I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal. However, I would like the ability to ha... read more
When I transmit a return, I would like to see Proconnect automatically update:Return status to "E-file completed"Pro Intuit Link status to CompletedThis seems s... read more
Popped into the reporting function and was surprised to see there's nothing there: it switched to 2025 reporting, and unlikeTax Returns or Pro Intuit Link there... read more
Last year (TY 2024) their were understandable delays in releasing Form 172 regarding NOL in the ProSeries BASIC tax program as it was late coming from the IRS.I... read more
Has anyone else been having an issue with the 2024 1040 program over-calculating the underpayment of estimated tax penalty? My clients who underpaid are receivi... read more
It appears the 2025 tax organizer has not been updated to deal with the OBB Act changes such as deductible automobile loan interest expense deduction, etc.Is th... read more
I know this is likely due to the silent beast that is the IRS at current, but is Lacerte able to provide any official updates about when 1040 e-filing will be s... read more
When Lacerte's update dialog notice appears, it shows in the lower right-hand portion of my Lacerte window/screen. It greys out the screen until I click on the ... read more
Most other Softwares include the Company Logo (Practice Company not ProConnect) on the First Pages of the Return in a way that is presented very professional. A... read more
Comments replaced Notes in PTO. Please modify PTO software to allow users to scroll down through the historical notes in 2024 tax return and prior tax returns.
Terry53029 Level 15 ProSeries Professionalposted Nov 14, 2025Last activity Nov 14, 2025 by Skylane
