Idea Exchange

2004 Ideas

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package.  If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf.  Please give us the option to include that in the printing of the K-1.  Why else would you track at the partnership level if you weren't going to give it to the partner?  

Forum|Forum|12 hours ago

CPA33548Level 1

Partner's basis worksheetNew

If, when printing the K-1 package for each partner, the ability to attach the partner's basis worksheet to each respective partner's K-1 would be very useful.  Currently this option is ONLY available if the capital account reconciliation checkbox is checked under client settings (and not obvious that the worksheet is available with that option) AND it requires the printing of the capital account reconciliation report.  The latter is redundant and not always helpful.  Being able to print out JUST the basis worksheet with the K-1 would be very nice.

Forum|Forum|12 hours ago

CPATerriLevel 3

PDF Version of OrganizerDiscussion ongoing

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

213

Forum|Forum|12 hours ago

Kathy_TF_MALevel 2

Fill-In PDF OrganizerDiscussion ongoing

I know practitioners have been asking for many years but is a fill-in PDF organizer going to be available soon?  Clients continue to ask and I don't have a great response.  This would be incredibly helpful.

Forum|Forum|12 hours ago

bstrandLevel 2

Form 709 - Gift tax returns e-filingNew

The IRS website states that Form 709 can be efiled for tax year 2025.  However, we have been told by Lacerte rep that LC does not currently support the efile for Form 709, and that MAYBE it will be available later this summer.  Very disappointing that this national tax software is not trying to provide the best possible service.  

Forum|Forum|22 hours ago

bethsvenLevel 3

E-Filing Gift Tax ReturnsNew

Please provide the ability to e-file gift tax returns.

Forum|Forum|22 hours ago

J113Level 2

Have a Consolidated 1099 input screen.Discussion ongoing

No text available

Forum|Forum|22 hours ago

SteveTheCPALevel 1

Consolidated 1099 was suggested in 2021.Discussion ongoing

Can you comment on priority of implementing ideas? I spoke to a tech today about having Consolidated 1099 input screens. She said it was a great idea. She forwarded me this Idea Excahnge forum. There are 93 votes for the consolidated 1099 but the comments were first made in 2021! 

Forum|Forum|22 hours ago

RascalsmomLevel 1

Multi Factor Authentication for DMS programDiscussion ongoing

Definitely need to add Muti Factor Authentication for the DMS program.  Especially given all the hacks taking place, it is concerning the DMS program does not have this added safety feature.

Forum|Forum|23 hours ago

dtplante1Level 2

How to add security to DMS program?Discussion ongoing

How to we secure the DMS program?

Forum|Forum|23 hours ago

kulbackcpaLevel 1

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.

Forum|Forum|23 hours ago

Kim CLevel 2

Oregor CAT efileNew

Please make the Oregon CAT return available for efile

Forum|Forum|23 hours ago

ATaxNowLevel 2

Does anyone know when Lacerte will be able to e-file Oregon CAT return?New

It’s frustrating that Lacerte still can’t e-file Oregon CAT returns after so many years. Intuit seems to be extremely behind in getting specific state/local returns configured for e-filing compared to all other tax software providers.Does anyone know if this is in the works or how we can put the pressure on Intuit to get this done?!

Forum|Forum|23 hours ago

jmrcpa1214Level 1

Make Organizer fillable by clientDiscussion ongoing

Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.

Forum|Forum|23 hours ago

LAHCPA1Level 2

Make Tax Organizers fillableDiscussion ongoing

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.

Forum|Forum|23 hours ago

Buffy1Level 1

WV Returns with EK-1 Pass-Through CreditsNew

This year, Intuit changed the software making WV IT-140 unable to e-file of the taxpayer has an EK-1 pass through entity credit.If line 26 is populated on the Tax Credit Recap Schedule, the software throws an error indicating the return cannot be e-filed.This has not been an issue in past years. Why the change?  Why were we not notified prior to the change?  This causes a great deal of extra work for us and the taxpayer.  Had we known in advance of the change, we may have considered a different tax preparation software.This needs corrected in an update to the 2025 software.

Forum|Forum|1 day ago

EsperLevel 1

Support the forms in a tax return so that it can be e-filed. Including the WV EK-1 that has always been an attachment to the WV return and now your program will not efile if that form is present in return.New

No text available

Forum|Forum|1 day ago

CPATIM1Level 2

Identity Protection PIN IPPIN Exporting and Diagnostic in Subsequent Lacerte ProgramDiscussion ongoing

Identity Protection PINs are something that is going to be the norm as opposed to being a rare occurrence now that everyone can get them and the IRS is recommending that taxpayers get them.Two things Lacerte should add relating to IP PINS.1) Create an informational diagnostic in the subsequent year if the taxpayer, spouse or dependent had and IP PIN in the prior year.  This will be huge so we don't have to try to track down the IP PIN after the tax return rejects.2) Many of our clients now have IP PINS and will have to log onto the IRS website each January to obtain the IP PIN for that filing year.  It would be great if there was an exportable field for the IPPINS so that we can run a report with the people who have IP PINS so that we can send them a letter or a postcard reminding them to log into the IRS website to obtain the new IP PIN. 

Forum|Forum|1 day ago

Basis QueenLevel 1

IRS Protection PINDiscussion ongoing

Create feature to that allows tax professionals to export a report from their client database that will show which clients have an IRS ID Theft Protection Pin, not the PIN itself, just that the PIN was assigned by the IRS.  I would be helpful to have this a resource from one year to the next to be sure the PINs are received from the taxpayers each year rather than waiting for the return to reject after e-filing.

Forum|Forum|1 day ago

WiesenbergCoLevel 2

Diagnostic for IRS IP PINDiscussion ongoing

Please create a critical diagnostic that the e-file will be rejected without the IRS IP PIN, for all clients that had this PIN in the previous year. Currently Lacerte allows the user to submit an e-file without the PIN, but then the e-file gets rejected.The IRS sends Identity Protection PIN numbers to clients who have had issues with identity theft in the past.  This PIN is entered in the Client information in Lacerte, and is required in order to e-file. Once a client receives this PIN, they need a new one every year.  

Forum|Forum|1 day ago

marybethmcmLevel 1

IP PIN diagnostic errorDiscussion ongoing

Lacerte already checks if there was an IP PIN entered the year before for a client.  There should be a strong diagnostic error, so that the return can not be e-filed without a new PIN.

Forum|Forum|1 day ago

George4TacksLevel 15

Default for daytime phone numberNew

In Settings > Options > Setup > allow for a default daytime phone number to be Mobile Phone, just as we can set a New Client Default Preparer

Forum|Forum|1 day ago

IllinoisEALevel 1

Make "Mobile" as default for Daytime Telephone # on screen 1New

Most folks today have a mobile phone and are much less likely to have a true home phone.   There is no way to change the default of Home  to Mobile  for the Daytime Telephone# on Screen 1 under Taxpayer Contact Information.  Please give users the option to change the default for this entry. 

Forum|Forum|1 day ago

hocketstikLevel 1

Bring back the non-cash charity screen.Discussion ongoing

Don't really like the way that the new look non-cash Form 8283 screen is layed out.  Bring back the 2023 and prior Form 8283 input screen.  

Forum|Forum|1 day ago

hocketstikLevel 1

Non cash charity Form 8283Discussion ongoing

Why can't you have multiple non-cash charitable donations appear on one page on Form 8283?  It use to be that way in 2023 and prior years.  What happened in 2024 that you can no longer list more than one non-cash charity on one Form 8283?   In the 2024 Lacerte software, if you have two or more non-cash chartities, it takes two or more 8283 pages.  Yet, 2024 Form 8283 has multiple lines for multiple non-cash charities, but Lacerte isn't using the extra lines on a page.  It does a page two, three, four, etc. for more than one non-cash charity.  Why?   

Forum|Forum|1 day ago

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2004 Ideas

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

Partner's basis worksheetNew

PDF Version of OrganizerDiscussion ongoing

Fill-In PDF OrganizerDiscussion ongoing

Form 709 - Gift tax returns e-filingNew

E-Filing Gift Tax ReturnsNew

Have a Consolidated 1099 input screen.Discussion ongoing

Consolidated 1099 was suggested in 2021.Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

How to add security to DMS program?Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Oregor CAT efileNew

Does anyone know when Lacerte will be able to e-file Oregon CAT return?New

Make Organizer fillable by clientDiscussion ongoing

Make Tax Organizers fillableDiscussion ongoing

WV Returns with EK-1 Pass-Through CreditsNew

Support the forms in a tax return so that it can be e-filed. Including the WV EK-1 that has always been an attachment to the WV return and now your program will not efile if that form is present in return.New

Identity Protection PIN IPPIN Exporting and Diagnostic in Subsequent Lacerte ProgramDiscussion ongoing

IRS Protection PINDiscussion ongoing

Diagnostic for IRS IP PINDiscussion ongoing

IP PIN diagnostic errorDiscussion ongoing

Default for daytime phone numberNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Bring back the non-cash charity screen.Discussion ongoing

Non cash charity Form 8283Discussion ongoing

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Form 1065 - partner basis worksheet option to include in the K-1 printing package.New

Partner's basis worksheetNew

PDF Version of OrganizerDiscussion ongoing

Fill-In PDF OrganizerDiscussion ongoing

Form 709 - Gift tax returns e-filingNew

E-Filing Gift Tax ReturnsNew

Have a Consolidated 1099 input screen.Discussion ongoing

Consolidated 1099 was suggested in 2021.Discussion ongoing

Multi Factor Authentication for DMS programDiscussion ongoing

How to add security to DMS program?Discussion ongoing

DMS needs a secure lock system to open, similar to your tax program with code.Discussion ongoing

Oregor CAT efileNew

Does anyone know when Lacerte will be able to e-file Oregon CAT return?New

Make Organizer fillable by clientDiscussion ongoing

Make Tax Organizers fillableDiscussion ongoing

WV Returns with EK-1 Pass-Through CreditsNew

Support the forms in a tax return so that it can be e-filed. Including the WV EK-1 that has always been an attachment to the WV return and now your program will not efile if that form is present in return.New

Identity Protection PIN IPPIN Exporting and Diagnostic in Subsequent Lacerte ProgramDiscussion ongoing

IRS Protection PINDiscussion ongoing

Diagnostic for IRS IP PINDiscussion ongoing

IP PIN diagnostic errorDiscussion ongoing

Default for daytime phone numberNew

Make "Mobile" as default for Daytime Telephone # on screen 1New

Bring back the non-cash charity screen.Discussion ongoing

Non cash charity Form 8283Discussion ongoing

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