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Lacerte Tax Idea Exchange

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Community Ideas
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  • 482 Votes
    Submitted by:
    02-09-2021
    174 comments

    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

    Status: Under review
  • 318 Votes
    Submitted by:
    01-23-2021
    15 comments

    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

    Status: Under review
  • 247 Votes
    Submitted by:
    02-09-2021
    7 comments

    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.

    Status: Under review
  • 197 Votes
    Submitted by:
    02-22-2021
    38 comments

    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

    Status: Under review
  • 112 Votes
    Submitted by:
    02-19-2021
    8 comments

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

    Status: Open for voting
  • 96 Votes
    Submitted by:
    02-05-2022
    11 comments

    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

    Status: Needs more info
  • 81 Votes
    Submitted by:
    02-09-2021
    8 comments

    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

    Status: Open for voting
  • 73 Votes
    Submitted by:
    03-25-2021
    5 comments

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

    Status: Open for voting
  • 64 Votes
    Submitted by:
    02-09-2021
    16 comments

    Prepare and e-file a “Superseded Original Tax Return”.

    Status: Open for voting
  • 58 Votes
    Submitted by:
    02-20-2022
    5 comments

    NYS PTE tax election and tax return filing can only be made by NYS online portal. It would be helpful if Lacerte can calculate the tax for each partner by adding a couple of input fiel... Read more

    Status: Open for voting
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