Skip to main content
01
Idea
You have a great idea that will improve one of our products.
02
Review
Check out our getting started guide before posting your idea.
03
Submit
Suggest your idea on how to improve our products.
04
Vote
Vote on ideas from other customers to help shape what we build next.
🔔
Idea submission is temporarily unavailable. We're taking a step back to improve this experience from the ground up. You can still browse, vote, and comment on existing ideas while we work on a better submission experience for you.

Filter by idea status

Filter by product

1625 Ideas

Back to top of the list
KenGreenbergLevel 4

see 1120s / 1065 balance sheet and input screen side by sideNew

When we get a critical error that the balance sheet is off, it's a hassle troubleshooting it and then entering corrections: I wind up looking at printed versions or screen previews of the actual balance sheet in QuickBooks, then have to come back into Proconnect to make adjustments... rinse and repeat.We need a side-by-side full screen view where the balance sheet is on one side, and the input screen is next to it so we can make adjustments easily. You could call this the "Balance Sheet Resolution Wizard" - and anything you can add that would help us resolve the differences would be welcome.Ideally, there would be a "Balance Sheet Difference Monitor" that displays the difference in opening and ending balances as we go - similar to reconciling in QuickBooks. We would make adjustments until it's $0.Another option would simply be direct entry on the corporate return balance sheet, and the 'monitor' would update as we make changes, so we know when we're in balance. 

1
George4Tacks
Forum|Forum|2 years ago
Chris4794Level 2

Short Paper organizer questions need to be updated!!New

The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questions need to be removed or clarified that they are now only applicable in very limited circumstances. The alimony question needs to be removed. A question on Foreign Bank or Investment accounts needs to be added. I am sure there are others, but the old questions have my clients spending time collecting information that is unnecessary, and I have to ask the Foreign bank question myself every year.   

4
kerry11
Forum|Forum|2 years ago
SunshiineLevel 1

putting a lock on documents in intuit link like proseries or lacerteDiscussion ongoing

A way to lock each document or responses back once a client has completed them so they can not delete get messed up or change in the middle of everything.They have something similar in proseries or lacerte...

2
itonewbie
Forum|Forum|2 years ago
KenGreenbergLevel 4

PLEASE END THE NY PAIN FOR USNew

I completely understand that the idiocy of NY State is not Intuit's fault. But you have more clout than we do, so please get NYS Tax to make these changes:Eliminate the prohibition on carrying over driver's license info for taxpayer and spouse. As it is in every other state, Proconnect (all your products) warn us if a license expired and prevents e-filng. The idea we have to re-enter this data for every NY return is ridiculous.Eliminate the NY requirement to re-enter checking routing and account numbers. As with other states, we should only have to enter this if different. No NY Tax Pro I know actually keys it in again. We all copy and paste it - so if it's wrong on the Federal it's wrong on NY.Eliminate the ID requirement on an extension. Who cares? NY can get the ID from us when we do the return. If it's good enough for IRS to take an extension without ID, it should be good for NY. This should be especially true of seasoned NY preparers. I've been preparing returns for 35 years with NY and e-filing since the earliest e-filing days. They know I know my clients.Get rid of the brand new really nutty requirement that we include the driver's license info for a spouse on a Married Separate return. Heck, if they're separated it's not likely that the spouse is rushing to cough up their license. The "did not provide option" won't kill the NY critical error - only marking that the spouse doesn't have a license quiets the error. So they're encouraging a lie when the separated spouse isn't in the mood to share license info.All four of these are absolute time killers. A complete waste.And if NY won't cooperate - who knows with them - then make a default setting that satisfies them on 1 to 3 above, that we can override in preferences.We need this yesterday!!! Thank you!

0
Forum|Forum|2 years ago
NORESPONSELevel 1

Mask EIN on business returnsDiscussion ongoing

Please add feature to suppress the Tax ID number on business tax returns.

1
Forum|Forum|2 years ago
kimwhiteLevel 1

Prep for Taxes for QBOANew

This is your online message and confirmed by your support team: "Can I create a return for my firm's books using the Prep for Taxes feature in QuickBooks Online Accountant?At this time, you can't use Prep for Taxes for your firm's books."That is CRAZY.  Why should we not be able to use this great time saving feature for our firm just as we do for our clients??

0
Forum|Forum|2 years ago
KenGreenbergLevel 4

Edit client Pro Intuit Link Request without having to send emailDiscussion ongoing

We need a few enhancements to Pro Intuit Link: We should be able to edit requests without being forced to press the Continue and send the email. Right now, if you don't send it, the edits are lost. A perfect example is a new client coming in with two or three years of returns. I want to add and edit the prior year requests without having to send an email for each year.I've mentioned before that all emails that go out through Pro Intuit Link should be stored and visible. It would also be ideal to be able to connect our email account clients to see messages sent from Pro Intuit Link. It would be ideal to use our mail client and see emails back and forth Pro Intuit Link. 

1
Forum|Forum|2 years ago
Music23Level 1

Form 8275 should be included in the 2023 ProSeries packageNew

Many Schedule C filers are going to get a big surprise this January, when they receive a 1099-K from Venmo or PayPal. Many clients in this group of 1099-K recipients also will be receiving 1099-NECs from their usual contractors. Often, the contractors pay through Venmo. In light of amounts already reported on the 1099-Ks, contractors will be asked to correct their 1099-NECs. In theory, the contractors should cooperate. In reality, however, there is substantial doubt that many contractors will send corrected 1099-NECs.Unless the standard and acceptable method of reporting discrepancies to the IRS (i.e.: the Form 8275 "Disclosure Statement") is used by the tax preparer, the client is faced with the horrible prospect of "double-reporting" income.At the recent 2023 IRS Nationwide Tax Forum, the instructor emphasized the importance of using Form 8275 to explain the differences between amounts on a submitted 1099-NEC, and the actual amount earned through a contractor. Considering the frequency of Venmo payments in many service industries, tax preparers will have clients who work for contractors who don't want to be bothered with getting their 1099-NECs corrected. Without Form 8275 available in the Pro Series program, the tax preparer is faced with: 1) having to stop work on a return and suspending the Pro Series session; 2) going on the web to IRS forms; 3) filling out the fillable Form 8275; 4) printing a completed Form 8275; 5) scanning it; and 6) returning to Pro Series and attaching the completed 8275 to the client's return. Some tax preparers will need to repeat this process many times per client. All of this extra work outside the Pro Series program is simply unacceptable. Moreover, this scenario will be played out numerous times during the tax year, for tax preparers who have a heavy client base in certain businesses (like entertainment). I'm looking forward to Intuit's response.       

2
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Generate Form 1116 from Schedule DDiscussion ongoing

A US person sold a property in India generating a long term capital gain. I should report this transaction in Schedule D, however, there is no way to generate form 1116 from there. We can generate form 1116 from dividend input field, https://accountants.intuit.com/support/en-us/help-article/form-1116/entering-foreign-taxes-paid-generating-form-1116/L9Eu9abmF_US_en_US , but not from capital gain.It is different to do it manually as the line 1a (foreign income) and line 18 (total taxable income) needs adjustments due to that the foreign income is subject to a lower rate. The numeric result is the same if I put the net gain as qualified dividend, but it should be reported in Schedule D with purchase date, sale date, selling expenses, etc. -- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-... to vote FOR the idea if you need to report and keep track of Intuit software defects.

1
puravidapto
Forum|Forum|2 years ago
ashtoncLevel 2

Create a notification for changes made after returns are sent for e-signatureDiscussion ongoing

In order to prevent inadvertent changes prior to e-filling (either due to PTO or user updates) after the return has been sent for e-signature either add the option to lock the return to prevent updates or add a notification option to indicate changes after e-signature was sent. We just switched from UltraTax and their process involves qualifying the return before you submit the e-file. If changes are made between the time the e-file is created/the return is sent to the client and when you go to submit the e-file, it is marked as STALE indicating that changes have been made since the e-file was created, either due to a new update in the program or due to user changes. 

7
Forum|Forum|2 years ago
bardella13Level 1

e-file acceptance status in esignature pageDiscussion ongoing

it would be really helpful if in the esignature page there was a column that showed if the client has been e-filed!

1
Forum|Forum|2 years ago
khinhhoangLevel 1

Client managmentDiscussion ongoing

Client tracker on the individual module to make notes, check how long the client has been in the que, etc.  This function was in Lacerte a while back and we use this function all the time when it was available. We've been struggling to find a solution to track our clients, etc since then.  

2
Forum|Forum|2 years ago
jcurdcpaLevel 2

IRC Elections SummaryDiscussion ongoing

If this summary has input one year, it should carryover to the next year.  The election for IRC reg 1.263(a)-1(f) - De Minimis Safe Harbor Election is common for all small businesses and must be elected each year.  Please make this election easier to find and use!

2
Forum|Forum|2 years ago
sarah2Level 1

Pre-Fill State PTE Representative DataDiscussion ongoing

Would like to see Lacerte auto-fill the state PTE (Pass-Thru Entity) representative data for Partnerships and S-Corps.  Wisconsin has newly required this for 2024, even when it doesn't apply.  The issue is, it's all information that is already in Lacerte: Name, address, telephone and e-mail.  An auto-fill would be helpful and maybe with an Informational Diagnostic to double check that the pre-filled data is correct.

1
Forum|Forum|2 years ago
ldadminLevel 1

knowledge based authenticationDiscussion ongoing

IRS requires knowledge based authentication on their tax returns so there should be an option to make this a fixed field so it will not be done without this requirement

1
Forum|Forum|2 years ago
abfinanceLevel 1

Attach multiple emails to the same Intuit LinkNew

I have many married filing joint clients who both want access to the Intuit Link portal so they can both upload their own documents. I'm surprised there isn't an option to add multiple emails to one Intuit Link request. 

2
Forum|Forum|2 years ago
Mr Taxes LLC
Mr Taxes LLCLevel 2

Solo 401k and or SEP Basis Beginning and Ending TrackerNew

In Pro Series 2023 would be nice to have the option to input Solo 401k and or SEP beginning and ending basis year over year. Just like you would for Traditional IRA which is in the program. Instead I have to create a separate spread sheet and attach it to the tax return for my clients. That is all, thank you.

2
Mr Taxes LLC
Forum|Forum|2 years ago
CPATIM1Level 2

For CA Have Taxpayer Interested In No Cost Have DEFAULT to NONew

For every return we do we have to put a 1 or 2 in the box for taxpayer is interested in no-cost or low-cost health care coverage information 1=yes 2 = no in order to clear the diagnostic.Most preparers are going to put a 2 in this box so it would be great if 2 was the default and we did not have to clear a diagnostic for every tax return we do.

0
Forum|Forum|2 years ago
Richard AyresLevel 1

taxpayer passed awayNew

Taxpayer was deceased in 2022 on a joint return and when converted to 2023, the program does not move the driver license information spouse from category to the correct taxpayer.

0
Forum|Forum|2 years ago
mwaller1027Level 3

Need option to batch change status of Personal Questionnaire questions in Intuit LinkNew

As we begin reviewing client submissions in Intuit Link, I'm once again pulling my hair out.  Having to click on the status "dot" next to each question and mark it complete is so incredibly tedious and time consuming.  PLEASE GIVE US THE ABILITY TO CHANGE THE STATUS OF ALL QUESTIONS AS A BATCH!!  Maybe at the bottom of the Questionnaire section? 

0
Forum|Forum|2 years ago
larrygrussell1Level 4

DYMO Label Printer "Add-in" for LacerteDiscussion ongoing

May we please have a DYMO Label Printer "Add-in" for Lacerte?I would like to print mailing labels to the client, return labels from the client to me, and tax filing labels for the client to mail their return, extension payment, estimate payment, etc.,Please and thank you.

1
Forum|Forum|2 years ago
revjaymeLevel 1

Return/payment amount posted while completing the returnNew

In Pro-series the preparer can view the potential return or payment amount as we are working. There doesn't seem to be that option in Pro-connect.

0
Forum|Forum|2 years ago
JoeCPA3Level 1

Maryland requires a nine digit ZIP CodeDiscussion ongoing

Maryland requires preparers to list their nine digit ZIP Code (ZIP + 4).  Lacerte used to have that in our preparer files until the IRS had Lacerte remove the nine digit ZIP format.  Lacerte needs to let us show that for states that require it and not have it for the IRS who doesn't allow it.

1
Forum|Forum|2 years ago
ThfcpaLevel 2

Suppress the client's email address when printing and filing returns.New

I don't want my client's email address to go to the IRS or to the state.  They deal with enough phishing emails of entities claiming to be the IRS, I don't want the IRS to have my client's email address.  They never communicate with a client that way anyway.  Lacerte seems to have this option, ProSeries needs it too.

2
Forum|Forum|2 years ago
gpcalamiaLevel 2

The ability to Pin your home state to top of Select State list when going to select a stateNew

I live in NJ and the majority of the returns I file are for NJ residents.  However, when I have clients in other states, or in partnerships that receive K-1s where another state has to be filed.  It would be nice to have NJ pinned to the top of the list, so that when you have to select a state, you don't have scroll or keep hitting N to select NJ.  The thought would be, each preparer could pick which state to pin to the top of the list.

3
taxiowa
Forum|Forum|2 years ago
Show more activity

Filter by product

  • All products
  • ProConnect Tax
  • Lacerte Tax
  • ProSeries Tax
Terms & ConditionsAccessibility statement
Tax software
Intuit Lacerte Tax
Intuit ProConnect Tax
Intuit ProSeries Tax
Referral Program
Workflow add-ons
Intuit Tax Advisor
Hosting for Lacerte & ProSeries
eSignature
Protection Plus
Pay-by-Refund
Intuit Link
Accounting solutions
QuickBooks Online Accountant
QuickBooks Accountant Desktop
EasyACCT
Training & support
Training Center
Learn & Support
Resources for starting a tax practice
Tax Pro Center
How to get started offering advisory services
Call Sales: 833-564-8436
Sitemap
Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

© 2026 Intuit Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

Terms and Conditions About cookies Manage cookies
Legal Privacy Security
TRUSTe
Products
T1 Tax Module
T2/CO-17 Tax Module
T3 Tax Module
T4, T5 & Other Tax Forms
Tax Suites
Single Returns (OnePay)
ProFile 20
QuickBooks Online Accountant
Pricing
Pricing & bundles
Free trial
Learn
Getting started
Training
Webinars & events
Support
Download & activate
Community & support
System requirements
Refer a friend
Call sales: 1-844-861-3600
Manage cookies

© 2026 Intuit Inc. All rights reserved.

Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Legal Privacy Contact Contact
Logiciels
Logiciel d’impôt T1
T2/CO-17 Tax software
Logiciel d’impôt T3
T4, T5 et autres formulaires fiscaux
Suites Fiscales
PayezPourUN
ProFile 20
Signature Intuit pour ProFile
QuickBooks en ligne Comptable
Prix
Prix et offres groupées
Essai gratuit
Apprentissage
Démarrage
Formation
Webinaires et événements
Soutien
Télécharger et activer
Communauté et soutien
Exigences système
Recommandez un ami
Appeler les ventes : 1 800 943-9834
Paramètres des témoins

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

By accessing and using this page you agree to the Terms and Conditions.

Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité