Idea Exchange

1728 Ideas

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.

Forum|Forum|6 months ago

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

Forum|Forum|6 months ago

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. 

Forum|Forum|6 months ago

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.

Forum|Forum|6 months ago

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..."

Forum|Forum|6 months ago

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.  

Forum|Forum|6 months ago

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.

Forum|Forum|6 months ago

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.  

Forum|Forum|6 months ago

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.

Forum|Forum|6 months ago

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.   

Forum|Forum|6 months ago

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.  

Forum|Forum|6 months ago

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. 

Forum|Forum|6 months ago

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.  

Forum|Forum|6 months ago

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.

Forum|Forum|6 months ago

LARRY41Level 1

Fee scheduleNew

Can you add another fee for federal form 1A? For Schedule 1 A Part 1, Part 2, Part 3, Part 4.Each section needs a potential fee.

Forum|Forum|7 months ago

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.  

Forum|Forum|7 months ago

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. 

Forum|Forum|7 months ago

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

Forum|Forum|7 months ago

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.

Forum|Forum|7 months ago

PSTaxAccountingLevel 2

Transfer "what ifs" to "tax planner" in ProSeriesNew

Hello,Could we get the option to transfer the "What ifs" information entered to the "Tax Planner"?Thank you,Paula

Forum|Forum|7 months ago

Rose SLevel 3

Feedback formsNew

This is not specific to a software change, but I was looking for a platform to post this.Intuit sends feedback forms maybe for the tax software or accounting software and but the way the questions are drafted it does not help express what needs to be conveyed. I got a survey form yesterday for Proconnect, when I clicked on the link the document needed permission to access, but because it was a no reply email there was nothing much I could do. Infact, I was looking forward to complete the survey to share ideas.Today I got one for Quick-books the questions were so insensitively specific that the moment I clicked no to one it immediately said I am not eligible for the survey. I think whoever makes these surveys needs to be more involved and aware of user end needs and details.  

Forum|Forum|7 months ago

parhutchLevel 3

Link tells us we need to update clients email address and it is already correct. Need that info deleted from the clients link page.New

Link indicates client email address needs to be updated and it is already correct. that message needs to be deleted

Forum|Forum|7 months ago

jberrierLevel 2

Fix the paper organizer WINMAIL.DAT file issue!!!New

I don't understand how this issue STILL persists.  Clients do NOT like the e-organizers, so I end up having to email the paper organizers as pdf files, through the Lacerte print option.  And probably about 20% of clients reply that the email attachment (organizer) shows up a non-openable winmail.dat file.  I have to then print the pdf of that client's organizer to my desktop and email them separately, with that attachment from my desktop.This has something to do with the way Lacerte opens Outlook when generating the email.  I have tried Lacerte's "fix" of making sure that Outlook options are to compose mail in either plain text or html format, but this does NOTHING to fix the issue.Does anyone else have this problem every year?  Organizers have now become such a huge time sink and it seems like it gets worse every year.  

Forum|Forum|7 months ago

reganstewartLevel 1

Usage DetailsNew

This isn't necessarily a software suggestion, but a way to improve billing and usage transparency. When we go to Purchase > Usage Details to see *how* we used the return credits we've purchased, in addition to seeing the date each credit was used, the client name, return name, return type, and tax year, I'd like to be able to see the method which used that credit. In other words, was it because we printed the return? Or because we e-filed an extension? Or because we e-filed the actual return? Currently there's no way to distinguish whether credits were used from just printing a return or e-filing that return.

Forum|Forum|7 months ago

happycamper923Level 1

Enhancing Flexibility for Intuit Link Batch Invites and Template CustomizationNew

Currently, there is a significant gap in how we can customize client requests when moving between single and batch invites. Specifically, I am looking for more granular control over the individual modules (Engagement Letters, Questionnaires, and Checklists) to better fit my firm's existing workflow.First, when using the batch invite tool, we need the ability to manually uncheck or remove the Engagement Letter module before sending. Currently, the batch tool forces the letter included in the template, which creates a conflict for firms like mine that prefer to send a custom PDF engagement letter outside of the Link interface.Second, I am suggesting an update to the "Organizer Template" creation page. There should be a simple toggle to completely disable or "turn off" the Engagement Letter and Document Checklist sections at the template level. This would allow us to create a "clean" template that only includes the specific items we want, without the system forcing us to include placeholders or proforma data.Providing this level of flexibility in both the template settings and the batch sending screen would ensure a much more professional and streamlined experience for our clients.

Forum|Forum|7 months ago

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1728 Ideas

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

Change of "notes" featureNew

Returns Held HostageNew

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

Typo in Exempt Org. Program Service Revenue pageNew

Estimated Tax AddressNew

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

ProSeries hiring a proofreader?New

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

nebraska 1065 with only rental income.New

Change the color on the eSig Status to Red when completedNew

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

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

pdf printer does not work with ARM processorNew

Fee scheduleNew

Rep ChargesNew

Global force print option for Schedule BNew

california real estate withholdingNew

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

Transfer "what ifs" to "tax planner" in ProSeriesNew

Feedback formsNew

Link tells us we need to update clients email address and it is already correct. Need that info deleted from the clients link page.New

Fix the paper organizer WINMAIL.DAT file issue!!!New

Usage DetailsNew

Enhancing Flexibility for Intuit Link Batch Invites and Template CustomizationNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

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

Change of "notes" featureNew

Returns Held HostageNew

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

Typo in Exempt Org. Program Service Revenue pageNew

Estimated Tax AddressNew

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

ProSeries hiring a proofreader?New

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

nebraska 1065 with only rental income.New

Change the color on the eSig Status to Red when completedNew

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

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

pdf printer does not work with ARM processorNew

Fee scheduleNew

Rep ChargesNew

Global force print option for Schedule BNew

california real estate withholdingNew

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

Transfer "what ifs" to "tax planner" in ProSeriesNew

Feedback formsNew

Link tells us we need to update clients email address and it is already correct. Need that info deleted from the clients link page.New

Fix the paper organizer WINMAIL.DAT file issue!!!New

Usage DetailsNew

Enhancing Flexibility for Intuit Link Batch Invites and Template CustomizationNew

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