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. Remove the * in the ssn, birthdate and pin number fields in 2016 program.

    In the 2016 program, it is hiding the ssn, birthdate and pin number on the Information Worksheet with an *. It is extra keystrokes to have to reveal this data which I need to verify and copy within the program.

    18 votes
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      1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow the depreciation schedule to flow to balance sheet.

      With one activity it is not as big of a deal, however with multiple activities, it would be nice to have the total assets and accumulated depreciation flow to the balance sheet from the depreciation schedules.

      14 votes
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        1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
      • 10 votes
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          1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
        • Release the Software on the date that you will chargeyour customer

          Don't charge your customer if the Software is not yet available.

          13 votes
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            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
          • On the ID Verification Worksheet for 2016, do not hide the Driver's License number with an *

            On the ID Verification Worksheet the Driver's License number is being hidden with an *. I need to verify my input of this information and it is extra keystrokes to have to go back and click on the field. There is no reason to hide this field.

            9 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Form 8879 - change the print order of business products so they conforms with 1040

              As preparer's it would be better to have the business products have the Form 8879 - efiling - come before the tax return. This makes it easier to find and separate so the client can sign.

              25 votes
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                0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
              • TIME HAS COME TO SUPPORT FOREIGN ACTIVITIES-ADD FORMS 5471, 8804, 8805 & 8813!

                Add Corporate and Individual Tax program support for Form 5471. Add Partnership Tax Program support for Forms 8804, 8805 & 8813.

                32 votes
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                  3 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                • add a field on Sch E for an entity name and possible EIN

                  Some Schedule E Rental property is part of a business, it would be helpful to have a field that allows us to put the name of the business and possibly the EIN.

                  5 votes
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                    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                  • 84 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow the tax preparer to make notes to the file that pull up automatically when the file is opened, ie, like an "alert" function, to note a

                      Allow the tax preparer to make notes to the file that pull up automatically when the file is opened, ie, like an "alert" function, to note information critical to the client that does not impact the actual tax return directly.

                      19 votes
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                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                      • include the Alaska state business return in your program.

                        Development specs are on state website. Please include the Alaska state business return in your program.

                        3 votes
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                          2 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                        • ADD FORM 5471 NOW (WITH EFILE FUNCTIONALITY)

                          Dear Proseries users, there are about a dozen suggestions to add Form 5471, and they each have a moderate amount votes. However, they only react if there are a LOT of votes. So please, everybody who wants Form 5471 added (and even those who don't need it, but want Proseries to be more complete in general), PLEASE GIVE MAXIMUM VOTES TO THIS SUGGESTION. Proseries is not "PRO" without this important form!

                          8 votes
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                            0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please work on having 2 clients files open at the same time

                            This would help me and others out a lot. When clients call and I'm working on one client I have to close out this client to open the other clients information. This is something I have view in other software's that has come to me for review of their software. And I notice we are not capable of having this option.....

                            5 votes
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                              0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • For selections of forms to be printed, would like the option to choose "never" for ALL forms and schedules.

                              This would simplify being able to choose only the forms and schedules you want to print without looking at every single form and schedule.

                              4 votes
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                                0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Automatically transfer K-1 entity addresses from the Federal K-1 input sheet to the state input sheets

                                Federal K-1 input for entity Name and address does not automatically transfer to the state K-1 input sheets.
                                Please automatically transfer the data from Federal to states (where required).

                                7 votes
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                                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • I like to have list of my clients with telephone number from the Home Base View and be able to print it.

                                  I want to be able to print list of my customers names with telephone numbers and e-mails and I will be able to call them from that list. I can see the list on the Home View but I can't print it and I need to give my assistant the list to call the customers.

                                  3 votes
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                                    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 2015 ID (Drivers License) information did not transfer to 2016 product

                                    During the installation of the 2016 product and transfer of the 2015 data, the ID information (Drivers License detail) did not transfer and needs to be re-added to the 2016 product. This is redundant and could have been included with highlighted fields in error due to an expired date or, potentially, a new state of issue.

                                    6 votes
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                                      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                    • On the ID Verification Worksheet for 2016 the Expiration date should NOT be in the past

                                      On the ID Verification Worksheet for 2016 the DL Expiration Date is defaulting backwards to, for example 1922, instead of 2022. The Expiration Date should always be in the future. The Issuing date field is defaulting correctly.

                                      2 votes
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                                        0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                      • On the ID Verification worksheet for 2016, make the Client Status and Verification Method required

                                        Make the Client Status and ID Verification Method a required field so that we do not miss that during input.

                                        2 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • E-FILE NOTIFICATIONS

                                          Send emails to the preparer and/or the client advising that the efiled return or extension has been accepted

                                          51 votes
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                                            2 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
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