Tax Research

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  1. 7 votes
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      2 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
    • 7 votes
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        0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
      • offer on pdf printing the ability to add a password for emailing

        lacerte should add he abiolity on pdf printing to add a password for protection.

        7 votes
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          0 comments  ·  Features  ·  Flag idea as inappropriate…  ·  Admin →
        • Sort search results by relevency and timeline

          Sort search results by relevency (i.e., code, reg, court cases, notice, etc)and timeline

          4 votes
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            0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
          • keep the discussions up to date

            It looks to me like the discussion posts are years old on the topics I have researched. Is it not being used? Are old discussions sorted to the top instead the bottom? I'm not confident that the information is up to date.

            2 votes
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              0 comments  ·  Content  ·  Flag idea as inappropriate…  ·  Admin →
            • improve the print selection process

              Currently the print of a selection does not always work.

              2 votes
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                0 comments  ·  Features  ·  Flag idea as inappropriate…  ·  Admin →
              • We lock returns as soon as they are e-filed. The SID will not print on the 8879 because of this.

                Unlocking is not an option we want to use because if there have been any Lacerte updates since the return was e-filed, it could be changed. Since the # is so long, handwriting could involve transpositions, omissions, etc. Your alert regarding the SID said that we should print a new copy of the 8879 and attach it to the original. Can you fix it so that the SID will print on the 8879 even though it is locked?

                1 vote
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                  0 comments  ·  Features  ·  Flag idea as inappropriate…  ·  Admin →
                • preset search criteria filters

                  I would like to be able to preset some search criteria filters, such as eliminating IRS tax code from the results

                  1 vote
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                    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
                    • 1 vote
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                        0 comments  ·  Features  ·  Flag idea as inappropriate…  ·  Admin →
                      • A backspace button ---- if I try to go further in the

                        Have a backspace button so you can go to the previous screen.

                        1 vote
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                          0 comments  ·  Features  ·  Flag idea as inappropriate…  ·  Admin →
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