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1728 Ideas

K
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.

0
K
Forum|Forum|6 months ago
K
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.

4
abctax55
Forum|Forum|6 months ago
A
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

0
A
Forum|Forum|6 months ago
J
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. 

0
J
Forum|Forum|6 months ago
A
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.

1
W
Forum|Forum|6 months ago
T
TK4Level 1

TRIGGER CRITIAL DIAGNOSITIC ON ENTRY OF LETTERS IN A FIELD THAT MUST BE NUMBERS ONLY TO CORRECLTY COMPUTE TAXNew

To Whom it May Concern,In Pro Tax Connect, when entering Box 5 Social Security Benefits, the user is allowed to enter both numbers and letters.  When letters are added the system disregards any numbers and assumes zero resulting in the understatement of taxable income. I've prepared a reviewed 3,000 returns over the past decade.  I never made the error of entering a stray letter where a number should be.  Then, I missed it on review.I would suggest, if possible, to have the system critical error flag if letters are entered in a number only field. Thank you and regards,      

3
Intuit_Kallana
Forum|Forum|6 months ago
V
VandageLevel 1

Form 8865 in ProConnectNew

Would be nice if Form 8865 would be available for Forms 1040 within ProConnect. Or the ability to attach it as a pdf into a 1040

0
V
Forum|Forum|6 months ago
J
jjunioLevel 1

IT-268New

My New York clients are sending information about New York IT-268 but I noticed that in the current release that this Form is not yet supported in Lacerte.  I have clients that this would apply to and hope that you will incorporate this 1 page gorm in our software. 

0
J
Forum|Forum|6 months ago
D
DDANALevel 4

W-2 automatically calculate lines 3-6 & 16 (Box Checked)New

1) Line 16 does not exist2) more importantly, Box 14 code "414H" or 414(H) = Proseries Identification "NY IRC 414h Subject to NY Tax" - when this has a value entered in "Amount", Proseries DOES NOT auto calculate Boxes 3-6. Have to do manually. Please auto calculate boxes 3-6 in this case same as you do for Box 12 codes D - F

0
D
Forum|Forum|6 months ago
A
ATS2350Level 1

Appreciate the Support HelpNew

We wanted to thank Shanetta for the support help with our DMS software. She was very helpful. Due to her insights we determined that the issue was with a glitch in our system that required a system upgrade installation. After that was done, the DMS software installed without error.Thank you Shanetta!Associates Tax Services

0
A
Forum|Forum|6 months ago
E
elizabeth0628Level 2

Cursor jumps to top of pageNew

After entering info into a field, the cursor jumps back to the top of the page, wasting time and causing the user to hunt for the field / area of input again.

1
IntuitKatie
Forum|Forum|6 months ago
R
RUSSELLTYNER Level 1

Federal Income Tax Summary need to be updatedNew

The Federal Income Tax Summary does not have a separate listing in the Tax Computation for the new1A deductions tips, overtime, and the senior deductions.  The IA deductions are calculating but notseparately listed.  Software needs to be updated as soon as possible.

3
IntuitKatie
Forum|Forum|6 months ago
S
SteveC2Level 1

Third Party Designee on NYS CT 300New

Third Party Designee'S NAME AND EMAIL AND PIN TO BE AUTOMATICALLY POPULATED, INSTEAD OF MANUALLY INPUT

0
S
Forum|Forum|6 months ago
B
Barb9Level 1

Schedule 1-A Additional Deductions needs a line on the Federal Tax Summary pageNew

The Federal income tax return summary jumps from Adjusted gross income to itemized/standard deduction and then straight to Taxable income without accounting for the subtractions noted on Schedule 1-A for Additional Deductions.This is a mathematically incorrect presentation and it does not show the change from the prior year of zero 1-A adjustments to this year's amount.Can a line be added for the Schedule 1-A Additional Deductions from taxable income for Tips, OT, car loan interest and the senior $6000 deduction? 

4
A
Forum|Forum|6 months ago
Y
YOLOTaxesLevel 3

Non-taxable amount of OT on Tax SummaryNew

The amount of non-taxable OT is not showing up on the tax summary, and therefore does not show up on the control totals report either. It is buried in the taxable income calculation, but not individually. I am assuming the non-taxable tips will be the same issue.These items NEED to be available on the tax summary and able to tie out to them on the control totals report!

1
Y
Forum|Forum|6 months ago
R
RuthEAMSTLevel 2

E-FilingNew

New Mexico encourages e-filing of corporate returns.  Proseries does not support this. Please work on it at least for next year- I would like clients to be done with filing when they leave my office instead of having to mail a paper return to NM for their corporations

5
sjrcpa
Forum|Forum|6 months ago
S
spectrumfinancialmgmtLevel 1

Intuit Link Digital Organizer Importing to Lacerte programNew

Can you link the online Intuit Link digital organizer to the Lacerte program so that when our client's complete it, we can import it into Lacerte and have it autofill the information?

1
S
Forum|Forum|6 months ago
R
robert-aLevel 3

NYS STAR Program and tax reporting questionNew

I understand that the NYS STAR Credit will necessitate reducing the real estate tax deduction if one itemizes deductions. Does that reduction then apply, as I think it would, to the reporting of real estate taxes on the 1040? Thank you.

0
R
Forum|Forum|6 months ago
M
MPCPA1Level 1

Washington Working Families Tax Credit ApplicationNew

For three years, the Lacerte Individual program will not print refund information on the Washington State Filing Instructions form printed with the tax return. You must unselect the direct deposit box on screen 3 under Washington Direct Deposit to get the refund information to print. Then go back and reselect the box for e-filing. Federal banking information is entered and the box has been checked stating the banking information has been verified.

0
M
Forum|Forum|6 months ago
D
dilip5106Level 2

MA State Tax payment information list for filter or viewNew

 We have 1800 clients and need to file the extension with payment. Could you please add the MA state filter or all state filter so we can see the tax payment liability?  Thanks

0
D
Forum|Forum|6 months ago
M
malsmithLevel 3

Partner DE code error for lack of EIN is not correctNew

Pro Series Partnership Software requires an EIN for a disregarded LLC entity is not correctThe 1065 Software issues an error for an LLC partner that does not have an EIN.  This is not tax law.  An LLC that has a single member does not have to have an EIN.  Pro Series needs to change and allow the DE code entry without an EIN.  I have had owners refuse to get an EIN just for Pro Series.

0
M
Forum|Forum|6 months ago
FTAX
FTAXLevel 5

Here's a suggestion - how about INTUIT ACTUALLY TAKING OUR SUGGESTIONS SERIOUSLY?New

I posted this over 5 years ago. Hardly a week goes by when I still don't get a thumbs up for it, but INTUIT never makes this quite simple adjustment which would be super convenient for us. https://accountants.intuit.com/community/proseries-tax-idea-exchange/please-move-section-1099a-dividends-entry-box-5-to-the-schedule/idi-p/98099

1
IRonMaN
Forum|Forum|6 months ago
F
fwallaceLevel 1

Ability to add header to return.New

STREAMLINED FOREIGN OFFSHORE returns need that header in red. Please provide this ability.

0
F
Forum|Forum|6 months ago
W
wesleymcpaLevel 2

Add Spouse Name for Client Profile AND Engagement LetterNew

It is hard to imagine in 2026 that the only option on the client is "taxpayer" and not the spouse. We need the spouse included in the profile AND a spouse signature on the Engagement Letter. This great process is useless to us without both signatures. Even if the argument is that it isn't "required", my insurance company disagrees and it is a matter of respect. Are we living in 1920?

0
W
Forum|Forum|6 months ago
J
JohnElhaiLevel 2

customer serviceNew

I am disappointed with the Customer Service Policies created by Lacerte and therefore Intuit as to how an issue can be resolved.   If I call in with an issue, instead of tying up my time and placing me on hold.  Customer Service should be allowed to troubleshoot and figure out the issue without me being on hold.   I hold not hte customer service tech responsible for this issue, but the VP Customer Service, or whoever the executive is in charge as their policies are not creating a culture of service but of inconvenience.   Very disappointing!

0
J
Forum|Forum|6 months ago

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