Idea Exchange

1728 Ideas

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|7 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|7 months ago

business 321Level 1

securityNew

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

Forum|Forum|7 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|7 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|7 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|7 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|7 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|7 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|7 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|7 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|7 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|7 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|7 months ago

jkristofeldLevel 1

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

need lacerte to be enabled for city tax filings/paymnets to city of columbus. Make it like RITA city filing.  

Forum|Forum|7 months ago

hamiltonscLevel 2

Intuit Link invite should open the ability to access all years for client doc uploadNew

It is very frustrating when doing multiple year returns for a client and you have to send a intuit link invite for each year in order for them to send you documents for that year and for them to see what you share with them. You should be able to send a link invite to a client and that gives them access to any year they need to choose to upload. It is also frustrating to the client that they can't just pick a year and go...they have to create an "account" essentially to access to each year they need done. The link should be like a portal that gives them access to all.

Forum|Forum|8 months ago

JameshLevel 1

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

The new Schedule 1-A items do not flow over to the 2 year comparison--- absent from the "Two-Year Comp" in the forms in use pane as well as the standard diagnostics/analysis that print with the return.I believe it would be beneficial to have modified adjustments to income displayed as well as the: "qualified tips deduction", "qualified overtime compensation deduction", "qualified passenger vehicle loan interest deduction", and the "enhanced deduction for seniors" listed on the 2 year comps and the tax analysis. It should be done in a manner similar to how the itemized deductions are displayed.Many clients will be looking for these new deductions when reviewing their 2025 tax results.  

Forum|Forum|8 months ago

BWarneLevel 1

View documents sent in E-SignatureNew

We would like to be able to view the documents that have already been sent, but not yet signed.  We would also like to be able to view the message that was sent with the email.

Forum|Forum|8 months ago

SuzieQ1Level 4

printing pdf copy of returnNew

It would be helpful if the default name for the FC were Tax Return, or Client Copy for the CC.  I have to change it every time I print a return. 

Forum|Forum|8 months ago

BJRLevel 1

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

I moved all client files (.24I & .24i.cache and .24S & .24s.cache) to a portable hard drive and then moved them to my new computer. The Restore function dropped the last client (in the 1040 group) and dropped the first client (in the S-Corp group).Help,bjr

Forum|Forum|8 months ago

Blake1040Level 2

Monitor settingsNew

I currently fit Lacerte current year program, Forms and Diagnostics breakout screens on a single monitor (at the same time).  I can then use another monitor for communications (email) and my third monitor for PDF documents, prior year Lacerte program, etc.When I open the program, the windows open on screens that are different from my desired setup (even after using the Lacerte Tool Hub and following the Move and Resize instructiosn previously provided). A little more display configuration would be desireable so that I do not have to configure the window location every time I open Lacerte.  A good model would be the setup that Creative Solutions Ultratax uses.

Forum|Forum|8 months ago

Blake1040Level 2

Intuit Link organizer - Send actual fill in Organizer using ...New

When I send an organizer using Intuit Link, it does not provide a screen with all of the address and contact information that can be verified and corrected on screen.  Also, on screen fillable Schedules C, E and F would be very helpful since many elder clients do not have the ability to print the full organizer nor do they have the ability to scan the completed organizer back into their computer to send back to me.The problem is that having to e-mail a PDF version of the organizer AND an Intuit Link to expedite answering of questions causes a lot of duplication of effort, information and time, for both the client and me.

Forum|Forum|8 months ago

ZakLevel 1

Intuit LinkNew

Intuit Link allows only one client to login and upload documents. We have many clients where both spouses want to upload documents. It'll be super helpful to allow more than one user to be able to upload documents. At least 2 people in case of MFJ clients. My circle of professionals and I have been trying to get this implemented, but it has not happened yet. If you need details, please reach out to me at 925-977-7784 or zak.s@capitaltax.com. My name is Zachary Sahar. Thanks.

Forum|Forum|8 months ago

jayweiszLevel 1

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

Needed so there are less returns populated on EF Center to make batch E-filing easier.

Forum|Forum|8 months ago

Art LLevel 2

vggNew

P'ship 2024 module. Why can't I print screen 81?

Forum|Forum|8 months ago

dkeller496Level 3

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

Please add Iowa Form 2220 e-filing support in both the partnership and S corporation filing packages

Forum|Forum|8 months ago

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1728 Ideas

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

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

Intuit Link invite should open the ability to access all years for client doc uploadNew

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

View documents sent in E-SignatureNew

printing pdf copy of returnNew

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

Monitor settingsNew

Intuit Link organizer - Send actual fill in Organizer using ...New

Intuit LinkNew

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

vggNew

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

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

MeF for Columbus, ohio needed like RITA in Ohio for city filingsNew

Intuit Link invite should open the ability to access all years for client doc uploadNew

Two Year Comparison for 2025 - MAGI/Additional Deductions Should Be ShownNew

View documents sent in E-SignatureNew

printing pdf copy of returnNew

Moving ProSeries clients to new computer, Restore didn't display all clientsNew

Monitor settingsNew

Intuit Link organizer - Send actual fill in Organizer using ...New

Intuit LinkNew

Electronic Filing Options - to batch remove returns from E-file Center after transferring prior year dataNew

vggNew

Add e-file support for Iowa Form 2220 for partnership and S corporationNew

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