ProSeries Tax Product Suggestions

Use this forum to provide enhancement suggestions for the ProSeries Tax program. Vote for an existing suggestion or enter a new suggestion.

ProSeries 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.

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  1. Add Form 8903 to 1040 Software

    A large number of farmers will need form 8903. This needs to be added to the software.

    55 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. The new 2018 Form 1040 worksheet is a visual nightmare.

    We need to be able to see a summary on the worksheet that looks more like the 1040 used to look instead of mirroring the postcard format.

    82 votes
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    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  3. 76 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. alerts

    give us an option to turn off the alerts. i don't care if "TaxProTalk" or "Ask an Expert" is coming up. the alerts are distracting and annoying

    656 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Form 965 and related series forms

    Add Form 965 and related series forms. These forms relate to the Transition Tax. Lacerte supports them. Why can't Proseries? This will affect tax returns for the next eight years.

    13 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow e-filing of DC Corporate & Unincorporated Franchise tax returns.

    Develop the program to electronically file the DC D-20 Corporate Franchise and D-30 Unincorporated Franchise tax returns so clients don't have to file by paper.

    12 votes
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    0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
  7. I would like to see 2 year comparison schedules in ALL state returns. My clients really like those.

    Currently federal has this option, and NYS does, but not all states do. Lets make this consistent for the clients!

    71 votes
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    5 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. global billing options

    For the past 25 plus years "Global Billing Options" has worked fine. We have set it once and it applies to all clients. Now with the 2018 program as one of your tech people said "the 2018 program has been simplified so now you have to click on Caution box in each client to set the settings". Do the people who make these "simplifications" ever work on the program preparing tax returns? When talking with the techs all they can say is "I understand" when a problem is pointed out.
    Please make the program more user friendly.

    36 votes
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    0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print in all caps capability like most top vendors

    I have just migrated into ProSeries. For 23 years and through all software such as Ultratax, Lacerte and ProSystem, we have never as firm partners and reviewers had to check capitalization. NOW, I have the risk from all staff having to retype for all caps. That introduces spelling risks, so now we have to spend time reviening capitalization and spelling on EVERY tax return. For letters, we want a mixed case and we had the best of both worlds. Lots of people make capitalization mistakes nor should they for our returns because clients that understand the rules notice. We are…

    11 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  10. 2018 PROGRAM: NEED CLIENT COPY THAT PRINTS POSTCARD PAGES 2 TO A PAGE!!!!!!!

    For the love of heaven, PLEASE configure a print option that enables us to double up on those ridiculous postcard form pages so that we are not forced to print client copies that are 50% wasted paper!!!!!!!! We can configure WHICH pages print, but there is not now a way to make these half-pages print on 1 full-size page. PLEASE. HELP US.

    42 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Collate printing of K-1 supplements behind K-1

    Form 1065 K-1 - 199A supplement should print behind each applicable K-1 rather than at the end of the tax return.

    24 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  12. I'm really dissatisfied this year. False advertisement, $19.95 Technology fee clients now have to pay. I've been dealing with Pro Series for

    No one let you know there has been a change in the software. If you guys were going to charge a extra fee on top of software you should lower your software price! Here it is I've paid over a $1200. for software and you still want extra money without being sure Tax Professionals are aware of price change within Tax Software

    21 votes
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    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  13. One-click printing of collated Fed and State K-1 packages from entity returns.

    It's time consuming to print K-1 packages for shareholders/partners/beneficiaries. You have to print the federal, then print each state and then manually collate the whole thing. Why not make it easy to print the whole package, collated by recipient, including the state K-1s? Bonus feature idea - make it optionally include basis schedules!

    11 votes
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    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  14. QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    17 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. Proseries 2018 Invoice is Double Spacing Line Items for Form Charges

    Proseries 2018 Invoice is Double Spacing Line Items for Form Charges. This is a big change from all prior years as most invoices will print on two pages now. Please try to eliminate the extra line between Form Charge Items. See attachment.

    25 votes
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    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  16. I would like to have the option to print SLIP SHEET with the CLIENT COPY of the return.

    I think it is a time saving and more convenient,
    Why do I need slip sheet for filing copy?

    4 votes
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    0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Hawaii fiduciary form N-40

    Please add Hawaii N-40

    7 votes
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    0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. ERROR verses DEFAULT

    FOR CA STATE RETURN REMOVE DEFAULT "DIRECT DEPOSIT YOUR CLIENT'S STATE TAX REFUND". It should be an ERROR NOT A DEFAULT

    3 votes
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    1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
  19. since 64 bit will work on the 2019, will the 16, 17, and 18 programs be updated as well?

    Since the 2019 program will be upgraded to use 64 bit, will the 16, 17, and 18 programs also be upgraded?

    3 votes
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    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  20. add electronic filing of the Ohio RITA form. The program proccesses the RITA form but does not e-file it.

    The program already processes the RITA form for Ohio returns, but does not e-file the return that you have to print out and mail in.

    3 votes
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    0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
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