Idea Exchange

3566 Ideas

Return Status Acknowledgement To Client & Rejection Status Updates to PreparerNew

As a tax professional, staying on top of e-file acknowledgments in Lacerte is unnecessarily cumbersome. Currently, the software requires us to manually log in, hunt through acknowledgments, and monitor the dashboard to determine if a client’s return was rejected by the filing authority. This is inefficient and risks missed deadlines when a rejection goes unnoticed.Suggested Solution:Please implement a feature that emails the preparer immediately when a return is rejected. This ensures the preparer is alerted in real time without having to check the software manually. Most competitors now offer similar functionality, and it aligns with the fast-paced demands of tax practice.For even greater value, please also implement an optional client notification email that sends automatically when a return is electronically filed and subsequently accepted. Thompson Reuters UltraTax already offers this, and clients greatly appreciated the instant confirmation without the preparer having to follow up manually.Why This Matters: Saves preparer time and reduces errors by providing timely, proactive alerts.Improves client experience with automatic status updates.Keeps Lacerte competitive with other professional tax software products.Request:If you’d also benefit from these enhancements, please upvote this post so we can get it on the product team’s radar sooner.Thank you for considering this improvement to our workflow and client communication!

Forum|Forum|11 months ago

Mabel704Level 3

Need the ability to work offline in ProSeries 2022 and onNew

I contacted support and was told that there is no way to work offline in Proseries for tax years 2022 and after.  My current computer cannot be upgraded to Windows 11 and will be offline.  I don't want to transfer my 2022-2024 clients to my new computer.  I can't use my old computer online.  I want to be able to access the programs that I paid for.  There needs to be a way to access 2022-2024 programs offline. 

Forum|Forum|11 months ago

miaverccpaLevel 2

Audit LogDiscussion ongoing

It would be helpful to be able to see which user did what on the tax return. QBO has very detailed Audit Log to investigate changes made. It would be ideal to know who update bank information in the clients file and who e-filed the return if multiple users have access to e-file. This would help to keep employees accountable. 

Forum|Forum|11 months ago

alisonbrownLevel 2

HUSBAND AND WIFE USERS IN INTUIT LINKNew

would be nice to have two users for joint returns.. Both wife and husband have access to intuit link for same return . 

Forum|Forum|11 months ago

blakestoweLevel 2

have the developers for any program that prepares texas franchise tax make the filing instructions address a second extension due date form 8-15-xx to 11-15-xxNew

have the developers for any program that prepares texas franchise tax make the filing instructions address a second extension due date form 8-15-xx to 11-15-xx

Forum|Forum|11 months ago

cjmccpaLevel 1

DMS Login Password ProtectionDiscussion ongoing

We use DMS (Document Management System) software for our document management, it of course has clients tax returns and supporting documentation, which includes SSN's, EIN's, addresses, etc...Why does this program not have a login similar to Lacerte?The Gramm-Leach-Bliley Act (GLBA) is a U.S. law that requires financial institutions to protect customer data. Under the GLBA, tax and accounting professionals are considered financial institutions, regardless of size.So how is it that DMS, which I'm sure many other accounting firms use, is not GLBA compliant, and for that matter IRS compliant when it comes to protecting taxpayer data?This really is a huge problem with the program.  Do we have other safeguards in place, of course we do, that does not detract from the fact that the program should have a password protected login.

Forum|Forum|11 months ago

alisonbrownLevel 2

intuit link - name who uplaodedNew

would be nice to see who uploaded documents to the intuit link, whether it be client or tax preparer 

Forum|Forum|11 months ago

caleb3Level 1

A way to see which preparer or user e-filed a tax returnNew

Would like to see a back-end solution to see which preparer and/or user within a firm summited and e-filed tax return. This would help with some administrative issues. 

Forum|Forum|11 months ago

KimberleyLevel 3

Joining two individual Lacerte files when taxpayers get marriedDiscussion ongoing

Lacerte currently has the ability to separate a MARRIED return into separate returns.  But, I do not see a mechanism to take two individual single filers and join them when they marry.  We either have to update one file by adding the new spouse and updating all of the prior year information or we have to create an entirely new client file and manually join their information.

Forum|Forum|11 months ago

Cathy JohnsonLevel 1

Audit marks on depreciation schedules and supporting detailsDiscussion ongoing

As more of us move to virtual tax preparation, it would be helpful to add the ability to make audit marks on depreciation schedules, input areas, and supporting detail pages.

Forum|Forum|11 months ago

KarlIntuit Community Champion

Lacerte 2555 Enhancement RequestDiscussion ongoing

In Lacerte, Screen 31.1, code 11 for the "type" of income is currently a drop-down box, allowing only one selection. Code this be changed to multiple checkbox options in the 2025 software? I have an overseas taxpayer paid by both a U.S. employer AND a foreign employer. From my research, I believe I'm supposed to list BOTH on the same 2555. So I want be able to check A & B, but as a workaround for time being, I'm checking E. Is this something the dev team could look into changing for next year?  

Forum|Forum|11 months ago

joe64Level 3

Foreign Bank Reporting Form 114 - FBAR/Form 8938 - no auto-propagation for foreign bank namesNew

As a Tax Preparer for mostly clients living overseas, we have to waste a lot of time typing the same foreign bank info (bank name, full address, zip code and country) over and over again in Form 8938 and the FBAR section. It is very time-consuming and frustrating given the very short tax season and the April 15 deadline. There were instances where we had to type the same bank data 10x for the same client...Why can't there be something similar as with the Payer's data on Form 1099? You only have to enter it once and if the same Payer comes up for a different client the data is entered automatically in ProSeries. It would make life a lot easier and save plenty of hours of precious time if this is implemented for the FBAR/Form 8938 section as well. Shouldn't be that difficult to do.

Forum|Forum|11 months ago

mattbobmanLevel 1

NYS K-1 PTET PAYMENT ENTRYDiscussion ongoing

The current method of entering PTET payments for NY is very confusing.  There is a screen that requests state withholding information.  Entering the amount there prevents the PTET addback.  Why is there a data entry area there if the return does not come out correct?The only way I got it to work is to enter the income adjustment for the PTET payment in the NYS income and adjustment section.  The income adjustment came through as well as the credit on form IT 653.This is a very confusing way of doing this.  There should be a box on the screen that says PTET payment.  The PTET payment should be entered and the adjustment to income should flow through to the IT 225.  The credit should flow through to the IT 653.  Please fix this. 

Forum|Forum|11 months ago

tcsmsgtLevel 2

undo time clock when accidently inside a client fileNew

I use and enjoy the option within Options and client invoice to track the time spent preparing a TP's return. However, every now and then I forget to exit a client, go watch a baseball game, and then walk by the computer and that client is still open. Is there a way to reset the clock or remove that 3 hours I watched the baseball game and was NOT working on the client?

Forum|Forum|11 months ago

alc1Level 1

Reference ID number on Screen 69 of Partnership moduleNew

Lacerte does not proforma these reference numbers from year to year, instead overrides the previous years ID number with the word "Common". And therefore they have to be re-entered every year which is terribly time consuming for clients with multiple PFIC reporting. I work on a client that has 70 PFIC'S that  I have  to re-enter every year and then a manager has to spend time checking this information. A total waste of our time. 

Forum|Forum|11 months ago

SWESTWOODLevel 2

Diagnostic 51159New

This should be a simple fix on your part, and I see this was brought up on this site back in 2024. We have to paper file the Kentucky return because it won't e-file when the K-1 has an LLE tax credit???It's a garbage diagnostic, too, at least you can correct that. "The nonrefundable limited liability entity tax credit for taxpayer and spouse are combined on Schedule ITC Line 1." So you send us on a wild goose chase to figure out how to allocate this between TP and SP, but the real diagnostic should be "Sorry, we have failed to correct a minor error in our software. If claiming Kentucky LLE, you must paper file the Kentucky return".Please fix this so I don't have to explain this to my client again next year.

Forum|Forum|1 year ago

Cindy at JSauerLevel 2

Diagnostics in the Benefit PlanNew

I have had benefit plans reject because the Sch A EIN had only 8 digits - this should be an e-file diagnostic.I have also had one reject because I filed to populate the preparer field - this should also be an e-file diagnostic.The diagnostics are a bit weak in this filing type. 

Forum|Forum|1 year ago

Florencia DascoliLevel 1

Add Saved Representative Profiles for Forms 8821 and 2848Discussion ongoing

Currently, when preparing Forms 8821 or 2848 in ProConnect, the representative information (name, CAF number, PTIN, address, etc.) must be entered manually each time. It would be extremely helpful to have the ability to create and save representative profiles, and then select from a dropdown menu when completing these forms. This would save time, reduce manual errors, and streamline workflow—especially for firms that frequently use the same representatives across clients.

Forum|Forum|1 year ago

Scottyoungcpa2Level 1

ProSeries Customer Support - AmericeNew

Americe was amazing!   Very professional, knowledgeable, and demonstrated real commitment in getting my issue resolved.  After 2 hours over two days on the phone with 2 different customer support reps, Americe discovered the issue and was quickly able to resolve.   Even though it ended up being user error, she played it cool and never once pointed to me as the problem.   She is fantastic.  Wonderful personality and superb patience for this position!   Keep her!!!

Forum|Forum|1 year ago

tommyluu102Level 1

Shauntavia and her team did a wonderful Customer ServiceNew

Thanks to Shauntavia and her team for such a wonderful Customer Service this afternoon 06/26/2025, I greatly appreciate it.

Forum|Forum|1 year ago

MerryWoman13Level 2

Bulk download prior year worksheetNew

I'm using software that can extract data from the Prior Year Worksheet, but without the ability to download them in bulk I spend an unrealistic amount of time downloading them individually and create too much opportunity for human error. There needs to be a .zip file download function available.

Forum|Forum|1 year ago

bardella13Level 1

1095-A input should tell the CA return the health care coverage statusDiscussion ongoing

If I input months of coverage through the 1095-A/8962, it would be great if that would transfer over to the California tax return to notify them of the health insurance coverage.  

Forum|Forum|1 year ago

etaxbizLevel 2

Dropdown menu on all 1099 forms!New

There should be a dropdown menu on all 1099 forms, so that we can link each one to a particular Schedule... instead of having to input the numbers twice

Forum|Forum|1 year ago

hiccupLevel 1

K-220S Kansas Underpayment of Estimated Tax for S Corp/PartnershipNew

Please program the K-220S Form in the Kansas S Corporation and Partnership Modules.  It is very difficult to do by hand.  Since you already have the C Corporation Kansas Form K-220 programmed it should just be a matter of copying the programming and changing the title of the form as they are basically duplicate forms.

Forum|Forum|1 year ago

MrMojoLevel 4

OPEN DMS for PAST YEARSDiscussion ongoing

Darn engineers keep messing with DMS!Have DMS OPEN for past years, NOT ONLY THE CURRENT YEAR!It used to be OPEN for past years until Intuit messed with it and Locked it Down to ONLY be used for the CURRENT year's tax return.2024... Only works for the 2024 Proseries.<2024... DMS does NOT ALLOW ProSeries to Send to DMS anymore!WHY NOT? IT USED TO IN THE PAST ~2~3 YEARS AGO WHEN IT WAS OPEN FOR 'ALL' YEARS, LITERALLY!DO NOT LOCK IT DOWN ONLY TO THE CURRENT TAX FILING YEAR!OPEN UP DMS!!! 

Forum|Forum|1 year ago

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