Idea Exchange

1613 Ideas

Enhancement-taxable scholarship worksheet 1-1 form IRS PUB 970New

need separate input from form 1098-T box 1 and box 5 to produce IRS pub 970 worksheet 1-1 "Taxable Scholarship and Fellowship Grant Income to support Form 1040 schedule 1 line 8r

5 months ago

sac1040Level 2

Hard to locate specific Sch E or Sch C when there are multiple Sch E's or C's within a returnNew

I work with many clients who have multiple Schedule E rentals and Schedule C businesses. When working with that many activities, it becomes very difficult to quickly locate the main Schedule E Rental Worksheets for a particular rental or Schedule C Business Worksheets for a particular business within the forms list.As a workaround, I have learned to intentionally create a temporary error on each Schedule E worksheet so that the form is highlighted in red. After I finish reviewing and entering information for that particular rental, I go back and remove the error so the return can be e-filed. While this works, it is obviously not ideal and adds unnecessary steps to the preparation process.It would save a tremendous amount of time if the primary Schedule E Rental Worksheets and Schedule C Business Worksheets could be highlighted or color-coded differently from the miscellaneous supporting worksheets. This would make navigation much easier, especially on large returns with dozens of activities.I do notice the small black arrow indicator currently used to distinguish certain forms, but because it is also used for other purposes, it tends to get lost visually when working in large returns.A simple color-coding option or enhanced visual identifier for the primary activity worksheets would significantly improve workflow efficiency for preparers handling complex returns.Thank you for considering this suggestion.

5 months ago

2cpasinwvLevel 1

wv elective pass through entity taxNew

Please become compatible with WV's new EPTET form. If I have any clients who are PTE and elect into this I have to paper file their state return. Lacerte needs to catch up to this change. It has been 2 years. I need the EPT-100 and WV EK-1 to be apart of lacerte

5 months ago

2332Level 1

Schedule 1-A option to printNew

Please include an "option to print" box for Schedule 1-A to be included with return, perhaps similar to Code 2, Screen 25 for Schedule A.  The preparer wants the Client to be able to see that the information was included on the return, but the income limitation prevented the deduction.In my case, this involved the auto loan interest.  I realize that the input for Schedule 1-A appears on different screens (both Screens 10 and 24), but one of those places would work.

5 months ago

midwest bald accountantLevel 1

Form 1116New

ProSeries does not generate an error message when foreign tax credit exceeds $300 single & $600 married joint total tax. Software allows input of the amount without forcing preparation of Form 1116.

5 months ago

dpathLevel 1

Activity log for each returnNew

It would be really helpful if ProConnect had an activity log at the return level.For firms with multiple preparers and reviewers, we need better visibility into what work has actually been done on each return. Right now, it seems like we have to rely heavily on team members manually updating the status, which can be hard to track and verify.An activity log could show things like:* Who opened or worked on the return* When the return was last updated* What sections/forms were edited* Who assigned or reassigned the return* Whether diagnostics, review, or e-file steps were completedThis would help firms track progress more accurately, especially when several CPAs/preparers are working in the same account. It would also reduce the need to rely only on status updates or external trackers to know what is actually in progress.

5 months ago

RajLevel 1

attachment for other state tax credit from composite statements or K-1 notesNew

Enable linking one attachment to multiple state credits on a resident return.  If a K-1 footnote shows taxes paid to 20 other states on the same statement, we need to attach it 20 times to remove the critical diagnostic since one pdf can only be linked to one other state.  Enable an option to link one pdf to multiple states.

5 months ago

pklcpaLevel 3

PRINTING OPTIONSNew

Please make printing of Federal Forms for State If required universally option like 2024.

5 months ago

puravidaptoLevel 7

E-file federal quarterly estimated payments standaloneNew

Currently the federal quarterly estimated payments can only be E-filed along with federal return. I suggest we separate the functionalities. Use cases includes that I am not ready to file the return, but I want to file the federal quarterly estimated payment.The state quarterly payments are separated. This makes it easy to track and manage. For example,  to answer the question: have I scheduled the estimated payments? Currently we have to go in to the return to find it out. Not to separate the functionalities can cause problems. For example, when I file amended return, if the quarterly estimated payments are selected, it will schedule the payments again.

5 months ago

davef007Level 1

Compliance with the filing requirements set forth in Government Code sections 12586 and 12587 for California Exempt EntitiesNew

Just received a letter from the State of California - DEPARTMENT OF JUSTICE dated April 28, 2026!  They are requesting a complete copy of IRS Form 990, 990-EZ, or 990-PF for tax years 2020 and forward.  Why, to remain in compliance with the filing requirements set forth in Government Code sections 12586 and 12587 for the State of California.Requested modification to the tax software:  Could you make it automatic when Efiling the state tax return for Exempt Entities like 501 (c) for California returns to include the Federal copy?  This is automatic for 1040 filers, where the Federal return is automatically attached to the state return when Efiled.  I do understand the workaround by attaching as a PDF, but it would save time if it was automatic.Thank you for your time and consideration! 

5 months ago

alisonbrownLevel 2

automatically shared documents copied to firmNew

Documetns loaded in shared folder automatically copied to firm documents as well. 

5 months ago

cshoeLevel 2

stop returning to the top of the page.New

This made me crazy this year.  When I click the plus circle button expand a field, the expansion opens; when I click out of the expansion, the original screen returns to the top of the page... it does not remain where the plus circle field is.  This wastes so much time, especially when you're toward the bottom of a superlong (K-1) page. Please make the page remain where the plus circle field is - not return to the top - after a plus circle expansion is closed.

5 months ago

puravidaptoLevel 7

Penalty and interest calculation on amended returnsNew

I am writing to provide feedback regarding the Form 2210 penalty and interest calculation feature in ITO (ProConnect). While this option is available, I have identified two specific issues that need to be addressed: 1. The calculation is currently based only on original returns. For amended returns, the system should perform the calculation based on the tax owed on the amended return.2. There should be an option to choose whether or not to add the calculated penalty and interest to the total payment amount.-- 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.

5 months ago

cathybcpaLevel 3

Two-Year ComparativeNew

Can MN have a two-year comparative form? I see other states have them. 

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