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3565 Ideas

T
TTI DianaLevel 2

Include Idaho Form 24New

Please include Idaho Grocery Credit Form 24 for Idaho Senior Taxpayers not required to file Income Tax Return form 1040 or 40.Regarding Form 1310: While not required to file it, the Lacerte diagnostic indicates it should be filed. Lacerte should not have a critical diagnostic for this. It is wrong.

0
T
Forum|Forum|2 months ago
R
rastewuLevel 3

Enhancement Request: Confirm Bank Details Before SubmissionNew

I would like to suggest adding a confirmation step for bank routing and account numbers when entering direct deposit or debit information.Currently, ProSeries only allows a single entry, which increases the risk of errors. With the IRS no longer issuing paper checks for incorrect banking details, even a small mistake can result in refunds being sent to the wrong account.I recommend requiring users to enter the routing and account numbers twice and validating that both entries match before proceeding. This simple safeguard is already implemented in other tax software and would greatly improve accuracy and user confidence.

3
Skylane
Forum|Forum|2 months ago
S
sgarciatax2016Level 1

Add dependent number when reject shows up as dependent already claimed from Description field.New

Integrate the system you use to plug submission ID numer to grab the dependent number that was already claimed.Error: eview the Description field. There will be a number in brackets, [?], that identifies which one is causing this reject. For example: "[2]" will identify the second Qualifying Child on Schedule EIC. Verify that the child's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the child's SSN is entered correctly. If the Qualifying Child's information is correct, and you want to electronically file this return as it was originally submitted, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information. Code: SEIC-F1040-506-04

0
S
Forum|Forum|2 months ago
W
williemakitLevel 1

Tax Bracket WorksheetDiscussion ongoing

PLEASE consider including the Tax Bracket Worksheet at the bottom of the Federal Income Tax Summary so it will print for all clients. I have so many clients asking about how their federal tax is calculated, what is an effective tax rate and marginal tax rate. This would great to include for all clients. I do not include "Worksheets" with client return copies because it makes for too long of a copy for which many clients do not even read these details. At least can you configure the program for preparers to have the option in settings to include in client copy would be great. Thank you.

3
S
Forum|Forum|2 months ago
M
maureen7Level 1

Lacerte morning support hoursNew

For Lacerte phone support: add one or two hours before 9:00 a.m.

4
C
Forum|Forum|2 months ago
J
JudiRoughtLevel 1

History Log of Returns SentNew

Hi,It would be great if there was a log somewhere that showed me when I had sent a client their return through the Intuit Link. It would be great if those PDFs saved somewhere so when they request another copy it's the date from when I sent it last time and not today's date.I forget who I've sent returns to and either I end up sending them seven times or not at all because I can't tell what I have or haven't sent. This makes me look unprofessional. 

0
J
Forum|Forum|2 months ago
D
DanW1Level 1

Diana from LacerteNew

Diana from Lacerte was extremely dedicated to fixing the issue we were having with one particular e-file.  I really appreciate her patience as this was not an easy issue to resolve. 

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

Automatically Send E-file Confirmation to ClientsNew

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted.  I've had to send about 5 a day and this would save me time.  I've had it with other tax programs so I'm surprised it isn't universal.  It could be set to go to the e-signature clients during that process.  

5
I
Forum|Forum|2 months ago
G
getbetterLevel 1

proseries eliminated the ability to file multiple smllc for an individual taxpayerNew

The error is now based on duplicate ssns rather than unique eins. why do we now have to file all extra smllcs on paper. the program feels like it is going backwards going back to paper.   Why can't proseries file multiple smllcs without having to make copies of the original file multiple times.    This seems like an easy programmable code fix.    

1
G
Forum|Forum|2 months ago
Glen
GlenLevel 3

RDP Community Property AllocationsNew

RDP couples residing together in community property states, like CA, must file separate federal returns as single individuals, and their separate federal returns should include community property allocations, as detailed on Form 8958. However, as many prior posters have pointed out, Form 8958 in ProSeries is informational and does not change any calculation on the federal return.To accurately reflect the community property allocations on each federal return, some preparers enter half of each partner's community amounts on each return, but this can result in IRS mismatch notices. Accordingly, some preparers enter aggregate adjustments for income, deductions, withholding, and credits (e.g., an aggregate income adjustment is entered on Schedule 1, Line 1z on both federal returns). This potentially resolves the mismatch notices, but aggregate adjustments may not yield accurate calculations overall (e.g., qualified dividends are taxed differently than ordinary dividends). Additionally, certain negative adjustments result in e-file rejections from the software (e.g., a negative withholding adjustment on Form 1040, Line 25c results in an e-file rejection).Ideally, ProSeries should support entering community property allocations independent of the info from each partner's underlying tax forms. This would help ensure the accuracy of the federal returns while preventing IRS mismatch notices and e-file rejections from the software.

1
M
Forum|Forum|2 months ago
B
bcaulkLevel 2

Folder colorsNew

when creating folders in the client document screen, add the ability, or by default, to change the icon to be a color and not the same image color as raw documents that are uploaded. Would help to quickly visualize the structure.

0
B
Forum|Forum|2 months ago
W
wcecilcpaLevel 1

Program issue-screen 30 entries not going to sch e p.2 re: partnership expensesNew

My screen 30 input of expenses paid personally by a general partner in a partnership show at the top as a schedule of expenses, but amount is not carried onto sch e p. 2 as a partnership expense in LacIt did work correctly in the 2024 program and was input the same way for 2025

0
W
Forum|Forum|2 months ago
A
allaichLevel 1

VA763New

ProSeries does not support electronic filing for nonresident state tax returns in Virginia, Maryland, and DC. When filing forms like Virginia Form 763, the software does not automatically calculate these returns, requiring manual completion. Please add native support for nonresident state return e-filing in these jurisdictions.

1
sjrcpa
Forum|Forum|2 months ago
BobKamman
BobKammanLevel 15

SEHI and QBINew

I've always wanted to add an unreasonable request for a program feature that will be the last step in removing the human element from the return preparation process.  I think I have found one.  I was working on a return with a Schedule C, and a taxpayer who qualifies for the deduction for self-employed health insurance.  But when I entered it, the refund decreased.  Took me a few minutes to figure it out.  They had enough medical  to claim the excess over 7.5%, and to itemize.   So, they get the $5,000 deduction for health insurance in any case.  But claiming it as SEHI, lowers their QBI by $1,000.  Intuit should have warned me not to do it.  And of course, then Intuit should have first figured out whether lower AGI would prevent higher Medicare premiums next year.  Or reduce the $6K/$12K senior deduction.  

0
BobKamman
Forum|Forum|2 months ago
D
dtapLevel 1

1099 B Import for ProConnect - disappointing and perhaps, useless.New

I'd like to stipulate that perhaps this is user error on my part but after searching this resource and others, including consultation with PC help desk, I have arrived at this conclusion.This is my second year (2024+2025 filing season) using PC and I remain disappointed at the fecklessness of the 1099B import tool. I find myself having to enter data manually for this portion of filings and it makes me question the merits of keeping ProConnect as my software of choice.Is there an .XLS or .CSV file template that can be used for import since PC won't accept the actual 1099-B document from the financial institution? Is there a decent explanation as to why ProConnect refuses to enable, never mind improve this feature? Absent action to solve this, I'm going to have to look to other vendors to replace ProConnect. 

1
IRonMaN
Forum|Forum|2 months ago
B
BB3TaxLevel 1

Form 4547 should handle more than 2 childrenNew

Have families with more than 2 children. It would be nice for form 4547 to allow for more than 2 kids.Otherwise, you have to complete a second 4547. having to fill out a PDF version of form 4547 and Attach it to return takes time.Also worry about that attachment not reaching the IRS.I am guessing because these accounts happened so late in 2025, there wasn't time to create a form for multiple children.  

1
dd4vols
Forum|Forum|2 months ago
S
sharolLevel 3

Health care box checked if covered by MedicareNew

If a client is covered by Medicare then the check box on State returns should be marked as client having Health care coverage.

4
Skylane
Forum|Forum|2 months ago
S
sharolLevel 3

1040 Input of K-1 zip code should automatically enter City and StateNew

1040 Input of K-1 zip code should automatically enter City and State. The zip code works in other parts of the return to populate City and State.

0
S
Forum|Forum|2 months ago
S
sharolLevel 3

Final Review for ExtensionNew

There should be a "Final Review for Extension". It should point to areas that could prevent the extension from being e-filed. Such as the date of the extension payment. It would ignore review items that would prevent e-filing the return, such as an estimated interest income.

0
S
Forum|Forum|2 months ago
B
Bobbo1Level 2

PA-1000New

I'm new to this community.  I thought I would be directed to a site where I could give feedback to Intuit for situation(s) encountered or suggestions.  I just tried e-filing a PA-1000 with my PA-40; however, it's being reviewed by Intuit, and I understand that it will likely be rejected, and not forwarded to PA.  This per customer service representative.  She read a line that though the PA-1000 can be completed and printed out through the tax program, it cannot be submitted electronically.I thought that might be the case based on how I was reading the PA-1000 booklet, but did not ask up front as the repr. was assisting me.  This is because I checked off several boxes that would indicate that the form PA 1000 could be electronically filed (i.e., Do you want to elect direct deposit of Property Tax or Rent Rebate (PA-1000 only)?  There was another box I can't locate easily that was associated with filing that packet electronically.These check boxes should be taken out then if you can't actually e-file the PA-1000.  Any information or insight into this situation would be greatly appreciated.  Thank you in advance.

3
sjrcpa
Forum|Forum|2 months ago
T
TaxprepparttimeLevel 1

Amyuni printer/PDF printer driver can't install on Lacerte running Windows 11 using Parallels from a macNew

I run Windows 11 using Parallels on a Mac with an M4 processor. In Lacerte 2024 this caused an issue in printing to the Lacerte PDF print option, but caused no other issues.  Lacerte could not sovle the problem for me. For 2025, not only can I not print to the Lacerte PDF printer, it also is not allowing me to send documents for eSignature - I get a pop-up stating "there is an error trying to create the PDF document".  I run the PDF repair tool as prompted, but then I get an error stating "the software for Intuit Amyuni Document Converter 650 may not work correctly". I've even added a fake Lacerte PDF printer, which allows it to think it is creating a PDF, but then I get an error when I try to send the eSignature stating that "Form Federal 8879 is not applicable to this return and it will not be included in the esignature request.  I've wasted hours using AI trying to solve this issue before going to Lacerte.  The very nice agent tried to help me solve it, but in the end Lacerte claims it is "not their issue".

2
Kathi_at_Intuit
Forum|Forum|2 months ago
K
KevinRRileyLevel 2

schedule d importNew

Lacerte has a very basic schedule d import.  However, inexplicably, you can't import the very specific details that needs disclosure on the 8949.  According to IRS instructions, stock transactions with wash sales and market discounts should be detailed in the 8949.   So one would expect to be able to import the hundreds of transactions that accompany these details but for some reason Lacerte omits these data fields from being imported.  It is a database.  In theory, you should be able to "pick a field" to import and append the data to the table.  Why not allow the user discretion over the fields to import?  especially fields that would require the additional detailed disclosures required of the forms being reported on.

0
K
Forum|Forum|2 months ago
T
TaxGarcia94Level 2

Review of Sch D Lines 1a & 8aDiscussion ongoing

It would be great if Lacerte could produce a worksheet for reviewers to use to be able to see what inputs are going into lines 1a & 8a on Sch D without having to review the input screen. For all the other Sch D lines, we can review the items on Form 8949. But for lines 1a & 8a, it is harder to review these. 

3
U
Forum|Forum|2 months ago
J
JJ9Level 2

Fill in payer information based on EINNew

Please allow for a database of EIN information at least across the same client!  How many times must I enter Fidelity's EIN and address?  

0
J
Forum|Forum|2 months ago
M
Martino1Level 2

PAY ESTIMATED TAXES AS A SEPARATE EFILE FROM EXTENSION AND RETURN EFILINGNew

It would be very helpful if we could file estimated tax payments for 1040s separately and apart from doing an extension or filing the return.  With High Net worth individuals, we often have a better idea of what the tax estimate will be far after the extension is filed but well before we have all the minor information needed to complete the return.  I found out after I filed the extension that I could only E- file the estimated taxes with theE-Filed return filing.  Also it would be great if you removed the mailing notice with the IRS address at the bottom of the 1040ES forms when we have elected to E-File the estimated tax payments.

13
sjrcpa
Forum|Forum|2 months ago

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