Idea Exchange

1613 Ideas

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

     This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Comments that carry year to year. 

3 months ago

alisonbrownLevel 2

bank verification docusignNew

along with the 8879s there should be a docusign for bank account verification . Especially since paper refund checks are going away. We should have the client verify the bank accountinformation entered is correct. 

3 months ago

nickdrakeLevel 4

EasyACCT

Time SpecificationNew

Mine is more of a request more so than a question, although it’s going to contain a question. I think I have mentioned this before but have never gotten a clear answer on it, but why can we not have the option to choose between a certain time frame when printing reports, rather than a month to month, year to year, etc. basis? Why can the program not be more like QuickBooks in certain aspects? I.E. I have a client who is needing payroll from Aug 19th, 2025 to July 19th, 2026. Do you think our program will let us do that? NO! Why not? Because we have a program that does the basics pretty well, but beyond that who knows. Is there any way we might could get this implemented by 2027 or am I asking too much out of the software? I know there’s things that are more important right now but this would make our jobs alot easier when sending reports for audits & for renewals of insurance. Please at least consider this.

3 months ago

taxCPA3Level 2

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

Lacerte needs to enable e-filing Nebraska fiduciary 1041N returns.

3 months ago

2cpasinwvLevel 1

attach federal return to state for e filingNew

Many states require the first 5 pages of the PTE return to e-file. Please make a one button click to have this attach. I currently have to print the first 5 pages to PDF and manually attach them back onto the software to e-file state returns. This seems like a silly and easy thing to fix. Thank you!

3 months ago

RajLevel 1

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

It is tedious to print as pdf and attach to the resident state when they require the other state tax return to be attached for tax credits.  This should be done by Lacerte automatically, just like it sends the federal return to some states that require it.

3 months ago

CPATIMLevel 2

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

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

3 months ago

CPATIMLevel 2

Maryland late payment penaltiesNew

Lacerte gives a diagnostic error when an individual MD return includes late payment penalties. Lacerte will not allow the return to be e-filed with the penalties included nor e-pay the balance with the penalties.  I was told by a Lacerte representative that MD did not permit e-filing with the penalty.  THIS IS NOT CORRECT.  According to the MD Comptroller's office, e-filing with the penalties is permitted.  Additionally, other tax software (Drake) does allow e-filing with penalties calculated and included with e-pay.I cannot believe that a program like Lacerte will allow Drake to better it.Come on Lacerte (Intuit), get with the 21st Century.

3 months ago

LeahSCoLevel 1

Federal Form Form 8825 Schedule ANew

Line 30 currently lacks a detailed breakdown, which hinders the proofing process. Because Form 8825 is triggered by assets exceeding $10M across nine properties, the manual verification is time-consuming. Please develop a worksheet or automated solution that provides specific itemization for Line 30 to streamline the review.

3 months ago

mcallowayLevel 1

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

Is there a way to generate a statement for what deductions are included in "Other" deductions line 30 on Form 8825 Schedule A? There should be some sort of description for what deductions are included on this line. A statement is generated for other deductions reported on Form 8825 line 17 for entities that file Form 8825 and are not required to complete Schedule A (because they do not file Form M-3); however, there should be a similar statement for Schedule A line 30 for Form M-3 filers that are required to complete Schedule A.

3 months ago

commander24Level 3

8825 Schedule ADiscussion ongoing

Is there going to be statement page to the detail on line 31 of the 8825 Schedule A?  I just think that just reporting a total isn't acceptable.  I couldn't find any setting in the partnership module or in the client file.  

3 months ago

lstonecpaLevel 1

UPE adjustment to QBIDiscussion ongoing

UPE (unreimbursed partnership expenses) In Lacerte are not adjustment the QBI for the QBID calculation even though it is linked to that partnership.  Manual entry is required to QBI on the passthrough of partnership screen for 199A QBI.  There needs to be a link for this adjustment

3 months ago

SutaruLevel 1

199A (QBI) importNew

We have 3 1040 clients who receive income from two trusts that each have over 200 RPEs for QBI. We have to enter them all by hand, and that's after we've already aggregated all the Non-SSTBs with ordinary losses. It takes a couple of hours per trust, and it's a really cumbersome task. If LaCerte could import that data from excel the way you can with Schedule D data, it would be a huge time saver!

3 months ago

JEFFREYLULevel 1

Where Is The IRS Form 3520 on Lacerte?New

Why Form 3520 is not supported by Lacerte in the individual tax form? Please include that in 2023 tax form. Thank you.

3 months ago

CT3Level 1

Lacerte Product Discussions

3520Discussion ongoing

Please include form 3520, all competitors seem to have availability.

3 months ago

DetourLevel 1

Format the input for Partner K-1 Supplemental InformationNew

It would be very helpful if we could format the information we input in the Partner K-1 Supplemental Information so it is useable. Right now there is no efficient way to attach K-1 statements to the K-1s. We need the ability to type in or copy in multiple footnotes and have spaces inbetween the different footnotes so it is readable. The formatting available in this post input would be sufficient.  

3 months ago

m_mullendoreLevel 2

WHY DOES THE E-234 IN MISSOURI NOT CALCULATE UNDER THE CORPORATE OR PARTNERSHIP OPTIONSNew

First, this form is only available under individuals, even though it may need to be completed by a corporation or partnership. But using the individual form and just overriding the name and EIN will work but when selecting the Partnership or Corporate check box, all the calculations are removed and you have to do more overrides.

3 months ago

BR2026Level 1

k1 PrintingNew

 When saving a K1 to PDF it defaults to save with the investor name and client number. Can the entity name be added as well? If an investor is invested in a number of returns, they want to be able to easily identify which is for which account without opening each PDF.

3 months ago

LYCLevel 1

states and/or cities to print - uncheck allNew

To Whom It May Concern: In the select states and/or cities to print, all the returns are automatically checked.  Therefore, can the "Check All" box be replaced with "Uncheck All" box instead or add "Uncheck All"?  It is very time consuming to uncheck each and every one of the state's boxes to print one return at a time.Thank you!

3 months ago

CMCPALevel 2

Ease of UseImplemented

Please remove the photo of the women staring at me when I open the software.  It is particularly disconcerting that someone I do not know is looking at me with a creepy smile.  Maybe if she was looking at someone in the photo, it would be fine.  Basically, she violates my space by starring at me.  Also, many of my employees have the same discomfort.

3 months ago

TrishTLevel 3

ProConnect: Both taxpayers names listed in Client sectionNew

In the Client section, can we have a space to add both taxpayer’s names. Many times, the two married people have different last names. Currently the Last Name field does not allow enough text spaces to add another name or a long name. It would be good if there was a separate place for both taxpayers first and last name. It would also be very helpful if the Client Excel download included both taxpayer names.

4 months ago

JaMorriLevel 3

2025 Proseries Form 706 - description field text not wrappingNew

Is anyone else having this problem?   Because the text does not wrap, the font just gets smaller and smaller to the point it is not readable.  For Forms 706, the description is at times very long. Does anyone have a work around? 

4 months ago

aignerandcoLevel 1

Washington state returnsDiscussion ongoing

Washington's income tax is only on capital gains.  When I try to prepare a Washington return (without cap gains) it is asking me to buy the REP.  This needs to be fixed as VERY VERY few Washington residents will be above the threshold (250K) for filing returns.

4 months ago

acw100Level 2

Critical Diagnostic needed for Dividend income entries exceeding the Total Ordinary Dividends inputNew

I’m requesting a critical diagnostic and better instructions for the 1099-Div input screen (Personal return). Proconnect allows the user to make entries in the fields for Qualified Dividends, Capital Gain Distributions, and US Bonds.The program only carries the input for “Total Ordinary Dividends” to Schedule B Part II. Any amounts entered in the 3 other fields listed above do not get included in Dividend income, they are used to tell the program how much of the total ordinary dividends are taxed differently. For example, an entry in US Bonds makes that amount not taxable to the state. While this is correct, it should give a critical diagnostic if the sum of the amounts in these other 3 fields exceed the amount in the total ordinary dividends field.I’m posting this because US bond income from 1099-Int were erroneously entered in the US Bonds input field for 1099-Div. The amount massively exceeded the amount in ordinary dividends and proconnect only included the smaller amount on Schedule B. This left a clients income underreported by over 300k, massive tax bill, and significant penalties and interest. I understand that this is technically an input error made by the preparer but please add a critical diagnostic about this going forward.

4 months ago

sandra5151Level 1

Massachusetts Electronic Payment of Estimated TaxesNew

I would love to have the option to set up automatic payments for Massachusetts quarterly estimated taxes for my clients.  Similar to the feature Lacerte already has for Federal estimated payments.Please VOTE yes for this idea!!!  Thank you! 🙂

5 months ago

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1613 Ideas

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

bank verification docusignNew

Time SpecificationNew

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

attach federal return to state for e filingNew

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

Maryland late payment penaltiesNew

Federal Form Form 8825 Schedule ANew

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

8825 Schedule ADiscussion ongoing

UPE adjustment to QBIDiscussion ongoing

199A (QBI) importNew

Where Is The IRS Form 3520 on Lacerte?New

3520Discussion ongoing

Format the input for Partner K-1 Supplemental InformationNew

WHY DOES THE E-234 IN MISSOURI NOT CALCULATE UNDER THE CORPORATE OR PARTNERSHIP OPTIONSNew

k1 PrintingNew

states and/or cities to print - uncheck allNew

Ease of UseImplemented

ProConnect: Both taxpayers names listed in Client sectionNew

2025 Proseries Form 706 - description field text not wrappingNew

Washington state returnsDiscussion ongoing

Critical Diagnostic needed for Dividend income entries exceeding the Total Ordinary Dividends inputNew

Massachusetts Electronic Payment of Estimated TaxesNew

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Idea Exchange

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

bank verification docusignNew

Time SpecificationNew

Why doesn't Lacerte support e-filing Nebraska fiduciary 1041N returnsDiscussion ongoing

attach federal return to state for e filingNew

Automatically attach other state tax returns to resident state when e-filingDiscussion ongoing

Allow e-filing for Maryland returns with late payment penaltiesDiscussion ongoing

Maryland late payment penaltiesNew

Federal Form Form 8825 Schedule ANew

Form 8825 Schedule A - Statement for Line 30 Other DeductionsDiscussion ongoing

8825 Schedule ADiscussion ongoing

UPE adjustment to QBIDiscussion ongoing

199A (QBI) importNew

Where Is The IRS Form 3520 on Lacerte?New

3520Discussion ongoing

Format the input for Partner K-1 Supplemental InformationNew

WHY DOES THE E-234 IN MISSOURI NOT CALCULATE UNDER THE CORPORATE OR PARTNERSHIP OPTIONSNew

k1 PrintingNew

states and/or cities to print - uncheck allNew

Ease of UseImplemented

ProConnect: Both taxpayers names listed in Client sectionNew

2025 Proseries Form 706 - description field text not wrappingNew

Washington state returnsDiscussion ongoing

Critical Diagnostic needed for Dividend income entries exceeding the Total Ordinary Dividends inputNew

Massachusetts Electronic Payment of Estimated TaxesNew

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