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3565 Ideas

D
dkorpelLevel 3

Option to hide unused forms and input screens (e.g., railroad forms)New

Our firm would really benefit from the ability to turn off/hide forms, input fields, and screens that we never use in ProConnect.For example, we never prepare returns involving railroad retirement or certain niche forms, but those sections still appear in the interface and can clutter up navigation. Over time, as more features and forms get added, it makes the product feel heavier and harder to move around in efficiently.It would be extremely helpful to have an admin- or firm-level setting that allows us to:Disable or hide specific forms and input screens we never touchReduce visual clutter so staff only see the areas relevant to our practiceImprove training and review by keeping the workflow focused on the forms we actually useA configurable “hide unused forms/sections” option would streamline ProConnect for different firm types and specialties, and make daily use a lot smoother.

0
D
Forum|Forum|1 month ago
D
dkorpelLevel 3

Control screens available for input in ProconnectNew

There are dozens and dozens of screens that no one in our firm has ever input data into and will not ever input data into. Why can't we have the ability to hide those screens so that the preparer can only focus on the screens that really matter, the ones we use frequently.The data should be available in Proconnect to show which inputs have never been used. If we need to turn something on, we should be able to do that, like we can control permissions elsewhere.But in terms of tax prep and user-friendliness, there's no reason I need to scroll past Farm Income and Expenses, Oil and Gas, Non cash Sch K contributions, 

1
D
Forum|Forum|1 month ago
A
aananianLevel 1

QBI peior yearNew

She was very knowledgabel and solved my issue in less than 5 minutes

1
IRonMaN
Forum|Forum|1 month ago
K
K K Payroll and TaxLevel 1

Why can't I e-file the Minnesota Amended return?New

Hi,Why are we still not able to efile the MN amended return.  They started taking them this year and we are still paper filing.Please fix this! Thank you,Sara

1
IRonMaN
Forum|Forum|1 month ago
B
BorosJosephLevel 2

Automate IRS Form 8978 for Tax Year 2025New

To the Lacerte software programing team:  Currently if an individual income tax return (Form 1040) is required to include Form 8978 (Partner's Additional Reporting Year Tax)  it cannot be efiled.  As this is becoming a common form that individual partners receive to report income adjustments related to prior year partnership returns, it is inconvenient not to be able to efile.  Please automate Form 8978 so that individual tax returns that are required to include this form can efile for tax year 2025.    

1
B
Forum|Forum|1 month ago
C
Carmen_ConcepcionLevel 1

LaurenNew

Lauren was wonderful and quick to solve my problem...

1
IRonMaN
Forum|Forum|1 month ago
A
AL04Level 2

Lacerte Tax PlannerNew

Can Lacerte tax planner implement the calculation of credit paid to other nonresident states for individuals? Can tax planner develop projection calculation for trust?

0
A
Forum|Forum|1 month ago
S
shagnerLevel 1

Can Proseries add Alaska Forms 6000 to the software?New

Can Proseries add Alaska Forms 6000 to the software?

3
B
Forum|Forum|1 month ago
T
taxprepman1967Level 2

birthday displayNew

I noticed Social Security & Birthday display too large in PriSeries 2025. Does not display entire entry.

1
N
Forum|Forum|1 month ago
A
Ashah105Level 1

Additional but restricted access to our client’s accountant in Intuit Link.New

I would like to provide a client’s external accountant with secondary access in Intuit Link; however, the access needs to be limited. The client has multiple entities (3 businesses and 1 individual) under a single login profile, and they would like their accountant to have access to only 2 specific business entities—not the entire profile.Could you please confirm if it is possible to provide additional but restricted access at an entity level, and guide us on how to set this up?

0
A
Forum|Forum|2 months ago
S
spark0324Level 1

client no to show in front info sheetNew

client no to show in front info sheet.To control the database of client it will be a good idea to show and change the id quick.   

0
S
Forum|Forum|2 months ago
M
mylcpaLevel 1

Proseries should have an 'All Caps' and 'Mixed Case' options.New

Proseries should have an 'All Caps' and 'Mixed Case' options. With a push of a button, I should be able to determine whether I want the tax returns, forms and schedules to print with 'all caps' or 'mixed case.' Lacerte has that option. Why can't Proseries?

2
Taxprohere
Forum|Forum|2 months ago
HOPE2
HOPE2Level 7

Transfer customer informationNew

It is possible to transfer customer information from the previous year to the next year, but not the other way around. Please make it possible to transfer the data in both directions.

0
HOPE2
Forum|Forum|2 months ago
C
CormacnelLevel 2

Extension status for Extensions Filed by other firm using IntuitNew

When we tried to file extensions for clients we would occasionally get a notice that an extension was already filed by another.  No one in our firm filed it and we don't have a status indicator of a rejection.  From what I have gathered by Customer Service, this only happens when another firm also using an Intuit product has filed an extension.  What I want is a change in status showing something to the effect of "Filed by other Intuit User" rather than Accepted or Rejected or Blank.  Right now we have no way to track them if we don't go and change it ourselves and to be honest we are not looking in another column on 3/15 or 4/15.  

0
C
Forum|Forum|2 months ago
G
Gina VLevel 2

Checkboxes in the Document ListNew

We absolutely need a checkbox, or some way to mark that a document in the list is complete.  I have clients who send everything and properly label very little.  Sometimes, I have to open 20-30+files to find out whether I definitely did get them all.  A highlight/checkbox/drag and drop to a completed area, or anything that would indicate the document's status would be great.  In my opinion, this is kind of a bare minimum.  Even a little way to flag would do.  

0
G
Forum|Forum|2 months ago
T
trivcpaLevel 3

IP PIN queryNew

I would like to see a new query set up so we could search our home base for clients that had an IP PIN entered either that year or the prior year.  This would assist us when assembling the current year return by asking them for it again as most clients don't realize once they get an IP PIN, they are signing up to receive on each year. 

0
T
Forum|Forum|2 months ago
S
SEKLevel 2

990-pf printingNew

This relates to the 2025 Form 990-PF. The continuation schedule for Grants paid has 'wonky' columns (i.e. 'Rela', 'tion','ship', 'foun', 'da', 'tion', etc.) I believe this is because this year a drop box was added for the foundation status of recipient but because there are three lines each for the relationship, status and purpose, the software is treating each line as a separate column.  Most importantly, this makes the purpose of the grant (if more than one line) be squeezed into multiple columns. Hopefully this is fixed, as I spent over an hour earlier with a (patient and kind) ProSeries tech support individual on this issue.  I may need to extend the return until the issue is or can be fixed, as unlike other returns, 990-PFs are ultimately available on IRS.gov and various charity websites (Guidestar, etc.) for public view.Also, on one particular 990-PF, I got a separate continuation schedule for grants, which is a duplicate of what is listed elsewhere.  While it looks better than the above, i don't need two lists.  (This duplicate schedule also says at the top 'Part XV...' but should be 'Part XIV'.)

0
S
Forum|Forum|2 months ago
J
JWSnipesLevel 1

GA Form 501 Schedule 7New

Lacerte (2024 and 2025) does not have schedule 7 (page 😎 for Form 501 available, this requires manual calculation of the NOL form for 2024 and 2025.Per the Georgia Tax Center, schedule 7 has been approved for Intuit/Lacerte as of 03/10/2025.

0
J
Forum|Forum|2 months ago
S
stmillercpaLevel 1

Q1 Est. Tax Payments Auto-withdraw after DeadlineNew

As long as I have been using Lacerte, only the estimated tax payments that were not past due would be drafted from the taxpayer's account. Two days ago, I filed a taxpayer's return after the estimated payment deadline, and the first quarter estimated payments were drafted out of the taxpayer's account.There was no diagnostic or note from Lacerte that showed the change to the treatment of estimated tax payments. Is anyone else having this problem with Lacerte? After calling Lacerte, the representative told me that it would be part of a full update in the future, but this was only being experimented with certain users.  

2
BobKamman
Forum|Forum|2 months ago
E
emacdonaldLevel 1

First Name and Middle Initial FieldNew

Having the first name and middle initial field as one input causes issues in a few places. It would be better if the program differentiated.  For example I have had the following issues:With a client name like Mary Anne J. Smith it makes her name on state returns Mary A. Smith which is incorrect.  My concern with taking the space out is twofold 1) does this create an issue with name control on the fed efile and 2) clients don't really like to see their name spelled incorrectly on their tax returns. I had a similar issue on a partnership return where I had a client with a name like D. Michael Scott and on the tax matters section it showed them as D. Scott.    

0
E
Forum|Forum|2 months ago
A
agtaxLevel 1

TSJ shortcut keysNew

Could shortcut hotkeys be added for the TSJ indicators so I could do something like CTRL+I to open the indicators then key T, S, or J to select the appropriate label? CTRL+I is not currently used as a shortcut for anything, and it would be so much faster to be able to use the keyboard rather than moving the mouse, clicking, selecting, then back to the keyboard to type.

0
A
Forum|Forum|2 months ago
R
richard211Level 2

When will the 1040NR allow efiling for all states other than CA and NY?New

NY and CA are already allowed to efile from the non resident module, why can't they allow all other states? 

4
sjrcpa
Forum|Forum|2 months ago
S
sandrakayenman-gLevel 1

Entering K-1 form 1065 line 13 Other deductions code RNew

There is no entry on the program for Code R and there needs to be an override to accomplish this properly on the 1040, Schedule I, Part II line 16.  Sandra Enman

1
sjrcpa
Forum|Forum|2 months ago
E
eddalia91Level 1

SMART Worksheet print controls needed by software users.New

Dear Intuit ProSeries Basic software developers. Since 2005 for twenty-one years I have successfully used your 50-client Basic 1040 and two states tax preparation software. It fits the needs of my Rhode Island & Massachusetts taxpayers. Yet I rate your high-quality product as a “9” but stop short of “10.” Why? The lack of printing control vexes me and perhaps your other CPA and tax preparer customers. My tax clients mostly desire only the most relevant tax forms printed for their annual federal 1040 and state preparations. They do not appreciate getting most “Smart worksheets.” Your Basic software would be improved if I could control which pages to print and which to omit. In particular your “Smart Worksheets,” always electronically available, are mostly unnecessary in paper form. Yet these worksheets are always printed resulting in wasted paper usage. One egregious example is Schedule C the Profit or Loss from a Business. My clients usually only need the first three pages of Schedule C but your software prints 10-11 additional pages, related to Qualified Business Income Deduction Smart Worksheets. This becomes especially absurd for a negative-income Schedule C business with no QBI deduction which nevertheless gets the 10-page print-out! If I had control of what I printed, these unnecessary pages could be omitted and the paper saved from the shredder! In future developments of your otherwise excellent ProSeries Basic software, please consider improving your product. Add “individual page print controls” so only preparer-determined relevant pages are printed for federal returns. The same print controls on state returns such as Massachusetts and Rhode Island would likewise be greatly appreciated. The MA software is particularly flagrant for printing frequently unnecessary “Smart Worksheet” pages. Thank you for your time.   Cordially yours, Edward L. B., Ph.D. [Information removed by Moderator]

0
E
Forum|Forum|2 months ago
B
BowieLevel 4

Move the short term and long term box on disposition screen to table data entry sectionNew

Instead of recording the actual stock acquisition and disposition dates in the table section of the disposition screen in Lacerte, our firm usually selects "1" for short term or "2" for long term.  To do this we have to scroll down and type that in every single time.  I would love to see a checkbox up on the table on the same screen where we are recording the sale so we can just check the short term or long term box.  It would be nice to have it right next to the dates of acquisition or disposition on the table.  This would save a tremendous amount of time.

2
B
Forum|Forum|2 months ago

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