Idea Exchange | Community

1729 Ideas

Additional but restricted access to our client’s accountant in Intuit Link.New

I would like to provide a client’s external accountant with secondary access in Intuit Link; however, the access needs to be limited. The client has multiple entities (3 businesses and 1 individual) under a single login profile, and they would like their accountant to have access to only 2 specific business entities—not the entire profile.Could you please confirm if it is possible to provide additional but restricted access at an entity level, and guide us on how to set this up?

Forum|Forum|4 months ago

spark0324Level 1

client no to show in front info sheetNew

client no to show in front info sheet.To control the database of client it will be a good idea to show and change the id quick.   

Forum|Forum|4 months ago

mylcpaLevel 1

Proseries should have an 'All Caps' and 'Mixed Case' options.New

Proseries should have an 'All Caps' and 'Mixed Case' options. With a push of a button, I should be able to determine whether I want the tax returns, forms and schedules to print with 'all caps' or 'mixed case.' Lacerte has that option. Why can't Proseries?

Forum|Forum|4 months ago

HOPE2Level 7

Transfer customer informationNew

It is possible to transfer customer information from the previous year to the next year, but not the other way around. Please make it possible to transfer the data in both directions.

Forum|Forum|4 months ago

CormacnelLevel 2

Extension status for Extensions Filed by other firm using IntuitNew

When we tried to file extensions for clients we would occasionally get a notice that an extension was already filed by another.  No one in our firm filed it and we don't have a status indicator of a rejection.  From what I have gathered by Customer Service, this only happens when another firm also using an Intuit product has filed an extension.  What I want is a change in status showing something to the effect of "Filed by other Intuit User" rather than Accepted or Rejected or Blank.  Right now we have no way to track them if we don't go and change it ourselves and to be honest we are not looking in another column on 3/15 or 4/15.  

Forum|Forum|4 months ago

Gina VLevel 2

Checkboxes in the Document ListNew

We absolutely need a checkbox, or some way to mark that a document in the list is complete.  I have clients who send everything and properly label very little.  Sometimes, I have to open 20-30+files to find out whether I definitely did get them all.  A highlight/checkbox/drag and drop to a completed area, or anything that would indicate the document's status would be great.  In my opinion, this is kind of a bare minimum.  Even a little way to flag would do.  

Forum|Forum|4 months ago

trivcpaLevel 3

IP PIN queryNew

I would like to see a new query set up so we could search our home base for clients that had an IP PIN entered either that year or the prior year.  This would assist us when assembling the current year return by asking them for it again as most clients don't realize once they get an IP PIN, they are signing up to receive on each year. 

Forum|Forum|4 months ago

SEKLevel 2

990-pf printingNew

This relates to the 2025 Form 990-PF. The continuation schedule for Grants paid has 'wonky' columns (i.e. 'Rela', 'tion','ship', 'foun', 'da', 'tion', etc.) I believe this is because this year a drop box was added for the foundation status of recipient but because there are three lines each for the relationship, status and purpose, the software is treating each line as a separate column.  Most importantly, this makes the purpose of the grant (if more than one line) be squeezed into multiple columns. Hopefully this is fixed, as I spent over an hour earlier with a (patient and kind) ProSeries tech support individual on this issue.  I may need to extend the return until the issue is or can be fixed, as unlike other returns, 990-PFs are ultimately available on IRS.gov and various charity websites (Guidestar, etc.) for public view.Also, on one particular 990-PF, I got a separate continuation schedule for grants, which is a duplicate of what is listed elsewhere.  While it looks better than the above, i don't need two lists.  (This duplicate schedule also says at the top 'Part XV...' but should be 'Part XIV'.)

Forum|Forum|4 months ago

JWSnipesLevel 1

GA Form 501 Schedule 7New

Lacerte (2024 and 2025) does not have schedule 7 (page 😎 for Form 501 available, this requires manual calculation of the NOL form for 2024 and 2025.Per the Georgia Tax Center, schedule 7 has been approved for Intuit/Lacerte as of 03/10/2025.

Forum|Forum|4 months ago

stmillercpaLevel 1

Q1 Est. Tax Payments Auto-withdraw after DeadlineNew

As long as I have been using Lacerte, only the estimated tax payments that were not past due would be drafted from the taxpayer's account. Two days ago, I filed a taxpayer's return after the estimated payment deadline, and the first quarter estimated payments were drafted out of the taxpayer's account.There was no diagnostic or note from Lacerte that showed the change to the treatment of estimated tax payments. Is anyone else having this problem with Lacerte? After calling Lacerte, the representative told me that it would be part of a full update in the future, but this was only being experimented with certain users.  

Forum|Forum|4 months ago

emacdonaldLevel 1

First Name and Middle Initial FieldNew

Having the first name and middle initial field as one input causes issues in a few places. It would be better if the program differentiated.  For example I have had the following issues:With a client name like Mary Anne J. Smith it makes her name on state returns Mary A. Smith which is incorrect.  My concern with taking the space out is twofold 1) does this create an issue with name control on the fed efile and 2) clients don't really like to see their name spelled incorrectly on their tax returns. I had a similar issue on a partnership return where I had a client with a name like D. Michael Scott and on the tax matters section it showed them as D. Scott.    

Forum|Forum|4 months ago

agtaxLevel 1

TSJ shortcut keysNew

Could shortcut hotkeys be added for the TSJ indicators so I could do something like CTRL+I to open the indicators then key T, S, or J to select the appropriate label? CTRL+I is not currently used as a shortcut for anything, and it would be so much faster to be able to use the keyboard rather than moving the mouse, clicking, selecting, then back to the keyboard to type.

Forum|Forum|5 months ago

sandrakayenman-gLevel 1

Entering K-1 form 1065 line 13 Other deductions code RNew

There is no entry on the program for Code R and there needs to be an override to accomplish this properly on the 1040, Schedule I, Part II line 16.  Sandra Enman

Forum|Forum|5 months ago

eddalia91Level 1

SMART Worksheet print controls needed by software users.New

Dear Intuit ProSeries Basic software developers. Since 2005 for twenty-one years I have successfully used your 50-client Basic 1040 and two states tax preparation software. It fits the needs of my Rhode Island & Massachusetts taxpayers. Yet I rate your high-quality product as a “9” but stop short of “10.” Why? The lack of printing control vexes me and perhaps your other CPA and tax preparer customers. My tax clients mostly desire only the most relevant tax forms printed for their annual federal 1040 and state preparations. They do not appreciate getting most “Smart worksheets.” Your Basic software would be improved if I could control which pages to print and which to omit. In particular your “Smart Worksheets,” always electronically available, are mostly unnecessary in paper form. Yet these worksheets are always printed resulting in wasted paper usage. One egregious example is Schedule C the Profit or Loss from a Business. My clients usually only need the first three pages of Schedule C but your software prints 10-11 additional pages, related to Qualified Business Income Deduction Smart Worksheets. This becomes especially absurd for a negative-income Schedule C business with no QBI deduction which nevertheless gets the 10-page print-out! If I had control of what I printed, these unnecessary pages could be omitted and the paper saved from the shredder! In future developments of your otherwise excellent ProSeries Basic software, please consider improving your product. Add “individual page print controls” so only preparer-determined relevant pages are printed for federal returns. The same print controls on state returns such as Massachusetts and Rhode Island would likewise be greatly appreciated. The MA software is particularly flagrant for printing frequently unnecessary “Smart Worksheet” pages. Thank you for your time.   Cordially yours, Edward L. B., Ph.D. [Information removed by Moderator]

Forum|Forum|5 months ago

BowieLevel 4

Move the short term and long term box on disposition screen to table data entry sectionNew

Instead of recording the actual stock acquisition and disposition dates in the table section of the disposition screen in Lacerte, our firm usually selects "1" for short term or "2" for long term.  To do this we have to scroll down and type that in every single time.  I would love to see a checkbox up on the table on the same screen where we are recording the sale so we can just check the short term or long term box.  It would be nice to have it right next to the dates of acquisition or disposition on the table.  This would save a tremendous amount of time.

Forum|Forum|5 months ago

derrythomsonLevel 2

Please clear the electronic file check box when downloading new yearNew

Every year, I spend 8+ hours opening every individual account and deleting the efile check mark.  I do this to empty the EF View list in efforts to keep track of the open files I am working on.  (Mind you, though I have a punch list, one or two do get overlooked.)  Does anyone have a work around or INTUIT, could you please make this an upload option???  

Forum|Forum|5 months ago

JMac2021Level 3

Proseries needs to support additional Iowa Business Forms for Electronic FilingNew

The Iowa Department of Revenue has moved to a Modernized e-File system that requires electronic filing for businesses that earn over $250k in gross receipts. Proseries needs to support additional Iowa Business Forms for electronic filing to match their other tax preparation products. Intuit already supports e-filing multiple Iowa business forms on ProConnect Tax Online and Lacerte. The Iowa Department of Revenue has informed my clients that paper filing is not an option and has denied exception requests stating the tax software's inability to e-file is not an excuse. If Proseries does not start supporting the same Iowa forms as their other software and competitors, my tax preparation office will be going elsewhere. 

Forum|Forum|5 months ago

OskiTaxLevel 1

Autofill State ID number on w-2s and 1099-RsNew

Once Federal EIN has been entered in program, it can be used for other clients that get W-2's or 1099-Rs from the same payor, and it auto fills on their W-2 or 1099-R. However, the State payor numbers must be manually entered every time.  They don't auto fill.

Forum|Forum|5 months ago

OskiTaxLevel 1

Halt printing of Invoice for non-Paid Preparer ReturnsNew

Why does invoice print when "non-paid preparer" box is checked on Information Worksheet? Program should not print the invoice since the preparer is not being paid. 

Forum|Forum|5 months ago

Michael_AllenLevel 1

Form 8813 Quarterly Estimated PaymentsNew

The IRS requires quarterly estimated payments for foreign partners of U.S. partnerships on Form 8813, but Lacerte only generates an annual form.  According to the IRS instructions for Form 8813, estimated payments are required and due on the 15th of the fourth, sixth, ninth, and twelfth months each year and that late payments may be assessed.  Lacerte now insists that quarterly Forms 8813 should be manually prepared but for the price of this software, it should develop the capability to generate quarterly forms through the software amirite?  See "Form 8813" and "Where To File" sections on Page 2, the "When To Make the Payment" section on Page 5, and the "Late Payment Of Tax: section on page 6 of the Form 8804, 8805, and 8813 Instructions.

Forum|Forum|5 months ago

LizHLevel 1

Extended Tax ReportingNew

Like the overall summary that can be exported, but include more/all fields. Critical things would be what states and other returns are selected in the returns profile. We would like to be able to easily determine clients with such things as DE or NY filings without opening every return.

Forum|Forum|5 months ago

millerfredLevel 1

direct deposit/withdrawal selections for STATESNew

On the FEDERAL information worksheet whenever there is banking information present it is REQUIRED to answer YES OR NO to whether withdrawal or direct deposit is desired. (Depending on whether there is a refund or money owed).HOWEVER, ON THE STATES, there is no requirement to answer the exact SAME QUESTIONS.  It is easy to forget to select because the software doesn't require an answer on the STATE information worksheet, as it does for the federal worksheet.PLEASE MAKE THE SOFTWARE REQUIRE A RESPONSE ANYTIME THERE IS BANK INFORMATION PRESENT - ON THE STATE WORKSHEETS JUST AS IT IS ALREADY REQUIRED ON THE FEDERAL WORKSHEET.Fred Miller, EA H&M Tax Service. (more than 30 years with Proseries!)267.218.4817  

Forum|Forum|5 months ago

BirminghamLevel 3

Alabama Schedule A - SALT LIMITSNew

It appears to me that Lacerte is incorrectly applying the Federal SALT limits to Alabama...limiting those with over 600K to just 10K of taxes deduction on Sch A.  There is an Alabama SALT Limit override where you can enter the total taxes you want deducted. But we should not have to use the override.

Forum|Forum|5 months ago

HOPE2Level 7

Upgrade , limitations that should be addressedNew

ProSeries currently has several gaps and limitations that should be addressed:Tax Advisory availabilityTax Advisory tools should be available in ProSeries, not limited only to ProConnect. It is not reasonable to expect users like myself—who are accustomed to ProSeries—to switch to an unfamiliar platform just to access Tax Advisory features.Search functionality (Ctrl + F)The ability to use Ctrl + F should be enabled within ProSeries across all pages. This would allow users to quickly find specific words or entries within forms and significantly improve efficiency.Training and clarity on Superseded vs. Amended returnsThere is a clear lack of training and documentation regarding the difference between superseded and amended returns. Even support staff are not fully familiar with the superseded return process. Providing clear instructional videos explaining the differences and proper procedures would be extremely helpful.1040-NR availability across statesWhy is Form 1040-NR only supported for certain states like California and New York? Each year, I have more than 100 new clients from other states, and this limitation directly impacts my ability to serve them and generate revenue.

Forum|Forum|5 months ago

MattBLevel 1

e-file payment recordNew

Can the Request Payment Date on the E-File Payment Record - Balance Due page be the actual date requested or April 15th?  It would be nice to be able to provide that page to clients as support that we requested payment on a specific date or the April 15th dates and that any delays in the withdrawal are issues with the filing agencies.  Now the date of the page seems to change and is not ties to the request date imbedded in the e-file information set with the e-file tax return.  Meaning what was found when I went to "E-File" the E-File Support Tools and then to View E-file.  The date there is the April 15th date but the date on the E-File Payment Record is April 17th or April 19th and even April 22nd for different clients.  This would be a very nice page to be able to provide to clients to support the actual payment request date as it also has all of the other important payment information for the payment to be name and made timely.

Forum|Forum|5 months ago

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1729 Ideas

Additional but restricted access to our client’s accountant in Intuit Link.New

client no to show in front info sheetNew

Proseries should have an 'All Caps' and 'Mixed Case' options.New

Transfer customer informationNew

Extension status for Extensions Filed by other firm using IntuitNew

Checkboxes in the Document ListNew

IP PIN queryNew

990-pf printingNew

GA Form 501 Schedule 7New

Q1 Est. Tax Payments Auto-withdraw after DeadlineNew

First Name and Middle Initial FieldNew

TSJ shortcut keysNew

Entering K-1 form 1065 line 13 Other deductions code RNew

SMART Worksheet print controls needed by software users.New

Move the short term and long term box on disposition screen to table data entry sectionNew

Please clear the electronic file check box when downloading new yearNew

Proseries needs to support additional Iowa Business Forms for Electronic FilingNew

Autofill State ID number on w-2s and 1099-RsNew

Halt printing of Invoice for non-Paid Preparer ReturnsNew

Form 8813 Quarterly Estimated PaymentsNew

Extended Tax ReportingNew

direct deposit/withdrawal selections for STATESNew

Alabama Schedule A - SALT LIMITSNew

Upgrade , limitations that should be addressedNew

e-file payment recordNew

Filter by product

Filter by idea status

Filter by product

Additional but restricted access to our client’s accountant in Intuit Link.New

client no to show in front info sheetNew

Proseries should have an 'All Caps' and 'Mixed Case' options.New

Transfer customer informationNew

Extension status for Extensions Filed by other firm using IntuitNew

Checkboxes in the Document ListNew

IP PIN queryNew

990-pf printingNew

GA Form 501 Schedule 7New

Q1 Est. Tax Payments Auto-withdraw after DeadlineNew

First Name and Middle Initial FieldNew

TSJ shortcut keysNew

Entering K-1 form 1065 line 13 Other deductions code RNew

SMART Worksheet print controls needed by software users.New

Move the short term and long term box on disposition screen to table data entry sectionNew

Please clear the electronic file check box when downloading new yearNew

Proseries needs to support additional Iowa Business Forms for Electronic FilingNew

Autofill State ID number on w-2s and 1099-RsNew

Halt printing of Invoice for non-Paid Preparer ReturnsNew

Form 8813 Quarterly Estimated PaymentsNew

Extended Tax ReportingNew

direct deposit/withdrawal selections for STATESNew

Alabama Schedule A - SALT LIMITSNew

Upgrade , limitations that should be addressedNew

e-file payment recordNew

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