Idea Exchange

3566 Ideas

bjt1970Level 2

Modify PTO software to allow users to scroll down through the historical notes in 2024 tax returnNew

Comments replaced Notes in PTO. Please modify PTO software to allow users to scroll down through the historical notes in 2024 tax return and prior tax returns.

Forum|Forum|5 months ago

Japple2222Level 1

Support a function were comments carry over from year to year since you removed notesNew

Please add a function were "comments" carry over from year to year since you removed "Notes."

Forum|Forum|5 months ago

dale11Level 2

Pop up preparer notes in Lacerte would be handyNew

When using UltraTax, I have a screen pop up when you open a client that is for processing notes specific for that client. For example, you can add a note that says "Client likes all payment of taxes to be made electronically" or "Prepare 1098 for mortgage interest received from Bob Smith". This would be more effective than physical notes in a client folder or relying on memory.

Forum|Forum|5 months ago

Taxmatters2Level 2

Update to 2025 Tax Organizer to have One Big Beautiful Bill implications in Questionnaire (i.e.. Tips on W-'2's, Establishing a Trump Account to receive a $1000 Pilot Program Contribution)New

The 2025 Tax Organizer does not Currently include Questions with One Big Beautiful Bill implications. Example: 1) Did you receive qualified Tips reported on Form W-2 or a statement provided by your Employer? 2) Did you receive Overtime Pay reported on Form W-2 or a statement provided by your Employer? 3)If you have a dependent born during 2025, do you want to establish a Trump Account? If yes , do you want to receive a $1,000 Pilot Program Contribution? 4) Did you sell, exchange, Gift or otherwise dispose of any digital assets? If Yes, provide any 1099-DA.Did you purchase a new passenger vehicle for personal use?Yes or No. The Final Assembly in the U.S.? Yes or No. Gross Vehicle Weight is under 14,000 pounds?Yes or No. The Vehicle was not Purchase with a lease?Yes or No. The Vehicle was used to secure the Loan?I was told by a ProSeries Agent (1/7/2026) that they are working on a updated Tax Organizer. Is this True? My clients are calling me about receiving the Tax Organizer but I am not sure if this is the final version. I attended a Tax Seminar on1/5/2026 and in our handout material with the Drake Tax Organizer including this information. It would be nice if we received an alert that the update is is in the process and estimated time of completion. Please keep me informed. 

Forum|Forum|5 months ago

Suzanne5Level 1

Organizers: Update the Help screen to include that you need to add "organizers" on the forms to download screen to get to organizers.New

Organizers: Update the Help screen to include that you need to add "organizers" on the forms to download screen to get to organizers.  thank you 

Forum|Forum|5 months ago

Taxmatters2Level 2

2025 ProSeries Tax Organizer with OBBA Questions to be UpdatedNew

The 2025 Pro Series Tax Organizer does not Currently include Questions with One Big Beautiful Bill implications. Example: 1) Did you receive qualified Tips reported on Form W-2 or a statement provided by your Employer? 2) Did you receive Overtime Pay reported on Form W-2 or a statement provided by your Employer? 3)If you have a dependent born during 2025, do you want to establish a Trump Account? If yes , do you want to receive a $1,000 program contribution? 4) Did you sell, exchange, Gift or otherwise dispose of any digital assets? If Yes, provide any 1099-DADid you purchase a new passenger vehicle for personal use?Yes or No. The Final Assembly in the U.S.? Yes or No. Gross Vehicle Weight is under 14,000 pounds?Yes or No. The Vehicle was not Purchase with a lease?Yes or No. The Vehicle was used to secure the Loan?I was told by a ProSeries Agent (1/7/2026) that they are working on a updated Tax Organizer. Is this True? My clients are calling me about receiving the Tax Organizer but I am not sure if this is the final version. I attended a Tax Seminar on1/5/2026 and in our handout material with the Drake Tax Organizer including this information. It would be nice if we received an alert that the update is is in the process and estimated time of completion. Please keep us informed.

Forum|Forum|5 months ago

kl3Level 1

Senior Deduction on Tax SummaryNew

It appears the senior deduction is calculating in Lacerte and on the forms but the tax summary doesn’t list the deduction as a separate line item.  It would be very helpful if this deduction was listed right above the taxable income figure.  

Forum|Forum|5 months ago

YG07Level 1

Do not schedule the user access block for the beginning of the tax season. We have prior year returns we can't print to mail because of this issue.New

Do not schedule the user access block for the beginning of the tax season. We have prior year returns we can't print to mail because of this issue.

Forum|Forum|5 months ago

RA3Level 1

2025 1065 line 17New

Form 1065 line 17 other deductions starting in 2025 has a list of other deductions and no ability to add the CPA's own or custom description. Inuit need to add back the ability for the preparer to create their own description. The change is new in 2025 and has eliminated the ability of the preparer to create his own description.Proseries needs to change the program to allow the preparer to enter there own description for other deductions.  

Forum|Forum|5 months ago

Rachel MartinLevel 1

Invoice: Price ListingNew

Provide an option to only show the total cost on the invoice. Right now, if one has miscellaneous costs, hourly charges, etc., there is no way to not show that on the invoice. Thank you for this consideration. Appreciate it!

Forum|Forum|5 months ago

gilsalascpaLevel 1

K-1 PDF descriptionsNew

Why do the PDF K-1 names read like this "2024_MARIA JENNINGS_7607_K1_Partnership"It should read like this" House of Merin 2024 K-1 Maria Jennings"It does not even have the partnership name just the client number which is meaningless. Please fix this error.    

Forum|Forum|5 months ago

gilsalascpaLevel 1

Excess business loss carryforwardNew

Why is Lacerte not applying excess business loss carryforwards?  This is VERY time consuming. This is unacceptable. I pay top dollar for this program and expect to receive top quality. My other CPA friends that use other programs like Drake and others have no such problem. This problem must be addressed and fixed before filing 2025 tax returns. 

Forum|Forum|5 months ago

gilsalascpaLevel 1

net operating loss carryforwardsNew

I have been with Lacerte for over 25 years. For almost all of those years Lacerte has calculated the net operating loss carryforwards, but for at least the last two years it does not. I have to manually calculate it. This is VERY time consuming. This is unacceptable. I pay top dollar for this program and expect receive top quality. My other CPA friends that use other programs like Drake and others have no such problem. This problem must be addressed and fixed before filing 2025 tax returns. 

Forum|Forum|5 months ago

business 321Level 1

securityNew

how can we block the clients social security number  from being seen by workers 

Forum|Forum|5 months ago

JWellsTaxIntuit Community Champion

Can we have draft/PY forms when next year's forms aren't available?New

It's really frustrating that we need 2025 amounts and calculations, but ITA can only do so much, so we create a 2025 return to run a projection. But it's unusable, because all of the forms say "This form is not available for this release." Well, then, use the DRAFT 2025 or actual 2024 version with a caveat that it's draft or PY. We need to see these calculations!

Forum|Forum|5 months ago

Lauren57Level 1

charges for WA state UnreasonableNew

Whenever we add a new client, the state of WA automatically gets added as a state income tax return, but there is no WA state income tax return. Why is the default to automatically add WA state? If we do not delete the state, then we are billed $100 for WA state income tax return which is neither prepared nor filed. It is a pain to try and claim a refund for all the WA returns that we are billed for.Can you not change the program so that if a WA return is necessary to claim Working Family Tax Credit, then that is added specifically to the client, and charged accordingly, rather than make the WA tax return an automatic charge?Thank you, 

Forum|Forum|5 months ago

rsedorisLevel 3

Homebase records doublingNew

In 2025 Proseries, homebase records are sometimes doubling (but there is only one file in the 25data file).  When you run Homebase maintenance the record may or may not be deleted when Fixed.  When I manually deleted the duplicate record in Homebase, then the entire data file disappears.

Forum|Forum|6 months ago

serviplusgaLevel 1

t is required that the Easy Acct Professional system have the ability to generate a report with all the subcontractors identified as 1099NEC, making it easy to create a report for these vendors or subcontractors in a separate report."New

It is required that the Easy Acct Professional system have the ability to generate a report with all the subcontractors identified as 1099NEC, making it easy to create a report for these vendors or subcontractors in a separate report."

Forum|Forum|6 months ago

BowieLevel 4

Allow fiduciary Client and Beneficiary organizer pages to printNew

I have several new fiduciary clients this year for which I have added all the client information and beneficiary information.  When I print the organizer though only the questionnaire prints.  The client information and beneficiary information does NOT print.  I can force it to print by adding $1 in interest income to the prior year information but I should not have to take those extra steps just to get these few pages to print.

Forum|Forum|6 months ago

KenGreenbergLevel 4

Customize line order in invoice with autocompleteNew

I'm really happy to see Invoice with Autocomplete in Proconnect. It was a long time coming. I'd like to suggest some improvements:I'd like to be able to set the order of each line as we can do with the print order. Right now, I have no idea how they picked the order of forms listed; it makes no sense.Each line should include the form name as well as number - the name is more meaningful to clients.I'm looking forward to the addition of State formsIn the template I'd like to be able to set the invoice date to a variable like Today() to fill in today's date, and I'd like to set a default due date as in QuickBooks - my choice of today, or a number of days. I'd also like to add default lines for things like Tax ProtectionPlus and Docusign so I don't have to manually add them to each invoice.This is a really good start. Let's make it great!

Forum|Forum|6 months ago

158367Level 1

Transferring Data from 2024 to 2025 with new systemNew

Thank you so much, Zajuania. You are the best.All installation issues of 2025 Tax Year have been resolved.Much, Much appreciated for your so patient with me.

Forum|Forum|6 months ago

TaxDave1Level 2

Notice of E-file ShutdownNew

You need to use the "Alert" functionality that is within the ProSeries software to inform your users of upcoming efiling shutdown dates.  I had checked in advance and learned online that the IRS would be shutting down the e-filing system on December 26th, 2025.  But I did NOT get any alert or other notification that Intuit would stop submissions after 6PM on December 22nd.  I was definitely caught off guard with this.  I often get "Alerts" through the tax software for preparing for upcoming tax deadlines, and the latest "Alert" in my tax software is about an upcoming conference in January.  Surely you could let your users know about the upcoming e-filing shutdown if you have a deadline earlier than the IRS.  I am very disappointed in Intuit and ProSeries for not doing a better job in informing me about this.  

Forum|Forum|6 months ago

rwspiegelLevel 2

short year header updateNew

Sometimes when filing a short year return (like the final year of a 1041), we need to use the next tax year, but those forms aren't available yet. The IRS says to simply cross out the year in the (each) tax form header and update with the next/fiscal correct year. E.g., 2025 forms are not available as of today, but I'm completing a fiscal year 2025 1041, and I don't want to wait until next February to use the issued 2025 forms.Add an option to ProConnect to update tax return page headers to fiscal year. Thanks

Forum|Forum|6 months ago

TaxX5Level 1

1041 ES and 541 ES electronic paymentsNew

It seems there should be a way to schedule trust estimated payments, including an extension payment, apart from having to file the return.  I have read and recently been told by Lacerte, the return must be filed at the time Federal Estimated Payments scheduled.  It appears CA payments, through Lacerte, might work differently, not sure.I am seeing the EFTPS is the primary means to pay 1041ES. Thank you.

Forum|Forum|6 months ago

scorecpaLevel 2

Mask EIN and PTINNew

Due to the amount fraud using preparer information, it is imperative that we as preparers are able to redact/mask our information on client copy and non-government filed tax returns.  Redacting

Forum|Forum|6 months ago

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3566 Ideas

Modify PTO software to allow users to scroll down through the historical notes in 2024 tax returnNew

Support a function were comments carry over from year to year since you removed notesNew

Pop up preparer notes in Lacerte would be handyNew

Update to 2025 Tax Organizer to have One Big Beautiful Bill implications in Questionnaire (i.e.. Tips on W-'2's, Establishing a Trump Account to receive a $1000 Pilot Program Contribution)New

Organizers: Update the Help screen to include that you need to add "organizers" on the forms to download screen to get to organizers.New

2025 ProSeries Tax Organizer with OBBA Questions to be UpdatedNew

Senior Deduction on Tax SummaryNew

Do not schedule the user access block for the beginning of the tax season. We have prior year returns we can't print to mail because of this issue.New

2025 1065 line 17New

Invoice: Price ListingNew

K-1 PDF descriptionsNew

Excess business loss carryforwardNew

net operating loss carryforwardsNew

securityNew

Can we have draft/PY forms when next year's forms aren't available?New

charges for WA state UnreasonableNew

Homebase records doublingNew

t is required that the Easy Acct Professional system have the ability to generate a report with all the subcontractors identified as 1099NEC, making it easy to create a report for these vendors or subcontractors in a separate report."New

Allow fiduciary Client and Beneficiary organizer pages to printNew

Customize line order in invoice with autocompleteNew

Transferring Data from 2024 to 2025 with new systemNew

Notice of E-file ShutdownNew

short year header updateNew

1041 ES and 541 ES electronic paymentsNew

Mask EIN and PTINNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Modify PTO software to allow users to scroll down through the historical notes in 2024 tax returnNew

Support a function were comments carry over from year to year since you removed notesNew

Pop up preparer notes in Lacerte would be handyNew

Update to 2025 Tax Organizer to have One Big Beautiful Bill implications in Questionnaire (i.e.. Tips on W-'2's, Establishing a Trump Account to receive a $1000 Pilot Program Contribution)New

Organizers: Update the Help screen to include that you need to add "organizers" on the forms to download screen to get to organizers.New

2025 ProSeries Tax Organizer with OBBA Questions to be UpdatedNew

Senior Deduction on Tax SummaryNew

Do not schedule the user access block for the beginning of the tax season. We have prior year returns we can't print to mail because of this issue.New

2025 1065 line 17New

Invoice: Price ListingNew

K-1 PDF descriptionsNew

Excess business loss carryforwardNew

net operating loss carryforwardsNew

securityNew

Can we have draft/PY forms when next year's forms aren't available?New

charges for WA state UnreasonableNew

Homebase records doublingNew

t is required that the Easy Acct Professional system have the ability to generate a report with all the subcontractors identified as 1099NEC, making it easy to create a report for these vendors or subcontractors in a separate report."New

Allow fiduciary Client and Beneficiary organizer pages to printNew

Customize line order in invoice with autocompleteNew

Transferring Data from 2024 to 2025 with new systemNew

Notice of E-file ShutdownNew

short year header updateNew

1041 ES and 541 ES electronic paymentsNew

Mask EIN and PTINNew

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