Idea Exchange

1613 Ideas

Make a Dependent a new ClientImplemented

When a dependent of a client has to file a return this year for the first time, I'd love a simple button to Make this Dependent a new Client.  And thank you if Lacerte also creates the Family Link.

3 months ago

jmiamiLevel 2

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth) so you can easily see the ages for that tax year without having to calculate them.This is needed when a dependent is 16 so you can tell the clients they will lose $1,500 of their $2,000 child tax credit the year the dependent turns 17.

3 months ago

ChuyLevel 2

WA Capital Gains Tax available to report thorough Lacerte.Discussion ongoing

We are able to file WA Working Families Credit with Lacerte, therefore us Washingtonians would appreciate it if we could also file the new WA Capital Gains Tax.

3 months ago

Jbc515Level 2

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Currently Lacerte does not allow users to efile a grantor return for California. Other software, such as CCH Axcess, allows users to efile grantor returns for California.  To my knowledge, the state does not disallow grantor returns from being efiled and at the moment Lacerte doesn't support the ability to efile grantor returns for California. Please add the ability to the efile returns to the software as having to paper file these returns is a huge hassle especially when other software have this capability. 

3 months ago

bwcpaLevel 4

Need to e file california grantor trust returnsDiscussion ongoing

For many years, our client's with California grantor trusts have had to continue to file paper tax returns.  I just spoke with another tax preparer who uses the "Ultra tax" software program, and they have been able to e file California grantor trust tax returns for many years.  The FTB website further states that the FTB CAN accomodate e filing for Grantor Trust tax returns.  So, why after so many years, with so many of Lacerte's clients in California (probably the majority of Lacerte's customers are in California), doesn't Lacerte accomodate e filing for such a ridiculously simple form?  It's embarrasing when we have to tell client's that our software vendor is so outdated and behind that we can't e file such as simple tax return.  Obviously it can be done if your competitors are doing it.  WHY??????????

3 months ago

aschoenbartLevel 1

ESIGNATURE - NEED TO BE ABLE TO SEND NON -WATERMARKED COPIES of tax returnsNew

WHY MUST I SEND WATERMARKED RETURNS WITH DOCUSIGN!!! MY CLIENTS WANT NON WATERMARKED TAX RETURNS!!!!!!!!!!!!!!!

3 months ago

aschoenbartLevel 1

DocusignDiscussion ongoing

 IN DOCUSIGN when you send a return in LACERTE you can choose watermarked or non watermarked but in PROCONNECT you only have a choice of WATERMARKED - please fix this as my clients want NON WATERMARKED   Alan Schoenbart CPA

3 months ago

tc64540Level 3

Allow CA amended efile of ITNew

Please allow the amended CA returns to be efiled

3 months ago

Just-Lisa-Now-Intuit Community Champion

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

No text available

3 months ago

GermanyEALevel 2

Form 8858Discussion ongoing

As previously suggested: Please consider adding Form 8858 Information Return of U.S. Persons With Respect to ForeignDisregarded Entities (FDEs) and Foreign Branches (FBs).We are continually forced to use outside software to prepare returns needing this form.

3 months ago

DeanRoseLevel 1

Mask SSNs on Forms 8879New

I print out filing copies for my file copy and the client copy for my client.  I also print out 8879s as selected forms.  Please mask the SSNs on these selected 8879s as they just stay with us.  If clients e-mail the signed forms to me, I'd like the SSNs masked.  If I check the Mask Sensitive Data box, the DO NOT MAIL watermark appears on the CA form and the SSN is not masked on the federal 8879.  Please mask the SSNs on the federal form and remove the watermark from the CA form.

3 months ago

GMatusLevel 1

Suppress or mask socials on the 8879New

Why can't we mask the socials on the Form 8879?

3 months ago

psmitcpa1Level 3

kiddie taxDiscussion ongoing

Please build in the kiddie tax link into PTO that has been in Lacerte for eons.  It would be a very efficient way to do the kiddie tax calculations to link the kids return to the parents rather than having to enter all the information in manually.

3 months ago

JamesL1Level 2

Kiddie TaxDiscussion ongoing

Ability to import parent's tax information to child's tax return for purposes of the kiddie tax. 

3 months ago

MAT19Level 1

Global print settingsNew

Set the schedules to print for review for all clients.  For example, we would like to print schedule A, schedule B, form 8949, etc. for all clients, without having to force printing in each record.

3 months ago

JasonBarneyLevel 2

Global SettingsNew

We need several global settings: force Sch-A, Sch-B, 8949, print ALL CAPS/Mixed Case, etc. I'm sure there are more, but this is my starting point.

3 months ago

hamiltonscLevel 2

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Please create an option that you can choose to print all returns in All Caps/Uppercase in ProConnect. A Global setting for all returns and the option to do in select returns only.

3 months ago

A-Z1040Level 2

Set global price per form for ALL returnsDiscussion ongoing

We should be able to set a master or global price per form list so that all returns are priced consistently.I was just told from the chat assistant that we have to manually add each line item/form and the price each time to a return. C'mon guys!

3 months ago

hamiltonscLevel 2

Global Pricing FeatureDiscussion ongoing

We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mistakes, under/over charges, etc. As much as we pay for this product, this should be an option. 

3 months ago

laughingskyLevel 1

Provide audit trail of tax return prepDiscussion ongoing

Provide audit trail of the people that are preparing the return in proconnect.

3 months ago

MsTaxSolutionsLevel 1

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Please create an audit trail feature that would allow Proconnect users/admin to see in detail (at minimum) what returns were worked on & by which user, and what returns were created, copied, printed, deleted, etc. I recently spent an hour on a chat trying to solve a mystery I couldʻve solved in a few minutes if I had access to a feature like this. Tech support had to search at length for me (why? itʻs all my activity!), which is why the chat took an hour. If Proconnect had this feature, it wouldʻve saved me & the poor support guy an hour of our time.

3 months ago

MJP_CTMLevel 1

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Please add a column for Amended Return EFile Status at the bottom of the main page on the Tax Returns screen.  Please also put the statuses in chronological order based on when the work would be performed.  It should be in this order:Extension EFile StatusFederal EFile StatusState EFile StatusAmended Return EFile StatusThank you!

3 months ago

puravidaptoLevel 7

Amended return status under tax returnsDiscussion ongoing

Currently under tax returns, it has federal efile status, state efile status, and extension efile status, but no amended return status. We need to have that added.FEDERAL EFILE STATUS STATE EFILE  STATUS EXTENSION EFILE STATUS -- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote FOR the idea if you need to report and keep track of Intuit software defects.

3 months ago

Jenifer ChittwoodLevel 1

insert logo on client tax letter & additional pages to printNew

Please add an option to insert company logo to the client letter in the tax return.  Also add an option to insert an additional letter to print with the return. 

3 months ago

elizabeth0628Level 2

Add logo to client letterNew

Please include option to add our logo to the client letter.  It would also be nice to change the font, as the default font looks like TurboTax.  (bad branding for the tax preparer)

3 months ago

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1613 Ideas

Make a Dependent a new ClientImplemented

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

WA Capital Gains Tax available to report thorough Lacerte.Discussion ongoing

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Need to e file california grantor trust returnsDiscussion ongoing

ESIGNATURE - NEED TO BE ABLE TO SEND NON -WATERMARKED COPIES of tax returnsNew

DocusignDiscussion ongoing

Allow CA amended efile of ITNew

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

Form 8858Discussion ongoing

Mask SSNs on Forms 8879New

Suppress or mask socials on the 8879New

kiddie taxDiscussion ongoing

Kiddie TaxDiscussion ongoing

Global print settingsNew

Global SettingsNew

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Set global price per form for ALL returnsDiscussion ongoing

Global Pricing FeatureDiscussion ongoing

Provide audit trail of tax return prepDiscussion ongoing

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Amended return status under tax returnsDiscussion ongoing

insert logo on client tax letter & additional pages to printNew

Add logo to client letterNew

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Idea Exchange

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Make a Dependent a new ClientImplemented

Lacerte should show the Client's and their dependents' ages on the input screens (based on dates of birth)New

WA Capital Gains Tax available to report thorough Lacerte.Discussion ongoing

Please Add Efile Support for California Grantor ReturnsDiscussion ongoing

Need to e file california grantor trust returnsDiscussion ongoing

ESIGNATURE - NEED TO BE ABLE TO SEND NON -WATERMARKED COPIES of tax returnsNew

DocusignDiscussion ongoing

Allow CA amended efile of ITNew

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

Form 8858Discussion ongoing

Mask SSNs on Forms 8879New

Suppress or mask socials on the 8879New

kiddie taxDiscussion ongoing

Kiddie TaxDiscussion ongoing

Global print settingsNew

Global SettingsNew

Global Setting to be able to print all returns in Uppercase/all caps in ProConnect.New

Set global price per form for ALL returnsDiscussion ongoing

Global Pricing FeatureDiscussion ongoing

Provide audit trail of tax return prepDiscussion ongoing

Create an audit trail accessible by Proconnect users & not just support agentsDiscussion ongoing

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Amended return status under tax returnsDiscussion ongoing

insert logo on client tax letter & additional pages to printNew

Add logo to client letterNew

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