Idea Exchange

3562 Ideas

Allow e-filing for Maryland returns with late payment penaltiesNew

When I try to submit an extended MD return that has a balance due, Lacerte gives a Critical Diagnostic Warning that MD does not allow Late Payment Penalties with an e-filed return - ref #3410.  This is not correct.  I have personally spoken to a representative from MD and was told that MD does accept e-filed returns that include late payment penalties.  Additionally, I previously used Drake tax software and was able/allowed to e-file a MD return that included late payment penalties. This is not a new issue.  I previously used Lacerte for 19 years (before trying Drake) and had the same diagnostics. Lacerte, please correct this issue.  I don't like have my clients paper file their MD returns when they should be able to e-file or have them receive MD penalties due notices.  Don't let Drake be better at filing than Lacerte. Tim  Lacerte user for more than 20 years

Forum|Forum|25 days ago

JeffquinncpaLevel 1

Stop the $99 user access feeNew

Intuit finds a way to increase their prices every year. Either it’s phasing out quickbooks desktop and force people to pay a monthly or annual fee to use quickbooks online, or now forcing a $99 user access fee in order to e-file while still increasing the filing fee for business and personal returns. 

Forum|Forum|25 days ago

DAOLevel 2

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

As you know, the most critical information in e-file processing is whether a return has been accepted or rejected by the IRS. Early identification of rejected returns is essential to ensure timely correction and resubmission.However, we have observed that Lacerte frequently displays the status as “Sent to Lacerte” rather than clearly indicating whether a return has been rejected. As a result, users are required to manually check each module individually to determine the actual IRS status.During peak filing seasons, this issue becomes particularly problematic, as we process hundreds of returns daily. Since IRS acceptance is not immediate, rejected returns can easily go unnoticed unless each case is reviewed manually. This creates a significant inefficiency in workflow and increases the risk of delayed corrections.More importantly, delayed identification of rejected returns may result in taxpayers missing filing deadlines, which can lead to penalties and interest charges. This can also result in client dissatisfaction and complaints.We respectfully request that you consider improving the e-file status visibility to clearly distinguish rejected returns at the highest level of the dashboard or activity summary, without requiring individual module checks.

Forum|Forum|25 days ago

samz1948Level 2

NYC FORM 1127 TO REMOVE STAR CREDITNew

My client lives in NYS and works for a NYC agency. He is required to file Form NYC-1127. The return calculates a STAR credit that is not allowed. I tried to eliminate the credit with an override by entering a zero and then a -1, but could not remove the credit. My client is on extension until 10/15/26 hope you can find a solution to this problem. Thank you, Samuel [removed]  

Forum|Forum|26 days ago

smariniwing Level 1

customers with Mac computers can't fill out the e-organizersNew

Hello,We get a lot of customers from year to year complaining they have trouble filling out the electronic organizers from Lacerte program. Not sure if the development team has heard from anyone else about the difficulties.  I know I've mentioned it to a few customer service reps.Regards, Suzanne

Forum|Forum|26 days ago

khcpa12Level 3

Ability to add logo or letterhead to custom letters in ProconnectNew

Please add the ability to add a logo or letterhead to custom letters in Proconnect. 

Forum|Forum|27 days ago

joegcpaLevel 2

FILE NAME ADDED TO PRINT K-1 PACKAGENew

When exporting a K-1s for entities that a relatively large number of shareholders, members or beneficiaries, can the entity name and return year be added as a prefix ahead of the recipient's name?I had an incident this year where I had 11 K-1s as part of one 1065 return. To add the entity name and tax return year ahead of the member's K-1, I used a Microsoft Word document with the entity name and year. I then copied and pasted the entity name and year from the Microsoft Word document after editing each member's file name. I had to do this 11 times to make sure the file name and year were correct. Can you add the entity name and tax return year as part of the Print K-1 Package?

Forum|Forum|27 days ago

CmiddlemistLevel 1

990PF Estimated Tax payment optionNew

Was told that Lacerte currently does not have option to have IRS auto withdraw Form 990PF estimated taxes.  It does have option to withdraw balance due only.   Just seems this should be an easy fix from programming standpoint for future years. 

Forum|Forum|28 days ago

blakestoweLevel 2

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

need separate input from form 1098-T box 1 and box 5 to produce IRS pub 970 worksheet 1-1 "Taxable Scholarship and Fellowship Grant Income to support Form 1040 schedule 1 line 8r

Forum|Forum|29 days ago

sac1040Level 2

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

I work with many clients who have multiple Schedule E rentals and Schedule C businesses. When working with that many activities, it becomes very difficult to quickly locate the main Schedule E Rental Worksheets for a particular rental or Schedule C Business Worksheets for a particular business within the forms list.As a workaround, I have learned to intentionally create a temporary error on each Schedule E worksheet so that the form is highlighted in red. After I finish reviewing and entering information for that particular rental, I go back and remove the error so the return can be e-filed. While this works, it is obviously not ideal and adds unnecessary steps to the preparation process.It would save a tremendous amount of time if the primary Schedule E Rental Worksheets and Schedule C Business Worksheets could be highlighted or color-coded differently from the miscellaneous supporting worksheets. This would make navigation much easier, especially on large returns with dozens of activities.I do notice the small black arrow indicator currently used to distinguish certain forms, but because it is also used for other purposes, it tends to get lost visually when working in large returns.A simple color-coding option or enhanced visual identifier for the primary activity worksheets would significantly improve workflow efficiency for preparers handling complex returns.Thank you for considering this suggestion.

Forum|Forum|30 days ago

2cpasinwvLevel 1

wv elective pass through entity taxNew

Please become compatible with WV's new EPTET form. If I have any clients who are PTE and elect into this I have to paper file their state return. Lacerte needs to catch up to this change. It has been 2 years. I need the EPT-100 and WV EK-1 to be apart of lacerte

Filter by idea status

Filter by product

Allow e-filing for Maryland returns with late payment penaltiesNew

Stop the $99 user access feeNew

Concern Regarding E-File Status Visibility and Rejection Notifications in LacerteNew

NYC FORM 1127 TO REMOVE STAR CREDITNew

customers with Mac computers can't fill out the e-organizersNew

Ability to add logo or letterhead to custom letters in ProconnectNew

FILE NAME ADDED TO PRINT K-1 PACKAGENew

990PF Estimated Tax payment optionNew

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

wv elective pass through entity taxNew

attach federal return to state for e filingNew

Schedule 1-A option to printNew

Notes are going away... Now we have to have permanent CommentsNew

Form 1116New

Activity log for each returnNew

attachment for other state tax credit from composite statements or K-1 notesNew

PRINTING OPTIONSNew

E-file federal quarterly estimated payments standaloneNew

Compliance with the filing requirements set forth in Government Code sections 12586 and 12587 for California Exempt EntitiesNew

bank verification docusignNew

automatically shared documents copied to firmNew

stop returning to the top of the page.New

Penalty and interest calculation on amended returnsNew

Two-Year ComparativeNew

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded