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1728 Ideas

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|8 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|8 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|8 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|8 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|9 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|9 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|9 months ago
B
brianlee Level 1

Able to print detail listing of form 8949New

Schedule D only shows items of basis not provided to IRS and items not in brokerage statement, it will be helpful if a detail list of all form 8949 input items can be printed out. 

0
B
Forum|Forum|9 months ago
M
MJP_CTMLevel 1

Intuit Link Client Portal enhance reminder email functionalityNew

I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal.  However, I would like the ability to have more flexibility and more options on the details of this functionality.  For example, I would like to be able to change the wording of the reminder emails themselves, so they are not so confusing.  I would also like to pause the initial reminders once the client gets started in the portal (not keep reminding them every week until they mark it as done, since the reminders are set to end at 5).  For some, I may want to pause reminders once they get started, and then restart the reminders after two or three weeks of no activity.  For some clients, especially those who have a lot of K-1s which aren't available until March or later, I would like to hold off on starting the reminders for a month or more.  For others, I may want to remind them every 2 weeks, instead of weekly.  

2
T
Forum|Forum|9 months ago
W
WBHLevel 2

ef acknowledge windowNew

The EF acknowledge window should be scalable like any other windows dialog box so I could see the entire list without scrolling, AND be able to FROM SAME WINDOW assign a new status of “final” after printing all acknowledgements. PROGRAMMERS, please include this with future program updates, thank you.

0
W
Forum|Forum|9 months ago
L
LWHLevel 1

Create a "triage" step when seeking tech support. Specify subj Fixed assets/deprec; Form 2555New

The functionality of the tax software is broad and deep. In the pursuit of technical support, the crap shoot of connecting with someone who has direct, hands-on experience with the subject matter of the call seems to be inversely dependent on the complexity of the issue. Apparently many helpers have no experience in actual tax return preparation, where and how to enter data, etc.  - I'm not referencing an understanding of the Internal Revenue Code - just when and how to enter into the software the data known to be needed by the tax algorithms, particularly in resolving diagnostic problems. The issues re Form 2555 (foreign earned income exclusion), multiple activities across multiple states plus related depreciation complications, likely are not related to 95% of Pro-Connect tax returns.  Ergo, likely most tech support personnel ("experts") have no hands on experience in such esoteric matters. It is exasperating to listen to tech support personnel educate themselves by reading the  Pro-Connect resource material provided to the front-line "experts" (a stretch). Doubtless some folk on the Pro Connect payroll have the knowledge and expertise.  Typically it has taken me multiple call-ins to converse with someone who knows - it taxes my patience to hear Pro-Connect personnel speculate "let's try this...." and those who do not understand the concepts of how the software works.  Today I was told that the fixed asset/depreciation function has a "known bug." It took me 5 phone calls totaling over 2 hours to learn this important tid-bit. Half of "the experts" did not speak intelligible English.  Consider permitting "users" access to the on-line resources that apparently are available to the "experts."

1
puravidapto
Forum|Forum|9 months ago
D
DisgruntledLevel 1

706: Lacerte not ready by the return due dateNew

Lacerte cannot prepare Form 706 for a death that occurred 10 months ago! WE ARE PAST THE DUE DATE! As of 17 Nov 2025, Lacerte software is not updated for the August 2025 revision of Form 706. The prior version of Form 706, which is the August 2019 revision, is only for deaths on or before 12/31/2024, so for deaths after 2024, Lacerte has no Form 706 for Estate Tax Returns that are due before the 2025 software is finalized to produce Form 706, which looks to be March 2026 or later. This is months after the due dates of Forms 706 for deaths that occurred in the first quarter of 2025. PATHETIC!

0
D
Forum|Forum|9 months ago
D
Diegog07Level 3

Allow Company Logo on the ReturnsNew

Most other Softwares include the Company Logo (Practice Company not ProConnect) on the First Pages of the Return in a way that is presented very professional. Also, it Generates a Clear Letter with the Amount to p

6
D
Forum|Forum|9 months ago
K
KenGreenbergLevel 4

automatically update return and Pro Intuit Link statusNew

When I transmit a return, I would like to see Proconnect automatically update:Return status to "E-file completed"Pro Intuit Link status to Completed This seems simple enough and would save some precious time and keystrokes.

1
K
Forum|Forum|9 months ago
K
KenGreenbergLevel 4

Switch years in reportingNew

Popped into the reporting function and was surprised to see there's nothing there: it switched to 2025 reporting, and unlike Tax Returns or Pro Intuit Link there's no way to switch back to 2024 to see some reporting.We should be able to select any date range. Thank you!

0
K
Forum|Forum|9 months ago
S
spnkLevel 1

Make PDF creator compatible with new Mac processorDiscussion ongoing

Lacerte's PDF creator is not compatible with the new Mac M2 processor. This would seem to be an easy compatibility fix, since the M2 processor is compatible with Microsoft PDF creator.  I've been a long time Lacerte user on a Macbook with Parallels to create a Windows environment.  The Mac M2 processor is fantastic, so please make the Lacerte PDF creator compatible. I would love to continue being a Lacerte user.  

3
L
Forum|Forum|9 months ago
Glen
GlenLevel 3

State Depreciation ReportNew

Need a depreciation report for all applicable states. Especially important for new and departing clients.

0
Glen
Forum|Forum|9 months ago
T
taxmanmplsLevel 1

Quick Employer FormsNew

I am writing this an was of the loyal users of Proseries Professional softwarewho is frustrated that each year starting from 2023 Proseries Quick Employer Forms stops working and a banner for selling next tax season tax software is all that appears. This is very frustrating because we still have more than 2 months to the end of the year and the IRS is still accepting efiles.  The reason we get is that Quick Employer Forms is in maintenance, that is not true not every year. The truth is to sell Quick Employer Forms. The bigger issue is that with that Sales Banner appearing we tax professional cannot efile current tax forms(1099s etc), we cant print copies for our clients when they need them, we can't solve any IRS and State tax issues, we cannot look at prior year tax forms we filed, we cannot do any business to make a profit and pay bills, we are completely shutdown by Intuit yet we paid for access to the software for the entire y

1
T
Forum|Forum|9 months ago
A
Accutax1Level 1

Signature date automation from DocusignNew

The taxpayer (and spouse) signature dates on the tax return should be automatically updated when the client signs via DocuSign. This is easily done using DocuSign’s APIs and would save a lot of time, because often the last critical error to be resolved before creating an e-file is having the taxpayer’s signature date populated. Right now, ProConnect forces its users to either pre-populate that field before the return is actually signed (and compromise the accuracy of the return) or wait until the return is signed and then manually open the return and update the field

0
A
Forum|Forum|9 months ago
A
Accutax1Level 1

Bulk create e-filesNew

There should be an option to create e-files in bulk. I understand there is an option to bulk submit e-files, but ProConnect still requires you to manually go in to every return and create the e-file. This would be massively helpful to firms like mine, where the expectation of workflow is that (1) the return is completed and error-checked by the preparer/reviewer, (2) the client is billed and pays, (3) the client reviews and signs via Docusign, and (4) the e-file is created and filed. In most cases, steps 2 and 3 occur with no changes required to the return, and so during busy season, there are, for my firm, often 20-30 returns per day that require no action except creating the e-file. Doing this in one step, rather than 20-30 separate steps (which require multiple clicks/screens in ProConnect) would save a lot of time. I am a recent convert from TaxWise, where this feature had been deployed for many years. 

0
A
Forum|Forum|9 months ago
J
JeraldBLevel 1

Form 5500 PreparationNew

We need Form 5500 Preparation.

0
J
Forum|Forum|9 months ago
R
RogersailsLevel 2

Please add a hotkey to scroll to the first letter of a client name in EF view and all files viewNew

Please add a hotkey to scroll to the first letter of a client name in EF view and all files view.  We spend a lot of time scrolling up and down to find a client. Take a look at how you can enter a single letter (or multiples)  and immediately jump to that entry in windows explorer. The search box provided is pretty useless. 

1
dd4vols
Forum|Forum|9 months ago
C
Charlie DangLevel 3

Subject: Request to Add ID PIN Reminder Feature in ProSeriesNew

Dear ProSeries Team,We have recently been experiencing a number of IRS rejections due to missing Identity Protection PINs (ID PINs) on submitted tax returns.It would be very helpful if the software could include a dedicated section within the Federal Information area for entering the taxpayer’s ID PIN. Additionally, a reminder feature—such as a checkbox or alert—could prompt preparers to ensure the ID PIN is entered before submitting the return.This enhancement would help prevent filing errors and reduce the number of rejected returns.Thank you for your consideration.Best regards,Charlie Dang

0
C
Forum|Forum|9 months ago
C
chadhtataxLevel 1

set due date to as son as possible in all modulesNew

It would be nice to set the due date ion client letters to ASAP in all modules especially the fiduciary and not just the 1040.  

0
C
Forum|Forum|9 months ago
C
chadhtataxLevel 1

Set Preferred Wiew SettingsNew

It would be nice to be able to set zoom or forms view setting so I didn't have to change it from "zoom to page with" every time  I open up a client. "zoom to page with" is ridicules, I can only see have or maybe even les than half of a form.  I even use a 32 inch monitor.  

0
C
Forum|Forum|9 months ago

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