Idea Exchange

3566 Ideas

Universal Settings for InvoicesNew

We need to be able to establish universal settings for invoices. Every time I create an invoice, I have to remove all of the following lines and corresponding amounts. Subtotal, Tax, Total amount and Balance DueThis is tedious and time consuming.

Forum|Forum|1 year ago

puravidaptoLevel 7

Idea for Intuit to Keep Track of Open IssuesDiscussion ongoing

 When we encounter an issue with Proconnect, we contact support. The support team is very proficient at helping with tasks such as where to enter a client's name, address, and social security number. However, more complex issues often need to be escalated and followed up, which currently lacks a proper mechanism.Support will direct us to post on this idea board. However, this board is merely for feedback and no action is taken unless the issue becomes popular. Posts that do not receive 50 votes will be archived. While some issues may be less common, they are critical for those affected and need resolution.When asked to create a case, support agents often respond that they cannot. They also claim they are not tax professionals and do not fully understand the issues. This is puzzling since Proconnect is designed for tax professionals. Shouldn't support for tax professionals have at least the same level of expertise, just like a teacher should know as much as the students in order to teach?Additionally, promises that the development team will follow up by email are often unmet. For example, I have never received a response on conversation 15116234889 and have no visibility into its status, rendering the reference number practically useless, and the issue remains in the limbo. Due to this inadequate support, many of my issues remain unresolved. If you are experiencing the same situation, please vote FOR this idea. Once a post receives 50 votes, it cannot be deleted, so this post can at least serve as a reminder for them. Thank you!

Forum|Forum|1 year ago

mfkcpaLevel 3

Individual program Screen 26.2, Code 4New

For date of contribution, if I do not enter the year, it defaults to 2025.  It should default to 2024.

Forum|Forum|1 year ago

randgorLevel 1

2024 Pro Series use of tab key on Info WksNew

When entering taxpayer data on 2024 Pro Series, (present version 04.17), use of keyboard tab key goes left-to-right (taxpayer-to-spouse) instead of down as in previous years. Please revert tabbing software to "down" as in previous tax years.

Forum|Forum|1 year ago

JVCLevel 1

NykiaNew

Very helpful with solving my problem.  Saved me from chasing down a Corporate number on the 11/15 due date in order to e-file a return. 

Forum|Forum|1 year ago

kkwheelerLevel 1

Lockdown Preparer/Staff Name EntryNew

Staff are always typing in names for the preparer that don't exist and Lacerte creates a new preparer for that preparer. Please give me the ability to select from a list that is there and not just type in a name.

Forum|Forum|1 year ago

kkwheelerLevel 1

Text reminders for EstimatesNew

Would like the ability within Lacerte to check a box to send text/email reminders to clients to remind them that their estimates are due. 

Forum|Forum|1 year ago

Jerry PuskarichLevel 1

ADD A SERIAL NUMBER FIELD IN THE FIXED ASSET MODULE IN PROSERIESNew

I am a Annual Filing Season Tax Preparer.  I have several clients that operate farms and other businesses.  For those clients I have an Excel Spreadsheet that lists their farm equipment and other depreciable assets.  The reason is that the general description field in proseries is too short to have a complete description and serial number so that when I perform a fixed asset inventory, which I do every three years for the client I can properly identify the assets.  General accepted accounting principles recommend this and the IRS wants to make sure that assets that are being depreciated are in existence and serving the business purpose.  Ghost assets are a risk to anyones business and the serial number field would be very beneficial, especially when you have tractor or other equipment of the same model and make used on the same farm.  It is not uncommon.  It would be useful for other businesses as well, because in many instances depreciation is the largest expense even though it is a non-cash item. Plus in many instances it is subject to depreciation recapture.  I am certainly open for discussion on this subject.    Thanks Jerry [Removed]

Forum|Forum|1 year ago

jwtLevel 1

Eliminate re-entry of duplicate dataDiscussion ongoing

Similar to Lacerte, automate duplicate data to avoid re-entry. For example:1. Add drop down box to select taxpayer/spouse/dependent in forms such as ACA (Form 1095A), Dependent care credit, etc.2. Save previously used Issuers/Employers of tax forms (i.e., with multiple W-2 G's, save the casino information so that it doesn't have to be re-entered each time)

Forum|Forum|1 year ago

ElimeskLevel 2

quick entry land column neededNew

I love the quick entry when entering a new client's depreciation schedule, it would be nice to have a column for land value in the quick entry screen. 

Forum|Forum|1 year ago

Krisegg11Level 2

Please add an "uncomplete" option in the dropdown box for completed Link requests.New

Please add an "uncomplete" option in the dropdown box for completed Link requests. There are times that the link request has been completed and then we need to ask for something else down the road. It would be helpful to "uncomplete" it so the request then will show up under the link request screen again. 

Forum|Forum|1 year ago

CMILevel 1

Link a flag to a specific comment.New

It would be nice to add a comment to specific flags (or link a flag to a comment).  That way, later, a team member will know why a field is flagged and be able to post to the comment thread or resolve the flag based on the issue/comment for that specific flag.

Forum|Forum|1 year ago

KC_Level 1

Mass reassignment of preparer and staff preparerNew

It would be helpful to be able to select multiple clients and change the assigned preparer and/or staff preparer.For example, when there are staffing changes, you could filter your clients based on the old staff preparer, select them all, edit staff preparer, and choose the new staff preparer. Right now, I have to go into the Client Info section of each file and manually choose the new preparer/staff preparer from the dropdowns.This could be a tool called "Edit Multiple Clients", which could have subsections including Preparer, Staff Preparer, etc. And it could be expanded to include other fields such as Custom Filter, Priority, etc.

Forum|Forum|1 year ago

captainbc2850Level 1

letterNew

One simple change:  Allow additions to the client letter, just like Lacerte.  One previous post suggested this and it shows "implemented".  I don't show any changes to the letter. Explain please.

Forum|Forum|1 year ago

StoenLevel 1

Lacerte download file locationNew

On a local download, Lacerte defaults to C:\Tax\[YR]tax... if that location is not your desired file directory, there will be cleanup after the download. It appears the download is required to be sent to C:\Tax\[YR]tax; changing the location at the time of download is not available, even though a CHANGE button is shown. An easy solution is to download the program (to C:\Tax\[YR]tax) and once loaded, open the particular Lacerte program desired, access the System File Path under Settings / System File Path, and change the path to the desired location...

Forum|Forum|1 year ago

lw06880Level 3

NYS IT-360.1 for spouse onlyNew

Please can we create an IT-360.1 (Change of City Residency Status) for the spouse alone, without it having to be a joint form.  Currently am unable to e-file for NYS due to this restriction in ProConnect.  I want to be able to generate an IT-360.1 for the spouse, without having the lead taxpayer name on the form.

Forum|Forum|1 year ago

TambrenLevel 4

Fix Acceptance Letter File Name Printing to PDF or SmartvaultDiscussion ongoing

Please change the default names for the acceptance letters to include what form is being accepted.  The file name prints the same (to Smartvault for example) no matter whether we are printing the letter for an extension. or tax return, or amended tax return.  This causes our letters to get overwritten unless we remember to change the file name manually on previously printed letters first. This needs to be fixed before next tax season!! 

Forum|Forum|1 year ago

ngoldyLevel 2

Preset filter for Staff PreparerNew

We already have a preset filter for Preparers, but could we get a preset filter for Staff Preparer? It would be so useful to have this in the Filter section, as opposed to only being in the Pre-Filters. 

Forum|Forum|1 year ago

chuckbcpa1Level 1

LaCerte HelpNew

Help is difficult to find. If you go to help>contents and search, you can almost never find what you need.   I clicked on "LaCerte Support Site" and typed in "amended california form 568", several pages of unrelated topics came up.  I called LaCerte support and between the two of us, we finally figured it out.  It seems like this happens to me whenever I need help.

Forum|Forum|1 year ago

k9loverLevel 3

Appointment calendar not bridging to 2024New

I have been on the phone with technical support twice now and we have not been able to resolve this issue. I had to manually reinput all my 2024 appointments into the 2023 program. I installed an update and all my appointments disappeared never to be found. I reinput a second time and while I can see them on the main page, they do not show up on the calendar. Even so I attempted to bridge them to 2024 again. They will not bridge over - Is anyone else having this problem or does anyone have a solution I can try? Nothing seems to work.

Forum|Forum|1 year ago

Lety_CPALevel 1

Consolidated Corporate Tax ReturnsDiscussion ongoing

We need PTO to be able to file consolidated returns, or at least to fill out Form 851. Even if it has an additional fee separate for the tax return. We have hundreds of tax returns that are filed, but only a handful of returns to file consolidated. 

Forum|Forum|1 year ago

Ruby and Rylie GirlsLevel 1

Custom Letters from the Database ReportsNew

I've recently set up 8 different custom client letters in our database report section so that I can e-mail them out to our clients as needed.  The goal is to have the letters print from Lacerte to the client's Smart Vault file folder so that we have a copy of the letter and when it was sent out for signature.  What is happening you ask?  If I need to send the client 3 letters (a notification letter, an engagement letter and a mgmt. rep letter) they are overwriting each other because the "name of the letter" (Client Notify Ltr, P'ship Eng Ltr, Client Care Ltr) is not carrying over to Smart Vault.  The name of the letter is a generic name, 2023 Partnership Client Number (Client Name) DatabaseReportsLetters.  Because it does not pick up the name of the "custom letter" it overwrites the first letter with the new letter and keeps the generic name.  This makes no sense to me, Lacerte & Smart Vault are meant to work together to make our lives a little less hectic!  Sure I can go in and rename the letters one by one, which is what I have been doing, but the programs should be able to distinguish each "custom letter" and name it as such.  The idea is to process all work from the client's Smart Vault folder.  What are your thoughts on the matter?  Has anyone had this issue?  Neither Lacerte or Smart Vault has given me a reason as to why the programs are not picking up the "custom name" of the letters.   I've gotten, change the name after printing to Smart Vault so they don't overwrite each other.  This is not a proper solution!Lacerte please focus on resolving this issue!  My fellow community VOTE in favor of having this issue corrected.  At some point, each of our clients will receive 5 of the 8 letters without a doubt.Thanks, have a great day!

Forum|Forum|1 year ago

George4TacksLevel 15

Make the icon a different color each yearNew

I use the Taskbar to start the program. I have various years in the taskbar and it would be nice if I could differentiate based on the number and on COLOR. 

Forum|Forum|1 year ago

PlatinumDarwinLevel 1

Export Basis Limitation / Form 7203New

Hello Please implement the exporting of the basis limitation and Form 7203 for members/shareholders when the K-1 is exported to the individual level.Also, it would be optimal to have a critical/informational diagnostic as a reminder if the basis limitation/Form 7203 is not completed for a K-1 at the individual level.Thank you

Forum|Forum|1 year ago

Better Business Level 1

Adding watermark(s) in Pro Series BasicNew

Is it possible to add a Watermark (Client Copy) within ProSeries Basic?

Forum|Forum|1 year ago

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3566 Ideas

Universal Settings for InvoicesNew

Idea for Intuit to Keep Track of Open IssuesDiscussion ongoing

Individual program Screen 26.2, Code 4New

2024 Pro Series use of tab key on Info WksNew

NykiaNew

Lockdown Preparer/Staff Name EntryNew

Text reminders for EstimatesNew

ADD A SERIAL NUMBER FIELD IN THE FIXED ASSET MODULE IN PROSERIESNew

Eliminate re-entry of duplicate dataDiscussion ongoing

quick entry land column neededNew

Please add an "uncomplete" option in the dropdown box for completed Link requests.New

Link a flag to a specific comment.New

Mass reassignment of preparer and staff preparerNew

letterNew

Lacerte download file locationNew

NYS IT-360.1 for spouse onlyNew

Fix Acceptance Letter File Name Printing to PDF or SmartvaultDiscussion ongoing

Preset filter for Staff PreparerNew

LaCerte HelpNew

Appointment calendar not bridging to 2024New

Consolidated Corporate Tax ReturnsDiscussion ongoing

Custom Letters from the Database ReportsNew

Make the icon a different color each yearNew

Export Basis Limitation / Form 7203New

Adding watermark(s) in Pro Series BasicNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Universal Settings for InvoicesNew

Idea for Intuit to Keep Track of Open IssuesDiscussion ongoing

Individual program Screen 26.2, Code 4New

2024 Pro Series use of tab key on Info WksNew

NykiaNew

Lockdown Preparer/Staff Name EntryNew

Text reminders for EstimatesNew

ADD A SERIAL NUMBER FIELD IN THE FIXED ASSET MODULE IN PROSERIESNew

Eliminate re-entry of duplicate dataDiscussion ongoing

quick entry land column neededNew

Please add an "uncomplete" option in the dropdown box for completed Link requests.New

Link a flag to a specific comment.New

Mass reassignment of preparer and staff preparerNew

letterNew

Lacerte download file locationNew

NYS IT-360.1 for spouse onlyNew

Fix Acceptance Letter File Name Printing to PDF or SmartvaultDiscussion ongoing

Preset filter for Staff PreparerNew

LaCerte HelpNew

Appointment calendar not bridging to 2024New

Consolidated Corporate Tax ReturnsDiscussion ongoing

Custom Letters from the Database ReportsNew

Make the icon a different color each yearNew

Export Basis Limitation / Form 7203New

Adding watermark(s) in Pro Series BasicNew

Filter by product

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