Idea Exchange

1728 Ideas

Add another description box on 8949New

We need two description boxes for the 8949. You can't fit everything that might need to be stated regarding the sale of the stock, property, etc on one line. If you can see by my screen shot. There is room on the 8949 to add the ability for another description that can fit underneath the first one. As you can see: It says Prudential Stock 2660 L. There is a whole blank space underneath that can be utilized to give more of a description so you are not running into the other lines for different information. This is the first software I've used that I've not been able to take advantage of all the empty space. 

Forum|Forum|11 months ago

hamiltonscLevel 2

Show account numbers on quick entry screen for incomeNew

On the quick entry screen for all income that comes with account numbers (e.g. interest, dividends, stock, retirement/pensions, etc). Have a box for account number for the company the client has the accounts with. Several clients have multiple accounts with the same companies. It would be great for the order of the boxes: Dividend Quick Entry Screen Example <Name of Payer <Taxpayer or Spouse> <Account #>. This way you see it at first glance instead of having to slide the scroll bar or hit details. 

Forum|Forum|11 months ago

izlarpLevel 2

client letterNew

Individual tax returnsOn the client letter screen, there is an option to tell the letter to print file and/or pay return "as soon as possible".  When you click here, it only changes the letter in the federal area.  Can we also make it to change the state letter so that we do not have to do the special letter and override it?

Forum|Forum|11 months ago

MalissaLevel 2

Worksheets with a snapshot off all W2s and 1099-Rs.New

Worksheets with a snapshot off all W2s and 1099-Rs. This would be helpful to review all the documents that went into the return to make sure we have them all. I love the checkmark feature on the 1040 and it would work great with this sheet also.

Forum|Forum|11 months ago

michaelacpaLevel 1

CA Form 3519New

CA Form 3519 is an extension for individual taxpayers.  The amount of the payment that Lacerte populates in this form does not include any ISR or underpayment penalties, so when you generate this extension and you want your client to be paid up for the year, you have to override the field in Screen 9.  The software states that it "defaults to amount due".  This is incorrect and misleading. The amount due includes ISR penalties and underpayment penalties, but the amount that defaults to Form 3519 is only the tax.  This is very misleading to the client and practicioner because a payment is made on extension and then when the return is filed addtional amounts are due. Please update the software to populate the actual amount due on Form 3519 or update the field name to say "defaults to amount of tax due, penalties are not included".   

Forum|Forum|11 months ago

AbayomibolagiLevel 1

Open multiple clients for tax preparation or review.New

While working on a client's return, another client calls regarding return under preparation. One will have to close the current file to open a new file for a few minutes of review, close the file after consultation to go back to the other return under preparation. Am I making any sense?  

Forum|Forum|11 months ago

HyacinthClareLevel 3

Smart Vault Duplicating FilesNew

Smart Vault blames ProSeries when a long-term client suddenly duplicates when the tax return is uploaded.   Anybody know a fix for this?

Forum|Forum|11 months ago

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. 

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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

Forum|Forum|11 months ago

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. 

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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. 

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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!

Forum|Forum|11 months ago

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. 

Forum|Forum|11 months ago

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...

Forum|Forum|11 months ago

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).

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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.   

Forum|Forum|11 months ago

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.

Forum|Forum|11 months ago

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???

Forum|Forum|11 months ago

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.

Forum|Forum|1 year ago

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. 

Forum|Forum|1 year ago

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1728 Ideas

Add another description box on 8949New

Show account numbers on quick entry screen for incomeNew

client letterNew

Worksheets with a snapshot off all W2s and 1099-Rs.New

CA Form 3519New

Open multiple clients for tax preparation or review.New

Smart Vault Duplicating FilesNew

Form 6250New

efile state estimates streamlinedNew

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

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

IP Pin verifyNew

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

Notes Pop-UpNew

Depreciation Schedule in EXCEL FormatNew

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

Include Copy C with the 1099'sNew

S-corp K-1 PDF packetNew

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

Details of Lacerte UpdatesNew

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

1040-VNew

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

update input for form 3800 to allow marginal gas well creditNew

Reporting State Depreciation differing from federal on K1sNew

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Idea Exchange

Filter by idea status

Filter by product

Add another description box on 8949New

Show account numbers on quick entry screen for incomeNew

client letterNew

Worksheets with a snapshot off all W2s and 1099-Rs.New

CA Form 3519New

Open multiple clients for tax preparation or review.New

Smart Vault Duplicating FilesNew

Form 6250New

efile state estimates streamlinedNew

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

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

IP Pin verifyNew

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

Notes Pop-UpNew

Depreciation Schedule in EXCEL FormatNew

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

Include Copy C with the 1099'sNew

S-corp K-1 PDF packetNew

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

Details of Lacerte UpdatesNew

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

1040-VNew

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

update input for form 3800 to allow marginal gas well creditNew

Reporting State Depreciation differing from federal on K1sNew

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