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1728 Ideas

D
DrTanyaPhDLevel 1

ProConnect Training Sandbox or Training ModuleNew

It would be GREAT to have a training platform or sandbox for training seasonal tax assistants and interns how to review and upload tax documents from the tax organizers into client returns. This capability would increase productivity and revenue for small businesses.

0
D
Forum|Forum|7 months ago
R
rachaelMHLevel 1

Advanced tax and books access WITHOUT PAYROLLNew

We continue to run into the same permission issue across ProConnect and QuickBooks.Our firm has full-time accountants and admins who prepare returns in ProConnect and handle client accounting, billing, and reporting in QuickBooks. They need full operational access to tax and accounting functions, but must not have access to:Firm internal bank accountsOther employees’ payroll and compensation detailsCurrently, the permission structure forces an all-or-nothing choice: either restrict staff from critical workflows or grant inappropriate access to sensitive internal data. This creates compliance, privacy, and internal-control concerns and is not a rare use case for professional services firms.What’s needed:Full ProConnect tax prep/review accessFull QuickBooks accounting & billing accessExplicit exclusion from payroll and firm banking

0
R
Forum|Forum|7 months ago
J
Jeffkaczcpa1Level 2

Tax Planner Worksheet be able to copy a Plan from one column to nextNew

Tax Planner defaults to prior year tax info.  Once I create a plan, I want to create multiple variations but the next column always defaults to the prior year amounts.  Provide an option to copy a specific column to a new column and edit it

3
J
Forum|Forum|7 months ago
R
Root TaxLevel 2

Docusign WatermarkNew

Please let us change the watermark on returns send for signature using e-sign via docusign. Having DO NOT FILE is causing so many communication issues with clients and their bankers. Can we at least change it to CLIENT COPY if you cannot allow us to remove it?

0
R
Forum|Forum|7 months ago
J
JRO TaxLevel 1

Intuit link has incorrect engagement headerNew

I'm having a problem with Intuit link.In proconnect my engagement letter heading says 'Please review and sign the terms of our engagement."When I send myself a link invite, the heading reads, "Please review the following. If needed, you can skip and come back later when you have more information."The latter heading us incorrect. What needs to be done so the proper Engagement letter heading appears in the client portal? Clients should not be encouraged to 'skip' the engagement letter.

0
J
Forum|Forum|7 months ago
F
Frank8Level 1

Financial Transaction Summary Showing the confirmation for federal tax estimates paidNew

Currently in Lacerte, when we process the Quarterly Federal Tax Estimated payments via Lacerte, there is no report nor any confirmations.     It would be tremendously useful if there is a report we can refer to similar to the State tax estimated payments made through Lacerte.

0
F
Forum|Forum|7 months ago
S
spalazzoLevel 2

1040 SRNew

I supress all 1040 SR forms in settings.  We use one form for all clients regardless and it the standard 1040.  However, I noticed when we lock a return for some reason the return in locked status reverts to a SR form.  This is a glitch that needs to be fixed.Also, I noticed wage statements move to worksheets.  Please fix so we know the systems integrity is in place.Thanks, Steven Palazzo 

0
S
Forum|Forum|7 months ago
K
KenGreenbergLevel 4

overtime on invoice and tax summaryNew

With the overtime and tip deductions we need these improvements:Include the overtime or tip deduction on the Federal tax summaryFor the state summary show if it's getting added backWe need a place to add a form fee for Sch 1-A; it hasn't been added to invoice autocomplete billingI'm suggesting this because at first I didn't think the overtime deduction was working since it's not on the Tax Summary. The latest release does have drafts of the 1040 and Sch 1-A - so I was able to confirm that the deduction took place.Having it on the summaries will make it easier for clients to see that they got the deduction.Invoice Autocomplete needs a line for the Sch 1-A where the calculation takes place.

0
K
Forum|Forum|7 months ago
R
RManLevel 1

Require Corporate (1120) NYS Entities to Input Their County and Create a CT-3M DiagnosticNew

Please create and require a County Input for NYS C-Corporations. Additionally there should be a diagnostic setup for NYS corporations inside the MCTD counties or cities. The fact that there is just a checkbox to indicate you are subject to file a NYS CT-3M and you have to manually check it is not great and can be easily missed. There should be a diagnostic that reads City/County and indicates you may be required to file a CT-3M or better yet if the address is physically in a MCTD location you should have to manually turn the CT-3M off if it does not apply.

0
R
Forum|Forum|7 months ago
L
llasotaLevel 1

Net Operating Loss CarryoverNew

I used another software program in the past and it would calculate the NOL carryovers correctly without having to manually input the adjustments for such items as social security and passive loss items from real estate.  I am wondering if Lacerte could make this enhancement ? 

1
S
Forum|Forum|7 months ago
Z
zoekleinLevel 2

Printing issues with no SSNNew

Unable to print and paper file a return for a non-resident without a SSN or ITIN.  IRS requires the ITIN application to be filed WITH the tax return, not eligible for efile. Must be paper filed.  I can get a repID by using all 9s in the field, but printed returns have a watermark that says DO NOT FILE on every page. Caught between a rock and a hard place.  Very expensive software, no workaround according to support.  I only spoke with one person but she went the distance as I got 3 separate survey requests for 3 agents.  Very unhappy customer!

3
S
Forum|Forum|7 months ago
G
gilsalascpaLevel 1

California health insurance requirement check boxNew

Is there a way to globally check the box that says the taxpayer has had health insurance for the entire year. 

1
S
Forum|Forum|7 months ago
C
CESMITHCPALevel 2

One software download for basic and businessNew

Go back to providing one software to download for unlimited 1040 & 4 states w/businesses.  Downloading multiple software utilizes more CPU/memory.  With today's technology, certain access can be restricted within the software which is how it was previously.  I'm not sure why you switched to separate software.  It's been a pain ever since.

1
T
Forum|Forum|7 months ago
B
BentleyLevel 1

Carryforward Notes tab into commentsNew

Please move the Notes tab into comments so that we preparers don't have to cut and paste each individual note into Comments.  Very time consuming & frustrating!!!!

1
Kathi_at_Intuit
Forum|Forum|7 months ago
B
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.

1
Kathi_at_Intuit
Forum|Forum|7 months ago
J
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."

2
Kathi_at_Intuit
Forum|Forum|7 months ago
D
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.

1
R
Forum|Forum|7 months ago
T
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. 

6
T
Forum|Forum|7 months ago
S
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 

0
S
Forum|Forum|7 months ago
T
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.

1
sjrcpa
Forum|Forum|7 months ago
K
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.  

0
K
Forum|Forum|7 months ago
Y
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.

0
Y
Forum|Forum|7 months ago
R
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.  

1
Jim-from-Ohio
Forum|Forum|7 months ago
R
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!

0
R
Forum|Forum|7 months ago
G
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.    

0
G
Forum|Forum|7 months ago

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