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Lacerte Tax Idea Exchange

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  • 396 Votes
    Submitted by:
    02-09-2021
    153 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
  • 242 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
  • 186 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
  • 166 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
  • 146 Votes
    Submitted by:
    02-22-2021
    20 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
  • 142 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
  • 131 Votes
    Submitted by:
    02-01-2022
    98 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
    21 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
  • 81 Votes
    Submitted by:
    02-09-2021
    11 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: Open for voting
  • 74 Votes
    Submitted by:
    02-05-2022
    8 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: Open for voting
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