Skip to main content
01
Idea
You have a great idea that will improve one of our products.
02
Review
Check out our getting started guide before posting your idea.
03
Submit
Suggest your idea on how to improve our products.
04
Vote
Vote on ideas from other customers to help shape what we build next.
🔔
Idea submission is temporarily unavailable. We're taking a step back to improve this experience from the ground up. You can still browse, vote, and comment on existing ideas while we work on a better submission experience for you.

Filter by idea status

Filter by product

1728 Ideas

puravidapto
puravidaptoLevel 7

Calculate the 401(k) excess contribution amountDiscussion ongoing

Currently the software displays an diagnostic message:The taxpayer's 401(k) contributions exceed the $20,500 limit. The excess amount may need to be added to wages. Refer to Form 1040 instructions for more information. The taxpayer's excess 401(k) contributions can be entered in "Excess salary deferrals"which is good. I propose it also display the excess amount, and better yet, add the amount automatic as excess salary deferral.Yes, I can calculate the amount myself but we should automate as much as possible to save time and avoid human error.

2
puravidapto
Forum|Forum|3 years ago
T
tcsmsgtLevel 2

time spent in returnNew

When we go brain dead and leave a client open (or go watch the baseball game) and come back 3 hours later-is there a way we can deduct that "dead time"?

0
T
Forum|Forum|3 years ago
B
bethsvenLevel 3

Federal Basis Limitation Worksheet.New

In Forms, please provide the partnership name instead of page number in the Federal Basis Limitation Worksheet.  For returns with multiple K-1s, searching for the relevant partnership is very inefficient.

0
B
Forum|Forum|3 years ago
F
French_LegalLevel 1

1040-NRDiscussion ongoing

1040-NR Box 1(h) needs to be made available to report non-W-2 based income. That's where this income is reported, so why is that box inaccessible? It should pick up all 1042-S income. We shouldn't be reporting 1042-S income using Schedule 1 in order to have it properly reflect on the 1040-NR?Intuit should consider forming a nonresident alien tax advisory group if there isn't sufficient knowledge about this form.

1
F
Forum|Forum|3 years ago
B
bishop-associates-ltdLevel 1

PLEASE PLEASE add a way to change client types, business vs individual.Discussion ongoing

PLEASE PLEASE PLEASE add a way for us to change the client type, from business to individual and vise versa; this one issue has caused so much frustration for our firm when we have LLCs that file as S-Corps and individuals who need to be billed under seperate accounts in QBO; part of the problem is when you create a new client in QBO it automatically makes it an INDIVIDUAL-type client in ProConnect and THERE'S NO WAY TO CHANGE IT; you can't store an EIN or a company name unless it's a business-type client in PrConnect! Thank you. (Same goes for new QBO client subscriptions, ProConnect makes them individual clients which is no bueno especially for our corporate clients.)

3
T
Forum|Forum|3 years ago
J
jbovardLevel 3

ND Partnership Return - Schedule KP - IRA partners REQUIRED to be reported type ExemptDiscussion ongoing

Problem: the IRS allows partner types on Schedule K-1 to be listed as "IRA".  However, North Dakota will reject any e-filed partnership return that includes IRA as a partner type.  They simply do not allow that type of partner listed on Schedule K-1.  However, I called the ND tax department and they do legally allow IRA's a partners in a partnership (they have to since the IRS allows it), but the ND tax technician said that that the IRA partners required be marked as "Exempt" on the ND Schedule KP Column 3.  This is because IRA's are exempt from ND income tax and allows the return to be properly processed for e-file purposes.The instructions for ND Form 58, page 10 state that the only acceptable reporting types are:Individual.........................IC corporation.................CND PartnershipS corporation..................SPartnership......................PEstate...............................ETrust.................................TExempt organization.... OSolution: Please add a field on Screen 7 under the North Dakota section to allow IRA partners to be marked as type Exempt.  Or better yet - change the program so that if type for Federal purposes is marked IRA, that the program AUTOMATICALLY reports the partner type on ND Schedule KP column e as Type O Exempt Organization.   Thank you for your help.

1
J
Forum|Forum|3 years ago
J
jakal05Level 2

1-click option for PDF copy of payment vouchers and invoiceNew

As a CPA using Lacerte for many years, we have transitioned more and more to providing PDF copies of the tax return, E-File signature forms, payment vouchers, and invoice to our clients.  These files are usually sent via secured e-mail.However, while you can print a copy of the tax return and E-File signature forms with 1-click, you have to dig through the "Forms" tab to isolate and print payment vouchers and invoices to PDF.I propose that a 1-click option be included in the tab header at the top of the screen, so that you have the option of printing payment vouchers and/or invoices with a single click, rather than the time-consuming task of searching for each one through the "Forms" tab.This solution would provide a significant time-savings during tax season.

0
J
Forum|Forum|3 years ago
S
StevooLevel 3

Ultrawide Monitor SupportDiscussion ongoing

      It would be nice that Pro Series supports Ultra Wide Monitors on all forms without having to change     the view to 60 or 80%.     On the info worksheet because of the length of the form if you do not change the view the form disappears to a white screen.   There are other forms as well that you manually have to change the view to view the form in it's  entirety.   Very frustrating. These monitors have been out for quite sometime.   I would appreciate if Pro Series would correct this.

3
S
Forum|Forum|3 years ago
B
BCW60Level 3

form 2441 qualified dependent care expense over age 13Discussion ongoing

I received IRS notice of tax correction for client with two children, Ages 12 & 15.  (Neither is Disabled)I entered child care expenses for both children, and the program carried the total of both children's expenses into form 2441 Line 3.   This effectively gave the full deduction for both children, as apposed to only the 12 year old's expenses.My client asked me why Intuit's software would allow this, if neither child was listed as disabled.  Due to this calculation error, my clients now owe an additional $232.  (They are first year clients)I believe the software should have prevented the flow of expenses for the 15 year old child (absent marking him disabled), and the tax calculation would then be correct.I would appreciate a chance to discuss this with an appropriate level of programmer when this is addressed.

8
B
Forum|Forum|3 years ago
N
nonononoLevel 3

Change e-file status from "rejected" to "paper filed"Discussion ongoing

Sometimes a reject cannot be resolved and a return must be paper filed. Having a completed return stuck in "rejected" perpetually makes it seem like there is something wrong every time we log in.Please allow a manual status change from "rejected" to "paper-filed"

7
puravidapto
Forum|Forum|3 years ago
R
ROGER37Level 1

TWO YEAR COMPARE FOR SCH FDiscussion ongoing

Make a two yr compare  for sch F( Farm) 

4
R
Forum|Forum|3 years ago
K
kbbbLevel 1

taxypayer download docs/documents in bulkDiscussion ongoing

Some clients/taxpayers do not keep a record of all docs submitted to CPA's through Intuit Link. Intuit Link from the taxpayer's portal does not provide an option to download all files/responses/To Do's in bulk but it is my understanding that the CPA can. I have spent so much time searching Intuit's articles and googling a way for a taxpayer to download in bulk on their own; I have called Intuit and clicked on all the links they provided and they are either clueless or won't tell me that this is not an option. Is this option available for taxpayers? If yes, where/how? If no, please add it! It seems like such a simple option that should have been available by now. Please make it easier to find a response! The phone menu does not even mention Intuit Link (to reroute the call) and the rep I spoke with on the phone had no idea how to get in touch with a Link expert. This would be a great feature for taxpayers to do this on their own as CPA's are sometimes really hard to get a hold off for small issues like this and it can be a lot of work (specially if taxpayers have been clients for several years) to request that the CPA provide all documents.  PLEASE NOTE: I did try the "download my data" feature but the information that Intuit provided is useless/random letters that comes in an incomprehensible zip file without my tax documents and without any instructions as to what the purpose of this 'data' is. 

1
K
Forum|Forum|3 years ago
C
cpa4skiLevel 2

previous year estimated tax payments set up for electronic payment method in lacerteNew

It would be extremely helpful if the return would proforma and included a button or diagnostic that the previous year return had estimated tax payments scheduled for electronic payment. There is no guarantee that the payments were made (or not cancelled by the taxpayer), but it would be helpful to know if they were set up in the current year without having to go back to the prior year return.Also, if a client always requests electronic payment of taxes due and/or estimates, it would be helpful to have a check box to indicate this, so that it would carry forward with the proforma. Anything to help preparers from having to make a note about such a simple item or eliminate having to ask the client every year, would be very helpful. Thanks.

0
C
Forum|Forum|3 years ago
B
Brandon Johnson CPALevel 2

Invoice Showing Price per FormImplemented

For those of us who bill based on the form (and other that like to use these features to figure out how much they should charge), being able to add a flat fee per form into the software and have invoices generated would be very helpful.  Lacerte has this feature and all the firms I worked at before used it.

4
B
Forum|Forum|3 years ago
K
KDB8Level 1

Add the state client letter for printing.Discussion ongoing

Add the state client letter for printing.

1
K
Forum|Forum|3 years ago
A
aliberatiLevel 1

Autofill of name and social security numbers of taxpayer, spouse, dependents Where Required on Other Areas of InputImplemented

Autofill the rest of the return for taxpayer, spouse and dependent names and social security numbers after the initial input on the Client Information screen. For example, for health insurance coverage that is mandatory in NJ, CA and possibly other States, the names on the returns along with their corresponding social security or ITIN numbers pop up and are selected. This eliminates the need to input this information again, especially if one has to go to the Client Information input pane to obtain such information. 

1
A
Forum|Forum|3 years ago
J
jackie3Level 1

Taxpayer info on 1095-A and 2441 screensImplemented

These entry screens should link back to taxpayer and dependent data so that names and socials dont need to be manually entered. There should be a pull down to select covered people.

1
J
Forum|Forum|3 years ago
P
prkworkLevel 4

Finding AmortizationDiscussion ongoing

In the returns menu (at least in individual returns), one item is "Depreciation". For someone trying to find where to enter amortization, a search for "amortization" fails. I suggest that the item "Depreciation" be relabeled as "Depreciation & Amortization".

1
P
Forum|Forum|3 years ago
R
rwspiegelLevel 2

Add column to client document list to indicate "Complete"Discussion ongoing

I need a way to mark a submitted client document as complete when I'm processing their documents. When a client has many documents, it is difficult or impossible (depending on number of documents) to know which have been input. Thanks

2
R
Forum|Forum|3 years ago
J
JR8Level 1

is there a way check off documents that you have have already inputted on the tax organizer or on intuit linkImplemented

It would be good to have a box or radio button that you can check off when the item you are entering manually can be checked off.  This way you don't have to make sure every time you go back into the return.  Either on the tax organizer or the intuit link screen or both. There already is a box there to check but  you can only download, delete or rename. thank you

1
J
Forum|Forum|3 years ago
R
rskinner-aelwm-cLevel 2

Organize returns by preparerDiscussion ongoing

It would be helpful if you could organize clients by preparer in the Tax Return view so you could just view and download the retrurns you prepared.

1
R
Forum|Forum|3 years ago
L
LynnRCPALevel 2

Print in PTO - what to print in each (Gov, Preparer, Taxpayer) copyDiscussion ongoing

wouldn't these 3 print tabs be more efficient to select if there were 3 columns next to the words, and NOT have to go thru the list 3 separate times; this would be MUCH more efficient - long time user, please reach out if you cannot visualize what i am saying ( would look like an excel spreadsheet, where u check boxes in 3 columns, and have a check all at the top of each column

1
L
Forum|Forum|3 years ago
A
arimallenLevel 2

PTO UI "Tab" Re-OrderingDiscussion ongoing

I know this request may sound silly, but for firms producing tax returns over multiple years for clients would benefit by it. There are screens in PTO with "tabs" (W2, 1099, Sch E properties...).  After multiple years' of processing a client's tax return, these tabs could be better organized (we're accountants and generally OCD).  Having the ability to "move" the tabs (left/right in order sequence), like a web browser, would allow me to sleep better.

1
A
Forum|Forum|3 years ago
T
TroyDHLevel 3

Add name of business to PDF file name for K-1 packagesDiscussion ongoing

For business returns, when printing K-1 packages to PDF, please consider adding the name of the business return in front of the partner/shareholder in the file name.  This would go a long way in helping keep K-1 packages organized.  For example:  K-1 Business Name LLC: Joe Partner.PDFThanks!

1
T
Forum|Forum|3 years ago
K
kgfrye42Level 2

confirmation of electronic payment submissionsDiscussion ongoing

A confirmation that an electronic tax payment was successfully transmitted. The help boards said to look for the e-file payment record as confirmation; however, this form generates BEFORE filing the return. A confirmation, much like an e-file confirmation, would be reassuring.

5
IRonMaN
Forum|Forum|3 years ago

Filter by product

  • All products
  • ProConnect Tax
  • Lacerte Tax
  • ProSeries Tax
Terms & ConditionsAccessibility statement
Tax software
Intuit Lacerte Tax
Intuit ProConnect Tax
Intuit ProSeries Tax
Referral Program
Workflow add-ons
Intuit Tax Advisor
Hosting for Lacerte & ProSeries
eSignature
Protection Plus
Pay-by-Refund
Intuit Link
Accounting solutions
QuickBooks Online Accountant
QuickBooks Accountant Desktop
EasyACCT
Training & support
Training Center
Learn & Support
Resources for starting a tax practice
Tax Pro Center
How to get started offering advisory services
Call Sales: 833-564-8436
Sitemap
Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

© 2026 Intuit Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

Terms and Conditions About cookies Manage cookies
Legal Privacy Security
TRUSTe
Products
T1 Tax Module
T2/CO-17 Tax Module
T3 Tax Module
T4, T5 & Other Tax Forms
Tax Suites
Single Returns (OnePay)
ProFile 20
QuickBooks Online Accountant
Pricing
Pricing & bundles
Free trial
Learn
Getting started
Training
Webinars & events
Support
Download & activate
Community & support
System requirements
Refer a friend
Call sales: 1-844-861-3600
Manage cookies

© 2026 Intuit Inc. All rights reserved.

Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Legal Privacy Contact Contact
Logiciels
Logiciel d’impôt T1
T2/CO-17 Tax software
Logiciel d’impôt T3
T4, T5 et autres formulaires fiscaux
Suites Fiscales
PayezPourUN
ProFile 20
Signature Intuit pour ProFile
QuickBooks en ligne Comptable
Prix
Prix et offres groupées
Essai gratuit
Apprentissage
Démarrage
Formation
Webinaires et événements
Soutien
Télécharger et activer
Communauté et soutien
Exigences système
Recommandez un ami
Appeler les ventes : 1 800 943-9834
Paramètres des témoins

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

By accessing and using this page you agree to the Terms and Conditions.

Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité