Idea Exchange

3566 Ideas

Tax Summary for new Senior DeductionNew

 Tax Summary does not include the new Senior Deduction.  We are ACCOUNTANTS and when the Tax Summary does not add up correctly, it reflects badly on the accountant!!!!

Forum|Forum|5 months ago

elizabeth0628Level 2

Add logo to client letterNew

Please include option to add our logo to the client letter.  It would also be nice to change the font, as the default font looks like TurboTax.  (bad branding for the tax preparer)

Forum|Forum|5 months ago

fnesimiLevel 2

new york city software on ccorp, s corp, partnershipNew

for those businesses who operate in NYC, we have to prepatre aside from federal and ny state also nyc corporation taxes. Every year it takes a long time to even have it an option to see NYC when we prepare 110,1120s, 1065 forms. Can we please have NYC in priority list to have first release of software at minimum prior to date irs opens.it is every important nyc software for businesses is expedited. thx you

Forum|Forum|5 months ago

BaboianCPALevel 2

PA generic Local form NOT READY???New

Lacerte's web site indicates that the PA Local EIT form was released Jan 7 2026.  However it is not available in the 1040 program (filing instructions and tax summary are available).  This is a huge headache for our firm.  If you are in the same boat, please contact Lacerte support asap.  This glitch should be an easy fix.  Hopefully so.

Forum|Forum|5 months ago

malsmithLevel 3

PA S 179 is being limited by IntuitNew

PA now follows UA S 179 rules but Pro Series is limiting the depreciation to limits prior to the law change.  In 2025 When entering an Auto under 6000 lbs, US allows $20,400 of S 179.  PA is limiting that amount to $2,895.15 year life leasehold improvements that qualify for US S 179 are not being allowed S 179 for PA.  I have taken up these issues with PA and their answer is if US allows it, it is allowed for PA.Please fix your fixed asset module for PA in all programs, 1040, 1065, 1120, etc.Per Jane Mc Curdy and Sue Hetrick at the PA Department of Revenue " “The cost of property commonly referred to as Section 179 Property may be treated as a deductible expense only to the extent allowable under the version of section 179 of the Internal Revenue Code in effect at the time the property is placed in service.” Note the statute refers to property “commonly referred to as Section 179 Property” which is defined in IRC 179, not Pennsylvania statute. So, generally, if property qualifies for 179 treatment for federal purposes, the same would apply for PA purposes. "   

Forum|Forum|5 months ago

parvitstaxLevel 6

Rejected EFile Tab - more engagingNew

On HomeBase the Rejected tab should be the most engaging of the tabs if >0 rejects are there. The whole tab should be red or something that stands out because PS does not remind about rejects after the initial failure. 

Forum|Forum|5 months ago

gregg1Level 2

E-signature available for 2025New

When is E-signature available for filing 2025 tax returns?  I get an error message each time I try to send 

Forum|Forum|5 months ago

CraigMCPALevel 2

Update Tax SummaryNew

Would it be possible to update the Tax Summary, to show the new Additional Deductions from Sch 1-A (after the Standard/Itemized Deductions), so that it is easy to identify these deductions and communicate them to our clients?

Forum|Forum|5 months ago

Sherry7Level 1

Make all Iowa forms able to e-file including amended returns.New

Amended returns for partnerships are not able to be e-filed.  Iowa will not accept paper returns since it is a software limitation.  We had to pay for another program just to e-file two amended returns.

Forum|Forum|5 months ago

FamilyBizLevel 1

Why can’t I file California paper tax returns???New

Come on LACERTE. California is accepting paper filed tax returns, but I still cannot print California tax forms on my $7,000 software!!! January 26th was yesterday!!

Forum|Forum|5 months ago

Delores95219Level 2

Need emojis to help mark the spots on the return. Need color tabs, to bland 😊😊New

Love the software, easy to use, but had on the eyes after a while.  Everything looks the same.  Need color tabs and emojis to mark the spot on the return for easy reference.  😊💰👌💶🤬❤️

Forum|Forum|5 months ago

erinhardestyLevel 2

Form 8825 - Real Estate taxes vs. Other TaxesNew

he problem:Form 8825 now only has a line for "real estate taxes" rather than just "taxes".  The old program was better, because in the current day and age, a lot of the taxes paid for rentals is either California FTB  tax $800 a year, (or more importantly, pass thru entity elective tax).  Neither of these types of taxes are deductible for state tax purposes (but they are deductible for Federal).  So, we need Lacerte to either:1.  Add another line to the rental screen for "taxes other than real estate".  Then add a new line at the bottom of the screen entitled "taxes other than real estate, state if different".  2.  Or, alternatively  Lacerte should finally break down and add a new column, to the right of the first column entitled "state, if different", that would apply to every single line item on the rental screen (including the "other expenses" section that you access with Control E.

Forum|Forum|5 months ago

erinhardestyLevel 2

Form 8825 - only has real estate tax line item - needs other taxes line itemNew

The problem:Form 8825 now only has a line for "real estate taxes" rather than just "taxes".  The old program was better, because in the current day and age, a lot of the taxes paid for rentals is either California FTB  tax $800 a year, (or more importantly, pass thru entity elective tax).  Neither of these types of taxes are deductible for state tax purposes (but they are deductible for Federal).  So, we need Lacerte to either:1.  Add another line to the rental screen for "taxes other than real estate".  Then add a new line at the bottom of the screen entitled "taxes other than real estate, state if different".  2.  Or, alternatively  Lacerte should finally break down and add a new column, to the right of the first column entitled "state, if different", that would apply to every single line item on the rental screen (including the "other expenses" section that you access with Control E.

Forum|Forum|5 months ago

Quack_ShotIntuit Community Champion

Schedule 1-A Adjustments on Two-Year CompNew

 The Schedule 1-A Adjustments aren't listed on the Two-Year Comp. Pretty annoying that its not because I use the two year comp as part of my review and Loom videos to clients.  

Forum|Forum|5 months ago

hinsontaxservicesLevel 2

Summary sheet needs to show overtime deduction and tip deduction to eliminate confusionNew

Please update the summary sheet so that clients can see that the OBBB deductions have been included in the calculation.

Forum|Forum|5 months ago

BalanceBethLevel 1

Instructions to set up electronic payment with an e-filed amended federal returnNew

I tried to set up electronic payment with an amended federal e-file tax return.  I marked the Yes box on the third option in section IX which says, "Use Electronic Funds Withdrawal of Amended Federal Balance Due".  I entered the date and amount for withdrawal in the Amended Return section.  I did not enter a date or amount in the payment section above, which is for original tax returns.  When I look at the client letter, there is no indication that the funds will be electronically paid.  Is the letter only meant for original returns? If I also enter payment information in the original return section, will the amount due be paid twice?  Who knows because the ProSeries "Expert" was unable to answer my question and couldn't get an answer from whoever she was corresponding with at ProSeries.  There are no instructions on how to set up electronic payments in the How to File an Amended Tax Return instructions.  I wasted almost an hour with two different "Experts" at ProSeries trying to find the answer.......what a great way to start my day.

Forum|Forum|5 months ago

SheilaCPALevel 1

Improvements to tax return import featureNew

I have notice scrambled data in the import.  For example:Middle initial is flowing to the first letter of the last name.Amounts have erroneous digits added to the beginning of the numbers.

Forum|Forum|5 months ago

tedhagedornLevel 1

Intangibles amortization does not go to form 8825New

I called Intuit on January 16 to alert that the amortization of intangible assets no longer gets carried to Form 8825 in a partnership return has it has in past years. I see the a Schedule A for Form 8825 was created this year which omitted the amortization expense. At the time I called, the Schedule A had not been finalized. It now appears that it has been finalized, but it does provide a place to bring forward and report the amortization expense. Given that this amortization is a common expense when there are loan fees that must be amortized over the life a loan, this is  serious omission that in previous years has always been handled correctly by Pro Series. That my phone call was not acted upon is a serious breach. 

Forum|Forum|5 months ago

ngroovyLevel 2

NYS DRIVERS LICENSE TRANSFER FROM PRIOR YEARNew

Each tax season, ProSeries users waste significant time manually re-entering driver’s license and state ID information for returning clients. This information already exists in the prior year’s file and should automatically transfer when client data is rolled forward.A simple enhancement would be for ProSeries to import the driver’s license/ID fields from the prior year and flag them for review if the expiration date has passed. That way, preparers can quickly verify or update the information instead of retyping it every year.This improvement would streamline workflow, reduce errors, and save preparers hours during busy season.Thank you for considering this much-needed efficiency update.

Forum|Forum|5 months ago

violajrLevel 5

Intuit Link option to select files to download from the documents tabNew

Intuit Link is a great tool for allowing clients to share documents with the tax preparer.However there is no option in the documents tab to be able to a) Download all documents or b) the ability to select multiple documents to download at the same time.I know that you can download all documents from the requests tab but I have seen many time where the the number of files available on the documents tab does not match to the requests tab.Refer to the following post:https://accountants.intuit.com/community/proseries-tax-discussions/discussion/re-intuit-link-down-load-all-documents/01/342481#M177799 

Forum|Forum|5 months ago

bjashcpaLevel 3

Net Form 4797 Detail amounts going to Schedule F as Research ExpensesNew

I have a Farm Client who sold a few pieces of equipment in 2025.  I entered the sales into the Dispositions Screen, and the net of those sales (from the input screen, not the Forms screen), are going to the Schedule F, Other Expenses line, as "Research Expenses" for some reason.  This amount shows up, but it is NOT included in the Total Schedule F Expenses.  I have found this can be removed by removing the "Corresponding Entity" Information in the Dispositions Screen, however then these sales will NOT be included in the QBID!  I have tried talking to Lacerte Support but haven't gotten anywhere after 2 calls and almost 3 hours.  Has anyone run into this and have a work around for it?

Forum|Forum|5 months ago

Quack_ShotIntuit Community Champion

The new K-1 Import only creates new entries. Need to be able to select a K-1 to import into.New

As of now, when you import a K-1 that is a PDF, you cannot select a K-1 to import into. This is fine for new clients, but clients that already have K-1 entries in the system that have things carrying over from year to year such as tracking Partnership Basis means this import feature won't be beneficial.

Forum|Forum|5 months ago

hamiltonscLevel 2

Allow you to adjust the tabs in the details section when entering forms.New

When you are entering W2's, 1099's, etc, allow/enable the ability to extend/adjust the tabs along the top when you are in the "Details" sections.

Forum|Forum|5 months ago

spectrumfinancialmgmtLevel 1

Intuit Link Digital Organizer Exporting to a PDFNew

In Intuit Link digital organizer can you make it so when you export the organizer (especially the questionnaire), it can be exported and downloaded as a PDF?

Forum|Forum|5 months ago

hamiltonscLevel 2

Add ability to comment on items you flagged in ProConnectNew

Please add the ability to create a note or comment on an tax form you flagged in ProConnect. That way when you flag what you still need, you can put details associated with that form or what still needs to be done.

Forum|Forum|5 months ago

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3566 Ideas

Tax Summary for new Senior DeductionNew

Add logo to client letterNew

new york city software on ccorp, s corp, partnershipNew

PA generic Local form NOT READY???New

PA S 179 is being limited by IntuitNew

Rejected EFile Tab - more engagingNew

E-signature available for 2025New

Update Tax SummaryNew

Make all Iowa forms able to e-file including amended returns.New

Why can’t I file California paper tax returns???New

Need emojis to help mark the spots on the return. Need color tabs, to bland 😊😊New

Form 8825 - Real Estate taxes vs. Other TaxesNew

Form 8825 - only has real estate tax line item - needs other taxes line itemNew

Schedule 1-A Adjustments on Two-Year CompNew

Summary sheet needs to show overtime deduction and tip deduction to eliminate confusionNew

Instructions to set up electronic payment with an e-filed amended federal returnNew

Improvements to tax return import featureNew

Intangibles amortization does not go to form 8825New

NYS DRIVERS LICENSE TRANSFER FROM PRIOR YEARNew

Intuit Link option to select files to download from the documents tabNew

Net Form 4797 Detail amounts going to Schedule F as Research ExpensesNew

The new K-1 Import only creates new entries. Need to be able to select a K-1 to import into.New

Allow you to adjust the tabs in the details section when entering forms.New

Intuit Link Digital Organizer Exporting to a PDFNew

Add ability to comment on items you flagged in ProConnectNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Tax Summary for new Senior DeductionNew

Add logo to client letterNew

new york city software on ccorp, s corp, partnershipNew

PA generic Local form NOT READY???New

PA S 179 is being limited by IntuitNew

Rejected EFile Tab - more engagingNew

E-signature available for 2025New

Update Tax SummaryNew

Make all Iowa forms able to e-file including amended returns.New

Why can’t I file California paper tax returns???New

Need emojis to help mark the spots on the return. Need color tabs, to bland 😊😊New

Form 8825 - Real Estate taxes vs. Other TaxesNew

Form 8825 - only has real estate tax line item - needs other taxes line itemNew

Schedule 1-A Adjustments on Two-Year CompNew

Summary sheet needs to show overtime deduction and tip deduction to eliminate confusionNew

Instructions to set up electronic payment with an e-filed amended federal returnNew

Improvements to tax return import featureNew

Intangibles amortization does not go to form 8825New

NYS DRIVERS LICENSE TRANSFER FROM PRIOR YEARNew

Intuit Link option to select files to download from the documents tabNew

Net Form 4797 Detail amounts going to Schedule F as Research ExpensesNew

The new K-1 Import only creates new entries. Need to be able to select a K-1 to import into.New

Allow you to adjust the tabs in the details section when entering forms.New

Intuit Link Digital Organizer Exporting to a PDFNew

Add ability to comment on items you flagged in ProConnectNew

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