Idea Exchange

3565 Ideas

Show due date in P'ship Module for SMLLC based on Owner's Due DateNew

It would be really helpful if Lacerte's display would show the due date of the SMLLC return based on the type of owner.  The P'ship module shows all returns as due on 3/16/2026 but a SMLLC owned by and individual is not due until 4/15/2026.  Lacerte does require us to identify what type of return the owner of the SMLLC is filing so Lacerte already knows the due date.  Our firm chooses to process all SMLLC returns using the P'ship module so we don't lose track of any SMLLC's and can easily extend and queue up extension payments or minimum taxes for the next year electronically.  The correct due date on the display screen would be very, very helpful.

Forum|Forum|3 months ago

kenyale11Level 1

please add e-file capability for form IT-20 for the State of IndianaNew

please add e-file capability for form IT-20 for the State of Indiana

Forum|Forum|3 months ago

js7Level 1

Nebraska 1120S and 1065S are now required to have quarterly estimates for 2024, if the entity elected the pass-through entity tax (PTET). Your software is not calculating these estimates. This is new for 2023 and the estimates are required for 2024Discussion ongoing

Nebraska 1120S (S Corps) and 1065S (Partnerships) are now required to have quarterly estimates for 2024, if the entity elected the pass-through entity tax (PTET). Your software is not calculating these estimates. This is new for 2023 and the estimates are required for 2024

Forum|Forum|3 months ago

M_Grindy_SantosLevel 1

Templates button on E-signature Dashboard menuNew

Currently, the only way I have found to create or edit templates is by starting a "Request eSignature" on a single specific client in Lacerte.  It opens the eSignature window, where I see the drop-down menu, the save changes, and the gear icon.  To do this, sometimes I have a template in mind, but no client that needs the eSig sent at that time - so I end up clicking on any random client just to get access to the templates function.  This limitation is not good, and leaves room for accidents or error on the random client that gets selected.It would be very helpful to have a "Templates" button added on the lefthand menu when you go to the eSignature Dashboard tab.   The button would open the same "Email Templates" window that is available from the gear icon when requesting an e-signature from a client.    It would be especially convenient if ALL of the file types' templates were visible at the same time, regardless of which file type (individual, s-corp, fiduciary, etc) is selected.  My company uses the same template across all of them, and to do that, we have to copy/paste the text into Microsoft Word or something, in order to get them to match between each file type.Thank you! 

Forum|Forum|3 months ago

ratliffjohn1Level 2

Excellant Proseries supportNew

Excellent Proseries Support

Forum|Forum|3 months ago

987654321Level 1

Automated Estimated Payment CarryforwardNew

If estimated payment electronic payments are selected for a tax return, then they should be added automatically to the next year's client tax return when you transfer your clients to the next year.  Right now the current year's Lacerte does not pick it up automatically, so you have to go back manually and check and client to see if they paid estimated through Lacerte (payments set up and set in motion for the year when the return is e-filed).

Forum|Forum|3 months ago

DetourLevel 1

Check Box to Force Print the K-3 inputsNew

I'm having issues printing a full K-3 in a partnership return when there is only US Sourced Income and no foreign partners. I'm suggesting a box we can click to force The K-3 inputs to print and even pick which Parts are marked yes at the top of the K-2/K-3 even though foreign income or foreign partners are not present. The Partners in the partnership have requested the forms be printed and it has been very hard to generate and print all of the information correctly - I can get parts of it to print, but not all of it.  

Forum|Forum|3 months ago

DonaldtooLevel 1

"Internet connetion has been lost" message continues to pop up and interrupts work.New

Limit the number of messages telling me that my computer has lost the internet connection. For extra security, my computer is not connected to the internet.  The only time I turn on the modem to go on the internet is when I need to download Lacerte updates or e-file returns. When I start Lacerte, I receive a message            "Internet connection required"but further in the message it reads            "If you are unable to connect, you may sign in offline.  Note that some internet features will be               unavailable until you sign in online."I then click the button for "Sign in offline" and continue into the program.I immediately receive a message            "Internet connection required             The Internet connection has been lost.             Please check your Internet connection, then try again.  Click Troubleshoot if you need              assistance." The only options are to click on the "Troubleshoot" button or the "Try again" button. I have to click on the X in the upper right corner of the message window to make it go away.Once in the program, the "...Internet connection has been lost...." message will pop up again and again at what appears to be random intervals; could be a few minutes or up to 15 minutes.  Sometimes it will be one message, but many times, immediately after the first message is dismissed by clicking on the X in the upper right corner, a second message will pop up and need to be is dismissed. If I am in Lacerte and typing stock transactions, for example, I may look up and see that the message is on the screen and the last 4 lines of stock transactions that I typed are not in the program and need to be retyped. (When typing stock transactions, I am looking down at the 1099B while I am typing and not looking at the screen.) Even when I am not typing in Lacerte, but working in Word or XL, the same problem happens.  I might be typing a paragraph in Word and when I look up I see the Lacerte message on the screen and a sentence or two that I just typed is not in Word and needs to be retyped. A few years ago, the message about no Internet connection would stop after about four times, now it will continue ALL day.  And, randomly, Lacerte will freeze up and I cannot enter anything or change menus, etc until after a minute or two and the Internet connection message pops up on the screen and I click the X to make it go away.  All other programs still work during the time that Lacerte is frozen. In addition to the "Troubleshoot" button and the "Try again" button on the sign in screen, can you add a button to click on to tell Lacerte to stop showing the "Internet connection lost" message after it has popped up and been dismissed four times?

Forum|Forum|3 months ago

ChessieLevel 4

Form 1095-A quick entry and copy features do not workNew

Form 1095-A Part II has new Quick Entry Smart Worksheet. Checking the box does NOT work for copying amounts to lines 21 - 32 for all months.Nor does the Copy Feature on Lines 21-32.  Checking the box did not work in 2024 software and it does not work in 2025 software. You cannot just enter the amounts once and copy it down line by line.If you are offering the feature, the feature should work!

Forum|Forum|3 months ago

bdhawaiiLevel 1

please provide a prompt to enter bank information for 1040 refundsNew

I am strongly requesting that the software prompt for individuals that are receiving a refund , need to provide their bank information. If they do not, the instruction letter says your refund will be mailed to you.  This needs to be corrected. However, the IRS is sending clients letters to advise they need to respond in 30 days on the IRS website, with a picture id to upload, etc. to get their refund, or else wait the 30 days plus 6 weeks for a paper check.Hoping you can do something with the software to flag this issue when inputting the return. 

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Show due date in P'ship Module for SMLLC based on Owner's Due DateNew

please add e-file capability for form IT-20 for the State of IndianaNew

Nebraska 1120S and 1065S are now required to have quarterly estimates for 2024, if the entity elected the pass-through entity tax (PTET). Your software is not calculating these estimates. This is new for 2023 and the estimates are required for 2024Discussion ongoing

Templates button on E-signature Dashboard menuNew

Excellant Proseries supportNew

Automated Estimated Payment CarryforwardNew

Check Box to Force Print the K-3 inputsNew

"Internet connetion has been lost" message continues to pop up and interrupts work.New

Form 1095-A quick entry and copy features do not workNew

please provide a prompt to enter bank information for 1040 refundsNew

PA FIDUCIARY RETURNNew

Force amount to send with extension for Maryland PTE on a 1065New

form 8868 filed form 1041-ANew

Proforma descriptions in discount line of invoice - Screen 5.1New

Global SettingsNew

Update Client Address in Clients section automatically when address is updated in Tax ReturnNew

Iowa state amendmentNew

Password protect returnsNew

Diagnostic ErrorNew

Schedule E flowing to Ohio citiesNew

Tax payments worksheetNew

PA 1000 Real Estate and Rent Rebate formNew

1040 W2 state income entryNew

Copy the Social Security tips to the qualifying tips fieldNew

Zipfile downloading by date range when using Intuit LinkNew

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