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3566 Ideas

H
hamiltonscLevel 2

Printing Slips for ProConnectNew

We need the ability to have or be able to create a printing slip for clients to keep track of what is still needed to finish a return. It's not easy to keep track of what each client still needs in order to finish a return without creating a comment that is permanent or having to flag everything and still not know exactly what you need since you can't leave a comment with a flagged item.

0
H
Forum|Forum|5 months ago
L
Lizard269Level 4

Add E-filing for city tax returns (primarily RITA Ohio) and Ohio pass-through entity tax return (Form 4738)New

It is completely embarrassing and a time waster to have to mail Ohio city tax returns and Ohio pass through entity tax returns (Form 4738) to my clients.  Please sign up with the Ohio Dept of Tax and RITA Ohio to allow E-filing.

5
T
Forum|Forum|5 months ago
J
Jenifer Chittwood1Level 1

link pull first name in correspondenceNew

to have Link pull the name as entered in the client sect- First Last  vs always pulling it Last, First

0
J
Forum|Forum|5 months ago
M
mfkcpaLevel 3

NYPFLNew

NY employees contribute to NYPFL.  The amount contributed is shown in box 14, together with NYSDI.Lacerte is correctly including the SDI in taxes paid for the Schedule A deduction, however, they are not including the NYPFL.  This should be automatic.  As it currently exists, we need to make an additional entry on Screen 25 and there is no truly accurate description option. 

0
M
Forum|Forum|5 months ago
R
RAFFI HLevel 1

Display column in settings for clients who will be using "E-file Estimated Payments Wizard"New

Can we have a display column from the settings that shows which clients we have selected to use the E-file Estimated Payments Wizard. It can be as simple as a checkmark.There is a diagnostic when we e-file the tax return, but it is still very easy to lose track when filing multiple clients at once. A display column on the client list will be the best control to keep track. Thank you.

0
R
Forum|Forum|5 months ago
B
BoogLevel 2

Change of "notes" featureNew

Please bring back the "Notes" feature- it is a crucial reason why I use Proconnect.  I have info I use year after year in there for clients- percentage breakdowns of rental expenses between units, etc.  I also take notes as I prepare return and can then cut and paste into client communication.  It was so easy and useful.  New system not helpful

2
T
Forum|Forum|5 months ago
F
firmgrower69Level 1

Returns Held HostageNew

Pretty frustrated right now with how this tax software handles access to past returns.I’m not renewing my subscription, and because of that they’re saying they cannot provide or discount access to my 2024 filed returns. These are returns I already paid to have prepared and filed. The only reason I can’t access them is because I won’t renew for another year of service I don’t need. That feels less like “subscription management” and more like holding my own records behind a paywall.I fully understand losing access to the platform and its features. That part is fair. But my filed tax returns are my business records. Blocking access to them unless I renew is wild.Support basically told me:No renewal = no accessNo discountNo copies of my 2024 returnsDebating whether or not to call Amex and have them charge this back - I paid for a filing service, not a hostage situation. If this is how they treat customers who choose not to renew, it's a massive red flag. Incredible that there is no way to retrieve already-filed returns without being forced into another subscription cyle. 

1
Kathi_at_Intuit
Forum|Forum|5 months ago
T
tlombarLevel 1

Reporting Federal and State withholding on W-2G forms for professional gamblersNew

Can an input screen be added where federal and state tax withholdings shown on a W-2G can be entered for a professional gambler? A professional gambler cannot use the current W-2G input forms, as the income will flow through to Schedule 1; the income for a professional gambler needs to be reported on Schedule C. Entering the income is not an issue, but there is no way to report the withholding from W-2Gs without using overrides.There is a question on the Schedule C input form asking if the business is related to professional gambling.  I'm not sure why this question is asked, since there doesn't seem to be a recognition of the reporting requirements for a professional gambler.

0
T
Forum|Forum|5 months ago
C
CAH354Level 1

Typo in Exempt Org. Program Service Revenue pageNew

In the Exempt organization screen 17 (program service revenue), there is a typo in at least 2024 and 2025 (possibly earlier). The fourth line reads "Exluded by 512, 513, 514" when it should be "Excluded..."

0
C
Forum|Forum|5 months ago
T
Taxlady2020Level 2

Estimated Tax AddressNew

Lacerte needs to update the address for estimated tax checks before people start filing returns.  Not all taxpayers are going to allow for a direct debit or pay online.  The address was updated last year, yet Lacerte is still showing the old address.  

0
T
Forum|Forum|5 months ago
S
SargisLevel 1

esignatureNew

No text available

0
S
Forum|Forum|5 months ago
C
Connie Buskohl CPALevel 2

Sch 1-A deductions listed on 2 Year Comparison Tax SummaryNew

Change to the 2 Year Comparison Tax Summary - the Sch 1-A deductions should appear and flow Change, Ease of Usethrough on this document.

0
C
Forum|Forum|5 months ago
Taxprohere
TaxprohereLevel 7

ProSeries hiring a proofreader?New

Even a temporary contract position, might correct the error in the MA form 1 entry, line 14a, that's been there for several years now.    14a. "Enter the total qualified rend paid...."Okay, so this line doesn't show on the printed tax form, just line 14 ("Rental deduction").  Still, after letting several years go by without fixing this, not a compliment for ProSeries' priority for accuracy on the user-side?Now if I wanted to quibble further, I'd wonder why 'Short-term' is inconsistently capitalized in line 7 for the smart worksheet for line 16, or on D-IS worksheet, what a "throug" ....and "Massachusetts-based star-up corporation" mean.  But these are smart worksheets, maybe they just ran out of letters.  

2
Accountant-Man
Forum|Forum|5 months ago
C
cee1959Level 1

Please allow me to change the original HomeBase view without a new dropdownNew

I want to customize my original HomeBase view without adding a new dropdown view.  I believe I could do this in years past, and this new dropdown is not convenient.

1
IRonMaN
Forum|Forum|5 months ago
D
Doug KozenyLevel 1

nebraska 1065 with only rental income.New

Proseries is asking to us to input Nebraska receipts when filing a 1065 where these is only rental income, we get to error messages to input Nebraska receipts.  When we enter Nebraska receipts we get an error message that we need to check the multi state box.  Its not a multi state LLC.  If we put 1 dollar of ordinary income the message goes away.   

0
D
Forum|Forum|5 months ago
G
gregg1Level 2

Change the color on the eSig Status to Red when completedNew

It would be a helpful visual if the blue color of the request eSig Status changes to red when the signature request was received.  When you have so many clients the blue color makes it difficult to identify those that were received.  

0
G
Forum|Forum|5 months ago
G
GsoulsLevel 3

Why does Intuit Link not support bulk client invitations for organizers?New

I am a user of Proseries Professional. Every tax season, using Intuit link to to gather client's tax information is truly a pain and highly inefficient. Imaging having 150 - 200 clients and have to send each client the organizer email using Intuit link. My question is why does Intuit Link not support bulk client invitations for organizers? At least practioners should have the ability to select multiple or all clientsSend Intuit Link invitations and tax organizers in bulkBulk resend to non-respondersBatch status tracking (sent / opened / completed)This would have users to be more efficient in their practice.Your thoughts please. 

1
J
Forum|Forum|5 months ago
M
Michelle7Level 4

PA Schedule E to automatically flow from Federal 8825 - Error code PA Ref 35730New

Right now the only way to get PA Schedule E to populate from a Federal 8825 is to check the box that the company is "NOT in the business of renting property" when the company actually is in the business of renting property.  

0
M
Forum|Forum|5 months ago
J
jbcllcLevel 2

pdf printer does not work with ARM processorNew

I have a new computer with an ARM processor. The pdf printer in Lacerte that automatically sends tax returns to SmartVault is not working with the ARM processor. Please create a work around or fix for this.

3
Kathi_at_Intuit
Forum|Forum|5 months ago
L
LARRY41Level 1

Fee scheduleNew

Can you add another fee for federal form 1A?

0
L
Forum|Forum|5 months ago
K
kc07932Level 1

Rep ChargesNew

It is impossible to know how many states or gift returns I will be doing for 2025, back in June of 2025 when asked to pay for the upcoming year.  Clients change, where they live changes, etc.  Lacerte should move to billing for individual rep charges for states and other returns that you do not have critical mass, but then stop billing once we hit bundled fee.  For instance if you have to file 9 gift tax returns before it makes sense to buy unlimited, charge the fee for the first 8 or 9 but if we have more than 9 stop charging and treat us is we purchased unlimited.  

0
K
Forum|Forum|5 months ago
K
Kathy_TF_MALevel 2

Fill-In PDF OrganizerNew

I know practitioners have been asking for many years but is a fill-in PDF organizer going to be available soon?  Clients continue to ask and I don't have a great response.  This would be incredibly helpful.

0
K
Forum|Forum|5 months ago
H
hamiltonscLevel 2

Global force print option for Schedule BNew

Please make it under the print options you can choose to have the Sch B print. We need a global print option and not just per individual return and to try and remember to go and select to force print it. It's not easy to find.. you have to remember it's under general settings when you are on the interest or dividend screen. It would be nice if the Sch B printed if any amount of dividends and interest are entered on the return. 

2
H
Forum|Forum|5 months ago
D
DncpaLevel 1

california real estate withholdingNew

A Real Estate withholding will NOT SHOW UP ON the tax return unless you enter a "1" for Form 592-B or a "2" for Form 593.  Lacerte, please add this is MANDATORY data entry or the credit will not be on the tax return!  There is no diagnostic about this either!Location:  Individual detail,  Line 54 "Part-Yr/Nonres.Information;  click on California Real Estate & Other Withholding" in General information section at the Top.  First box MUST BE CHECKED!Lacerte, please confirm you will make this change going forward!thank you! Diane

1
S
Forum|Forum|5 months ago
D
dude7707Level 5

1041 K-1 Ln 11, D not corresponding with 1040 K-1 RE: LT Capital Loss Carryover - CNew

For Year 2025, Final Deductions, Ln 11 - On K-1 of 1041 shows LT Capital Loss Carryover - D,however when inputting on 1040 K-1 D is Net Operating Loss carryover - RegularSo make sure you enter the LT Capital Loss Carryover on Ln C.

0
D
Forum|Forum|5 months ago

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