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.
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
Comparison report does not produce one for the state (in this case California). Suggest a comparison report for the state.
Prepare and e-file a “Superseded Original Tax Return”.
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
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