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3566 Ideas

M
MaChampLevel 2

Client ID Verification information available in the ProSeries HomeBase ViewNew

Since ID Verification is being required more frequently, we would like to identify what clients need to update their IDs for filing purposes so we don't have to catch it later. This will greatly increase efficiency as the regulations tighten for this as a filing requirement.

1
Accountant-Man
Forum|Forum|7 months ago
C
CtanLevel 1

12/2/2025New

Quick and easy customer service for resolving login/credential issues.  

0
C
Forum|Forum|7 months ago
S
strongsilenceLevel 10

Tax advisor change for California conformity 2025New

A tax advisory product that is accurate and dependable needs to be useful to where a majority of your customers work and/or have clients.  So this change is obvious.  (I really shouldn't have to post it here as someone on the ITA team needs to track and manage California tax changes. It shouldn't be your customers.)California recently enacted the following changes. Effective beginning with the 2025 tax year, California now conforms to provisions that:Allow taxpayers age 70½ and older to make deductible contributions to their IRAs, effective for federal purposes beginning with the 2020 tax year;Index the IRA $1,000 catch-up contributions for inflation for taxpayers age 50 and older;Increase the SIMPLE contribution rates for taxpayers age 50 and older; andAllow higher catch-up contributions for taxpayers age 60 through 63 who are enrolled in an employer retirement plan or SIMPLE plan.posted 12-2-2025

0
S
Forum|Forum|7 months ago
S
strongsilenceLevel 10

If an amount is input to Conversion to Roth IRA in Form 13.1, that amount reducesNew

Correction to Intuit Tax advisor,   12/1/2025In the case of an amount input to Lacerte tax prep to Conversion to Roth IRA in Form 13.1, that amount reduces the taxable amount. But when this is not needed for the tax projection for the subsequent year, in ITA there is no input field to override.

0
S
Forum|Forum|7 months ago
R
Rando75Level 2

highlight starting in new form boxNew

when clicking on add another form in w2 and 1099 have cursor begin in new form box not on the top w2 or 1099 in your list 

0
R
Forum|Forum|7 months ago
HOPE2
HOPE2Level 7

Enable E-Filing of State Returns for 1040-NR Beyond NY & CANew

Currently, when preparing a 1040-NR federal return in ProSeries, the only available states for e-filing state returns are New York (NY) and California (CA).Many nonresident taxpayers have state filing requirements in other states, and the inability to e-file these returns through ProSeries creates extra work and inefficiency.I suggest that ProSeries expand its e-filing capability to allow 1040-NR returns for all states, not just NY and CA.This improvement would:Save time for tax preparers serving nonresident clientsalso make money.Improve customer satisfaction by providing a complete e-file solution for all states.Do not rely on the other software.

0
HOPE2
Forum|Forum|7 months ago
A
AMB TaxLevel 2

State returns should populate same choices for tax payments or refunds as federal by defaultNew

Default federal choices for state returns for tax payments or refunds  

2
Accountant-Man
Forum|Forum|7 months ago
L
LyndaLevel 2

Add a recurring note on all invoices rather than adding each timeNew

I add a note to my invoices similar to " Thank you for allowing me to prepare your 2025 income tax returns. I am available to answer questions throughout the year." I need to type this or something similar to each invoice. It would be nice if I could add a standard note to be printed on all invoices.

1
Skylane
Forum|Forum|7 months ago
J
Jeremiah GrammLevel 2

Bill by FormNew

Please add the ability to bill clients by individual forms. Many tax programs, including Drake, allow form-based billing, which makes invoicing clearer, consistent, and easier to customize. Adding this feature would greatly improve flexibility and accuracy for firms.

2
A
Forum|Forum|7 months ago
L
lsaundersLevel 1

I got very good results from Shanneta with my problem and satisfied.New

No text available

0
L
Forum|Forum|7 months ago
Jim-from-Ohio
Jim-from-OhioIntuit Community Champion

Allow for Ohio efiling of amended returns.Discussion ongoing

since we can file amended federal returns can you add efiling of ohio amended returns? thank you. 

5
Jim-from-Ohio
Forum|Forum|7 months ago
D
Doug ALevel 1

automatic estate returnsNew

It would be nice if the 1040 program could export the client data to the 706 returns automatically.  If we put in a date of death in the 1040 input, generate a check box to create a 706 and bring the data over. Also have a box on the 1040 input joint return that the spouse info will transfer over to 706 automatically as the executor and beneficiary.   Or at least get the 706 input drop down boxes to populate.  We end up typing the same names and addresses multiple times in the 706. 

1
B
Forum|Forum|7 months ago
A
Acct MomLevel 1

Discontinuing 2017 and 2018 ProConnect Tax ReturnsNew

I would just like to make a suggestion.  If you are going to discontinue old year tax returns due to the new tax year rolling out - can you please wait until after the tax season is officially over?  I've logged into my ProConnect online today and discovered that a tax return I was working on is now gone.  Yes - believe it or not - I'm still dealing with a 2018 tax issue.  Today is the deadline for Nonprofit tax return submissions and I'm still working on a past issue.  As you can imagine, having this happen to me today was not helpful.  Perhaps next year - can you wait until the end of November to erase prior years and roll out the new year?  After all - no one is working on 2025 yet.Thank you.

9
George4Tacks
Forum|Forum|7 months ago
D
dkington2Level 2

Display for password protected clientsNew

We password protect our clients. I would like the ability to override the programs masking of display items that we need to see but still want the password protection. I would like to be able to see Display items such as Total fee, Recd. on account, Tax amount due for fed and state,etc.   

1
D
Forum|Forum|7 months ago
5
540 MiddlesexLevel 3

Second Preparer or Preparer AssistantNew

Sometimes a second preparer works on a return or a preparer assistant does data entry.  Right now there is no way to add a second person on 1 return.  (Drake has this field)Please add a spot for second preparer or assistant and make this field sortable.  It would help with tracking who to give feedback to when mistakes are made, and it will help to keep track of the preparers or assistants if they are sharing in revenue or commission.*Please do not tell me to make notes in Client Status, that is not sortable and you would have to look at every single return to find who helped.

1
IRonMaN
Forum|Forum|7 months ago
S
Stephen1Level 1

Why can't Lacerte Allow for preparation of forms 3520 & 3520A returnsNew

Almost all of my clients file Federal & fincen returns but also file foreign trust returns or receive more than $100k in foreign gifts.Im sure this add on to the program that other providers have could be included for an extra

0
S
Forum|Forum|7 months ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

Forms 8986 & 8978/A and a "Form 1040-X Recalc Worksheet"New

For the Suggestion Box:  I'm sure it's not high on the priority list yet but.......the above forms are becoming extremely popular with larger partnerships with lots of partners.  Is there any chance that Intuit can embed a Form 8978 and 8978-A into a few of the prior year's tax software packages to provide for an automated recalculation of that year's tax liability?  The tax recalculation might be kind of like a Form 1040-X worksheet but enough to provide (i) the Form 8978, (ii) 8978-A and (iii) 1040-X worksheet all in PDF format for submission with a current or future year tax return.  A little bit like the old "Tax Benefit Rule" recalc worksheets in the pre-2018 returns.  [I'm not asking for sequential amendment capability (yet) but it wouldn't surprise me if those were forthcoming.]  Thanks.

3
Taxes-by-Rocky
Forum|Forum|7 months ago
S
StacyKlodzLevel 1

Invite all client to Intuit LinkNew

Why is there a 20 at a time limit? I'd like to invite everyone at once to the new tax year and include the survey and questionares....

0
S
Forum|Forum|7 months ago
T
Taxmatters2Level 2

SHORT ORGANIZER - Needed Personal Info & Direct Deposit RefundNew

I have asked for a enhancement to the  Personal & Direct Deposit Refund section of the Short Organizer for the Last  3 Years. Here is what is needed in the Personal Information of the Short Organizer: License Number, License Issue Date and License Expiration.Direct Deposit Refund Information: Name of your financial Institution, Routing Transit Number, Account Number. 

1
IRonMaN
Forum|Forum|7 months ago
G
Gabriella MLevel 1

Tax ReturnsNew

As a reviewer, It would be great if there was a tab on top that we could see ALL the letters/filing instructions in one step as opposed going to each government agency for their letter/filing instruction.

0
G
Forum|Forum|7 months ago
G
Gabriella MLevel 1

Tax ReturnsNew

Lacerte should allow us to open more than one return at a time.  We could be working on one return, client may have a Question for which we may need to open another return and then get back to what we were working on.  It's a lot of extra unnecessary steps.  

0
G
Forum|Forum|7 months ago
T
TaxPrep1Level 3

Filing Exception Notification selection must flow from prior year!New

Filing Exception Notification selection must flow from prior year! while 99% of business are exempt from filing the selection must flow as was selected from the prior years. 

0
T
Forum|Forum|7 months ago
T
TaxPrep1Level 3

Search or filter Client in the transfer window.New

I belive adding a Search box to look for a clinet that we are transferring from prior year will be so helpful!

0
T
Forum|Forum|7 months ago
J
JuneLevel 3

Tax Computation DetailDiscussion ongoing

I would love to see a tidy breakdown of the tax computation.  Right now, you can drill down into tax due amount on line 16 of a form 1040 if there is capital gains tax but it's not a super straight forward worksheet that a client or tax preparer can easily/quickly understand, and it doesn't go over the income tax breakdown.  It would be nice to see how much of the total tax amount is pulling from each income bracket, how much tax is being calculated at each cap gains rate, etc

5
J
Forum|Forum|7 months ago
T
taxsolutionsLevel 4

Print pdf organizer to "shared with client documents"New

It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doing each client individually.Currently when you create a prior year worksheet (PDF Organizer) it will be saved in the firm documents folder for each client. Yet the client can't see them. So if you want the client to see it then you have to download it then upload it to the client documents folder.  

1
C
Forum|Forum|7 months ago

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