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

J
jose33Level 1

Client Set up ProcessDiscussion ongoing

In the client set up process, it would be nice to select Jr. , Sr.,  iii , etc. suffix for client names.  I have had a few clients and the only place to enter the suffix is the official tax return.  However when I send the client Intuit Link, sometimes the client is upset because they think I am forgetting their suffix, which in fact it is not available or I have to put it in the section (First Name or Last Name).  I think if you could click a suffix box associated to the client then it would automatically add it to the all forms or features in the Intuit software.   

1
J
Forum|Forum|3 years ago
J
JamesL1Level 2

IPM link within PTODiscussion ongoing

Within the IPM work item, you can link to the tax return in PTO but it would be nice to also have the reverse... a link to the IPM work item from PTO. Maybe it could be located in the right side panel where the import and flagged item functions are. 

1
J
Forum|Forum|3 years ago
L
LeahVader1975Level 1

ProConnect Zapier integrationDiscussion ongoing

Will ProConnect be added to Zapier as an integration option? 

1
L
Forum|Forum|3 years ago
E
EugeneDLevel 1

Dark mode for PTODiscussion ongoing

Would be extremely helpful to add a dark mode toggle for PTO because the white screen is so bright at times that it strains and hurts your eyes after a while, especially as a tax prepare we stare at the bright screen for long hours.

1
E
Forum|Forum|3 years ago
N
nonononoLevel 3

Improvements to Locked ReturnsDiscussion ongoing

Very much appreciate the lock return feature. Would like to suggest some improvements:We should be able to manually lock a return. If I am filing a return on paper, there is no way to trigger the return lock. Also, if I unlock a filed return and decide not to make any changes, I cannot re-lock it.Filing an IT-204-LL should not lock the return, I don't always file them at the same time I am filing the full returnWe should have the option to prevent an auto-lock (for example in when filing an IT-204-LL).If a return is really locked, there should be no changes to the print at all from the original return. Right now things like dates, etc, update with the return when I print a copy of a locked  return. How can I really trust no other changes have been made if that stuff changes?

2
N
Forum|Forum|3 years ago
R
rwspiegelLevel 2

Engagement Letter Digital SignatureDiscussion ongoing

Hello,Please add additional signature metadata to the engagement letter/Intuit Link. To be really useful, I need to be able to prove who/when/where (IP address, etc) the document was signed. Can you just add existing ProConnect digital signatures to the Engagement Letter? Thanks

1
R
Forum|Forum|3 years ago
L
LFeldmanLevel 1

California May 15 Extended Payment Date DisasterNew

I understand that electronic payments processed through Lacerte will all be transmitted on the regular original due dates without regard to the extended due date allowed for California filers. This means we cannot use Lacerte to process any electronic payments, a complete disaster for us, requiring hundreds of extra hours of staff time to manually enter individual electronic payments on the IRS and FTB websites. Of course, time which cannot be billed to our clients and can be so easily solved by programming a checkbox in Lacerte.Lacerte programmers, please save us from this!

4
A
Forum|Forum|3 years ago
P
PA CPA 900Level 4

Include Form 5227 in ProSeries ProfessionalNew

Form 5227 for a Split Interest Trust should be included as part of the ProSeries Professional package. Those of use who prepare these returns are forced to either use LaCerte on a pay per return basis or use other software. LaCerte is substantially different than ProSeries and causes a lot of wasted time, plus the additional charges so it is not a good option. Even low cost Drake includes Form 5227. 

1
IRonMaN
Forum|Forum|3 years ago
B
Bill999Level 1

Lacerte SurveysNew

I am not interested in doing your surveys. All the people I talk to are very nice. But I do not get called back when cut off in the middle of a call. And it takes far to long to reach a live person when I call for technical support.

0
B
Forum|Forum|3 years ago
D
Debbie61Level 1

NM 1120s and 1065New

Requesting that NM 1120S and 1065 added to Proseries as an option to efile.  

0
D
Forum|Forum|3 years ago
T
tkdavisLevel 1

Lacerte preparation of Oklahoma Form 511-NOLNew

The computation of the Oklahoma form 511-NOL is different from the computation of the federal NOL and is currently not supported by Lacerte.  I prepare the Oklahoma form 511-NOL schedules by hand for my clients who have Oklahoma NOLs.  Depending upon the number of years of OK NOLs involved this process takes anywhere from 30 minutes to a couple of hours to prepare and attach copies to the return.  I have noticed that there are other tax software currently preparing the NOL forms for Oklahoma or at least makes them available so preparers can manually input data so the software can include the forms with the e-filed returns.  Is this something Lacerte can do?

0
T
Forum|Forum|3 years ago
C
Chris_GrindyLevel 1

Doc-U-Sign form 114New

In 2022 Lacerte, Individual, the form 114 is being generated when creating a docusign request even when there is no input or 114 required.The 114 should not automatically generate in docusign.

0
C
Forum|Forum|3 years ago
H
Help PleaseLevel 2

auto download and installation of program updatesNew

Please update the program to allow for auto installation of program updates. There already is a scheduler to download updates but it does not install them. It is frustrating to open the program and log in only to have it immediately close to install the updates, which requires reopening the program and logging back in.

0
H
Forum|Forum|3 years ago
8
8284899194Level 2

CA efile consent formNew

California has two pages to its efile form.  It would be great if the second page, FTB efile consent to disclosure page, would print out with the other efile forms 8879 when you go to the EFILE: Step1: Print efile signature document.  That way I don't have to go into the clients account, go to forms and then print off that single page, FTB efile consent to disclosure page.

0
8
Forum|Forum|3 years ago
K
KrisseyLevel 1

1120-POLNew

With the new 1120-POL E-filing requirement starting in 2024 it would be Extremely Helpful if not vital for LaCerte to start supporting this form.  

0
K
Forum|Forum|3 years ago
K
KarenALevel 2

CA Form 565 - Nonregistered Foreign LLCs that do not do business in CA need to file Form 565 not 568New

I have a Wisconsin LLC that receives California income from a CA Form 565 K-1 from a partnership interest which the LLC owns.  California has an LLC tax return (Form 568) and a partnership tax return (Form 565). Per the CA Form 568 and Form 565 instructions, since my LLC does not do business in CA, I am required to file a CA Form 565 for the LLC and not a CA Form 568.  However, Lacerte assumes that all LLCs that file in California need to file a Form 568.  Please give me the ability to select as entity type, "Limited Liability Company" and yet prepare Form 565 in compliance to the California instructions.Per the CA Form 568 instructions:  "Exception: Nonregistered foreign (i.e., not organized in California) LLCs and LPs (excluding disregarded entities/single member LLCs) that are not doing business, but are deriving income from California or filing to report an election on behalf of a California resident file Form 565 instead of Form 568."

1
C
Forum|Forum|3 years ago
H
HW45Level 1

diagnostic stating that there is a prior year installment sale with unpaid principalNew

Failed to include principal payments on an installment sale.  Client didn't mention it, thinking I would remember it was still outstanding.

0
H
Forum|Forum|3 years ago
J
jimskimeLevel 3

Preferred contact personNew

It would be nice to know who the preferred contact person is for the preparer to contact

0
J
Forum|Forum|3 years ago
D
DANIEL_CPALevel 1

Schedules K-2 filing exception and Schedule K-3 notification - global setting user optionNew

It would be beneficial to have a global setting option under "User Options>Tax Return" for partnerships and S corporations for the following items:1. Qualified for exception to filing Schedule K-2.... "Yes" or "No" options.2. Include partner/shareholder notification on Schedule K-1 (partner/shareholder will not receive Schedule K-3 unless requested).... "Yes" or "No" options.A global setting option for these items is helpful for users where most of their partnerships and S corporation clients qualify for this filing exception and will be including the notification on the Schedule K-1s.Note:[input for these options by client is on screens 78.1 for partnerships and 86.1 for S corporations]

2
T
Forum|Forum|3 years ago
S
strongsilenceLevel 10

State Tax Exempt Interest and Amortized Bond PremiumNew

LC's calculation of CA Tax-Exempt interest differs from the amount input in Form 11 (by 40K and change in my case.)  There should be a way to reconcile them. One part of the issue is ABP. I think there needs to be a worksheet. Also, the proforma amounts for Tax-Exempt interest don't match the input from last year.

0
S
Forum|Forum|3 years ago
C
cengleLevel 1

Daily input client logsNew

Is there a way to print a log each day for all clients that show changes made to each client?   I need to track down a change that was made in error and with over 1000+ clients, it is nearly impossible to go through each client log to determine which one was changed.

0
C
Forum|Forum|3 years ago
Y
YOLOTaxesLevel 3

Track time in a client by the userNew

The time tracking has been a nice feature. However, it only shows the total time. Need a feature to be able to see how much time was spent by each Lacerte user in the client. 

1
IntuitAlicia
Forum|Forum|3 years ago
George4Tacks
George4TacksLevel 15

Offer keyboard short cuts to jump forward/backward to next form or input screenNew

For example, we have several W-2 to input. Allow something like Ctrl+PgDwn to go to the next W-2 and Ctrl+PgUp to go to the previous W-2. At the end of the W-2s allow Esc to the W-2 screen and Ctrl+PgDwn to go to next input area. 

1
S
Forum|Forum|3 years ago
B
blakestoweLevel 2

LACERTE post 2017 NOL applied to current year returns should be automated with a worksheet to be attached to the return for electronic filing. This is not an option for the so-called top-shelf program sold by Intuit. Get this fixed now!New

LACERTE post 2017 NOL applied to current year returns should be automated with a worksheet to be attached to the return for electronic filing. This is not an option for the so-called top-shelf program sold by Intuit. Get this fixed now!  We will be looking for other software providers that actually automatically calculate this and provide the government requested worksheets.

0
B
Forum|Forum|3 years ago
J
jdpnyLevel 2

W-4V to be availableNew

It would be helpful to have the ability to prepare a W-4V form within Lacerte. We find many clients need to adjust the withholding on their social security benefits

2
P
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