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3566 Ideas

M
mfkcpaLevel 3

Size of files accepted for electronic filingNew

After spending about 40 hours on my biggest return I found that Lacerte would not accept the file because the return and attachments were too large.  This was true even after I compressed the pdf attachments.Some of the attachments were directly from the Lacerte output that I had to pdf and attach to the home state return.If Lacerte is going to have complicated returns, it should be able to get them to the finish line.Please increase the size of files you can accept.

0
M
Forum|Forum|8 months ago
B
bjh243Level 1

Mass Delete Sch D InputsNew

My Sch D upload had thousands of lines, software froze and will not function. Cannot mass delete all, which seems ridiculous.

1
abctax55
Forum|Forum|8 months ago
M
MRego123Level 1

Critical Diagnostic 55150New

This is the first and only critical diagnostic that I can't clear.  The directions when you look up the 55150 diagnostic are inaccurate.  There are no numbered add-back codes as listed in step 3 for clearing the diagnostic.  There is only the "adjacent add-back section" listed in number 4 with different add-backs that have specific names, not codes.  Even when you utilize this section, the diagnostic will not clear.  I understand that it is not an e-filing diagnostic, but it should not be a critical diagnostic, if it can't be cleared.  It makes the review cumbersome, time-consuming and wholly inaccurate.  Lacerte needs to either allow the diagnostic to actually be cleared or move it back to informational.

0
M
Forum|Forum|8 months ago
Taxes-by-Rocky
Taxes-by-RockyLevel 7

HOMEBASE EF CENTER - COLUMN HEADERS RELATING TO PAYMENTSNew

WHEN IN THE HOMEBASE EF CENTER - WHETHER IN THE "PENDING" OR "ACCEPTED" TAB - IT IS NEARLY IMPOSSIBLE TO DETERMINE WHAT REFUND/PAYMENT AMOUNT AND REFUND/PAYMENT METHOD WILL BE PROCESSED WITH AN EXTENSION OR RETURN WHEN TRANSMITTED.  I REALIZE THIS IS LARGELY DUE TO THE MANY POSSIBLE COMBINATIONS THAT ARE AVAILABLE.  THAT SAID, THE HOMEBASE COLUMN HEADERS DO LITTLE TO IMPROVE CLARITY.  PARTICULARLY WHEN ONE ADDS THE POSSIBILITY FOR THE PROCESSING OF A QUARTERLY ESTIMATE INTO THE MIX.  SEPARATING THE EXTENSION VERSES THE RETURN ON SEPARATE ROWS HELPS BUT DOESN'T REALLY GO FAR ENOUGH.SHORT OF AN OVERHAUL OF THE PRESENTATION OF THIS DATA IN THE EF CENTER (E.G., ON A POP-UP TABLE RELATED SOLELY TO A SINGLE EXTENSION OR RETURN - ONE THAT MERELY REITERATES THE DATA IN THE RETURN ITSELF) COULD YOU PLEASE IMPROVE THE LAYOUT OF THE COLUMNS AND THE COLUMN HEADER DESCRIPTIONS IN HOMEBASE EF CENTER FOR CLARITY?  THE FLOW OF THE COLUMN ORDER SHOULD BE LOGICAL (HOW MUCH AND WHAT METHOD FOR AN EXTENSION, RETURN AND/OR ESTIMATE).WHILE I REALIZE THAT THE COLUMNS CAN BE MOVED AROUND, THAT SEEMS TO MAKE MATTERS WORSE (AGAIN, DUE TO THEIR LIMITED DESCRIPTIONS).  YOU SHOULD BE ABLE TO TAKE A BYSTANDER OFF THE STREET CORNER, HAVE THEM LOOK AT THE HOMEBASE EF CENTER AND THEY SHOULD BE ABLE TO TELL YOU EXACTLY WHAT IS GOING TO OCCUR WHEN THE RETURN (ROW) IS CONVERTED AND PROCESSED (I.E., BASIC GUI WORK).AS ALWAYS, THANK YOU IN ADVANCE.

7
Taxes-by-Rocky
Forum|Forum|8 months ago
J
JOEPCPALevel 4

NYS IT-225 WORKSHEETNew

Can we get a worksheet or statement showing a breakdown of each amount on the NYS IT-225? It's difficult to check your nubers without a breakdown.Thank you. 

0
J
Forum|Forum|8 months ago
2
222AndrewLevel 2

inprove e-filing,if transmissions fail return should be rejected and not come back as readyNew

software should get better

0
2
Forum|Forum|9 months ago
H
hamiltonscLevel 2

Global Pricing FeatureNew

We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mistakes, under/over charges, etc. As much as we pay for this product, this should be an option. 

2
H
Forum|Forum|9 months ago
E
EJH1Level 1

estimated payments after due dateNew

Now that the Treasury is trying to do away with paper checks, Lacerte or the Treasury needs to be able to accept electronic estimated payments after the due date. For example, if the tax return is not filed until October, you cannot electronically make an estimated payment for September 15th. You must wait until the next due date. The clock is ticking. You don't want the estimate to have to wait until January. 

0
E
Forum|Forum|9 months ago
H
hamiltonscLevel 2

Ability to customize "type" of forms for documents in the "Firm Documents" section in Proconnect TaxNew

You should be able to customize the type of document you have uploaded in the Firm Documents section in Proconnect Tax. Right now you can only use what they have created. There are way more tax forms than what is listed and I would like to make one for 1099-SA for HSAs, etc.

0
H
Forum|Forum|9 months ago
U
umkcjoeyLevel 2

8960 with Partnership & S-corpNew

It would be nice for an installment sale and also the disposition of a partnership interest or s corp for form 8960 section in Lacerte would carryforward to the next year. All the installment agreement information does but wish that piece did with the check box. 

0
U
Forum|Forum|9 months ago
M
MiguelitoLevel 1

Professional Athlete Filings - LouisianaNew

A request for Lacerte software developers.  Professional athletes are required to attach Schedules NRPA-1 and NRPA-2 to the tax returns.   However, it does not appear that Lacerte has these options available.  My request is to add these schedules for Louisiana to allow Lacerte to file complete Louisiana tax returns.  

0
M
Forum|Forum|9 months ago
S
SutaruLevel 1

199A (QBI) importNew

We have 3 1040 clients who receive income from two trusts that each have over 200 RPEs for QBI. We have to enter them all by hand, and that's after we've already aggregated all the Non-SSTBs with ordinary losses. It takes a couple of hours per trust, and it's a really cumbersome task. If LaCerte could import that data from excel the way you can with Schedule D data, it would be a huge time saver!

0
S
Forum|Forum|9 months ago
A
AccountingGuruLevel 1

Maine State Tax Returns - Client Name Incorrect Due to ProgrammingNew

On the Client Information screen, first name & initial are one input box creating an issue for clients who have two first names that aren't hyphenated. Maine state return is picking up the space in-between the first names as in indicator of a middle name but it is not. I was told that the only solutions were to add a hyphen to the name, or remove the space between the names. We want to avoid this as the tax returns will no longer align or agree to any names on their tax forms. 

0
A
Forum|Forum|9 months ago
M
Mary61Level 1

Amended returns S174 costsNew

There is not enough text space to print out on top of form 1120X the following text:FILED PURSUANT TO SECTION 3.03 OF REV. PROC. 2025-28This is mandatory requirement for filing amended returns for changes to s174 costs as passed in the OBBBA and to the Rev. Proc 2025-28. 

0
M
Forum|Forum|9 months ago
K
kathykellyLevel 1

Change printer to print calendarNew

Currently calendar only prints to local printer.  How can  the calendar printer be temporarily changed to a different printer?  I'm out of toner, but have access to 3 other printers.  

0
K
Forum|Forum|9 months ago
T
Tax guy 1Level 1

Thank you STormNew

Excellent client tech support

0
T
Forum|Forum|9 months ago
D
dipaksawantLevel 1

Request to add "Export User Details" in Manage Users (Lacerte/Intuit Admin Portal)New

Hello Intuit team,We"d like an option to export user details from the Manage Users page in the Lacerte/Intuit Admin Portal. Today we manually copy/paste, which is time‑consuming and error‑prone.Requested capability:Export all user records and selected subsets (filters) to CSV/ExcelInclude key fields (name, email, role, status, last login, firm/account, assigned products)Respect existing permissions and audit loggingThis would streamline user management and reporting for our admins. Thank you for considering this enhancement.Best regards,Dipak Sawant

0
D
Forum|Forum|9 months ago
B
BrainFartLevel 2

California diagnostic Ref # 56717 Subpart F income feedback for 2024New

Diagnostic #56717 states that the Subpart F income should be shown on Schedule CA-NR, Part II, Section B, Line 8m. However, for 2024, the correct line is 8n.

0
B
Forum|Forum|9 months ago
P
PortlandBarbLevel 2

Defect in ProSeries 1040 ProgramNew

The Personal Representative of a deceased taxpayer with a refund is not able to efile the tax return.  Instead the program forces the Personal Representative to fill out the Form 1310.  THE INSTRUCTIONS TO THE FORM 1040 SPECIFICALLY STATE THAT THE FORM 1310 IS NOT REQUIRED UNDER THESE CIRCUMSTANCES.  SEET BELOW.Page 58 of the 2024 1040 InstructionsClaiming a refund for a deceased tax-payer. If you are filing a joint return with your deceased spouse, you only need to file the tax return to claim the refund. If you are a court-appointed rep-resentative, file the return and include a copy of the certificate that shows your appointment. All other filers requesting the deceased taxpayer's refund must file the return and attach Form 1310.

5
IRonMaN
Forum|Forum|9 months ago
M
MalissaLevel 2

1040 input of K-1 line 20zNew

I am entering a K-1 to the 1040 form. I need to add many lines to 20z. The most common boxes used are Ordinary Income, rental income, w-2 wages and UBIA. I would like to have the ability to remove some columns if needed. I would the the top row that has the column name to stay visible when I input 20-30 of these lines.

0
M
Forum|Forum|9 months ago
P
porrebLevel 2

AL state form 8829 Calculation errorNew

Alabama form 8829 Line 27 is not calculating properly. A case was submitted to Lacerte on 8/25/2025 and as of today (9/25) has not been resolved. Is anyone else having this problem with Lacerte on resolving form calculation errors. OR does anyone have a solution for fixing AL form 8829 Line 27?

0
P
Forum|Forum|9 months ago
G
gthienes1Level 1

Minnesota Property Tax - Auto Fill % of Home Office/Business UseageNew

As it stands right now in preparing the M1PR for Minnesota Property Tax Return in order to account for Schedule C - Business Use of Home you first need to Open the Form M1PR scroll to Line 19 Worksheets, "Check this box to activate Worksheet 2". Then the Poroperty ID and Property Address will populate. Next you need to collect a percentage from the Form 8829 of the Federal 1040 line 3 to put in column C for "percent of home used for business". It would be extremely helpful if the percentage of taxpayer use of home for business would automatically activate and  flow thru to Worksheet 2 "Homeowners Who Rented Part of Their Home to Others or Used it for Business".  As we often times are preparing the property tax returns at a time other than when we are preparing the clients federal and state returns it would be extremely efficient and more accurate if this were an auto calculation.   

5
IRonMaN
Forum|Forum|9 months ago
L
lcorey8310Level 3

5500 instructionsNew

Someone with knowledge in the 5500 reporting area should review outputs to ensure functionality of letters and instructions. For example, for an 8955-SSA that is setup to file electronically, the filing instruction tells the client to file by U.S. mail and it provides the address. There is no way to fix it. The instructions worked correctly for 2023 reporting, but not 2024. Very frustrating.

0
L
Forum|Forum|9 months ago
N
nick211Level 1

E-file Amended Returns for the State of UtahNew

Please set up Utah as a State that amended individual returns can be e-filed.Based on my discussion today with the Utah State Tax Commission, Utah accepts e-filed returns. 

2
D
Forum|Forum|9 months ago
D
DeanerizeLevel 2

Blank K-1 Worksheet warning if the K-1 was present in the prior year returnNew

It would be very beneficial to have the software warn if there has been a K-1 entered in the prior year for aK-1 Worksheet, 1040, Individual, Business client, but there aren't any entries yet in the carried over K-1 worksheet. If there truly isn't anything to be entered in the current year or it is all zeroes, at least the software forces the blank K-1 worksheet to be addressed before completing the return. 

0
D
Forum|Forum|9 months ago

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