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2058 Ideas

C
cathybcpaLevel 3

Features that did not work for 2025 SoftwareNew

I am seriously considering not renewing my software even though I've used it for over 20 years. It was considerably more unstable. I cannot spend the amount of time with customer service that I did this past tax season. For the price we pay for the software, my minimal expectation is that all features work as they were designed. My client presentation report worked sporadically thru the entire season. When it stopped working the 1st time, I spent literally hours on the phone with customer service. They ultimately had me reload the software. BAD IDEA! I lost all of my customization (letters) and also lost the details on what clients had been e-filed/accepted. It only worked for about a week and then stopped again. It started working near the end, but I see as of today, it is again not working. I also have had a terrible experience sending out client checklists. It should work as a batch but doesn't. I've had many clients say they never received it. When I batch send them, I have no idea who got them. I just today tried to prepare a checklist for an extended client, and it kicked me out of the software and does not work at all. My MN returns also printed 'garbage text' almost the entire tax season. I had to manually print the pages one by one or they came out garbled. It only worked near the end of the season. I get really tired of customer service telling me it's my printer, my computer's inability to work probably with the PDF features, etc. It has always worked in the past, so it is not on my end. I need to know these features are operational before I consider renewing. 

1
IRonMaN
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Social Security and Medicare Wages on Form W2New

Can the Medicare Wages field on the W2 form automatically populate what was put in the Social Security Wages field since they are almost always the same? 

1
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Forum|Forum|2 months ago
C
cathybcpaLevel 3

Summary Reports for W2 and 1099 formsNew

Can the summary reports for the W2 and 1099 forms have a checkbox next to each form so I can click when I have verified the amounts and withholding?

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Homebase CustomizationNew

Can the homebase be customized? This could include what buttons are available, shortening descriptions for more columns can fit, etc. 

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

CRP FormsNew

Can there be a copy feature for entering the CRP forms for MN? It is silly to have to input the same information for the spouse when it was already entered.

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Template for "Missing Information" FeatureNew

I put the same 5 items in the "Missing Information" section for each client, so I remember to do each step. I input these same 5 items for over 500 clients. Is there a way to have a template that I can customize so I don't have to enter it over 500 times?

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Automated process of processing the same formsNew

I prepare the engagement letter and Form 8879 for each client (I have over 500) so I can upload to DocuSign. Is there a way to automate this process by being able to choose which forms/letters I manually process?

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

M60 FormNew

The MN M60 payment voucher form does not have the "M60" in the corner of the voucher when printed. 

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Banking InformationNew

Can the software require that we enter the banking information twice to ensure it is accurate? 

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Portal TemplatesNew

Can the portal templates be alphabetized?

0
C
Forum|Forum|2 months ago
C
cathybcpaLevel 3

Please fix the client presentation reportNew

This feature worked at the beginning of tax season, stopped working for about a month, and then would randomly work. I see it is now not working again. It doesn't print with the returClient Presentationn (I have it set up to do this) and kicks you out of the software if you try to use it within the client file. Called customer service when it originally stopped working. She blamed it on my Adobe and had me reload the software. BIG MISTAKE! I had to redo my letters, etc. and it still didn't work after a couple of weeks. 

0
C
Forum|Forum|2 months ago
G
genegrugalLevel 1

E-file Amended returns for StatesNew

This is a must going forward. Amended returns happen more than we would like, but when they do, and we're required to use paper forms and the US Postal service, the process gets lengthy and there is a loss of control on the data and filing. For the states that allow e-file for amendments, this is a no brainer. Not having this for another year will certainly lead me to find a resource that does have the option built in. Ciao.

0
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Forum|Forum|2 months ago
M
MaChampLevel 2

Client ID Verification information needed in the ProSeries HomeBase ViewNew

Since ID Verification is being required more frequently, we would like to identify what clients need to update their IDs for filing purposes so we don't have to catch it later. This will greatly increase efficiency as the regulations tighten for this as a filing requirement. The most useful information we could add to the homebase view would be the expiration dates for taxpayer and spouse IDs.

0
M
Forum|Forum|2 months ago
D
david16Level 1

Add form 706 to ProConnectNew

Would appreciate the option to generate form 706 and related State forms in ProConnect, tired of using a separate software for this increasingly needed form. Thank you for your attention to this matter

0
D
Forum|Forum|2 months ago
V
volpsLevel 1

Lacerte LoginNew

  I forgot my cell phone yesterday and I couldn't login without it.  Is there a way for people who do not have a cell phone on them that can go into Lacerte without it.  Maybe using the work phone or work email instead so we can get our work done that day instead of waiting to have our cell phone with us.

1
K
Forum|Forum|2 months ago
L
LAHCPA1Level 2

Make Tax Organizers fillableNew

Make the ProSeries organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.  This is an idea from 2020 with 163 votes and yet, it has not been done.Please make the current year fields on the PDF fillable as well as the questions page and additional information page.  Also, allow the tax professional to edit the forms.While you are at it, why not give the organizer a whole new refresh!  The format hasn't changed in 20 years.  Please eliminate the redundancies and make it more efficient.  Give us something for the money you charge for the organizer module.  Thank you.

0
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Forum|Forum|2 months ago
G
gandhicpaLevel 1

NJ FORM PAS-1New

Individula Tax:Like PA Module has form PA-1000 (Property Tax or Rent Rebate) This form is Included in the program.NJ also let the Senior Cizens 65 or Older or Certain disability Receipient can File NJ Form PAS-1 to claim the rebate (Our program does not include this form, can the program include this form in NJ Individual tax Module for comming tax season for teh year ended December 31, 2026. 

3
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Forum|Forum|2 months ago
D
DeanLevel 2

adding Link to single sign inNew

The single sign in for up to three years of Lacerte is great. Now adding Link to single sign in would be a terrific enhancement as we currently have to sign in separately, creating time & efficiency issues.

0
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Forum|Forum|2 months ago
D
dkorpelLevel 3

Show payment dates alongside amounts on “Filed Extension” and “File Return” screensNew

On the Filed Extension screen, it would be very helpful if we could see both the amounts and the dates the funds will be transmitted, instead of just the dollar amounts.The same enhancement would be great on the File Return screen. The amounts shown now are useful, but adding the scheduled payment dates would make these screens much more informative and save us from having to dig into other areas or reports to confirm timing.Having both amount + transmit date visible at a glance would:Make it easier to answer client questions quicklyReduce the risk of miscommunication about when funds will be pulledImprove review workflows, especially during busy seasonThis small UI enhancement would have a big impact on day-to-day usability for firms.

0
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Forum|Forum|2 months ago
D
dkorpelLevel 3

Option to hide unused forms and input screens (e.g., railroad forms)New

Our firm would really benefit from the ability to turn off/hide forms, input fields, and screens that we never use in ProConnect.For example, we never prepare returns involving railroad retirement or certain niche forms, but those sections still appear in the interface and can clutter up navigation. Over time, as more features and forms get added, it makes the product feel heavier and harder to move around in efficiently.It would be extremely helpful to have an admin- or firm-level setting that allows us to:Disable or hide specific forms and input screens we never touchReduce visual clutter so staff only see the areas relevant to our practiceImprove training and review by keeping the workflow focused on the forms we actually useA configurable “hide unused forms/sections” option would streamline ProConnect for different firm types and specialties, and make daily use a lot smoother.

0
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Forum|Forum|2 months ago
D
dkorpelLevel 3

Control screens available for input in ProconnectNew

There are dozens and dozens of screens that no one in our firm has ever input data into and will not ever input data into. Why can't we have the ability to hide those screens so that the preparer can only focus on the screens that really matter, the ones we use frequently.The data should be available in Proconnect to show which inputs have never been used. If we need to turn something on, we should be able to do that, like we can control permissions elsewhere.But in terms of tax prep and user-friendliness, there's no reason I need to scroll past Farm Income and Expenses, Oil and Gas, Non cash Sch K contributions, 

1
D
Forum|Forum|2 months ago
A
aananianLevel 1

QBI peior yearNew

She was very knowledgabel and solved my issue in less than 5 minutes

1
IRonMaN
Forum|Forum|2 months ago
K
K K Payroll and TaxLevel 1

Why can't I e-file the Minnesota Amended return?New

Hi,Why are we still not able to efile the MN amended return.  They started taking them this year and we are still paper filing.Please fix this! Thank you,Sara

1
IRonMaN
Forum|Forum|2 months ago
B
BorosJosephLevel 2

Automate IRS Form 8978 for Tax Year 2025New

To the Lacerte software programing team:  Currently if an individual income tax return (Form 1040) is required to include Form 8978 (Partner's Additional Reporting Year Tax)  it cannot be efiled.  As this is becoming a common form that individual partners receive to report income adjustments related to prior year partnership returns, it is inconvenient not to be able to efile.  Please automate Form 8978 so that individual tax returns that are required to include this form can efile for tax year 2025.    

1
B
Forum|Forum|2 months ago
C
Carmen_ConcepcionLevel 1

LaurenNew

Lauren was wonderful and quick to solve my problem...

1
IRonMaN
Forum|Forum|2 months ago

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