Idea Exchange

3566 Ideas

Please provide a fully masked tax return copy option. All other tax softwares provide this.New

Its 2026, data security is a big concern. Nobody has time to manually redact client copies.  Pro series is expensive, and it goes up in price every year. A fully masked client copy should be an option by now. 

Forum|Forum|4 months ago

RoddikLevel 1

have prior years' converters available for download on proconnect for eg not just 24 to 25, but also 23 to 24, 22 to 23 etc.New

The heading says it all. This function is necessary!For 1120S PDF imports dont seem to be possible. The converter is downloaded from within proconnect. So why are you not offering prior years converter downloads in a drop down for eg. 23 proseries to 24 proconnect? You have no idea how inconvenient this makes it. Or have a good way of importing pdfs. You have neither. Very disappointing to be doing manual data entry from scratch in 2026 for an existing return!

Forum|Forum|4 months ago

Ann337Level 2

Allow conversion of data from a tax year to the same tax year (i.e., Lacerte 2024 to Proconnect 2024) and/or allow conversion of the immediately preceding tax year (i.e., if Pronnect 2025 is the current year, allow Lacerte 2023 to Proconnect 2024)New

We just switched over to Proconnect 2025 from Lacerte 2024. However, we have two 1120S clients that have fiscal year end of 9/30/25. We need to prepare those returns on 2024 forms. I went through Proconnect Assistant twice, but apparently, there is no way for even them to help me with converting the backups from Lacerte 2023 to Proconnect 2024 or from Lacerte 2024 (since we already rolled over from Lacerte 2023 for extensions) to Proconnect 2024.Starting from scratch is a hassle for a client that has 1000 fixed assets, and the import function doesn't import override fields (like client-specific asset categories).

Forum|Forum|4 months ago

Brandon2581Level 1

Additional things that need mappedNew

Please add Prep for Taxes account mapping for these two very common items:- Schedule K - charitable contributions- Other income- State taxes (major states like California does an add-back, which is done automatically when entered into this specific input box)Additionally, please allow us to map line 20 other deductions.  I understand that there are some other deduction accounts like Janitorial expense, but if an expense does not meet any predefined category, right now the only mapping option is other miscellaneous, which results in a very large miscellaneous expense on the return.  If these accounts were just imported into the normal other deductions box, they could be line itemed to show the account names of the original accounts.

Forum|Forum|4 months ago

Brandon2581Level 1

Prep for Taxes import issue needs fixedNew

Hello,When using Prep for Taxes, for some reason distributions always get mapped as a negative number.  I know that a credit balance for an equity account is a negative balance, BUT it should not be imported as a negative number.  Every single time I import a client, I have to go into the return and remove the minus symbol from the import to get the return to balance.  This is an obvious software error and should be an easy thing to fix, so I'm hoping this just gets fixed instead of having to go through a bunch of approval hoops.  T

Forum|Forum|4 months ago

blitzleeLevel 2

California Schedule IW Incorrectly including non-California gross rentsNew

The Lacerte tax program for a partnership return is not correctly calculating the 8a of California Schedule IW.  Line 8a is being automatically computed using total Gross Rents reported for federal purposes but this line should only include gross rents from California sources. Here is a snippet from the instructions for Schedule IW:Use only amounts that are from sources derived from or attributable to California when completing lines 1-17 of this worksheet.Using federal gross rents overstates California source gross income and results in an incorrect LLC Fee being computed.   If the override is used in Screen 43 on the line “Gross rents from Federal Form 8825” a diagnostic is generated saying a paper return is required to be filed.  This seems to be a programming error that could be fixed so that LLC Fees are not overstated and paper returns are not required to be filed.  (A current fix on the Lacerte site recommends adjusting state income if different on Screen 22 but this incorrectly changes state taxable income which is different from reporting of gross California income on Schedule IW)The Lacerte input screen for Rental Real Estate (Form 8825) has state coding on the Gross rents input line.  Why is the Lacerte program not picking up just the California coded Gross rents and carrying that to Schedule IW?  Note that even the description in Screen 43 of “Gross rents from Federal Form 8825” is not correct.  The description should be “California Gross rents from Federal Form 8825”. 

Forum|Forum|4 months ago

Bobtaxman2Level 2

standard letters for businessesNew

There needs to be customizable standard letters for businesses. If I change the standard letter, it will change for ALL business clients. For businesses in different states, we should be able to have a standard letter PER state to include estimated tax payments and PTET information. Since there is only one standard letter, I would need to customize a letter for each client individually per state which, because of the coding, takes ALOT of time. This needs to be updated ASAP! 

Forum|Forum|4 months ago

mark61onlineLevel 2

Washington Working Families Tax CreditNew

I am a preparer in Washington State. Though tax payers eligible for EITC represent less than half of my business. I would really like to see the WWFTC available in ProSeries. I realize it is available through ProConnect, however I don't use the program and would rather not have to bounce between ProSeries and ProConnect, especially when I do not know immediately that my client will qualify for EITC.

Forum|Forum|4 months ago

Tax30Level 1

Federal Form 709New

Federal form 709 is now part of IRS e-file and i noticed proconnect series does not give the e file option. Can the technical team get this working?

Forum|Forum|4 months ago

BruceJLevel 1

Be able to transfer individual user settings and profiles from year to year.New

As one of the users in a multi-user networked environment, my print settings for each module and created filters do not carryover from year to year.  I have to recreate all my filters and change all my print settings for every module to make the software more usable for me.  The only option at this time is to use the Settings | Transfer Prior Year Settings menu option, but this will overwrite all others users settings.  There are also other users in our office with their own filters and preferences that have to be reset/recreated each year.  This would save valuable time and aggravation if these preferences could carry over from year to year.

Forum|Forum|4 months ago

WCMCFPLevel 3

Watermarked CA Forms in Lacerte that are available from FTBNew

The disconnect between Lacerte products and the Franchise Tax Board forms leading to the continued watermarks on the 540, 541, 100, 100S, etc is ridiculous. Completely usable forms to paper file are available on the FTB website, so they are approved and ready. I pay through the nose for Lacerte and get this level of product? Maybe Lacerte is not the ridiculous one - maybe I am for continuing to pay more and more for a product that can't execute such a simple step. I don't use TurboTax for anything, but when I Googled the question, the response was that TurboTax has CA forms without watermarks ready to paper file. Are us Lacerte folks at the end of the line again? 

Forum|Forum|4 months ago

denise88Level 1

Critical Diagnostic for GA individual tax returnsNew

Georgia calculations associated with conformity or nonconformity to provisions of the One Big Beautiful Bill Act of 2025 are currently being researched and will be available in a future release.  (ref. #61701) No one at Lacerte can give any information as to when this will be corrected for my GA taxpayers

Forum|Forum|4 months ago

jencocpaLevel 2

Display Column of INTUIT LINKNew

Enhancement Suggestion! This needs to be able to sort again as it did in 2024.  Without the sorting function, it is near impossible to EASILY tell where a client is in their LINK organizer.  Even going into the web interface doesn't make it an easy solution.  This is an imperative feature to be able to work on what is supposed to be one of the cadillac softwares.  

Forum|Forum|4 months ago

pegLevel 3

RATES PER FORM - ERRORSNew

#1. Under Schedule D Capital Gains & Losses, please correct: "Capital Loss Carryover to 2021" #2. When new forms are added to the rates table, the old prices don't stick with the forms.  I am tired of correcting the rates every year after an update screws up the transferred prices. 

Forum|Forum|4 months ago

ZBolognaLevel 3

State Forms not ready 2 weeks into tax season!New

While I am sure this had already been suggested this year, it is worth repeating. For the price of the Lacerte tax program, not being able to print a completed state return 2 weeks into tax season is unacceptable. None of my early filers can get a tax return in their hand when they sign their 8879's and per IRC code we must furnish a complete copy of the tax return to our clients prior to signatures and e-filing.  2 weeks is 1/6 of our entire season, and puts our firms at a major disadvantage to larger companies like HR Block and Turbotax.  Please do better Intuit. This is about taking care of your customers and ensuring the product we pre-paid a large sum of money for is ready for the busiest season of our year.  At the very least, we deserve more than a directory to a forms availability page and an explanation as to why our software isn't ready for it intended purpose. 

Forum|Forum|4 months ago

AsmallguyLevel 1

Lacerte Deferred Payment Observation out here in CaliforniaNew

Hello Lacerte Billing (and specifically Lacerte Programmers),  We understand you are working to finalize Form 540 for California Individual Income Tax Returns; however, the small guy who needs to start preparing returns is patiently waiting for the forms so we can print out tax returns for our clients.  We need use of our software ASAP!  It is getting increasingly difficult for us to maintain the Lacerte program which is $5800 per year and wait until the forms are ready to start our tax season.  Those of us who are on the Deferred Payment Option have to pay these fees by February 27 this year.  The extra days we have to wait really impact the little guys.  I asked for an extension to help me be successful by adding a few days to our due date and unfortunately was turned down.  I wish Lacerte would allow us the extra days we are losing so we can pay you and run our businesses.  Please reconsider!  And Hurry up! 🙂   

Forum|Forum|4 months ago

smon2026Level 2

billing list issuesNew

Anytime Proseries has an update, the global billing amounts get changed.  The amounts do not stay lined up with the correct forms.  This can happen multiple times per day.  Proseries is aware and their answer is that we just have to manually correct every line item.  No intent to fix.  Started with 2024 program and no answer why it's suddenly a problem, and one they don't intend work on. 

Forum|Forum|4 months ago

FinDirectLevel 2

Billing ListNew

I'm noticing errors in the client billing in the latest Proseries software update.  The program is adding and billing for forms in the Charges Per Form section that aren't included in the return and omitting others that are.  Can someone fix this?  It makes the billing feature unusable.Form 8879TA was added but the $ space was not added.  This is moving every $ after this form off by one.

Forum|Forum|4 months ago

ss55Level 2

MD not efile readyNew

I am not getting any EF critical diagnostic that MD is not ready to efile but there were critical diagnostics that said it wasn't ready and the efile agent I chatted with said it's not ready. If that is case then make an EF critical diagnostic that it is not ready.

Forum|Forum|4 months ago

kristentylerLevel 1

PA local estimated payment vouchersNew

It would be really helpful if you could generate estimated payment vouchers connected with the generic local PA tax return. We could do this in ATX and Drake, but I just got off the phone with your support and was told that is not an option in ProSeries.

Forum|Forum|4 months ago

kblasingameLevel 1

direct phone number for accountantsNew

Much like the IRS, I think it would benefit accounting professionals as well as your company to have a direct support phone number.  Having to jump through hoops every time I have an issue is a waste of my time and causes unnecessary frustration with your product.

Forum|Forum|4 months ago

AlJrLevel 3

Massachusetts rates per form billing code to longNew

Massachusetts rates per form billing code to longSchedule 62-WH Income Tax Withholding - is too long and creates an errorI don't how quality control does not catch this stuff

Forum|Forum|4 months ago

jjunioLevel 1

Email (PDF)New

Hi I tried to print an Email (PDF) in Lacerte 2025 but was told that that in the 2025 program that 64 bit Outlook was not supported in Lacerte 2025.  Just a month ago I was able to print Email (PDF)s in the 2024 Lacerte program.  I hope that Lacerte makes the necessary adjustments to allow us to Print and sent Email (PDF)s as it has been such a powerful tool over the years. 

Forum|Forum|4 months ago

adventuresaccountingLevel 2

Option to insert images into client lettersNew

Please add an option to insert images into client letters so we can include our firm’s logo directly in the document, rather than having to print on pre-designed letterhead.

Forum|Forum|4 months ago

screengazerLevel 3

Forms availabilityNew

When is Lacerte going to speed up forms availability? Half a season goes by before I can give my clients a complete printout. Cheap software like ATX and Drake have their forms ready much earlier. I understand that the unapproved forms cannot be used for filing, but at least enable them for client copy printout. WTF?

Forum|Forum|4 months ago

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