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1728 Ideas

B
bgackleLevel 1

remove prior cpa from intuit linkNew

Give taxpayers the ability to remove prior CPA from Intuit Link.  Having clients switch between the old CPA and new CPA is frustrating for the client.  Prior CPA is out of business, no longer uses Lacerte, but data from 7+ years ago is till present. 

0
B
Forum|Forum|6 months ago
J
jvd76Level 1

Ideas for the Section to Transfer FilesNew

As someone with eye issues the font in the section where you transfer files is WAY too small. If you could please offer some more accessibility features like being able to change the font and make it bigger in this section. (I know I can make it bigger in the homebase but the font in the transfer section is abysmal.) Also, adding a search bar feature to this section would cut down time it takes to find things. Because generally I open the previous yr program and look at the client's file name in the homebase to find them a little faster in the current year transfer window. But it would be much better if I could start typing their file name into the bar and have the program find it for me. This constant scrolling also annoys my carpal tunnel and severe arthritis in my hands. Maybe adding accessibility isn't important to you? 

0
J
Forum|Forum|6 months ago
A
Alicia KleinLevel 1

Role customizationNew

I own a tax preparation/financial planning company with 12 employees. The current roles do not allow distinction between administrative tasks and a true admin access. I would like there to be fewer categories but customization within each of the categories.  My support staff that does data entry, printing and mailing returns, etc. does not have the ability to edit client information or print returns unless they are granted full admin access. There are only 4 tax-preparers who file returns but in order for our firm to function I need to provide full admin access to all employees and that costs us over $800/year so that they can print tax returns or do other administrative tasks. There is no need for them to have full access to our books in order to do that.  

1
E
Forum|Forum|6 months ago
S
SMS ServicesLevel 1

Other Income on Schedule C print out missingNew

When preparing Schedule C (Form 1040) for a sole proprietorship, keeping detailed spreadsheets for Other Income (Line 6) and Other Costs (Part III, Line 39a) is essential for documentation and audit protection. We need to have an option to print these details for customers. Lenders ask a lot of questions when they don't see the details for “Other income” and “Other costs” associated with businesses.

0
S
Forum|Forum|6 months ago
R
RoxLevel 4

Include e-file acknowledgement letter in Print SettingsDiscussion ongoing

It would save some time and combat potential omission if we could include the e-File Confirmation letter in the Print Settings, perhaps under General. I always provide a copy to clients and keep a copy with their files.

4
N
Forum|Forum|6 months ago
S
stevegublerLevel 2

Adding an attachment to Indiana for e-filingNew

Pro series does not allow e-filing of an Indiana individual tax return that requires a PDF attachment for certain credits in Indiana. This slows down the taxpayers refund by 4 to 6 weeks. Recommend that this issue be looked at.

0
S
Forum|Forum|6 months ago
K
KremmesLevel 1

Send K-1 package-NEWNew

The new feature that sends k-1's to partners from the program, if an email is input, requires the recipient to set up an intuit account, which many partners would not appreciate having to do.  Isn't there a way to send an encrypted link without the necessity of setting up an intuit account?  Also, it would be helpful to be able to watermark the outgoing k-1's as a draft, and currently there is no way to do that.    

0
K
Forum|Forum|6 months ago
P
premiertaxmaui1Level 2

State K1 importNew

It would be very helpful if State K-1 information entered at the entity level could automatically flow to the individual return. Currently, this information often has to be entered again manually, which takes extra time and increases the chance of errors. Allowing it to import directly would save time, reduce data entry mistakes, keep entity and individual returns consistent, and make multi-state reporting easier. This enhancement would improve overall efficiency and accuracy for preparers.

5
B
Forum|Forum|6 months ago
M
mcdanieltLevel 3

Need Federal ES Worksheet to be finalNew

Not having the Federal ES Worksheet final yet presents a problem for completing tax returns and providing estimates for 2026.    Is there an ETA on when this form will be final?   I have been using Lacerte for 20+ years and don't remember this form taking as long to become final as it has this year and last year.

1
B
Forum|Forum|6 months ago
J
JhoxsieLevel 1

Need PTE instructions to flow to the client letter if PTE estimates have been selected.New

The client letter needs to have the instructions regarding the state PTE estimated payment amounts and due dates. Nothing flows to the client letter when estimates are selected. I reached out to Proseries said they said this is not currently an option.

0
J
Forum|Forum|6 months ago
S
Sara_KLevel 2

Why did the information page for federal quit printing the dependents information. Bring it back. What a headache!New

We have to go to the state information page to get the dependent information.  We always print the information page for numerous reasons.  It was printing all dependents and now it only does the tax payer and spouse.  Why change it?  Some states don't list dependents on their information page either.

2
IRonMaN
Forum|Forum|6 months ago
M
mlhinseyLevel 1

Michigan Home Heat CreditNew

Michigan changed rules for Home Heat Credit requiring Gender, Race and Ethnicity as well as if they are a home owner or a renter. It would be nice if Lacerte would give a critical diagnostic that those items are not filled in.

0
M
Forum|Forum|6 months ago
K
KH7Level 1

Automatic K-1 data exportNew

The K-1's used to automatically export the first time without having to force the export.  Can we please add that feature back?

0
K
Forum|Forum|6 months ago
N
NY-CPALevel 1

KY Partnership 740PTET electronic withdrawalNew

electronic payment need to be added.

0
N
Forum|Forum|6 months ago
O
omstaxLevel 1

Add Sales Tax Software to Intuit Products OfferingNew

Sales Tax Product and Forms Request. For all States, Businesses, and Individuals

0
O
Forum|Forum|6 months ago
H
hedgeslawLevel 4

Form 1040, Sch E Worksheet - Ln 5-19, Col (b) [percentage allocation] not computing for 2024 & 2025 programsNew

In the 2024 and 2025 ProSeries programs, the Form 1040, Sch E Worksheet - Ln 5-19, Col (b) [percentage allocation] is not computing. So, for example, if only 50% of the utilities expense is deductible, I previously  put "50" in the percentage column (b) and the program computed the deductible amount. It no longer computes and the total amount flows to the actual Sch E in total.

0
H
Forum|Forum|6 months ago
T
TAXES-23Level 1

2025 Iowa Estimates for 1120S - efile Acc Letter does not print any info - Ests Acc Letter is mostly blankNew

2025 1120S - IOWA Estimates Acceptance Letter - does not print any information after the ESTs are efiled and accepted. The 1040 module works properly. 1120S does not. 

0
T
Forum|Forum|6 months ago
P
PVcpa8070Level 3

2025 Election for 40% Special DepreciationNew

Lacerte, are you going to give us a checkbox to elect 40% special depreciation.  It's the same election statement as the elective 50% special depreciation that you gave us for 2017.  

0
P
Forum|Forum|6 months ago
S
Sullivan-CPALevel 2

Minister housing allowance against 403b form 1099-RNew

Minister housing allowance is deductible against 403b retirement income reported on form 1099-R. ProConnect has no functionality to allow deductions from 1099-R income for minister housing allowance. Minister housing allowance can be deducted only against 1099-NEC or 1099-MISC income.

0
S
Forum|Forum|6 months ago
C
clmbrownLevel 1

Please remove embedded advertisementsNew

Lacerte -- Can you please remove the embedded advertisements?  If I want to buy hosting or esignatures or whatever, I will do so.  Meanwhile, I have paid a lot of money for your software and have no time to waste during tax season dealing with your incessant advertisements.  Hve some respect for your customers, please. Cynthia [Removed by Moderator] [Email Removed by Moderator]

0
C
Forum|Forum|6 months ago
S
slslLevel 1

partnership special allocation input sheetsNew

Starting about 3 years ago, partnership input sheet form 29 page 1 and 2 stop printing when it was selected to print for a specific client. We use this manual input sheet to manually allocate special allocations by partner where a staff member will do the actual inputting at a later date. Now the only way to print these 2 input sheets is to force print them under general input sheet printing rather then specific client input sheet printing. this would seem like a pretty easy fix, but i have requested this several times over the past 3 years.

0
S
Forum|Forum|6 months ago
B
bstrandLevel 2

CA Form 540 - Schedule DNew

The new CA Schedule D states on the form: "Do not  complete this form if all of your California gains (losses) are the same as your federal gains (losses)."  However, the form is being generated regardless of whether there are differences in the gains/losses or not.  Please update the software to prevent the form from being generated when it is not required.  It simply "clutters up "our copy and the client's copy of the return.  

0
B
Forum|Forum|6 months ago
B
bstrandLevel 2

Form 541New

It is now Feb. 14, the FTB Form 541 form and instructions are final.  When will LC have final forms???

0
B
Forum|Forum|6 months ago
S
sgfLevel 1

Finalize the instructions to Form 4562 for TY2025New

The form 4562 has been approved a while ago and we are still waiting for the instructions.  Why is it taking so long.  I was told by Intuit it usually takes 10 days after.  It's 2/14/26 We are still waiting....

1
IRonMaN
Forum|Forum|6 months ago
S
smckelveycpaLevel 1

Updates aren't being pushed through for Lacerte 2025New

I have had several returns that were rejected when I tried to e-file them because I received a message that there was an update. The Background update feature is enabled but the updates aren't pushing through. I have to run the initial WebSetup.exe file to get the updates to push through.I am able to receive updates for Lacerte 2024 but not Lacerte 2025. Any ideas?

0
S
Forum|Forum|6 months ago

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