Idea Exchange | Community

1729 Ideas

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!

Forum|Forum|1 month 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. 

Forum|Forum|1 month ago

laughingskyLevel 1

Provide audit trail of tax return prepDiscussion ongoing

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

Forum|Forum|1 month 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.

Forum|Forum|1 month 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.

Forum|Forum|1 month 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!

Forum|Forum|1 month 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. 

Forum|Forum|1 month 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)

Forum|Forum|1 month ago

sgarciatax2016Level 1

Add dependent number when reject shows up as dependent already claimed from Description field.New

Integrate the system you use to plug submission ID numer to grab the dependent number that was already claimed.Error: eview the Description field. There will be a number in brackets, [?], that identifies which one is causing this reject. For example: "[2]" will identify the second Qualifying Child on Schedule EIC. Verify that the child's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the child's SSN is entered correctly. If the Qualifying Child's information is correct, and you want to electronically file this return as it was originally submitted, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information. Code: SEIC-F1040-506-04

Forum|Forum|1 month ago

MistyLWestCPALevel 1

'Description Field' after IRS reject for a dependent available to usersNew

I just had a dependent reject. The description states the following:Error message: 'DependentSSN' in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period. Visit www.irs.gov/identity-theft-fraud-scams/identity-theft-dependents for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don't already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN.Solution: This return has been rejected by the IRS, because one or more of the dependents on this return has already been claimed as a dependent on another return. If multiple dependents are present in this return, review the Description field. There will be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top. Verify that the dependent's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the dependent SSN is entered correctly. If you want to electronically file this return and claim the dependent, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information.Code: IND-507-01As the ERO, we cannot see which Dependent rejected. We have to contact support. We need to be able to know which Dependent rejected without contacting support.

Forum|Forum|1 month ago

SeqLevel 3

Update control totals for Sch 1-A deductionsNew

Control totals have no place for Sch 1-Ad deductions - senior deduction, car loan interest, etc.

Forum|Forum|1 month ago

mrsseqLevel 1

Update control totals for schedule 1-ANew

Update control totals for schedule 1-A

Forum|Forum|1 month ago

EugeneDLevel 1

Form 706 for ProConnectDiscussion ongoing

Not sure why estate returns (Form 706) are not available via ProConnect, but would definitely be nice to have instead of needing a different product completely in order to file them.

Forum|Forum|1 month ago

JeraldBLevel 1

Form 706 PreparationDiscussion ongoing

This needs to be added.

Forum|Forum|1 month ago

AaroninUtahLevel 1

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package.  If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf.  Please give us the option to include that in the printing of the K-1.  Why else would you track at the partnership level if you weren't going to give it to the partner?  

Forum|Forum|1 month ago

CPATerriLevel 3

PDF Version of OrganizerDiscussion ongoing

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

213

Forum|Forum|1 month ago

Kathy_TF_MALevel 2

Fill-In PDF OrganizerDiscussion ongoing

I know practitioners have been asking for many years but is a fill-in PDF organizer going to be available soon?  Clients continue to ask and I don't have a great response.  This would be incredibly helpful.

Forum|Forum|1 month ago

bstrandLevel 2

Form 709 - Gift tax returns e-filingNew

The IRS website states that Form 709 can be efiled for tax year 2025.  However, we have been told by Lacerte rep that LC does not currently support the efile for Form 709, and that MAYBE it will be available later this summer.  Very disappointing that this national tax software is not trying to provide the best possible service.  

Forum|Forum|1 month ago

bethsvenLevel 3

E-Filing Gift Tax ReturnsNew

Please provide the ability to e-file gift tax returns.

Forum|Forum|1 month ago

J113Level 2

Have a Consolidated 1099 input screen.Discussion ongoing

No text available

Forum|Forum|1 month ago

SteveTheCPALevel 1

Consolidated 1099 was suggested in 2021.Discussion ongoing

Can you comment on priority of implementing ideas? I spoke to a tech today about having Consolidated 1099 input screens. She said it was a great idea. She forwarded me this Idea Excahnge forum. There are 93 votes for the consolidated 1099 but the comments were first made in 2021! 

Forum|Forum|1 month ago

RascalsmomLevel 1

Multi Factor Authentication for DMS programDiscussion ongoing

Definitely need to add Muti Factor Authentication for the DMS program.  Especially given all the hacks taking place, it is concerning the DMS program does not have this added safety feature.

Forum|Forum|1 month ago

dtplante1Level 2

How to add security to DMS program?Discussion ongoing

How to we secure the DMS program?

Forum|Forum|1 month ago

kulbackcpaLevel 1

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.

Forum|Forum|1 month ago

Kim CLevel 2

Oregor CAT efileNew

Please make the Oregon CAT return available for efile

Forum|Forum|1 month ago

Filter by idea status

Filter by product

1729 Ideas

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

Amended return status under tax returnsDiscussion ongoing

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

insert logo on client tax letter & additional pages to printNew

Add logo to client letterNew

Add dependent number when reject shows up as dependent already claimed from Description field.New

'Description Field' after IRS reject for a dependent available to usersNew

Update control totals for Sch 1-A deductionsNew

Update control totals for schedule 1-ANew

Form 706 for ProConnectDiscussion ongoing

Form 706 PreparationDiscussion ongoing

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

PDF Version of OrganizerDiscussion ongoing

Fill-In PDF OrganizerDiscussion ongoing

Form 709 - Gift tax returns e-filingNew

E-Filing Gift Tax ReturnsNew

Have a Consolidated 1099 input screen.Discussion ongoing

Consolidated 1099 was suggested in 2021.Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

How to add security to DMS program?Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Oregor CAT efileNew

Filter by product

Filter by idea status

Filter by product

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

Amended return status under tax returnsDiscussion ongoing

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

insert logo on client tax letter & additional pages to printNew

Add logo to client letterNew

Add dependent number when reject shows up as dependent already claimed from Description field.New

'Description Field' after IRS reject for a dependent available to usersNew

Update control totals for Sch 1-A deductionsNew

Update control totals for schedule 1-ANew

Form 706 for ProConnectDiscussion ongoing

Form 706 PreparationDiscussion ongoing

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

PDF Version of OrganizerDiscussion ongoing

Fill-In PDF OrganizerDiscussion ongoing

Form 709 - Gift tax returns e-filingNew

E-Filing Gift Tax ReturnsNew

Have a Consolidated 1099 input screen.Discussion ongoing

Consolidated 1099 was suggested in 2021.Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

How to add security to DMS program?Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Oregor CAT efileNew

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO