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1728 Ideas

J
Jeremiah GrammLevel 2

Carryforward Notes Between Tax YearsNew

It would be extremely helpful if client notes carried over to the next tax year. Drake Tax had this and it prevented missed details and reminded the preparer of important information. Adding note rollover in ProConnect would boost efficiency and keep important info in front of preparers year after year.

5
N
Forum|Forum|5 months ago
B
blehman2001Level 1

Easily Copy to or check a box if the shareholder is also an officer in 1120SNew

If the shareholder and officer of an S corporation are the same person, why do I have to type all of the information twice? Make a check box or drop-down menu or allow some way to copy and paste the data in the officers' menu. Less needless data entry when you already have the data! This applies to the signing officer and business rep as well, especially for copying the info to the state forms. 

1
K
Forum|Forum|5 months ago
O
ocaenl1Level 1

unmaskig bank information in print preview hen tax is dueNew

should show bank info in tax return when viewing return.  also allow1040  v   to show and print                    v

0
O
Forum|Forum|5 months ago
K
KenB1Level 1

Unwanted MFA promptsNew

I have MFA turned off in my account.  Nevertheless, I occasionally still get the prompts.  This is causing a huge problem in my office.  My data entry assistant has her own stand-alone computer (not networked).  If she gets an MFA prompt and she clicks to get the code the text comes to my phone, not hers.  There is no way currently to get it to her phone.  This is not a problem if I am in the office.  However, If I am not available and she can't contact me she cannot work.  This is a big problem, as you might imagine.  I should not be getting these prompts to begin with, but if I am stuck with them please program the prompt to allow either my email (which she is able to access) or a second phone number so that the text will come to her phone and not mine.  This phone number would be included in my Lacerte account so you would know it is valid.  Right now this system sucks. I am certainly not the only sole practitioner who uses an assistant for data entry.  I pay enough for this software, it should make my life easier, not more difficult.

0
K
Forum|Forum|5 months ago
H
hamiltonscLevel 2

When entering W2's, 1099s, etc please put the client info at the top of each page.New

When entering a W2, 1099-R, 1099-INT, 1099-DIV, etc. on the input/detail screen the taxpayer/spouse's info is all the way at the bottom. Please please move the client info to be the first thing when opening the "details" from the quick entry. It should be the client info, then the company/employer's info that is seen first at the top, then the rest of the data entry stuff after that.

1
M
Forum|Forum|5 months ago
L
lscpaLevel 2

wrong address to send 1040-esNew

The address for mailing the form 1040-ES for Oklahoma Residents is incorrect in the program.  I realized the IRS just issued these forms, but wanted to alert you to the issue.  Since many of us give the slipsheets to our clients to mail their estimated tax payments, it is important that we give them the correct address.

0
L
Forum|Forum|5 months ago
L
LaceeprimeLevel 2

Batch Assign tax returnsNew

I would like a way to Batch Assign tax returns. Going to each one to Assign takes way to long! 

0
L
Forum|Forum|5 months ago
J
JonVLevel 1

default state for sch eNew

If there is an out of state sch e property in the return, we shouldn't have to change each entry to reflect the state. I should be able to select the state in the general info and all of the entries should default to that state.

0
J
Forum|Forum|5 months ago
L
larrypaulkingLevel 1

Form 114 ready date?New

The ability to e-file Form 114 needs to be made a priority.  This is a very important filing that has serious consequences if filed late.

1
sjrcpa
Forum|Forum|5 months ago
T
trmaharLevel 2

Why does Vermont Form BI-476 "Business Income Tax Return For Residents Only" not exist in ProConnect?New

I just got off the phone with Jordan from ProConnect support and he suggested I post here because I have a number of 1065 and 1120-S returns the are 100% based in Vermont and owned 100% by Vermont residents., meaning I should be able to file form BI-476, which is a simplified form, rather than have to include the allocation and apportionment form BI-477 and endure all of the e-file diagnostics and rejections I have been receiving for the last two years.However, form BI-476 is not even available in ProConnect and I have been informed that there is no plan for it to be available any time soon. Why not?  This form has been in existence for a number of years and would make filing these types of returns much simpler.I have embedded links to the 2025 form and instructions below.  Thank you.Vermont 2025 form BI-476  Vermont 2025 form BI-476 Instructions 

0
T
Forum|Forum|5 months ago
S
smartcpaLevel 3

worksheet showing detail of computation used to calculate addback to federal income on colorado fiduciary returnNew

I don't agree with the figure Lacerte is using for Line 3 of Colorado Form DR 0105 "Other additions to federal taxable income" - there is no statement, worksheet or supporting schedule showing the sources of the adjustment total reflected on this line.  Support could not duplicate the computed amount either.  We had to use an override box for that line.Lacerte needs to provide a supporting statement on how it is arriving at these adjustments.there is no rogue entry in the input, and only 6 data amounts entered.  Support has a copy of the client tax file.

0
S
Forum|Forum|6 months ago
D
DeanRoseLevel 1

bank account informationNew

Can we get an error message if bank account number and routing number are blank?  IRS is now delaying refunds if account information is not entered.

1
Just-Lisa-Now-
Forum|Forum|6 months ago
K
khorshedLevel 5

E-file 990-PFNew

My client has a charitable foundation (Form 990‑PF) established in 2021. He has never filed tax returns for the foundation. On August 12, 2024, he received a revocation letter from the IRS and came to me to file the prior three years. I prepared the returns and submitted them electronically in October 2025.Unfortunately, all three years were rejected with the following error: "02/09/2026 12:10:20--Retrieve Updated Ac nowledgmentStatuses from the Intuit Host Server for EFIN     (CA Exempt)Filing Accepted - This 2023 CA Exempt Business Filing was accepted by the agency on Oct. 07, 2025. Return Rejected by Taxing Authority.Error F990PF-907: If Form 990-PF, Item G, 'lnitialReturnFormerPubChrtylnd' checkbox is checked, then the 'EIN' of the Filer in the Return Header must be established as a public charity filer in the e-File database.If on Form 990-PF, Item G, 'Initial Return of Former Public Charity Ind' checkbox is checked, then the 'EIN' of the Filer in the Return Header must be established as a public charity filer in the e-File database.If necessary make the appropriate change and re-submit this return electronically. However, if the reject continues you may want to file this return via U.S. Mail. To file your return, print it and mail it to the appropriate taxing authority."I tried every possible solution—for example, checking and unchecking Item G on the 2022 return (the 2021 return was blocked from e‑filing).I also attempted to call the IRS at 866‑255‑0654. After being on hold for three hours, the call was disconnected. I then went to the IRS website to find out where to mail the returns, only to learn that the IRS does not accept mailed Form 990‑PF filings.Thank you for sharing your thoughts & experience

0
K
Forum|Forum|6 months ago
J
jrherchLevel 1

2025 Ohio pass thru entity formsNew

Lacerte seems to be very late in updating Ohio pass thru entity forms to the program, as all those forms have been available per the Ohio Dept. of Taxation website. Lacerte customer service couldn't provide any update as of 2/19/26 when the 2025 Ohio pass-through entity forms would be released in the Lacerte program. It seems like Lacerte's services in the area of updates is very slow this year, so wondered if others were finding similar breakdowns.

0
J
Forum|Forum|6 months ago
A
Anthony T -- Abruzzo AccountinLevel 1

NJ PTE K1 - NEEDS TO BE ADDED TO K1 PRINT PACKAGE - FOR BUSINESSES (S-CORPS & PARTNERSHIPS)New

THE NJ-PTE-K1 IS NOT INCLUDED WHEN SELECTING "K-1'S ONLY" UNDER THE PRINT SELECTED FORMS.  THE NJ-PTE-K1 IS EXTREMELY IMPORTANT AND NEEDS TO BE INCLUDED IN THIS OPTION.  THIS IS A STATE K1 AND CLIENTS NEED THIS.  I WAS TOLD A YEAR AGO THAT THIS WOULD BE INCLUDED IN THE 2025 PROSERIES BECAUSE IT WAS TOO NEW FOR 2024.  HERE WE ARE IN 2025 AND IT DOESN'T EXIST.  PLEASE UPDATE ASAP!

0
A
Forum|Forum|6 months ago
K
kevinslwLevel 2

Instructions for Philadelphia BIRT & NPT in 1040New

We need the Philadelphia BIRT & NPT filing instructions to be generated with the individual returns. They generate for Business returns but not the individuals. We have to create separate instructions and attach them to the docusign when we send the return.

0
K
Forum|Forum|6 months ago
I
IA1Level 1

Iowa Estimated Income Tax WorksheetNew

Iowa Estimated Income Tax Worksheet - I have used Pro Series Tax program for many years. The cost keeps going up each year but I continue to use it because I believe it does a good job. This year thou it seems the programmers' miss stepped and forgot to complete the Iowa Estimated Income Tax Worksheet as it does not do the calculations it has done every other year I have used program. The Federal still seems to work but they left Iowa out. Very disappointed!! Makes me wonder what else is not longer calculating accurately.

0
I
Forum|Forum|6 months ago
J
jmdwanLevel 1

State of Michigan e-file rejection due to Schedule W - no Federal ID number being printed when unemployment has Michigan withholding taxNew

State of Michigan Form 1040's are being rejected when State withholding is taken out of Michigan unemployment due to the Federal ID number not automatically being carried to Schedule W.  Similar to 1099-R reporting with Michigan withholding, we have to re-enter the Federal ID number at the bottom of the unemployment screen in the Michigan section. 

0
J
Forum|Forum|6 months ago
L
LauraSteiLevel 2

Lacerte Tax letters and filing instructions incorrectNew

We pay thousands of dollars for Lacerte Tax. We are even considered, "high valued" customer. For the last few years, some letters and filing instructions have been wrong. Can Lacerte experts please fix: CT-1065/CT-1120SI letter to say, "20XX Connecticut Composite Income Tax Return" instead of CT Pass-Through Entity Tax Return? (because then there are two returns on there both called, "CT Pass-Through Entity Tax Return". We have to change them all manually. Also, Form 355S & 63D-ELT just say, S Corporation Excise Return....can you please add MA or Mass? And P.S. delete the "signature" instructions on those instructions since it is e-filed -- there is nothing to sign. Also, on the CT-PET ES filing instructions, the "T" in the word "to" is missing. Can someone correct that? Why don't the CT Filing Instructions for CT-1041ES print out with the return even thought it is checked to do so? These are just a few problems. Honestly, I feel we are a client who is not "highly valued" and is being taken for granted. I called support and guess what? They couldn't help me even though they tried. This needs to go to management. Please help resolve these problems...

1
Kathi_at_Intuit
Forum|Forum|6 months ago
B
BeemMeUp88Level 1

no 8453 PET for arkansasNew

Form 8453 PET needs to be added to Arkansas ASAP. It is in the list of forms under Global Print Options, but will NOT print even when the Global Print option is selected to "if required" or "if used". I was on with your tech support for an hour yesterday while she tried to change this same setting three different times with no success. I'm not sure it was referred for technical correction up the ladder as I asked. 

1
Kathi_at_Intuit
Forum|Forum|6 months ago
A
AlJrLevel 3

4547 IRS FormNew

Pull the taxpayers phone number from the information worksheet.Pull the Newborn's information from the information worksheet.Pull the Paid Preparer's information to the 4547 like you do for the 1040.  We should not have to enter it.

7
A
Forum|Forum|6 months ago
P
PVcpa8070Level 3

Latest Lacerte update has changed the State Basis Reduction calculation on the Depreciation ScheduleNew

The latest Lacerte update has changed how the program calculates the State Basis Reduction on the Depreciation Input.Prior to the update (and in all prior years), Lacerte would treat no input as $0.  Now the program treats this as same as Federal.  If you input a -1 into this field, Lacerte will give you a -1 for the State Basis Reduction on the State Depreciation Schedule.There is no way to get a $0 State Basis Reduction if there is a Federal Basis Reduction.

0
P
Forum|Forum|6 months ago
P
PATRICKJCROWLEYLevel 1

Form M-8453F name errorNew

For Massachusetts Fiduciary returns the Entity Name block on the Form M-8453F pulls the last name of the Fiduciary Instead of the Entity name from the input sheet.  This error has been present in the program for well over a decade and requires an override on every fiduciary return  

0
P
Forum|Forum|6 months ago
E
EdnaMullenLevel 1

Please add a batch deleting featureNew

Please add a batch deleting for things like Sch D. I uploaded over 600 transactions, and now the return is super slow. I want to delete everything and enter a summary, but deleting everything will take at least two hours with how slowly it is running

0
E
Forum|Forum|6 months ago
M
MJP_CTMLevel 1

ProConnect Tax Form Availability Status Page EnhancementsNew

Please add extra columns to your ProConnect Tax Form Availability Status Page to provide more detailed information.  I am requesting at a minimum two extra columns:  (1)IRS/State Final Form Release Date (2)PTO Final Form Available Date.  As the page is currently written, it is confusing and doesn't provide the necessary information.  The bottom line is we need to know when the IRS and each State finalized the form and also when ProConnect finalized the form.  Until both of these events have occurred, we are unable to file returns with the affected forms.  This will also give the tax preparer a ballpark idea of how long it is taking Intuit to turn around and complete their work.  A third column with ProConnect historical average turnaround time by form would be icing on the cake! This (I can only imagine) would greatly reduce the volume of phone calls your support team is receiving each day.  Thank you SO MUCH for your consideration of this request.

0
M
Forum|Forum|6 months ago

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