Idea Exchange

3565 Ideas

duplicate please deleteNew

E-Filing prohibited on Colorado Form 112New

I am trying to e-file a $0 balance corporate tax return for Colorado.  The state added a new line for 2025 (line 27) and I'm getting an error message that will not allow me to file the Colorado return only.  The error states "the sum line is invalid for state electronic filing only positive numbers are allowed for this field."  I filed a $0 balance tax return for this client for 2024 electronically through ProSeries both Federal and Colorado.  Now, I can only file the Federal return with a $0 balance for 2025, not the Colorado return.  There isn't anything on the Colorado site that states I cannot file a $0 balance return with this line item containing a $0. That said, I can file this on the state site directly and haven’t ever had an issue filing a $0 balance return before, but I shouldn't have to file this outside your program when I've paid for the software.  This is a software issue that needs to be fixed for the 2025 tax return or a refund needs to be issued for returns that cannot be filed due to a software problem.

Forum|Forum|2 months ago

robertvito5764Level 3

Alert that social security needs to be entered based on prior yearNew

Social Security, unlike W-2s which usually contain errors when opening a transferred client file, needs to have a prompt if social security was received in the year prior. Clients social security paper wasn't brought to be included in the return mandating an amended return.  

Forum|Forum|2 months ago

aterrycpaLevel 2

Filing instructions should include electronic payment languageNew

Please allow for electronic payment instructions on both federal and federal estimated filing instructions or allow us to change the language on filing instructions like we can on client letters.  Right now clicking "direct pay" yes from settings, tax return populates "To pay by direct pay, visit www.irs.gov/payments for more info" on the federal filling instructions, but not on the estimated payment filing instructions.

Forum|Forum|2 months ago

Doc SavageLevel 1

Form 8879 (various versions) for non-U.S. citizens/residentsNew

The IRS instructions for Form 8879s do not require that the individual or corporate office have a U.S. address and a foreign address is acceptable.  The IRS is only concerned with the fact that the signature authorizing eFile is valid.  ProConnect should be updated to allow for foreign addresses.

Forum|Forum|2 months ago

corelliacpaLevel 2

CSV/Excel download option for ProConnect intuit links sent to clientsNew

My firm uses the intuit links to collect client documents and track their progress. We rely on this heavily to keep track of current status of clients (in progress, need to review, not yet started). Please provide a way for us to download the full list of intuit links with various statuses that were sent out to all clients. There's a way to do this for tax returns filed, but not for intuit links. Please make this function available as it would be a lifesaver when we need to file extensions!

Forum|Forum|2 months ago

bluegarnettaxLevel 1

Notification Indicator for "STARed" CommentsNew

Just like FLAG ITEMS and NOTIFICATIONS — it would be useful to have an "orange box with number" indicating the number of COMMENTS that have been "STARed".This would alert our team that there are COMMENTS that need attention.

Forum|Forum|2 months ago

1234562Level 1

adding field to lacerteNew

I suggest that you allow customers to add a colum/field to the program for any items they might feel they need, that will not impact the program.  Sometimes, personal customization to a point is necessary.Adding a column in the program so that we can see something on the screen that will help us work more efficiently is necessary. Here is hoping you listen to this suggestion. Rose

Forum|Forum|2 months ago

jbovardLevel 3

Need ability to IMPORT both percentages & amounts into Screen 29 Special AllocationsNew

Other tax programs have the ability to import both percentages and dollar amounts from Excel.  Currently, the only percentages that can be imported are the percentages on screen 8.   That only works if you are using a single profit percentage for every item on Schedule K.   But larger, more complex partnerships often need MULTIPLE different special allocation percentages.  That is why Screen 29 exits - to be able to handle MULTIPLE percentages for different P&L items.   But what is the point of being able to hand multiple special allocation percentages when you have to manually enter each percentage by by hand.   And when you have a partnership with hundreds, or even one thousand partners, that takes TOO MUCH TIME.   Lacerte needs the ability to simply IMPORT those different percentages, or those dollar amounts, directly from an Excel spreadsheet directly into Screen 29.   Please add the ability to import different Special Allocation percentages and amount into Screen 29.   This seems like a no-brainer to make Lacerte more useful for larger partnerships.  It would make the Lacerte program more competitive with larger tax programs that can handle large partnerships.

Forum|Forum|2 months ago

drtaxmanLevel 2

System needs to be updated to properly display ® without forcing Â prior to iNew

If one needs to have ® in their signature line, ProConnect currently appears to contain a font mapping error and cannot recognize the special character correctly. Therefore, in the signature section of all client letters, although the ® does print out, it is preceded by "Â". For for example, instead of properly showing "CFP®" the system shows it as "CFPÂ®"Please fix the system to allow proper display of the trademark symbol (and other special characters)

Forum|Forum|2 months ago

DavidHansenCPALevel 1

PARTNERSHIP K1 RETURN OWNER MAPPED TO K1 NUMBER IN THE INDIVIDUAL MODULE AND IMPROVEMENT TO THE EXCEPTIONSNew

I have several clients who have 100 plus k1's due in part to ownership multiple shares of ownership in many of the partnerships that they own.In Lacerte vie the partnership module under k1 misc we could map these so that when they imported we knew they were going to the right place without having to track this all externally (Currently I have done that but it is super difficult I almost have to label them all by the order in the system by verifying the ending capital account balances then and make note in an outside excel sheet what order they are in via the import tab).I'd love if even though I may have to import them 1 by 1 at least I won't have to try and figure out the ordering to have them go to the right place. Also - second item on k1 imports - If you're exception reporting asked us where we'd like to import an item that is not directly mapped because it has variable treatment that would simplify import and verifying all data a lot.  IE  I have code AC interest as an other dedoction.  If the system were to ask me where I want to drop it, or if I want to exclude it vs me manually going screen by screen on the regular input section that would be a lot quicker as well.

Forum|Forum|2 months ago

treasur2Level 4

supporting statement templateNew

I like to use the "supporting statement" tool in many fields where I want to show/do detail.I've noticed over the years that the majority of my entries fall into just several types, Months, quarters and sometimes even years.  Many times, I'm just talking to myself about how I camp up with X.I get tired of typing all the months, quarters, etc. It would be great if you could make a template or "remember this" format for the tool.  Seems insanely intuitive to me.Please no criticism on the way I use it.  Unless you have a workaround

Forum|Forum|2 months ago

BTaLevel 1

Feature Request: Support FIDO2/Passkey for Hardware Security Keys on Lacerte DesktopNew

Currently, the Lacerte desktop app only supports 6-digit Authenticator codes (TOTP). For those of us using hardware security keys (like Thetis or YubiKey) for high-level security, this requires a disruptive manual process: we have to open a separate app, retrieve a 6-digit code, and manually type or paste it into Lacerte every time we are prompted, for each tax year.Since Intuit online already supports Passkeys for web-based account logins, bringing this functionality to the Lacerte desktop application would allow us to authenticate with a simple physical touch of the security key.

Forum|Forum|2 months ago

taxCPA3Level 2

authorize e-filing Nebraska fiduciary returnsNew

Lacerte is incapable of e-filing Nebraska fiduciary returns

Forum|Forum|2 months ago

FrankKLevel 4

If I enter a payment date on the information worksheet, automatically enter it on form 2210. Or if I enter a payment date on form 2210, automatically enter it on the information worksheet.New

The title of the suggestion says it all.

Forum|Forum|3 months ago

MWallenLevel 2

Pennsylvania state extension requires $1.00 to file when no tax is due and Pa doesn't require payment with an extensionNew

Proseries is requiring, when filing an extension in PA, the payment of $1 despite the fact that no tax may be due and Pennsylvania does not require a payment to be paid with an extension. This is requiring us to file an inaccurate form and causes problems when the return is complete and the program thinks $1 has been paid when in fact no money has been sent into the state.You are requiring us to create a fiction that could cause an inaccurate return to be filed.

Forum|Forum|3 months ago

TaxX5Level 1

FinTrans SummaryNew

Often it is unclear until the last moment if you will file to extend, or file a return.  It is not time fruitful to be concerned about missing payment of the amount due through draft, based on whether you file or extend.  Checking the box to electronically pay amount due with return and the amount due with extension, is what I did on a client with a large amount due.I did not run extension wizard, did not extend.  Filed return.  Then looked at FinTrans Summary tab in forms to remind myself of the drafting date and was shocked to find that the summary said the amount would draft twice, once for the return and once for the extension I had not filed.This cost me concern and time.  Got on phone with Jessica - she was great, confirmed from Lacerte side that only one "amount due" would be drafted. Once I filed the return, and did not extend, no extension amount should have shown on the fintrans tab, or at the very least had a disclaimer that informed me this amount would not draft unless I filed an extension.  Maybe there is a setting I am unaware of?Thank you.

Forum|Forum|3 months ago

ChicagoLevel 2

Add e-filing support for Form 709 (Gift Tax Returns)New

The IRS now supports electronic filing for Form 709 through the Modernized e-File (MeF) system, beginning with recent tax years. However, it appears that ProSeries does not currently support e-filing for these returns.We would like to request that Intuit prioritize adding e-file capability for Form 709 within ProSeries.For firms like ours, the ability to e-file gift tax returns would provide significant benefits:Improved efficiency and reduced administrative burden compared to paper filingFaster processing and confirmation of receipt by the IRSReduced risk of mailing delays or lost filingsAlignment with the IRS’s modernization effortsAs more clients require timely and accurate gift tax filings, continuing to rely on paper processes creates unnecessary operational challenges.Is there currently a roadmap or expected timeline for enabling Form 709 e-file in ProSeries? If not, we strongly encourage Intuit to consider this enhancement as a priority.Thank you for your consideration.

Forum|Forum|3 months ago

Rando75Level 2

QuickZoom to another FormNew

when hitting quickZoom to another form button have the program mark the create new copy button instead of the select an existing form button

Forum|Forum|3 months ago

php333Level 2

Educator Expenses Adjustment in Input but not in return on Schedule 1 - Line 11New

It sounds crazy.....but the taxpayer received 529 distributions....on the relevant input screen....as soon as I entered a "1", "2", or "3" to specify what type of 529 Plan was involved....one of the educator expenses amounts of $300 "dropped out" and the Schedule 1 - Line 11 amount went from $600 to $300.  (both taxpayers are teachers).  Crazy!

Forum|Forum|3 months ago

prkworkLevel 4

Ability to Escalate IssuesNew

As a CPA, I can calculate what should be on a return. When entry to ProConnect does not give me what should be, I call Help. But Help is essentially a Level 1 person. If that person cannot find the answer of why something calculates as it does in ProConnect or offer a better place to enter data for a situation, there is nowhere to go. They say, "Call in again." But all I get is another Level 1 person with the same lack of knowledge. We need a way to escalate a matter to a more informed, more technical help person.My specific problem today, where I can get no answer from ProConnect Help, has to do with sale of rental property where the property a) miscalculates the final year's depreciation and b) adds a phantom asset which also is shown depreciating (but not sold) but should not exist at all. Moreover, assistance for where ProConnect wants installment sales resulting from the sale of a rental property is non-existent. Theis is offered as an example. Th

Forum|Forum|3 months ago

avapiekarskiLevel 2

Underpayment penalty for Metro and Multnomah Taxes doesn't calculateNew

For a company as large as Intuit, there should be no calculations that need to be done manually.  The program should auto-calculate underpayment penalties for the OR Metro Supportive Housing (MET-40) and the Multnomah Country Preschool For All (MC-40) taxes.  Our old software did this fine, so it's simple laziness

Forum|Forum|3 months ago

CormacnelLevel 2

Paper File AlertNew

Specifically for when a client has selected to E-file a Federal return I want to you ALERT on each return that is CANNOT BE E-FILED in ProConnect.  I have run into this time and time again with Oregon and Portland tax returns that appear to have been cherry picked for which ones you e-file and which you do not.  There is also NO report I can pull to see which Schedules and State Returns each return has because it will ONLY list the E-file returns and NOT the paper filed returns.  I need to know all of them because we are going to have major bills with some clients doing Portland and Oregon returns.  

Forum|Forum|3 months ago

chele1821Level 1

Print a sentence that Colorado estimated payments will be paid electronically on the individual cover letter.New

The return has both federal and Colorado estimated tax payments set up to be paid electronically. However, the cover letter in the individual module only states that federal payments will be paid electronically. It does not state Colorado will also be paid electronically. This is very confusing for clients. I have to go in and edit the cover letter each time to add the Colorado verbiage. Other states have verbiage that the payments will be made electronically automatically added to the cover letter. For example CA. Can similar verbiage be automatically added by the software to the cover letter when CO estimated tax payments are set up for electronic payment?

Forum|Forum|3 months ago

estelapetrocelliLevel 1

What is going on this year with issues with printing that slow down and affect the response from the program? I am continuously having to do updates several times a day?s?New

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Forum|Forum|3 months ago

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3565 Ideas

duplicate please deleteNew

E-Filing prohibited on Colorado Form 112New

Alert that social security needs to be entered based on prior yearNew

Filing instructions should include electronic payment languageNew

Form 8879 (various versions) for non-U.S. citizens/residentsNew

CSV/Excel download option for ProConnect intuit links sent to clientsNew

Notification Indicator for "STARed" CommentsNew

adding field to lacerteNew

Need ability to IMPORT both percentages & amounts into Screen 29 Special AllocationsNew

System needs to be updated to properly display ® without forcing Â prior to iNew

PARTNERSHIP K1 RETURN OWNER MAPPED TO K1 NUMBER IN THE INDIVIDUAL MODULE AND IMPROVEMENT TO THE EXCEPTIONSNew

supporting statement templateNew

Feature Request: Support FIDO2/Passkey for Hardware Security Keys on Lacerte DesktopNew

authorize e-filing Nebraska fiduciary returnsNew

If I enter a payment date on the information worksheet, automatically enter it on form 2210. Or if I enter a payment date on form 2210, automatically enter it on the information worksheet.New

Pennsylvania state extension requires $1.00 to file when no tax is due and Pa doesn't require payment with an extensionNew

FinTrans SummaryNew

Add e-filing support for Form 709 (Gift Tax Returns)New

QuickZoom to another FormNew

Educator Expenses Adjustment in Input but not in return on Schedule 1 - Line 11New

Ability to Escalate IssuesNew

Underpayment penalty for Metro and Multnomah Taxes doesn't calculateNew

Paper File AlertNew

Print a sentence that Colorado estimated payments will be paid electronically on the individual cover letter.New

What is going on this year with issues with printing that slow down and affect the response from the program? I am continuously having to do updates several times a day?s?New

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Idea Exchange

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Filter by product

duplicate please deleteNew

E-Filing prohibited on Colorado Form 112New

Alert that social security needs to be entered based on prior yearNew

Filing instructions should include electronic payment languageNew

Form 8879 (various versions) for non-U.S. citizens/residentsNew

CSV/Excel download option for ProConnect intuit links sent to clientsNew

Notification Indicator for "STARed" CommentsNew

adding field to lacerteNew

Need ability to IMPORT both percentages & amounts into Screen 29 Special AllocationsNew

System needs to be updated to properly display ® without forcing Â prior to iNew

PARTNERSHIP K1 RETURN OWNER MAPPED TO K1 NUMBER IN THE INDIVIDUAL MODULE AND IMPROVEMENT TO THE EXCEPTIONSNew

supporting statement templateNew

Feature Request: Support FIDO2/Passkey for Hardware Security Keys on Lacerte DesktopNew

authorize e-filing Nebraska fiduciary returnsNew

If I enter a payment date on the information worksheet, automatically enter it on form 2210. Or if I enter a payment date on form 2210, automatically enter it on the information worksheet.New

Pennsylvania state extension requires $1.00 to file when no tax is due and Pa doesn't require payment with an extensionNew

FinTrans SummaryNew

Add e-filing support for Form 709 (Gift Tax Returns)New

QuickZoom to another FormNew

Educator Expenses Adjustment in Input but not in return on Schedule 1 - Line 11New

Ability to Escalate IssuesNew

Underpayment penalty for Metro and Multnomah Taxes doesn't calculateNew

Paper File AlertNew

Print a sentence that Colorado estimated payments will be paid electronically on the individual cover letter.New

What is going on this year with issues with printing that slow down and affect the response from the program? I am continuously having to do updates several times a day?s?New

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