Idea Exchange

3562 Ideas

Massachusetts Electronic Payment of Estimated TaxesNew

I would love to have the option to set up automatic payments for Massachusetts quarterly estimated taxes for my clients.  Similar to the feature Lacerte already has for Federal estimated payments.Please VOTE yes for this idea!!!  Thank you! 🙂

Forum|Forum|11 days ago

ctia7911Level 2

Commitments made but not carried out, fullfilled, executed, or completed...New

It's been several days sine Yasmine said someone would contact me from Intuit about the software's failure to accurately post billing rates, etc. to client invoices ...  She too, said she'd follow up with me and I haven't heard from her either...  So here's my question - why is it these commitments are "promised" and then never adhered to for one, and then in addition to this, how is it there is no check system in place from the "higher-ups" to insure these commitmments are being adhered to...   Just me wondering if this is what it's like when the buyer/seller pyramid gets flipped around...  Customer service seems to have taken a 180 since COVID and that disturbs me very, very much...  Thank you...

Forum|Forum|11 days ago

PTA13Level 1

K-1 entry to flow to correct forms within the programNew

When entering information from an issued K-1 into K-1 worksheet, please set all of this info to flow directly to the proper forms associated with the information.  For instance on an 1120-S K-1 issued, why does the worksheet info I enter in Box 15 Code AC (Biodiesel fuel credit) not flow directly to the Form 8582, 3800 or 8864?  This is also true for Box 13 Code K (Excess Business Interest Expense and Box 20 Codes AE, AG & AJ.  I have several clients that are issued K-1's from 1120-S and 1065 and this would speed up the process and less likely to have errors by missing or manually not entering the information into the correct forms for proper reporting.

Forum|Forum|11 days ago

APhetteplaceLevel 1

4th Quarter CO estimated tax paymentsNew

Many (over a dozen) clients have received letters from CO.  The issue is that the 4th quarter estimates, paid in January 2026 are being applied to 2026 estimates instead.  Can this be corrected? 

Forum|Forum|11 days ago

Mapes2Level 1

K40 Critical Diagnostic #49027New

I believe the K40 Critical Diagnostic #49027 is misleading for Lacerte user.  The critical diagnostic indicates "Please ensure the amount of "Modified Kansas Source Income" reported on the Ks Schedule S Part B matches "Net Modifications to  FAGI" on Part A.  I believe the sentence following that contradicts that statement.    Which is it?  Ensure they match or make adjustments if needed.  ?? 

Forum|Forum|11 days ago

SteffanLevel 4

E-filing Superseding State Returns (California, others) in LacerteDiscussion ongoing

Hello,California and a few other states support e-filing superseded returns. California specifically added support for Individual/Fiduciary in 2022, joining the business entities which they had supported previously.Unfortunately, Lacerte has not added support to supersede state returns yet. Many other competing tax software programs have this feature and have for some time.While it is great to supersede a Federal return, having to amend the California return makes the process convoluted and we believe it is time Lacerte catches up and adds support to supersede the state as well.Thanks for listening.

Forum|Forum|12 days ago

TFVLevel 2

Sub S AssetsNew

Why does Pro Series ask you for Total Assets when your receipts are less than $250K and you check the box to suspend Sch L and M-1 calculations?

Forum|Forum|13 days ago

ZevRLevel 1

Add State Refund/Balance Visibility in Federal ViewNew

When working inside a federal return in ProSeries, it would be extremely helpful to simultaneously display the state refund or balance due amount without needing to toggle into the state return.Currently, preparers must switch back and forth between federal and state modules to view the overall outcome of the return. This slows down workflow, especially during review and client communication.

Forum|Forum|13 days ago

Copper1Level 1

Creating Engagement Letter Templates for BusinessesNew

Is it possible to create a business engagement letter template inside Lacerte?  Our engagement letters are slightly different for each entity type.   Most require client name, company, responsible party, yes & no check boxes, signature, and date fields. 

Forum|Forum|14 days ago

JagPatLevel 2

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income ExclusionNew

Form 1040 Line 1H needs to have Foreign Earned Income amount since we are not claiming Foreign Income Exclusion

Forum|Forum|14 days ago

btranelLevel 1

2024 Iowa corporate amended return electronic filing is required and lacerte does not support currentlyNew

Received a letter from the state of Iowa for a 2024 amended corporate tax return that we had paper filed because Lacerte does not support electronic filing of the amended Iowa return.  It looks as if 2025 has been updated to allow the amended returns to be electronically filed.   When will 2024 be updated to allow the electronic filing? 

Forum|Forum|14 days ago

tony2391Level 1

flagging clients who use IP PIN previous yearNew

please work on flagging clients who use IP PIN previous year, so we don't forget to add it in or ask client for it. Thank you

Forum|Forum|17 days ago

mike9Level 5

Form 7203 limitations should flow into schedule eNew

please flow loss limitations to schedule K passive non passive section activity and schedule. Eeven the cheapest tax programs do this effortlessly limit NOL carry forwards to 80% of Income without nol  currently we have to overwrite this         

Forum|Forum|17 days ago

gammoncsLevel 4

What is the best way to restore my Intuit Pro Series Basic application and data for multiple years. I have all of my Intuit files backed up.New

I am having to re-install my Windows 11 operating system which means that I need to re-install (restore) each year's Pro Series Basic application and data.  What is the best (and easiest) way to get my current and previous 4 years back on my computer after the Windows 11 reset?  I have all of my Intuit files backed up.

Forum|Forum|17 days ago

BR2026Level 1

k1 PrintingNew

 When saving a K1 to PDF it defaults to save with the investor name and client number. Can the entity name be added as well? If an investor is invested in a number of returns, they want to be able to easily identify which is for which account without opening each PDF.

Forum|Forum|18 days ago

stonesrusLevel 1

automatically attach Client Invoice with ESignature requestNew

Automatically attach Client Invoice with ESignature request

Forum|Forum|18 days ago

padmagLevel 1

Prior Year Worksheets in ProConnect - please make it digitalNew

Currently the prior year worksheets are in pdf format- often requiring the taxpayer to print, fill out manually, then upload to tax preparer. Please make it possible to allow the taxpayer to fill this out online and submit electronically.

Forum|Forum|19 days ago

jskouberdisLevel 5

An enhancement to the Michigan Tax ProgramNew

Hello Pro Series,I have an idea on how to help many Michigan tax preparers file returns with the new computer program that the state of Michigan has implemented on reviewing returns this year.  Michigan is focusing on tax returns that have a retirement plan distribution with a 4 code to see if it is from a deceased spouse.The state of Michigan allows you to deduct retirement plan distributions from your taxable income.  The only retirement distributions that are not deductible are ones with a code 4 on them that are not from a deceased spouse.  An example of a non deductible retirement plan death distribution that is not deductible is one from a parent or from a friend.  There should be an error message that takes you to a screen where you can put in the deceased spouses information if it applies.  If the deduction is not allowable then you would put another code in that tells the system that your death distribution is a non deductible retirement plan distribution.What do the rest of you Michigan tax preparers think of this idea.Thanks,John Skouberdis

Forum|Forum|19 days ago

fuller73Level 1

Electronically file state of Indiana quarterly estimatesNew

Since the IRS is putting the kibosh on writing checks, we now have the ability to electronically pay quarterly estimates using Pro Series. When can we expect to be able to do this for states as well...specifically Indiana.

Forum|Forum|19 days ago

JamesELevel 1

2026 PTE instructions S-CorpNew

Something needs to be done about the instructions for making PTE payments in the S-Corp program. I have to turn off the WebPay features to get the proper instructions and the voucher FTB Form 3893 to appear and to print. Then presumably I have to turn them back on. If there is a diagnostic or a statement for the payment I can't find it. It took me a while to figure out how to force the information to print, even though I went through the rigamarole before, I just didn't remember the particular algorithmics of the procedure. Thank you for your attention to this matter. 

Forum|Forum|20 days ago

rhhunningsLevel 1

dependents alternating between divorced spousesNew

I have several taxpayers with dependents who alternate between divorced parents based on odd and even years. There should be a way to suspend a dependent from being included in the current year without being required to delete them and reentering the info the next year. Also, the odd or even option should be part of the error checking like the banking info. I should be prompted to confirm if a dependent is eligible based on the divorce decree. There should be a flag on each to retain the odd or even information.

Forum|Forum|20 days ago

rhhunningsLevel 1

refund direct deposit vs auto withdrawlNew

My problem is the 1040 had a refund and the state had a balance due. There should be separate selections for each and rather than in the info page it should be on the final portion of the tax return where you have the option of applying a refund to a future period. At that point all the banking info is available and selecting an option (apply-refund-pay) would be mutually exclusive within the tax return and each tax return could have an independent choice.

Forum|Forum|20 days ago

ypaLevel 2

PA Expense MappingNew

Lacerte partnership module is mapping building maintenance input to plumbing and electrical for PA. This presumably came about when lacerte updated for the 8825 schedule A changes. It would be helpful for there to be a quick way to message lacerte about bugs such as these.

Forum|Forum|21 days ago

TaxLady59Level 2

Filing final short year form 1065 tax returnsNew

It would be great if you could file a final short year tax return (form 1065) by the deadline using ProSeries instead of having to file a paper return.

Forum|Forum|24 days ago

TopRhinoLevel 2

Additional Field for ReportsNew

It would be very helpful if the field for the Driver's License expiration date were available for custom reports. In fact, if all the Driver's License fields were, that would be even better, but specifically, the expiration date would be helpful in determining which clients need to be contacted for the upcoming year for renewed licenses. 

Forum|Forum|24 days ago

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