Idea Exchange

1867 Ideas

TFVLevel 2

Sub S AssetsNew

Why does Pro Series ask you for Total Assets when your receipts are less than $250K and you check the box to suspend Sch L and M-1 calculations?

Forum|Forum|2 months ago

ZevRLevel 1

Add State Refund/Balance Visibility in Federal ViewNew

When working inside a federal return in ProSeries, it would be extremely helpful to simultaneously display the state refund or balance due amount without needing to toggle into the state return.Currently, preparers must switch back and forth between federal and state modules to view the overall outcome of the return. This slows down workflow, especially during review and client communication.

Forum|Forum|2 months ago

Copper1Level 1

Creating Engagement Letter Templates for BusinessesNew

Is it possible to create a business engagement letter template inside Lacerte?  Our engagement letters are slightly different for each entity type.   Most require client name, company, responsible party, yes & no check boxes, signature, and date fields. 

Forum|Forum|2 months ago

JagPatLevel 2

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income ExclusionNew

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income Exclusion

Forum|Forum|2 months ago

btranelLevel 1

2024 Iowa corporate amended return electronic filing is required and lacerte does not support currentlyNew

Received a letter from the state of Iowa for a 2024 amended corporate tax return that we had paper filed because Lacerte does not support electronic filing of the amended Iowa return.  It looks as if 2025 has been updated to allow the amended returns to be electronically filed.   When will 2024 be updated to allow the electronic filing? 

Forum|Forum|2 months ago

tony2391Level 1

flagging clients who use IP PIN previous yearNew

please work on flagging clients who use IP PIN previous year, so we don't forget to add it in or ask client for it. Thank you

Forum|Forum|2 months ago

mike9Level 5

Form 7203 limitations should flow into schedule eNew

please flow loss limitations to schedule K passive non passive section activity and schedule. Eeven the cheapest tax programs do this effortlessly limit NOL carry forwards to 80% of Income without nol  currently we have to overwrite this         

Forum|Forum|2 months ago

stonesrusLevel 1

automatically attach Client Invoice with ESignature requestNew

Automatically attach Client Invoice with ESignature request

Forum|Forum|2 months ago

padmagLevel 1

Prior Year Worksheets in ProConnect - please make it digitalNew

Currently the prior year worksheets are in pdf format- often requiring the taxpayer to print, fill out manually, then upload to tax preparer. Please make it possible to allow the taxpayer to fill this out online and submit electronically.

Forum|Forum|2 months ago

jskouberdisLevel 5

An enhancement to the Michigan Tax ProgramNew

Hello Pro Series,I have an idea on how to help many Michigan tax preparers file returns with the new computer program that the state of Michigan has implemented on reviewing returns this year. Michigan is focusing on tax returns that have a retirement plan distribution with a 4 code to see if it is from a deceased spouse.The state of Michigan allows you to deduct retirement plan distributions from your taxable income. The only retirement distributions that are not deductible are ones with a code 4 on them that are not from a deceased spouse. An example of a non deductible retirement plan death distribution that is not deductible is one from a parent or from a friend. There should be an error message that takes you to a screen where you can put in the deceased spouses information if it applies. If the deduction is not allowable then you would put another code in that tells the system that your death distribution is a non deductible retirement plan distribution.What do the rest of you Michigan tax preparers think of this idea.Thanks,J. [removed by Moderator]

Forum|Forum|2 months ago

fuller73Level 1

Electronically file state of Indiana quarterly estimatesNew

Since the IRS is putting the kibosh on writing checks, we now have the ability to electronically pay quarterly estimates using Pro Series. When can we expect to be able to do this for states as well...specifically Indiana.

Forum|Forum|2 months ago

JamesELevel 1

2026 PTE instructions S-CorpNew

Something needs to be done about the instructions for making PTE payments in the S-Corp program. I have to turn off the WebPay features to get the proper instructions and the voucher FTB Form 3893 to appear and to print. Then presumably I have to turn them back on. If there is a diagnostic or a statement for the payment I can't find it. It took me a while to figure out how to force the information to print, even though I went through the rigamarole before, I just didn't remember the particular algorithmics of the procedure. Thank you for your attention to this matter. 

Forum|Forum|2 months ago

rhhunningsLevel 1

dependents alternating between divorced spousesNew

I have several taxpayers with dependents who alternate between divorced parents based on odd and even years. There should be a way to suspend a dependent from being included in the current year without being required to delete them and reentering the info the next year. Also, the odd or even option should be part of the error checking like the banking info. I should be prompted to confirm if a dependent is eligible based on the divorce decree. There should be a flag on each to retain the odd or even information.

Forum|Forum|2 months ago

rhhunningsLevel 1

refund direct deposit vs auto withdrawlNew

My problem is the 1040 had a refund and the state had a balance due. There should be separate selections for each and rather than in the info page it should be on the final portion of the tax return where you have the option of applying a refund to a future period. At that point all the banking info is available and selecting an option (apply-refund-pay) would be mutually exclusive within the tax return and each tax return could have an independent choice.

Forum|Forum|2 months ago

ypaLevel 2

PA Expense MappingNew

Lacerte partnership module is mapping building maintenance input to plumbing and electrical for PA. This presumably came about when lacerte updated for the 8825 schedule A changes. It would be helpful for there to be a quick way to message lacerte about bugs such as these.

Forum|Forum|2 months ago

TaxLady59Level 2

Filing final short year form 1065 tax returnsNew

It would be great if you could file a final short year tax return (form 1065) by the deadline using ProSeries instead of having to file a paper return.

Forum|Forum|2 months ago

TopRhinoLevel 2

Additional Field for ReportsNew

It would be very helpful if the field for the Driver's License expiration date were available for custom reports. In fact, if all the Driver's License fields were, that would be even better, but specifically, the expiration date would be helpful in determining which clients need to be contacted for the upcoming year for renewed licenses. 

Forum|Forum|2 months ago

DAOLevel 2

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

As you know, the most critical information in e-file processing is whether a return has been accepted or rejected by the IRS. Early identification of rejected returns is essential to ensure timely correction and resubmission.However, we have observed that Lacerte frequently displays the status as “Sent to Lacerte” rather than clearly indicating whether a return has been rejected. As a result, users are required to manually check each module individually to determine the actual IRS status.During peak filing seasons, this issue becomes particularly problematic, as we process hundreds of returns daily. Since IRS acceptance is not immediate, rejected returns can easily go unnoticed unless each case is reviewed manually. This creates a significant inefficiency in workflow and increases the risk of delayed corrections.More importantly, delayed identification of rejected returns may result in taxpayers missing filing deadlines, which can lead to penalties and interest charges. This can also result in client dissatisfaction and complaints.We respectfully request that you consider improving the e-file status visibility to clearly distinguish rejected returns at the highest level of the dashboard or activity summary, without requiring individual module checks.

Forum|Forum|2 months ago

samz1948Level 2

NYC FORM 1127 TO REMOVE STAR CREDITNew

My client lives in NYS and works for a NYC agency. He is required to file Form NYC-1127. The return calculates a STAR credit that is not allowed. I tried to eliminate the credit with an override by entering a zero and then a -1, but could not remove the credit. My client is on extension until 10/15/26 hope you can find a solution to this problem. Thank you, Samuel [removed]  

Forum|Forum|2 months ago

smariniwing Level 1

customers with Mac computers can't fill out the e-organizersNew

Hello,We get a lot of customers from year to year complaining they have trouble filling out the electronic organizers from Lacerte program. Not sure if the development team has heard from anyone else about the difficulties.  I know I've mentioned it to a few customer service reps.Regards, Suzanne

Forum|Forum|2 months ago

khcpa12Level 3

Ability to add logo or letterhead to custom letters in ProconnectNew

Please add the ability to add a logo or letterhead to custom letters in Proconnect. 

Forum|Forum|2 months ago

CmiddlemistLevel 1

990PF Estimated Tax payment optionNew

Was told that Lacerte currently does not have option to have IRS auto withdraw Form 990PF estimated taxes.  It does have option to withdraw balance due only.   Just seems this should be an easy fix from programming standpoint for future years. 

Forum|Forum|3 months ago

blakestoweLevel 2

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

need separate input from form 1098-T box 1 and box 5 to produce IRS pub 970 worksheet 1-1 "Taxable Scholarship and Fellowship Grant Income to support Form 1040 schedule 1 line 8r

Forum|Forum|3 months ago

sac1040Level 2

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

I work with many clients who have multiple Schedule E rentals and Schedule C businesses. When working with that many activities, it becomes very difficult to quickly locate the main Schedule E Rental Worksheets for a particular rental or Schedule C Business Worksheets for a particular business within the forms list.As a workaround, I have learned to intentionally create a temporary error on each Schedule E worksheet so that the form is highlighted in red. After I finish reviewing and entering information for that particular rental, I go back and remove the error so the return can be e-filed. While this works, it is obviously not ideal and adds unnecessary steps to the preparation process.It would save a tremendous amount of time if the primary Schedule E Rental Worksheets and Schedule C Business Worksheets could be highlighted or color-coded differently from the miscellaneous supporting worksheets. This would make navigation much easier, especially on large returns with dozens of activities.I do notice the small black arrow indicator currently used to distinguish certain forms, but because it is also used for other purposes, it tends to get lost visually when working in large returns.A simple color-coding option or enhanced visual identifier for the primary activity worksheets would significantly improve workflow efficiency for preparers handling complex returns.Thank you for considering this suggestion.

Forum|Forum|3 months ago

2cpasinwvLevel 1

wv elective pass through entity taxNew

Please become compatible with WV's new EPTET form. If I have any clients who are PTE and elect into this I have to paper file their state return. Lacerte needs to catch up to this change. It has been 2 years. I need the EPT-100 and WV EK-1 to be apart of lacerte

Forum|Forum|3 months ago

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1867 Ideas

Sub S AssetsNew

Add State Refund/Balance Visibility in Federal ViewNew

Creating Engagement Letter Templates for BusinessesNew

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income ExclusionNew

2024 Iowa corporate amended return electronic filing is required and lacerte does not support currentlyNew

flagging clients who use IP PIN previous yearNew

Form 7203 limitations should flow into schedule eNew

automatically attach Client Invoice with ESignature requestNew

Prior Year Worksheets in ProConnect - please make it digitalNew

An enhancement to the Michigan Tax ProgramNew

Electronically file state of Indiana quarterly estimatesNew

2026 PTE instructions S-CorpNew

dependents alternating between divorced spousesNew

refund direct deposit vs auto withdrawlNew

PA Expense MappingNew

Filing final short year form 1065 tax returnsNew

Additional Field for ReportsNew

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

NYC FORM 1127 TO REMOVE STAR CREDITNew

customers with Mac computers can't fill out the e-organizersNew

Ability to add logo or letterhead to custom letters in ProconnectNew

990PF Estimated Tax payment optionNew

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

wv elective pass through entity taxNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Sub S AssetsNew

Add State Refund/Balance Visibility in Federal ViewNew

Creating Engagement Letter Templates for BusinessesNew

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income ExclusionNew

2024 Iowa corporate amended return electronic filing is required and lacerte does not support currentlyNew

flagging clients who use IP PIN previous yearNew

Form 7203 limitations should flow into schedule eNew

automatically attach Client Invoice with ESignature requestNew

Prior Year Worksheets in ProConnect - please make it digitalNew

An enhancement to the Michigan Tax ProgramNew

Electronically file state of Indiana quarterly estimatesNew

2026 PTE instructions S-CorpNew

dependents alternating between divorced spousesNew

refund direct deposit vs auto withdrawlNew

PA Expense MappingNew

Filing final short year form 1065 tax returnsNew

Additional Field for ReportsNew

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

NYC FORM 1127 TO REMOVE STAR CREDITNew

customers with Mac computers can't fill out the e-organizersNew

Ability to add logo or letterhead to custom letters in ProconnectNew

990PF Estimated Tax payment optionNew

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

wv elective pass through entity taxNew

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