Idea Exchange

1728 Ideas

Taxman605Level 2

Client Invoice-Autofill Firm & Client Name & AddressNew

The Firm & Client Name & Address fields should be auto filled on the Client Invoice.

Forum|Forum|6 months ago

pedrolorsonLevel 1

How can clients be notified when the DC individual tax instructions will be finalzed?New

No text available

Forum|Forum|6 months ago

kwperryLevel 3

Excel Presentation Deductions from Schedule 1-A formulaNew

The 2025 ProSeries Two-Year Comparison has a row for the new “Deductions from Schedule 1-A” but the current version of Excel Presentation does not display the “Deductions from Schedule 1-A” in the 2-year comparison data.  Is there formula code that I can add to the Excel Workbook to display the “Deductions from Schedule 1-A”?  For example, the formula for the CY Qualified Business Income Deduction is  =cy_qual_bus_inc_deduct.    

Forum|Forum|6 months ago

bjnatheLevel 1

new format for entering 1099-b infoNew

The 2025 format for entering 1099-B Info (Asset Sales Worksheet) is ridiculous. The prior years' format seemed to follow the format of most 1099-Bs received (asset name, sales date, acquisition date, proceeds, cost). This new format makes you jump back and forth on the original document if you're tabbing through the fields on the Asset Sales screen, or you have to keep using the mouse and repositioning on the input screen if you're following the format on the 1099-B resulting in too many chances for error. Go back to the original format

Forum|Forum|6 months ago

juliewebbLevel 1

Page numbers on engagement lettersNew

I want default page numbers on the engagement letters in Lacerte.

Forum|Forum|6 months ago

SBALevel 1

masking dob on organizersNew

We have gotten a request that we have the option to mask DOB's on organizers just like social security #'s.  Please add this to the options for the 2026 tax season.

Forum|Forum|6 months ago

steven11_2Level 5

Lacerte Single Sign On (SSO)Implemented

Frequently our Tax Professionals need to access multiple years of Lacerte, generally for the same client.  It makes no sense for a user, who is already signed in, to need to sign in multiple times on the same machine to access other versions of the program.I would like to see Single Sign On applied to Lacerte Login access across all versions of Lacerte that require credentials (2016 and up I believe) and that the time out period should be based upon the last use of any open version.

Forum|Forum|6 months ago

qtp-claytonLevel 2

Print state K1's with client copy of fiduciary returnNew

I would like for Lacerte to have a print option to be able to include the state K1's with the client copy of the tax return. I've been looking, and I just don't think there's an option to print the state K1s with the state return. I understand I can print an entire K1 package and include it that way, but that seems redundant to me. I manually print them to include in the tax return, but would like to be able to just add it to my print settings.Note: I'm experiencing this with the ND fiduciary return. I don't have any 1041's in other states, so it is possible it's only a ND issue.  

Forum|Forum|6 months ago

BeemMeUp88Level 1

Federal auto attach to the State of ArkansasNew

I'm getting an e-file error indicating that I have to manually attach a copy of the federal return to the Arkansas AR1100PET? Tech support confirmed this was what I had to do to clear the error. Is it not possible to automatically attach the federal return to the AR1100 PET return like of types of returns?

Forum|Forum|6 months ago

CartmellCPA1Level 1

Promise dateNew

There is an option in client info to use "Promise Date" to use for when you told the client it would be done or are we extending. There is no column option or report option for that information. It would be nice to be able to have a column to see what needs to be worked by Promise date. At this point, its a random piece of information in the client information that can only be accessed while in the client file. 

Forum|Forum|6 months ago

ChessieLevel 4

Hidden worksheet computing SE health insurance premium deduction miscalculating when have Exchange insurance, a small repaymnet of adv PTC, and supplemental vision & dental premiumsNew

ProSeries has a hidden worksheet as the go-between between  Form 8962, Part II repayment of excess PTC and Form 7206 SE Health Insurance Deduction.  At the bottom of Form 7206 there is a statement "A self-employed health insurance adjustment of $____ from premiums paid through an exchange is included as an adjustment to income but does not appear on these worksheets."I want to have access to that hidden worksheet and see that computation because it appears to be wrong! Here's an example.  If Sch C has say $40K net for 12 months activity. Form 1095-A Part II Column A minus Column C is $3,300 premiums paid while Form 8962 shows a repayment of excess advanced PTC of $750.  Also the taxpayer paid an additional $320 in premiums for vision & dental.  The self-employed health deduction on Schedule 1 line 17 should be $4,370  ($3,300 + $750 + $320).However, that worksheet is instead reporting a lower amount on Schedule 1 line 17 and throwing the balance on Schedule A medical when there is clearly sufficient Schedule C income and no losses from any other source.I tested this at length with a Schedule C and self-employed health premiums.  If I only have Exchange insurance with repayment of excess adv PTC, it computes correctly.  If I only have non-exchange premiums, it computes correctly.  But a combination of exchange premiums plus repayment of excess adv PTC plus non-exchange premiums results in an error.I also would like ProSeries coders to re-visit the computation on that worksheet because it should deduct the entire amount.

Forum|Forum|6 months ago

Erica001Level 1

Form 1040-ES mailing address is incorrectNew

For 2026 federal estimated tax vouchers, Form 1040-ES, will Lacerte correct the mailing address listed on the vouchers? Per IRS website, the mailing address for California residents is Charlotte, NC, not Cincinnati, OH. 

Forum|Forum|6 months ago

jmscpa1Level 2

how to change the overpayment from prior year on MA form 63D-ELTNew

on MA form 63D-ELT:i applied the overpayment from 2024 to 2025 and the state refunded the money instead of applying it.  How do you change the overpayment from prior year to zero?  it doesn't let you override the amount.Can the programmers change that line to be overridden?

Forum|Forum|6 months ago

spalazzoLevel 2

Form 911 - Add to Misc FormsNew

There are so many informational forms that you could add to miscellaneous that would save us time from completing manually.  For right now please add Form 911.Please add Form 911 to the database of misc. forms - Request for Taxpayer Advocate Service.Thanks, Steven PalazzoWorld's Greatest CPA!

Forum|Forum|6 months ago

spectrumfinancialmgmtLevel 1

Update IRS estimate payment voucher addressNew

Please update the IRS estimate payment voucher address. The IRS changed the address on estimate vouchers last year.

Forum|Forum|6 months ago

sbringLevel 2

K-1 BasisNew

Just finishing a K-1 for a partnership.  Income and expense was no problem but entering the basis was a BIG problem.   I filled out all the subsidiary worksheets and got to the basis and had to override all entries of contributions, loans, etc. that showed have flowed automatically.I called technical support and did a screen share and he couldn't come up with any answer than overriding.   It just should be easier than that when all the info was filled in.  I had to override to put in the cash contributed, loans paid in 2025 on each K-1 separately.Please consider changing the programing on this issue.

Forum|Forum|6 months ago

JQ1Level 1

DiagnosticNew

In addition to the current diagnostics, it would be very helpful to have the option to generate custom firm diagnostics (e.g., checklist-style reminders) tailored to our internal review procedures.Proposed EnhancementAdd a feature that allows firms to:Create custom diagnostics (firm-wide or return-specific)Assign severity levels (Info / Warning / Critical)Set conditional triggers (e.g., if Schedule C exists → display reminder)Mark diagnostics as “Review Required” or “Override with explanation”Apply diagnostics by entity type (1040, 1120S, 1065, etc.)Maintain a centralized firm diagnostic template libraryExample Use CasesExamples of Custom Firm Diagnostics:“Verify reasonable compensation for S-Corp officer.”“Check shareholder basis before allowing loss.”“Confirm Form 7203 completed.”“Review foreign reporting (5471/8865/8938) exposure.”“Confirm Section 199A aggregation analysis documented.”“Estimated tax safe harbor calculation reviewed.”This would function similarly to a structured internal checklist embedded within the diagnostics system.

Forum|Forum|6 months ago

AMB TaxLevel 2

Inviting clients to the Intuit portal in batch like the client checklistNew

I spend a long-time inviting clients to the Intuit portal.  It should be a batch invite similar to the printing or emailing the Check list.  Once invited I then have to go the portal and push the invite to the client.A very long process.

Forum|Forum|6 months ago

AMB TaxLevel 2

Section 199A information should populate with the K-1 form when imports to personal return of shareholderNew

K-1 import is a great feature for entering on the shareholder personal 1040 return.Line 17 V (Section 199A information should also populate correctly.  It currently does not populate, it comes up as an error in red,

Forum|Forum|6 months ago

AMB TaxLevel 2

Have State return populate with direct deposit or payment of taxes the same as Federal choicesNew

It would be wonderful to have the State return (specifically NY) have the same choices for direct deposit or payment of taxes as the Federal as the default.Every return I have to be sure that the State choices are set for direct deposit or direct payment of taxes.Federal return should be the default

Forum|Forum|6 months ago

luannemcgeeLevel 2

Option to send E-signature forms to Smart Vault after tax payer signatureNew

It would be more efficient if we could send the forms signed via E-Signature directly to Smart Vault rather than having to view, then download, then drag and drop.

Forum|Forum|6 months ago

smhostetLevel 1

PIT-ADJ line 16New

The software is calculating this incorrectly.  It should only be the total amount of the capital gains tax, NOT TO EXCEED $2500, according to the form instructions.  But it's calculating the FULL $2500.  The capital gain in this return is LESS THAN $2500, so the amount on this line should be LESS THAN $2500.  

Forum|Forum|6 months ago

Nancy Devine- VirginiaLevel 2

Intuit link - allow both Taxpayer and Spouse accessNew

Clients should both have access to the tax file and be able to upload their own documents.  Spouses  complain constantly that entering the side with the Taxpayer's email and password is ackward and they don't like needing the Taxpayer to stand by to give them the access code from their phone.  Both should have full access on their own.

Forum|Forum|6 months ago

Nancy Devine- VirginiaLevel 2

Change an email in Intuit link after an invite has already been sentNew

The process to un-invite and re-invite a client erase all the documents needed to complete their tax return.  Clients change work and personal email all the time.  To correct this, I have to delete the client in 2025.  Go to 2024, and add their email to Organizer and 1040.  Transfer the client to 2025, invite the client again to see the documents I need for them to send me.  It is alot of effort and time just to change an email address, and time is money!

Forum|Forum|6 months ago

TimmsaLevel 1

Have ProSeries transfer all QBI Pass-through Entity S-Corp K-1 data to the Federal 1040 return automatically instead of manually keying data in. Statement A of the K-1 data doesn't transfer into the personal return for some reason.New

I must print the full K-1 from pass-through entities and then manually key in the Statement A - QBI Pass-through Entity Reporting data into clients 1040 returns.  Some data transfers in properly (front page of the K-1), but not the Statement A information.  It would be helpful to transfer in all data so no manual keying is needed. 

Forum|Forum|6 months ago

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1728 Ideas

Client Invoice-Autofill Firm & Client Name & AddressNew

How can clients be notified when the DC individual tax instructions will be finalzed?New

Excel Presentation Deductions from Schedule 1-A formulaNew

new format for entering 1099-b infoNew

Page numbers on engagement lettersNew

masking dob on organizersNew

Lacerte Single Sign On (SSO)Implemented

Print state K1's with client copy of fiduciary returnNew

Federal auto attach to the State of ArkansasNew

Promise dateNew

Hidden worksheet computing SE health insurance premium deduction miscalculating when have Exchange insurance, a small repaymnet of adv PTC, and supplemental vision & dental premiumsNew

Form 1040-ES mailing address is incorrectNew

how to change the overpayment from prior year on MA form 63D-ELTNew

Form 911 - Add to Misc FormsNew

Update IRS estimate payment voucher addressNew

K-1 BasisNew

DiagnosticNew

Inviting clients to the Intuit portal in batch like the client checklistNew

Section 199A information should populate with the K-1 form when imports to personal return of shareholderNew

Have State return populate with direct deposit or payment of taxes the same as Federal choicesNew

Option to send E-signature forms to Smart Vault after tax payer signatureNew

PIT-ADJ line 16New

Intuit link - allow both Taxpayer and Spouse accessNew

Change an email in Intuit link after an invite has already been sentNew

Have ProSeries transfer all QBI Pass-through Entity S-Corp K-1 data to the Federal 1040 return automatically instead of manually keying data in. Statement A of the K-1 data doesn't transfer into the personal return for some reason.New

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Idea Exchange

Filter by idea status

Filter by product

Client Invoice-Autofill Firm & Client Name & AddressNew

How can clients be notified when the DC individual tax instructions will be finalzed?New

Excel Presentation Deductions from Schedule 1-A formulaNew

new format for entering 1099-b infoNew

Page numbers on engagement lettersNew

masking dob on organizersNew

Lacerte Single Sign On (SSO)Implemented

Print state K1's with client copy of fiduciary returnNew

Federal auto attach to the State of ArkansasNew

Promise dateNew

Hidden worksheet computing SE health insurance premium deduction miscalculating when have Exchange insurance, a small repaymnet of adv PTC, and supplemental vision & dental premiumsNew

Form 1040-ES mailing address is incorrectNew

how to change the overpayment from prior year on MA form 63D-ELTNew

Form 911 - Add to Misc FormsNew

Update IRS estimate payment voucher addressNew

K-1 BasisNew

DiagnosticNew

Inviting clients to the Intuit portal in batch like the client checklistNew

Section 199A information should populate with the K-1 form when imports to personal return of shareholderNew

Have State return populate with direct deposit or payment of taxes the same as Federal choicesNew

Option to send E-signature forms to Smart Vault after tax payer signatureNew

PIT-ADJ line 16New

Intuit link - allow both Taxpayer and Spouse accessNew

Change an email in Intuit link after an invite has already been sentNew

Have ProSeries transfer all QBI Pass-through Entity S-Corp K-1 data to the Federal 1040 return automatically instead of manually keying data in. Statement A of the K-1 data doesn't transfer into the personal return for some reason.New

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