime i call 

Forum|Forum|3 months ago

rebeccasharpLevel 1

DocuSign e-signature knowledge based questions are from inaccurate dataNew

Lacerte must do a better job of holding DocuSign responsible for the knowledge base questions used for signing 8879s.   The majority of our clients cannot successfully get through the questions the first time through. Most require  2 or 3 attempts and far too many fail altogether.  We hear over and over and over again from our clients that the questions have nothing to do with them.  Lexus Nexus is obviously using information to derive question from databases that have inaccurate information.   I aware there is the pin method as an alternative, but it is much less secure as our support staff now becomes responsible for managing client pins.  The IRS requires knowledge base for identity verification, that is what we are going to use. Its the responsibility of Lacerte and DocuSign to hold Lexus Nexus accountable to derive the questions from accurate information. They cannot continue to having clients verify their identity with questions from inaccurate data sources.

Forum|Forum|3 months ago

psmitcpa1Level 3

kiddie taxNew

Please build in the kiddie tax link into PTO that has been in Lacerte for eons.  It would be a very efficient way to do the kiddie tax calculations to link the kids return to the parents rather than having to enter all the information in manually.

Forum|Forum|3 months ago

LauraJ0Level 3

Update Lacerte to use the 64bit version of Microsoft OutlookNew

Lacerte is currently using the 32bit version of Microsoft Outlook but that is very outdated and needs to be compatible with the 64bit version.

Forum|Forum|3 months ago

KenGreenbergLevel 4

Need an EASY way to make a Detroit return nonresidentNew

SAVE US FROM THE DETROIT NONRESIDENT NIGHTMARE Detroit nonresident returns should be set either in Profile by giving us the option to add a Detroit nonresident return in the City return window or an easy check box in client data when a Detroit return is present.Currently, the torture is to make entries for dates and days worked in the W-2 local area. This is so tricky that I've been unable to get the 5119 Nonresident return to pop in. Instead, the 5118 resident return pops in.I have one other client in this situation. I looked at the entries I had for her and emulated them in this return. No luck.5121 MessThe other issue is a 5121 withholding schedule loads, and page 2 contains Part 3 that will reflect entries for nonresidents.Unfortunately, these fields are not live; if we could click on them perhaps we would get to the right spot.Need Better Help, TooHelp on this topic is useless. That needs improvement, too.I've spent at least two hours trying to resolve this mess, plus a call to support. There's no obvious fix to them either. I can't bill the client for this wasted time, since it's not his fault.HELP!    

Forum|Forum|3 months ago

MARYMCDONALDCPALevel 1

Software errorNew

Someone needs to figure out how to get an entry on wisconsin return.  Page 1 line 34 without doing an over ride.

Forum|Forum|3 months ago

MordaLevel 1

Have dropdown menu for all fields that need name and social security numberNew

Whenever it is required to enter a name and Social security number of a person whose information is already in the General or dependent section, there needs to be a drop down that will populate both the name and social security number

Forum|Forum|3 months ago

MordaLevel 1

Show S/T, L/T Capital gain override on front page of dispositionsNew

On the quick input for dispositions it would be helpful if there was a box for Short term/Long Term

Forum|Forum|3 months ago

RD16_2Level 1

Timing of UpdatesNew

Can Lacerte quit pushing updates in the middle of the day multiple times per week.  Instead send them out at night so we can do them  first thing in the morning before we start.

Forum|Forum|3 months ago

walkthroughLevel 2

Update Checkmarks Implementation 2 - Ability to remove error marks when the item is off the tax returnNew

Currently, when an item has been reviewed is updated, there is a modification checkmark for review. Some items in worksheets and statements however may disappear entirely and there is no way to consider them as checked again.E.g. An item of deduction was removed because it phased out when additonal income was reported. Now the worksheet checkmarks show up as errors and cannot be resolved.There should be an option to resolve checkmarks for items that are no longer visible on the tax return also.

Forum|Forum|3 months ago

SM23Level 1

E-file status of PTE paymentsNew

When PTE payments are set up for direct debit, it would be nice to have it showing as an Auto Withdraw, like any balances due or estimates, when submitting the E-file.  There is no "proof" in Lacerte that the payment will be withdrawn other than on the E-file confirmation letter.

Forum|Forum|3 months ago

chevyshay1Level 1

ability to view return without crediting a pdfNew

Have the ability to view the full return in its entirety without needing to click each individual form and without having to credit a print to pdf to view . also the ability to view "all forms" and add to applicable for print to pdf as well

Forum|Forum|3 months ago

chevyshay1Level 1

adding link for payment for invoices for customer's clientNew

I think it would be a good idea to add a link for invoices so the customer's can add their accounting information so once the client gets invoiced they have the option to click the link and pay immdiately if they do not want to pay by refund. 

Forum|Forum|3 months ago

Rocky99Level 3

NY FPL DEDUCTION ON SCREEN 10 TO CARRY ON SCHEDULE ANew

The W2 data entry Screen does not have a place to put the NY FPL deduction in Box 14 of the W2 -The SDI data entry screen does have NJ and NY to be input but the FPL only has NJ to be input As a result of this the NY FPL which should be deductible on Schedule A as  Taxes paid is missed -Please - Please look into this and just add the NY FPL on Screen 10 which should carry over to Schedule A - Thanks!!!

Forum|Forum|3 months ago

Suzanne MetzgerLevel 3

ConformityNew

Do we have any updates on when the state conformity will be completed?  I am particularly interested in Idaho and Utah.  Are states going to be updated as information is received by Lacerte or are we going to have to wait an extended period of time for all states that conformed to OB

Forum|Forum|3 months ago

ashokcpaLevel 1

NC state e filing for Form 1041 trust returns.New

NC Form D-407 requires manual filing as no e filing is offered. However, e filing is available for neighboring state of SC. Please add this to e filing list of state returns.

Forum|Forum|3 months ago

TedSLevel 2

Form 8990 for Individual Federal tax returns for 2023Discussion ongoing

Pro Series has the Form 8990 available for 2023 for Federal C Corporation, Federal S Corporation and Federal Partnership filers. Please have Form 8990 available for 2023 for Federal Individual tax filers

Forum|Forum|3 months ago

Sara_KLevel 2

M1Rent for MN form is wrongNew

Section 1 non taxable income on the M1Rent form does not change numbers when you enter them into the program resulting in a refund that is too large. I have been paying interest and penalties for my customers because of it.If you load the M1Rent form the box to activate it should automatically be checked.  Why populate the form if you don't want calculations on it.

Forum|Forum|3 months ago

FCOLevel 2

Feature Request: Improved PDF Export for ProConnect Tax PlannerNew

The Problem:While the Tax Plan feature is excellent for internal side-by-side analysis (e.g., comparing Solo 401(k) contribution scenarios), the "Save as PDF" functionality breaks this layout. Instead of a side-by-side comparison, the PDF exports scenarios sequentially—often spanning 4+ pages. This makes it difficult for clients to visualize the direct impact of different tax strategies without flipping back and forth between pages.The Solution:Side-by-Side PDF Layout: Update the PDF export engine to maintain the column-based comparison view seen on-screen, allowing for a professional, "at-a-glance" presentation for clients.Customizable Scenario Titles: Allow users to rename "Case 1," "Case 2," etc., to more descriptive labels like "Max 401(k) Contribution" or "Standard Deduction vs. Itemized."Why this matters:The value of tax planning is in the comparison. A side-by-side PDF allows us to show immediate value to our clients in a format that is easy for them to digest and approve.

Forum|Forum|3 months ago

Ghaber01Level 3

Error on Form 8960New

As per IRS instructions for Form 8960, Line 9a: Enter on Form 8960, line 9a, interest expense you paid or accrued during the tax year deducted on Schedule A (Form 1040), line 9.On the input for Form 8960, Part II, line 9a the program's magnifying glass takes you to Schedule A, line 9, but does not transfer the amount shown there.  The only way I was able to input the amount was by overrding the program, which creates an error for e-filing.

Forum|Forum|3 months ago

planablewealthLevel 1

Please add the ability to file superseding returns in states that allow it - CANew

Please add the ability to file superseding returns in states that allow it such as CA!If we need to file a superseding return, the process gets extremely complicated when we have to go in and e-file it for the fed but then we have to manually do it for the state. States like California allow for e-filing a superseding return, yet the program will not allow us to do this. 

Forum|Forum|3 months ago

Anthony T -- Abruzzo AccountinLevel 1

K2/K3 To Automatically Populate From Proseries - Stop With Manual EntriesNew

Can you have the K2 inputs populate automatically from the tax return?  Especially from 8825's and balance sheet entries.  It is a manual input now and if a number changes in the return, we need to redo the K2 input, which should automatically update.

Forum|Forum|3 months ago

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3565 Ideas

PLEASE ADD OPTIONS TO DISPLAY EFILE EXTENSION REPORTS STATUS FOR PHILADELPHIA BIRT & NPT INCLUDING PAYMENT STATUSNew

Standard Letter Update to refect current IRS requirements - NECESSARY!! ASAP!New

Limited Categories when uploading documentsNew

Bree is AWESOMENew

DocuSign e-signature knowledge based questions are from inaccurate dataNew

kiddie taxNew

Update Lacerte to use the 64bit version of Microsoft OutlookNew

Need an EASY way to make a Detroit return nonresidentNew

Software errorNew

Have dropdown menu for all fields that need name and social security numberNew

Show S/T, L/T Capital gain override on front page of dispositionsNew

Timing of UpdatesNew

Update Checkmarks Implementation 2 - Ability to remove error marks when the item is off the tax returnNew

E-file status of PTE paymentsNew

ability to view return without crediting a pdfNew

adding link for payment for invoices for customer's clientNew

NY FPL DEDUCTION ON SCREEN 10 TO CARRY ON SCHEDULE ANew

ConformityNew

NC state e filing for Form 1041 trust returns.New

Form 8990 for Individual Federal tax returns for 2023Discussion ongoing

M1Rent for MN form is wrongNew

Feature Request: Improved PDF Export for ProConnect Tax PlannerNew

Error on Form 8960New

Please add the ability to file superseding returns in states that allow it - CANew

K2/K3 To Automatically Populate From Proseries - Stop With Manual EntriesNew

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Idea Exchange

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Filter by product

PLEASE ADD OPTIONS TO DISPLAY EFILE EXTENSION REPORTS STATUS FOR PHILADELPHIA BIRT & NPT INCLUDING PAYMENT STATUSNew

Standard Letter Update to refect current IRS requirements - NECESSARY!! ASAP!New

Limited Categories when uploading documentsNew

Bree is AWESOMENew

DocuSign e-signature knowledge based questions are from inaccurate dataNew

kiddie taxNew

Update Lacerte to use the 64bit version of Microsoft OutlookNew

Need an EASY way to make a Detroit return nonresidentNew

Software errorNew

Have dropdown menu for all fields that need name and social security numberNew

Show S/T, L/T Capital gain override on front page of dispositionsNew

Timing of UpdatesNew

Update Checkmarks Implementation 2 - Ability to remove error marks when the item is off the tax returnNew

E-file status of PTE paymentsNew

ability to view return without crediting a pdfNew

adding link for payment for invoices for customer's clientNew

NY FPL DEDUCTION ON SCREEN 10 TO CARRY ON SCHEDULE ANew

ConformityNew

NC state e filing for Form 1041 trust returns.New

Form 8990 for Individual Federal tax returns for 2023Discussion ongoing

M1Rent for MN form is wrongNew

Feature Request: Improved PDF Export for ProConnect Tax PlannerNew

Error on Form 8960New

Please add the ability to file superseding returns in states that allow it - CANew

K2/K3 To Automatically Populate From Proseries - Stop With Manual EntriesNew

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