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1728 Ideas

D
DLayton1Level 1

Intuit Link CSV conversionNew

In Intuit Link we have two options available to obtain the client's entered information. Download Responses (.csv file)  Download All Files (.zip file) The Download Responses (.csv file) option downloads all questions and answers into Excel in a format that is unable to read, unless we reformat it.  The Excel file is impossible to read and if you try to convert the Excel file to a Word document it, too is formatted improperly.Is there a better way to get the information into a readable format?  

0
D
Forum|Forum|6 months ago
A
AlJrLevel 3

MA M-1310New

It would be nice if you added MA form M-1310, Statement of Claimant to Refund Due on Behalf of Deceased Taxpayer.  As opposed to manually filling it out and attaching it as a PDF.

0
A
Forum|Forum|6 months ago
J
JenniferClimoLevel 1

Import inherited on Schedule D importNew

On the Schedule D Import, please allow the import of the inherited field! On some 1099s, there can be a ton of these. Thank you

0
J
Forum|Forum|6 months ago
D
DSmallLevel 1

Pass through entity details in client letterNew

In all applicable modules the client letter should include additional details regarding the Pass Through Entity Tax (PTE)The client letter includes the current year PTE balance due and the first installment for the next year PTE.  It should also include the second installment and the due date (12/31/20XX)so the taxpayer will get the deduction in the tax year related to the paymentsThis will save a lot of time and energy in remembering to remind clients and calling or emailing clients.  It will also help minimize missed payments and penaltiesthank you 

1
B
Forum|Forum|6 months ago
L
lhalamekLevel 1

Expand Preparer Information Fields for Full Form IntegrationNew

The current preparer information setup only partially syncs across forms. Key fields—such as fax number, state(s) of registration, and state ID numbers—are missing. As a result, preparers must re-enter information manually for related forms (notably Form 2848), which defeats the purpose of having centralized preparer profiles.Having only half the required information populate while the other half requires manual input creates inefficiency, increases error risk, and interrupts workflow.Proposed ImprovementEnhance the preparer information profile to include:Fax numberState(s) of registrationState preparer ID numbers (with support for multiple states)Ensure these fields fully sync across all applicable forms, including but not limited to Form 2848 and related authorization or representation documents.

0
L
Forum|Forum|6 months ago
L
Liam3676Level 1

IP PIN field errored in new year of Proseries when it was used in previous filingNew

No text available

2
Just-Lisa-Now-
Forum|Forum|6 months ago
B
BSchos1CPALevel 1

Form 8801 Part 2 line 16 references the wrong year and links to wrong entry cellsNew

form 8801 Part 2 line 16 reads "Enter the amount from your 2024 Form 6251, line 11, or 2024 Schedule I ( Form 1041), line 54", but I think should state the year as "2025" and auto populate from 2025 tax return.

0
B
Forum|Forum|6 months ago
O
oscar-gualdronLevel 2

Form 4547New

Please develop Form 4547. My clients are eager to file, but I am unable to proceed due to the absence of this form. ProSeries has it, as do TaxAct and other software providers. I do not want to switch software.

4
Kathi_at_Intuit
Forum|Forum|6 months ago
S
SKGLevel 1

Residential Clean Energy Credit on a second homeNew

The 30% credit on solar and geothermal is allowed on a second home.The Lacerte input for Form 5695 Part I does not allow for the street address of the second home on which the qualified property was installed.  Lacerte is printing the street address of the main home per page one of Form 1040; but does let you override the city, state and zip code at the top of Form 5695 Part I.Is this something Lacerte can correct in the program?  Any other advice here?Thank you 

0
S
Forum|Forum|6 months ago
N
Nancy L Sikora CPALevel 1

New Main home checkbox has font error on form 1040-SR.New

On the front of form 1040-SR the new box for US residencey that is in line with the Home Address line has a font error.  Instead of "Spouse's" it reads "Spouse?s". 

0
N
Forum|Forum|6 months ago
D
DBLUM78Level 1

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. 

0
D
Forum|Forum|6 months ago
R
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!

1
A
Forum|Forum|6 months ago
A
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).

0
A
Forum|Forum|6 months ago
B
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.

0
B
Forum|Forum|6 months ago
B
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

0
B
Forum|Forum|6 months ago
B
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”. 

0
B
Forum|Forum|6 months ago
B
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! 

1
Just-Lisa-Now-
Forum|Forum|6 months ago
M
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.

3
Kathi_at_Intuit
Forum|Forum|6 months ago
T
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?

1
sjrcpa
Forum|Forum|6 months ago
B
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.

0
B
Forum|Forum|6 months ago
W
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? 

0
W
Forum|Forum|6 months ago
J
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.  

0
J
Forum|Forum|6 months ago
P
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. 

8
A
Forum|Forum|6 months ago
A
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! 🙂   

0
A
Forum|Forum|6 months ago
S
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.

0
S
Forum|Forum|6 months ago

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