Lacerte Tax Idea Exchange

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... Read more

Frequently our Tax Professionals need to access multiple years of Lacerte, generally for the same client. It makes no sense for a user, who is already signed in, to need to sign in mul... Read more

Have an option to set up a new tax return from the dependent screen. All the necessary information to create a new return is there except assigning a client number.

Please consider a one page list of the documents and items needed from a client. Many clients do not need/want to complete the organizers. We want to give them a list of all the specif... Read more

Please allow Partnership clients to be converted to S-corporations. Thank you.

Comparison report does not produce one for the state (in this case California). Suggest a comparison report for the state.

Most supporting detail screens allow for negative adjustments which is sometimes need to move a value to another line. I don't need the total of all the supporting detail to be negativ... Read more

PDF files printed by Lacerte are ridiculously large. A 1 page e-filing confirmation letter is 1 MB, which Acrobat can reduce down to 12k. When you have a lot of clients, and are emaili... Read more

Why not make our job easier by coding the "Final Distribution Box" into the same category as "delete next year" for 1099-R Pension pro-formas?

Prepare and e-file a “Superseded Original Tax Return”.