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

G
goldensteinLevel 1

State of Nebraska Property Tax Credit - Amended Tax ReturnNew

For the state of Nebraska, on Form 1040XN, line 37 does not automatically roll the PTC credit for community college property taxes, you have to manually add it, so they get credit, reducing the additional balance due (or increasing the refund). How can this be fixed by Lacerte so both property tax credit's roll to the amended form? 

1
N
Forum|Forum|1 year ago
J
jjackattyLevel 1

tax organizer seems to omit the question on foreign bank accountsNew

upon going through the 2022 and 2023 tax organizer, I don't see any question asking about foreign bank accounts (FBAR filing) ? 

0
J
Forum|Forum|1 year ago
K
KSweet-5104Level 2

Iowa Third Party Designee Auto FillableNew

Would like to see the Third Party Designee on all Iowa tax forms have a check box to automatically fill in the preparers information like the Federal forms.  You can leave the option to fill in a different name and address if you don't check the box.  

0
K
Forum|Forum|1 year ago
B
bethsvenLevel 3

Forms 8985 and 8986New

These forms are needed to file an amended BBA partnership return.  Please add Forms 8985 and 8986 to your forms list.

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

calculate interest when making payment after april 15 and before filing returnNew

Now that interest rates are 8%, the interest on late payments can accrue quickly. If a client makes a payment after April 15th but before the return is filed (so that the penalties will stop accruing), the software doesn't account for interest from April 15th to the payment date. ProSeries shows the payment as just additional tax paid and the return bottom line on the 1040 will show a refund. But there is no refund, since interest will be charged from April 15 to the payment date. This will result in additional letters to the client adjusting the "refund" on every tax return.  

0
R
Forum|Forum|1 year ago
R
RobertGainesLevel 1

990-T Part v; Line 9 referenceNew

The Form 990-T; Schedule A; Part V; Line 3b is a Rental Property "attach statement" line. You complete the "Explanation Statement" (in this instance, a detail of the rental property operating expenses other than Depreciation. Part V; Lines 4 & 5 are used to calculated the taxable allocation of gross rental income and expenses (by property). This % is then used to reduce the gross rent & expenses to the avg debt / avg NBV of rental property ratio.On the "Explanation Statement" there is an ALLOCABLE EXPENSE AMOUNT which is calculated, using the same ratio of Avg Debt / Avg NBV. The note on this line references it should (must) equal Part V; Line 3b.I think that reference is wrong... it should equal Line 9; Allocable Deductions. This is causing computational (or reference) errors for each property. The amounts appear to be calculated correctly (there can be rounding errors because Part V; Line 6 allows 4 decimal places... The Explanation Statement allows 3 decimal places. This has been very frustrating, especially if I am wrong in my outlook & your layout is (in your world of programming) properly done. Need some help in figuring this out.

1
PATAX
Forum|Forum|1 year ago
M
MikeHAOCPALevel 1

Allow Import from CSVNew

For the 990 returns, add buttons to upload from CSV on quick entry screens.  Currently, there are download to CSV buttons on each of these screens, which serve no real purpose since we still have to input the data manually.

0
M
Forum|Forum|1 year ago
G
GCOTLVLevel 3

Organizer format wider column for payer name or font size reducedNew

The organizer format needs to be changed or font size reduced so that more of the payer name shows on the pdf copy of the organizer. Often times we have identifiers at the end of the payer name when there are multiple 1099s from the same broker, but they don't show up on the organizer interest and dividend page because they are cut off. We really don't need all those columns for clients to fill in because we will get the information from the 1099. We have a similar issue for K-1 partnership names. The name column should be wider and the other columns smaller.

0
G
Forum|Forum|1 year ago
T
taxprepperLevel 3

Allow option to disable notificationsDiscussion ongoing

The red notification bubbles in the top right of the screen are distracting and rarely useful because they're usually advertising Intuit products. Clicking on and archiving the notification takes time out of my day that I'll never get back. Why annoy everyone with these messages? Please let us opt out of receiving them.

4
S
Forum|Forum|1 year ago
Z
zibasoroudiLevel 1

Add diagnostic to check state's depreciation when current year special depreciation override is usedNew

In general, when current year special depreciation is overridden, a diagnostic is needed to alert the tax preparer to verify if state is in conformity and if not, a -1 should be entered for the state current depreciation and any current  depreciation for the state should be entered.

0
Z
Forum|Forum|1 year ago
F
fendejanLevel 1

Wisconsin Schedule CCNew

Why is the Wisconsin Schedule CC (Request for Closing Certificate) not readily available when the program is released?  We need this form for all final1041, Estate tax returns we file.   It becomes available later in the year, just not at release.  The form is ready and available online so why no include it with the program?

1
T
Forum|Forum|1 year ago
K
kennyram0sLevel 1

Time-tracking feature for individual returns/projectsNew

We are about to see the average time spent on a return but can not track the time for individual returns/projects.

1
S
Forum|Forum|1 year ago
R
RanmanLevel 1

Lacerte supportNew

Thank you Rebecca for helping me with my problem so quickly an efficiently.

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

ProSeries DMS - IRS Mandates Multi-Factor Authentication IR-2024-201New

Will Intuit be adding multi-factor authentication to ProSeries DMS as soon as possible?Multi-factor authentication (MFA) is now a federal requirement to protect clients' sensitive information. Effective June 2023, the FTC's safeguards rule mandates MFA to strengthen account security by requiring more than just a username and password.  Currently, MFA is not available for DMS (Document Management System).Under the new FTC rules, at least two authentication factors must be used to access customer information. This requirement extends to securing client information on tax professionals' computers, networks, and within tax preparation software. Opting out of using MFA is prohibited. IR-2024-201

1
Jim-from-Ohio
Forum|Forum|1 year ago
J
JamesL1Level 2

Back ButtonDiscussion ongoing

It would be nice if there was a back button that took me to the previous screen I was on. If I click the browser's back button, it takes me out of the tax return. 

2
A
Forum|Forum|1 year ago
B
BrendaBLevel 1

Form 706 SchedulesNew

Would it be possible to change the format of Form 706 so each schedule does not say "See Statement Following?"  Why can't the information entered on the schedules of Form 706 print on the schedules (vs on a statement following the schedule)?  Very frustrating, unprofessional and a waste of paper.

1
sjrcpa
Forum|Forum|1 year ago
F
Fatima63Level 1

Add activity number to K-1 entryNew

I wanted to see if it is possible to add an activity number to K-1 entry when proforming from a return that was prepared with a program that allows that. Please if possible add this to the K-1 entry

0
F
Forum|Forum|1 year ago
juliermerrillcpa
juliermerrillcpaLevel 3

New condensed screens and fields are truncated and too small! Revert back to how they wereDiscussion ongoing

The recent update made input fields truncated and windows too small, view size of screen is small  and hard to read. Reviewing data entry is near impossible as only 5 characters now show from what was input.  It was great before, but the recent update really made it a mess.  Why make the view windows so small? Why truncate fields so we can't see what is in them in the views? This happens now across the platform in various views and is super frustrating. I can't even tell what was input because the view is ridiculously truncated. I've tried to zoom in and out, and it doesn't affect the view and what is seen.  Please revert back to what was there before so we can read the inputs and make the detail screens big again.

5
juliermerrillcpa
Forum|Forum|1 year ago
D
dabeemLevel 2

7216 - Idea Withdrawn by userNew

Idea Withdrawn - Add form 7216 to available form packages.Created a merge document through CRM instead.  

3
sjrcpa
Forum|Forum|1 year ago
D
dabeemLevel 2

Search by SSNNew

Add search for client by SSN/EIN

0
D
Forum|Forum|1 year ago
S
StevenDLevel 2

Form 8936 not attaching to tax returnNew

My client received a tax notice since Lacerte did not attached Form 8936 to the tax return. The taxpayer received a K-1 with a credit on line 13 - Code AZ - Qualified Commercial Clean Vehicle Credit.  The K-1 was imported from the S Corp module. I called and spoke with two representative of Lacerte and they said the only way to get the form to attached to the return was to attached as a PDF file and send with the return. Why is this form not attached to the return already??

0
S
Forum|Forum|1 year ago
A
anccpaLevel 2

MASSACHUSETTS POWER OF ATTORNEYNew

Have Massachusetts Power of Attorney form self populate like the Federal.

0
A
Forum|Forum|1 year ago
A
Alex BunstockLevel 1

estimated tax email reminders.New

I think it would be a great feature to be able to have the software send reminder letters/notices of the client estimated tax payments due on or before the due date. Many clients forget, have little money in checking accounts these days, and need to transfer from other accounts. It would be very helpful to those clients. I think that enhancement would be excellent!

0
A
Forum|Forum|1 year ago
H
Howard HilderbrandLevel 1

I am having issues when the Balance Sheet is in excess on $2 Billion . Can Lacerte find a way to increase the threshold?New

the program creates a negative number when in excess of $2 Billion. This prevents the e-filing of the various returns. Is there a way Lacerte can fix this issue? The fix would prevent having to switch to another software. 

0
H
Forum|Forum|1 year ago
R
RascalsmomLevel 1

K-3 allocations in Screen 29New

I would like to be able to specially allocate in screen 29 the Sch K-2 parts II & III.  I have a partnership with many partners and specially allocate other items that go on their K-1s, so would like the capability for items that go on their 

0
R
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