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Lacerte Tax Idea Exchange

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Community Ideas
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  • 489 Votes
    Submitted by:
    02-09-2021
    175 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
  • 323 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
  • 254 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
  • 201 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
  • 116 Votes
    Submitted by:
    02-19-2021
    8 comments

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

    Status: Open for voting
  • 98 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
  • 83 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
  • 77 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    Prepare and e-file a “Superseded Original Tax Return”.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
  • 59 Votes
    Submitted by:
    03-11-2021
    1 comments

    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?

    Status: Open for voting
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