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3566 Ideas

M
michaelghartley8Level 2

Form 6250New

Make it far easier to navigate Form 6250 entries with direct access screens from a Form 6250 entry screen. There are only a few lines requiring entries, so it ought to be easy,  up at present it is very difficult. My requirement links to the Partnership Returns. 

0
M
Forum|Forum|10 months ago
R
ralphharveyLevel 1

efile state estimates streamlinedNew

Currently, to set up a state quarterly estimate in Efile Pending, you have to go to the Accepted Efile that lists the prior quarter's filing, then go into that taxpayer's file (where each of the quarterly estimates have been set up), then into the state, then exit into EFILE, then go onto the next taxpayer.  Rather cumbersome if you have many clients paying state estimates electronically.Instead, why not just list the next quarterly payment in the Pending EFILE. When transmitted and accepted, automatically bring up the next payment in the Pending EFILE list. Put whatever restrictions on it that you please (can't transmit until 30 days before due date).  In this way, you can still change the amounts if you want but it will take only 1 minute to transmit rather than setting up and transmitting which can take a half hour if not more.

0
R
Forum|Forum|10 months ago
F
freemancpaLevel 1

California DOJ Form RRF-1 Mandatory electronic filing, and client letterNew

California DOJ Form RRF-1 Mandatory electronic filing is in force.The Tax-Exempt Client Letter requires updating to E-Filing wording to be in compliance with this mandate.An override  box to mark if the client can not e-file, to change the client letter only to Paper/Mail in filing instructions. This box could be on Screen 72.011, California Attorney General Report RRF-1 top section.It would be great if Lacerte could facilitate the electronically filing  of this form, if you can consider it, you could solve this problem systemically.Thank you,Steve

0
F
Forum|Forum|10 months ago
C
csands-ailLevel 1

The Schedule B should have an input field for Section 199A Dividends; and Form 8995 should allow the user to input, the amounts for Qualitied REIT dividends and properly carry over the result to Form 1040.New

The Schedule B should have an input field for Section 199A Dividends; and Form 8995 should allow the user to input, the amounts for Qualitied REIT dividends and properly carry over the result to Form 1040. 

3
Accountant-Man
Forum|Forum|10 months ago
A
AllLevel 1

IP Pin verifyNew

Prosieres has a prompt to ask about digital asset transactions. It would be helpfully to have a similar question " Does anyone have an IP Pin number from the IRS?" That may remind taxpayer who do have an IP Pin but forgot to mention it to the preparer.

1
IRonMaN
Forum|Forum|10 months ago
T
TWSLevel 1

NC Taxed Pass-Through Entity Income and Loss not flowing onto the NC K-1 Supplemental ScheduleNew

The Income for a Taxed Pass-Through Entity should be flowing from the NC K-1 to the NC K-1 Supplemental Schedule, Part B., Line 38, and it is not flowing. There is also no field to override it to input the amount on the business return. This needs to be fixed as it can be easily missed when inputting the personal tax return.The Loss for a Taxed Pass-Through Entity should be flowing from the NC K-1 to the NC K-1 Supplemental Schedule, Part A., Line 14, and it is not flowing. There is also no field to override it to input the amount on the business return. This needs to be fixed as it can be easily missed when inputting the personal tax return.

0
T
Forum|Forum|10 months ago
H
honestbuckLevel 1

Notes Pop-UpNew

One thing I really liked in Drake was when you opened a return the notes you had left would pop up and you had to close them out to get to working on the return. This was a great reminder of the status of the return and to clean up the notes when things had been worked through. 

2
Skylane
Forum|Forum|10 months ago
M
MalissaLevel 2

Depreciation Schedule in EXCEL FormatNew

This limitation is particularly impactful for industries like agriculture, where farm operations commonly manage over 100 depreciable assets. Without an Excel export option, it becomes exceedingly difficult to review, analyze, and reconcile large depreciation schedules efficiently. While less expensive tax software solutions already offer this feature, ProConnect currently does not—requiring additional manual steps and hindering the review process.Adding an Excel export function would enable smoother data handling, easier audit preparation, and more productive client reporting. It would bring an intuitive and necessary capability to ProConnect Tax that aligns with user expectations and operational needs.Thank you for your consideration. I welcome any updates or suggestions on how to support this enhancement, including voting or collaborating through the ProConnect Idea Exchange.

0
M
Forum|Forum|10 months ago
puravidapto
puravidaptoLevel 7

Amended return status under tax returnsNew

Currently under tax returns, it has federal efile status, state efile status, and extension efile status, but no amended return status. We need to have that added.FEDERAL EFILE STATUS STATE EFILE  STATUS EXTENSION EFILE STATUS -- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote FOR the idea if you need to report and keep track of Intuit software defects.

0
puravidapto
Forum|Forum|10 months ago
S
scorecpaLevel 2

Redact Preparer InformationNew

I attended an AICPA Town Hall and fraudsters are now using EFIN information to file returns.  Preparers need to be able to redact EIN, PTIN and EFIN information. 

0
S
Forum|Forum|10 months ago
N
nickgtiLevel 1

Shanetta was the BEST!!!!!! Helped with DMS no one could fix for 3 days.New

Shanetta was the BEST!!!!!! Helped with DMS no one could fix for 3 days. And the link that was sent to me from INTUIT for a performance review sent me to this message board.I'M JUST TRYING TO GIVE A GREAT PERSON THE REGARDS THEY SHOULD RECIEVE. SHE WAS THE BEST PART OF INTUIT... by leaps and bounds. Thanks Shanetta for all your help!

0
N
Forum|Forum|10 months ago
K
KACPCLevel 2

Include Copy C with the 1099'sNew

Please consider including the Payer's copy C with the 1099 forms that we print.  As of now we have the State and Recipient copies, but since we are a business doing the work for clients, we need to provide them a copy for their records. 

3
sjrcpa
Forum|Forum|10 months ago
K
Kim CLevel 2

S-corp K-1 PDF packetNew

When I print to K-1 packets from the S-corp, it only prints the Oregon K-1 pages, not federal or the 7203.  Partnership & fiduciary module are fine.  Been like this for years...

1
S
Forum|Forum|10 months ago
S
sararidgwellLevel 1

Diagnostic with details of changes to a return as a result of Lacerte version updatesNew

I think that it would be helpful for there to be a Diagnostic message for all files (locked or unlocked) that indicates what numbers, if any, have changed in the file as a result of a Lacerte version update. Currently, you cannot easily see what (if anything) was changed unless you manually compare the numbers in the version of the return from before the update (e.g., if you saved the return as a PDF, or had locked the file in Lacerte prior to the update) vs. the return as it currently shows in Lacerte.For background: When Lacerte pushes out a version update, any files / returns that are unlocked could potentially have numbers that are changed as a result of the update (depending on what the version update entailed). When you've locked a return, you will see a generic diagnostic message saying that the client file is locked and tax return amounts are now protected from being modified due to updates to the program. This diagnostic appears on all locked files, but it does not give any specifics around what numbers would change in the return as a result of version updates. Instead, to see what has changed, Lacerte recommends that we make a copy of the return, unlock that copy, then manually review the cover letter and tax summaries to see if there are any differences. This is very time-consuming and can result in a lot of duplicate client files. Additionally, when a file is locked, you cannot even change the status of it without unlocking it -- which means (for example) that if we have a file that is in the stage of "Awaiting 8879" or "Awaiting Acknowledgments by IRS and/or state", but then Lacerte pushes out an update that impacts numbers in the return before we are able to move it to "Final" status, the return that we have in Lacerte may no longer align with the return that was filed with the IRS and/or state, since we have to unlock the return to move it into "Final" status (at which point any number changes as a result of Lacerte updates could be pushed through).

0
S
Forum|Forum|10 months ago
S
sararidgwellLevel 1

Details of Lacerte UpdatesNew

It would be helpful to see the exact details of what has changed in Lacerte following a program update.I've seen that there is an existing Discussion Board thread (2024 Lacerte Tax Program Update is Live and Available for Download (Updated 08/20/2025) - Page 2 - Intuit Accountants Community) but the details in there are very sparse. I've also noticed that these posts sometimes do not include all the changes that were made to the program as a result of a program update (e.g., the OBBBA-related updates were pushed out in the 45.0806 version -- but the Discussion Board does not include this in the list of things that were changed with the 45.0806 version).I think having a dedicated place for a repository of the Lacerte versions and the detail of what was changed in the version update would be very helpful.

0
S
Forum|Forum|10 months ago
N
NPTGLevel 1

Let us save our Partial Print selections and order, and let us combine the fed and state documents in oneNew

I would like to be able to: 1) save my partial print selections and ordering as either a default or a template, and 2) have the option in Partial Print to combine the federal and state documents into one PDF. I like to send a package to clients that contains the client letter and the payment vouchers. I can do that with Partial Print, but because I have to make my selections and reorder them every single time, and because I can't combine the federal and state documents into one PDF, this is not a viable solution.   

0
N
Forum|Forum|10 months ago
J
J ClarkLevel 1

1040-VNew

Lacerte needs to update the address for the 1040-V as soon as possible, as we are still sending out 1040 returns that are due by October 15. Updating each letter before sending it to the client takes additional time for our team. I understand that Ultra Tax and Drake have already implemented this change.

0
J
Forum|Forum|10 months ago
dd4vols
dd4volsIntuit Community Champion

"FIND CLIENT" To be static on all HomeBase viewsDiscussion ongoing

When Intuit first upgraded the client search feature to the 'Find Client' method....it was amazing. Infact, I use it all the time.  So much, that I wish the little search box was permanent in every Home Base View, instead of having to click the "find client" button for it to appear.  Is that a possibility???

5
IRonMaN
Forum|Forum|10 months ago
T
Tom H1Level 1

update input for form 3800 to allow marginal gas well creditNew

The credit for marginal gas wells, although not available in 2023, is available in 2024.  However, Lacerte currently does not support input to form 8904, or line 1bb of part III, on form 3800.  Thus, I am looking at having to manually prepare both forms 3800 and 8904 for a calendar year 2024 return.  Tweaking the program to allow a direct input for form 3800 would be hugely helpful.

0
T
Forum|Forum|10 months ago
George4Tacks
George4TacksLevel 15

Default for daytime phone numberNew

In Settings > Options > Setup > allow for a default daytime phone number to be Mobile Phone, just as we can set a New Client Default Preparer

4
C
Forum|Forum|10 months ago
B
bloutosLevel 1

Reporting State Depreciation differing from federal on K1sNew

The program should report the state tax depreciation differences for partners and shareholders of pass-thru entities when the partner/shareholder is the resident of a state that does not accept bonus depreciation. There are many CA residents who have an interest in LLCs and S Corps that are not operating in CA.  They need to add back the bonus depreciation taken at the federal level since they much report their worldwide income to CA using CA rules. Currently, a partnership that owns rental property in AZ (which accepts the federal amount) does not calculate the add-back for CA residents. 

0
B
Forum|Forum|10 months ago
S
scott0cpaLevel 1

Increased Employee Deferral LimitsNew

The Secure 2.0 act increased the Simple IRA annual deferral limit and the age 50 catch-up contribution for certain Simple IRA plans (those with 25 or less employees) by 10%.  So starting in 2024, both under 50 limits and catch up limits will increase by 10% above the $16,000 and $3,500 catch-up to allow 110% to be deferred.  $17,600 ($16,000 X 110%) and $3,850 ($3,500 X 110%) for a max allowed deferral contribution of $21,450.  However, Lacerte is picking this up as excess deferral and adding back the extra allowed contribution to income on line 1h of the 1040.  The only way I can find currently to correctly report the income is to enter a subtraction to the additional income on Line 8z of the Schedule 1.  I'm afraid that the IRS isn't going to like this and ask for an explanation.  Can we get a box to check that would allow this correct extra contribution so we do not have to override this amount.  

1
A
Forum|Forum|10 months ago
R
RenaCPALevel 3

Exempt organization foreign transactionsNew

In years past, when an organization sent funds to an individual missionary in a non-US country, I would enter the information by region in Screen 56 for Schedule F - Foreign Activities and this would flow into line 10 of the 990 & 990EZ.  However, in 2024, this was changed for some reason to only flow to line 10 of the 990.   In 2024, in order to get that same information to flow into line 10 of the 990EZ, we now have to enter it in screen 43.  However, this screen requires a name and an address of the person receiving the funds as opposed to just the region, amount and # of individuals receiving said funds (as in Screen 56) .  This either needs to be changed to not require the name and address or to go back to flowing from screen 56, as putting individual name and addresses in can be problematic for missionaries that may be in war -torn countries or countries with adversions to other religions.  Please correct this in future versions/updates.  

0
R
Forum|Forum|10 months ago
D
Diegog07Level 3

In person SignatureNew

Why does this software does not allow In Person Signature??? Very basic software systems allow in person Signatures by generating a QR Code and using the Phone as Signature PAD. Why is this not availible in the "MOST EXPENSIVE SOFTWARE IN THE WORLD

11
D
Forum|Forum|10 months ago
B
billswigLevel 2

Form 2220 for Form 990 PF INTUIT REFUSES TO UPDATENew

Dear Community,Please post a comment that Intuit should update the Form 2220 for Private Foundations Form 990PF.Intuit never updated the Form 2220 for 2023.  The interest rates are missing for 2025 on page 2.  Intuitsays they are not going to update the program.  Intuit is having a CE about AI but can't even program asimple Underpayment Penalty Form.  I am at road block.  If you override the penalty for the annualizedincome the Form 2220, the Form 2220 does not get attached to the efile. It is unbelievable that Intuit will not take the time not to update the form.  Intuit should warn new users of Proconnect that an accurate form in certain situation. I spent hours with the tech support and they all came up with the conclusion the program can't file an accurate Form 2220 and  Intuit is not going to fix the program.I think they should and would not suggest any tax professional switch to Proconect.If anyone has other issues with Proconnect.  Please add my tax issue to your list.     

0
B
Forum|Forum|10 months ago

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