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

3566 Ideas

D
Dummer19Level 3

pdf baloneyNew

For years now the same problem remains unfixed.  When you go to the print function within a return and you want to send client a draft or a single form, etc., there is a form letter titled E-Mail Preview which describes the password to open, using Rio De Janeiro as an example (WHY?  How about Sault Ste. Marie or Saint Louis--wouldn't that be more authentic, or pertinent as an example?).Anyway, if you go in, as I do, to customize the language, when you click on "E-Mail" the software asks you if you want to "save changes for all clients?"  Well, of course I do.  But, in the next day or hour or next return, it defaults back to the original format...WHY??? You asked ME if I wanted to save it for all--then why don't you save it for all???It is just infuriating...just change it, please, while I am still semi-sane...

0
D
Forum|Forum|1 year ago
D
Dan14Level 1

C Corp, Maine Pass Through Entity Withholding e-File RejectionNew

I have a C corp client that files a return in the State of Maine.  The corp received a Form 1099ME from a pass through entity (LLP) for withholding of $726.  The withholding was entered on Screen 10 and a copy of the 1099ME received was attached as a PDF to the ME return on Screen 4.2.  A rejection error was received (ME1120-009) indicating that the amount on line 7d did not match the amount of all 1099MEs combined.  The resolution to the rejection was: Amount entered on line 8d does not equal total Maine income tax withheld from W-2G/1099ME.  There is no line 8d on the Maine tax return.  I called the State of Maine and they said that the amount of pass through withholding received was $726.  The return shows $726 on line 7d.  How do we get this fixed so that the Maine tax return does not have to be filed on paper through the US Mail?

0
D
Forum|Forum|1 year ago
J
JacobLevel 2

Government copy of Oregon state and local tax returns shouldn't print efiled returns.Discussion ongoing

Oregon likes to impose multiple state and local tax returns.  Some of these returns can be efiled and others cannot.  Can Lacerte print options be updated to only print a government copy of state and local returns, with required attachments, when those returns cannot be efiled?  Currently we can either print all state and local returns, whether efiled or not, or opt to print only efile forms which ends up not printing any of the state and local returns.  We either have to shred a lot of unnecessary pages that won't be used because the return is efiled, or we've got to spend a bunch of time to partial print the paper filed returns and supporting documentation. A fix to not print a local return that is being efiled should be simple enough, but I'm just an accountant and not a programmer, so I'll leave it to you experts.  Thank you!

2
4
Forum|Forum|1 year ago
M
max pollackLevel 1

Two Efines on one the accountNew

It is possible to have one login with proconnect but have two firms we can toggle between depending on the client so each firm can efile their returns under the same login. 

0
M
Forum|Forum|1 year ago
D
dpartigianoniLevel 1

New York Drivers licenseNew

It would be helpful if the program carried over the New York drivers license information from year to year instead of having to manually input it each year.  If it's expired, perhaps that can be flagged as a diagnostic warning.  I've noticed that other states info does carry over.

2
abctax55
Forum|Forum|1 year ago
C
claudiapLevel 2

Client enter their own authentication (driver license info)New

In some States but especially in NYS, driver's license information is required to file extensions and returns. Please!! Let the taxpayer enter their information when they esign a return or in a separate email, however, it works.Let's say we have 100 returns with Driver's license info filing MFJ MFS, which means 200 pictures of these driver's licenses that we need to request. 200!! The other issue is how these taxpayers send us the driver's license picture, either by text or email, we need to look it up, besides requesting it every year in case something changes. Also the security issue and the fact we need to keep the files.If we can send them a link for them to upload the picture and enter their info, it'd be amazing, outstanding, and great.Thank you Intuit!

0
C
Forum|Forum|1 year ago
L
lkgcpaLevel 3

Ability to Enter Tax-exempt OID in ProConnectNew

There should be a way to easily enter tax-exempt OID in ProConnect. Not only does this ensure that the correct amount of tax-exempt interest is entered on the federal return, but tax-exempt OID often impacts the state return as well.

1
George4Tacks
Forum|Forum|1 year ago
R
RLTLevel 1

Please remove states from amended return dropdown in proseries basic if they are not available to be filed. And the diagnostic should indicate such, not "no matching federal return can be found". This sent me on a wild goose chase for 2 daysNew

ProSeries Basic:States not available to e-file amended returns (specifically Kansas) should not show in drop down for amended state filing.The resulting diagnostic when attempting to e-file reads "no linked federal return is available". This is a totally different message than "state not available for efile". Please correct this.

0
R
Forum|Forum|1 year ago
B
bernie1Level 1

Turn off auto generated backups of idata and pdata folders in LacerteNew

I want to turn off the auto backup of idata and pdata folders because of the increased size of my daily shapshot backups.  I was recently informed me that I could not turn it off. Why was that functionality not built into the software?  Any responsible business already makes nightly backups of Lacerte data folders.  My backups now use 4x the space as they did previously.  Please re-think this Lacerte! 

1
P
Forum|Forum|1 year ago
K
KenGreenbergLevel 4

Need 1120-S Penalty Abatement FormsNew

We need the 843 form for S-Corporations. Likewise, we could use a NY penalty abatement form.I submitted three clients for retroactive S-Corp filing status to 1/1/23. IRS approved the status 8/12.I had the corporate returns ready and e-filed the next day. Clients then get letters seeking $1,175 penalties from IRS and $300+ from NY because:The 1120-S return - which pays no tax - wasn't filed on 3/15. We couldn't possibly file it before they approved it. So charging the penalty is egregious.Enter NY for the same nonsenseThe 843 exists for personal returns not corporate ones. Any retro S-Corp status filing will likely need the form. Thanks!

1
sjrcpa
Forum|Forum|1 year ago
A
Arnie in OregonLevel 4

Home Mortgage Interest Limitation WorksheetNew

I've just found out -- unfortunately, by a client getting an audit letter -- that ProSeries professional does NOT automatically alert me when my client's mortgage interest deduction is limited because the balance of the mortgage exceeds $750,000.  Even though, on the bottom of the Form 1098 Mortgage Interest Worksheet, there is box entitled, "Home Mortgage Interest Limitation Smart Worksheet," it's NOT a smart worksheet.  I had to go to Schedule A, quick in the box below Line 8 on the "QuickZoom to Home Mortgage Interest Worksheet," and then fill in the information about my client's mortgage amount and interest paid by hand (thankfully, the worksheet does calculate the amount of deductible and nondeductible interest, and then send the deductible figure back to Schedule A). 

6
abctax55
Forum|Forum|1 year ago
A
anccpaLevel 2

Client StatusNew

Change client status to show electronic filing information for efiled amended returns. this should be for all types of returns & Establish a client status for each state.

0
A
Forum|Forum|1 year ago
P
PA7539Level 2

ERO signature date for business modulesNew

There is an ERO signature date input field for paperless filing 8879 (Screen 4; Code 53), but no such input field exists for the other modules. Can we please get this on business modules so that e-signature forms can have a ERO signature date?

0
P
Forum|Forum|1 year ago
T
TimothyLLevel 1

California requirement for a federal Form 8283New

When the taxpayer takes the federal std. deduction but itemizes for their California Form 540 and their itemized deductions include non-cash charitable contributions exceeding $500, CA requires that Form 8283 be completed and attached to the CA Form 540.  This requirement is similar to the "California Only" Schedule A that also must be attached.Currently, the Lacerte I-tax program attaches the Schedule A, but not the Form 8283.  The preparer must therefore attach the 8283 by creating a PDF copy of the 8283 and attaching it using the PDF attachment tool on screen 4.1.I would like to suggest that Lacerte automate this process as is already done for the California Schedule A.

0
T
Forum|Forum|1 year ago
J
jcsjLevel 2

When I print a return or print a return as a pdf, attach any "pdfs" that i attached via Electronic Return Filing Attachments optionNew

E-file attachments should be appended to the .pdf files.  I am not sure why this still needs to be requested but Lacerte still does not attach e-file attachments to print jobs.Importantly though, I would request that Lacerte append e-file attachments to the .pdf returns.  The e-file attachments are already in .pdf format so this should not be difficult to adopt.

0
J
Forum|Forum|1 year ago
K
KevinRRileyLevel 2

.pdf efile returns AUTOMATICALLY + Standardized logical .pdf naming convention + Efile attachmentsNew

Would anyone like to simplify the process of printing returns?  Ideally, by having an administrative person hit the "print complete return" button and everything happens exactly as the practitioner wants it.It is really really bizarre how difficult the .pdf printing process is.  There are no settings that I am aware of that allows one to print the client copy, the preparer copy, and the government copy such that three separate .pdf files are created and automatically placed where the practitioner directs each of them and named logically so the user can identify what it is they are looking at with a single printing action.Most Lacerte print options will combine these to a single .pdf file. I don't know why anyone would want this but everyone has their own needs.  Lacerte should at least give us an option as to whether we actually want these different versions to be combined or not.The print to .pdf option comes close to the desired result, but there is no predefined location to send the documents to and there can only be one location option per print action.The print to .pdf option DOES create a file name with logical and helpful information (tax year_client #_client name_selected printed copy_entity type) but ONLY if you select multiple items.  Otherwise the file name is generic and ultimately not very helpful.  Don't print twice or reprint though, because you will be prompted with a duplicate file error and it will bog your system down.Also, when a return is electronically filed and accepted, it would be nice that the accepted version be automatically converted and retained for recordkeeping without prompting from the user.  E-file attachments should be appended to the .pdf files.  I am not sure why this still needs to be requested but Lacerte still does not attach e-file attachments to print jobs.  We do not have paper attachments following a paper file around the office anymore.  Everything is electronic so Lacerte should follow through with the mindset that e-file attachments should be attached to all versions of the return.  Electronic and printed.In summary:I would like Lacerte to allow the user to direct .pdf output to default location of choice for each return type, with a naming convention that is logical and helpful and will not produce errors, and have electronically filed returns automatically converted to .pdf for recordkeeping without user intervention for recordkeeping.  Ideally with a single print "complete return" action.Importantly though, I would request that Lacerte append e-file attachments to the .pdf returns.  The e-file attachments are already in .pdf format so this should not be difficult to adopt.  

2
J
Forum|Forum|1 year ago
T
tfotiLevel 4

K-1 identificationNew

When importing or when working with K-1's it is sometimes hard to tell whose K-1 is whose if both the husband and wife have ownership in something.  You can import into the wrong K-1 slot and this could wreak havoc with any carryovers you have logged to a certain K-1.  Please make it easier to identify

4
T
Forum|Forum|1 year ago
T
taxbiz2511Level 3

Docusign/ e signature request email headersNew

When a couple shares an email address, both the email for the taxpayer and the email for the spouse show the taxpayer's name in the header/subject field. One should show the spouse's name, the other the taxpayer's. 

0
T
Forum|Forum|1 year ago
T
tfotiLevel 4

Late payment penalty and interesNew

If a taxpayer makes a payment after April 15th of the tax year, you get a critical diagnostic saying you must calculate the interest and penalty manually.   The system should be able to calculate this for us!

0
T
Forum|Forum|1 year ago
K
kc07932Level 1

Form 8865New

With the increase in foreign filings, it would be helpful if Lacerte added Form 8865 to the individual program.  

0
K
Forum|Forum|1 year ago
K
kc07932Level 1

Why is form 114a not in e sig statusNew

When requesting e signatures from clients, the Form 114a does not typically show up as an e-fillable form.  Why is this?  Can it be added as the value of using e signatures will be greatly increased if it is.

0
K
Forum|Forum|1 year ago
T
tfotiLevel 4

View DocumentsNew

We should we able to change the type of document in the View Document screen and not just in the Link portal.  

0
T
Forum|Forum|1 year ago
T
tfotiLevel 4

Federal and State NOLNew

Please help us more with the federal and state nol'sthe system should be able to calcuate 80% for us when it applies and you should not have to go to three difference screens and several input boxes to log federal state carryovers, amount absorbed and state nol if different from federal.This is where we need the most help because NOL's are always difficult to calculate. 

0
T
Forum|Forum|1 year ago
B
BowieLevel 4

CA Corp Tax to withdraw on extended due dateNew

The extended due date of CA corporate returns is 11/15th.  On the Misc Screen where we check the box to have CA taxes due electronically withdrawn, the F1 help screen tells me "The program defaults to the due date of the tax return as the date on which the withdrawal should be made.  To select a different date, enter the date. " I have not changed the CA due date of the return on the letter or penalty screen.  This means the CA return is still due 11/15 even though the federal corporate return is due 10/15.  Based on the statement made on F1, as described int he first paragraph above.  I'm assuming even if the CA extended return is filed today, 10/14, the CA electronic payment will not be electronically withdrawn until 11/15.  BUT the CA e-file payment record in Lacerte tells me the "Requested Payment Date is 10/14/2024", which is when we efiled the corporate return.  Lacerte does have a diagnostic telling me the federal debit payment will be withdrawn from the taxpayer's bank account once the IRS has processed the return.  There is no diagnostic about CA whatsoever.  I called Lacerte technical support to ask them when the CA balance due with the extended return will come out of the corporate bank account.  They could NOT answer that question and suggested that I post a product idea here.  My suggestion????  Clarify SOMEWHERE when this payment will be electronically withdrawn from the client's bank account.  Not even the efile authorization letter sent to the client tells me that information.  

0
B
Forum|Forum|1 year ago
FLange
FLangeLevel 3

Alphabetizing the K-1's within the Individual Tax Return Input SoftwareNew

When a client has multiple K-1's, it is helpful to alphabetize them as it keeps them organized.  In the ProSeries software, once K-1's have been entered, the order of the K-1's cannot be changed.  Over time, a client may add or subtract K-1's but we cannot change the order in the system.  This needs to be changed so that we can save time by keeping them in alphabetical order.

2
J
Forum|Forum|1 year 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