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1728 Ideas

T
TopGcpaLevel 1

ARLEISANew

Arleisa is a great professional at Lacerte.  I needed to print an amended explanation for a single member llc.  She quickly provided the option of client notes and assured me it will be included in the CA EFILE return.   Her experience showed.  No panic, smooth and confident.

0
T
Forum|Forum|8 months ago
L
lalaurenceLevel 3

Correcting program related to how notes carry from year to yearNew

We have had an issue for many years with the program which causes us considerable time to correct every year we transfer a particular client, and a bit on other clients as well.The programming carries notes (the type with the pencil notation) from year to year in Sch Es and K-1s based on the numerical order of the particular Sch E or K-1 in the program.  Should a property or partnership be sold in a year, the placement of a note on another property or K-1 remains in the same numerical order, not with the correct property or K-1.  For example, you have 3 properties.  There is a note on the second property's Asset entry worksheet.  Should the first property be sold, the note shows up now on what was the third property's asset entry worksheet, rather than the correct property, because it is now the second listed property.  I would like to request that the programming be changed to recognize the property ID or K-1 EIN and carry notes accordingly within that property.  

0
L
Forum|Forum|8 months ago
S
ShanaBakerLevel 3

Electronic Return File Attachments Form-Add "Extension" to the drop-down menuNew

Please add "Extension" as a form option to 3.2 Electronic Return File Attachments.An issue came up this year (TY24) with Nebraska. Many of our businesses owed tax (due to PTET) and we needed to provide a copy of the extension with the tax return. The only option is to attach the extension as "OTHER". I called NDOR to try to figure out what happened. They informed me that unfortunately, NDOR didn't receive the "OTHER" pdf as an extension because it was not labeled as such. This gap of a proper label cost our customers thousands of dollars in late filing penalties and caused us to respond to unnecessary and overstated Nebraska Balance Due Notices. Detail: On 3.2 Electronic Return File Attachments, there is a drop-down box under, "Nebraska Information: Form, line or instruction reference"The current options are Sch K-1N, 1099-MISC/1099-NEC, Form 3800N, NDOI annual tax return, and Other. Action:Please add "EXTENSION" to those optionsReference: Case #15149170002

0
S
Forum|Forum|8 months ago
H
huntsdabibilLevel 3

Search AssetsNew

A method for searching for assets within the software. We work with some clients who have over 10 pages of deprecation reports, and when we need to find a specific one, it's a fully manual find. 

0
H
Forum|Forum|8 months ago
L
L_BLevel 1

System UpdateNew

loss connection, system update, transfer file

0
L
Forum|Forum|8 months ago
P
Pam9945Level 2

Automatically open Notes if Data present when return is first openedDiscussion ongoing

I see several posts to have the Notes change color if data is present, but not one to have it automatically open when first opening a return if data is present. This is a very useful tool in Ultra Tax and helps avoid missing anything especially with multiple preparers and reviewers. In Ultra Tax, you have to turn it on (click a box) if you want the option, so those who do not want to use it or find it annoying can leave it off.

7
J
Forum|Forum|8 months ago
K
kmdcpaLevel 2

Update client letter formatting - remove border and update fontNew

The ProConnect client letters still use a shaded border and a typewriter-style font, which makes them look dated. Could we update the font and remove the border for a cleaner, more modern appearance? Adding a firm logo and a signature down the road would be great as well, but starting with the basics would make a big difference. This is a key deliverable to our clients, and the current look doesn’t reflect well on the final product.

0
K
Forum|Forum|8 months ago
G
Gary WLevel 1

C Corporation State Tax-Exempt Interest IncomeNew

The C Corporation module, the specific issue is state non-taxable interest income.  (As in US Treasury Bills).  I entered the proper amount in the income screen on the row labeled state state-exempt interest, but the program did not exclude this income from its calculation of CA taxable income.  This is exactly the opposite from the individual module.  Apparently, the C Corporation module also requires you to enter the non-taxable income to the state on another screen (47?).  This makes the first entry for non-taxable income to the state redundant.  Even worse, it allows for a false sense of the proper preparation of the return.  I lost 4 hours yesterday because of this situation.  I expect more from a program.

0
G
Forum|Forum|8 months ago
D
Doug ALevel 1

TFA for DMSNew

We have set up all our programs, including Lacerte, using Two Factor Authentication except for DMS. I called and you said TFA is not available for DMS.  Can we please set DMS up to allow TFA? That would be so much easier than password protecting every file. 

0
D
Forum|Forum|8 months ago
A
aifinLevel 3

DEBIT DATE OF PAYMENT BE THE SAME AS FILING DATENew

Many times we are preparing a return, after the deadline has passed and we have to put the current date as a date to debit the amount due. However, sometimes the return is not e-filed on that day. And we get an e-file error asking us to change the date to the filing date. Very annoying when it is a batch of several dozen clients. Solution: add a check box that says "Debit date equals the filing date?"That way no matter when it is e-filed, we don't have to go back in to each individual return to change the date. Sometimes both federal and state. 

8
Just-Lisa-Now-
Forum|Forum|8 months ago
P
PhiltgrahamLevel 1

Delete "direct pay" from the instruction letter.New

Is there a way to delete this option from the instruction letter or make it optional.  I find that clients are calling and asking how they can utilize direct pay.  I know the instruction letter gives them the website for more information, but I find that in many cases they are calling use to tell them how to do this.  When we are approaching the deadline, we don't have time to explain this to them.  With some clients, it works great.  If it were optional I could select which clients, I would give this information to.

0
P
Forum|Forum|8 months ago
C
CtanLevel 1

12/2/2025New

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

0
C
Forum|Forum|8 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|8 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|8 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|8 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|8 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|8 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
S
Forum|Forum|8 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|8 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|8 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|8 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|8 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|8 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|8 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|8 months ago

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