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Lacerte Tax Idea Exchange

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Community Ideas
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  • 344 Votes
    Submitted by:
    02-09-2021
    117 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
  • 221 Votes
    Submitted by:
    01-23-2021
    10 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
  • 178 Votes
    Submitted by:
    02-06-2021
    33 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
  • 160 Votes
    Submitted by:
    02-09-2021
    6 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: Open for voting
  • 150 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
  • 131 Votes
    Submitted by:
    02-01-2022
    99 comments

    Since form 7203 is a required form for 2021 per IRS regulations, we believe this should be a supported form in Lacerte. How is lacerte handling this mandate. Is the basis worksheet an ... Read more

    Status: Implemented
  • 125 Votes
    Submitted by:
    02-09-2021
    11 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
  • 112 Votes
    Submitted by:
    02-22-2021
    14 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
  • 107 Votes
    Submitted by:
    02-09-2021
    22 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
  • 95 Votes
    Submitted by:
    02-09-2021
    4 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
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