Tax Research

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The Tax Research team is committed to continuously improving our products. Our product management team will review these suggestions and make assessments based on customer needs and our product strategy. Suggestions that will be implemented will be posted on this forum.

  1. 7 votes
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    2 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  2. 7 votes
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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  4. 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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  5. 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 →
  6. improve the print selection process

    Currently the print of a selection does not always work.

    2 votes
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  7. 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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  8. 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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  9. 1 vote
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  10. 1 vote
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  11. 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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