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Lacerte Tax Idea Exchange

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Community Ideas
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  • 238 Votes
    Submitted by:
    02-09-2021
    86 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
  • 150 Votes
    Submitted by:
    01-23-2021
    6 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
  • 138 Votes
    Submitted by:
    02-06-2021
    27 comments

    Experienced Lacerte users (e.g. more than 10-20 years) should have access to more experienced technical support persons. This could be in the form of a special number or special code w... Read more

    Status: Open for voting
  • 108 Votes
    Submitted by:
    02-09-2021
    2 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: New
  • 102 Votes
    Submitted by:
    02-04-2021
    27 comments

    It is very frustrating that on some input boxes you can put negative numbers but not others. On Sch F I can input negative numbers into Freight and trucking but not Gasoline, fuel, oil... Read more

    Status: Open for voting
  • 81 Votes
    Submitted by:
    02-09-2021
    7 comments

    we often have new clients where we prepare current year return and then find out a prior year return requires amendment. it would be extremely helpful to proforma backwards to avoid ma... Read more

    Status: Under review
  • 68 Votes
    Submitted by:
    02-09-2021
    10 comments

    It might be a suggestion to have the above the line be an automatic calculation the same way the program chooses between the standard deduction and itemized.It could look to see if the... Read more

    Status: New
  • 65 Votes
    Submitted by:
    02-09-2021
    17 comments

    Allow a place for our office to put some client notes within Lacerte. Many times, we would benefit greatly from having the ability to add some notes on a tax return project, just for o... Read more

    Status: Open for voting
  • 54 Votes
    Submitted by:
    02-09-2021
    2 comments

    How nice would it be if Lacerte stops trying to sell us something every time we open the programHow about just getting back to being a tax program!

    Status: Under review
  • 53 Votes
    Submitted by:
    02-22-2021
    8 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: Open for voting
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