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. RETAIN the CHAT option for support! It saves time!

    PROSERIES has discontinued the CHAT help as of November, 2017. I recommend continuing the CHAT line as it saves time.

    19 votes
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      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • All client notes from previous 2016 return do not transfer to 2017

      Client Notes
      All client notes from previous 2016 return do not transfer to 2017 file

      3 votes
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        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
      • Under the California 1120, form 199 can not be efiled. This must change as there are penalties from the state of California for not efiling

        Allow the California 1120, state form 199 to be efiled or I will be looking at a competitor.

        4 votes
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          1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
        • Nebraska Form 1120S and Nebraska Form 1065 should be able to be electronically filed.

          Nebraska 1120S and Nebraska 1065 should be able to be electronically filed. Lacerte and ProConnect Tax Online allow this. So do Ultra Tax and CCH. We have been promised this service for two years now and no delivery.

          7 votes
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            0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
          • Client Letter Module needs a complete makeover, its way too complicated and it actually wastes time trying to modify all of the codes

            Just fix it. It doesn't even provide a phrase "we need signed 8879 form prior to filing your return" If I want to customize the letter, your interface is overly complex. I can't even cut and paste from MS word into letter as this doesn't comply with the ridiculous code.

            Please fix it!!!!

            27 votes
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              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
            • Please make sure the driver's license info we entered in 2016 carries forward to 2017, and ideally flags an error if it is expired.

              We spent a lot of time capturing Driver's license info for tax year 2016. I would hate to have to re-enter that info. Please carry it forward to 2017, and create an error if the expiration date has passed.

              33 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Add a module for preparation of Forms 5500 series

                Add a module for preparation of Forms 5500 series

                6 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • REMOVE THE ADDITONAL FIRM SECTION IN TOOLS MENU SINCE YOU NO LONGER SUPPORT ADDING ADITIONAL FIRMS TO PROSERIES SOFTWARE

                  REMOVE THE ADDITONAL FIRM SECTION IN TOOLS MENU SINCE YOU NO LONGER SUPPORT ADDING ADITIONAL FIRMS TO PROSERIES SOFTWARE. IT SAYS TO CALL CUSTOMER SERVICE TO DO SO HOWEVER ITS NOT SUPPORTED NOW

                  2 votes
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                    1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • SD sales tax issue

                    SD Tax rate 4.5% is now on Schedule A but the local tax rate changed Please keep the same local tax rate from last year as not many localities change their rate
                    On the transfer you need to move the locality rate to the locality rate for this year then add the state and locality together to give the total sales tax rate. Do not bring forward the total sales tax rate from 2016 as it is not correct for 2017. It should be a minor code change in your transfer program.

                    7 votes
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                      0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                    • Get a much quicker turnaround on conversions. 1-3 business days is WAY TO LONG to wait. I'm losing precious time and money!

                      I don't understand why PS is so behind on this. Time is precious at tax time and having to wait 1 - 3 BUSINESS DAYS (Saturday doesn't count) is totally UNACCEPTABLE. I'm already remembering why I went with another software last year and wondering why did I come back to PS?
                      Do I really need to tell you experts to see how Drake or other software handles conversions. Drakes turnaround conversion time was just a couple of hours - straight on my computer. I didn't have to send info to them to convert, I didn't have to waste 1 -…

                      2 votes
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                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                      • Proseries Organizer needs to be adobe printable as a fill-in form for clients to enter data at their workspace.

                        When I email an organizer to a client, they invariably respond, "I can't enter any numbers!" They are right. Please add the capability to provide a fillable form organizer. Thank you!

                        2 votes
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                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • 4 votes
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                            0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                          • 254 votes
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                              18 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add the PA state REV 1500 inheritance return

                              Add the ability to prepare the PA REV 1500 inheritance return

                              3 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow for the depreciation reports from Proseries to be exported to Excel spreadsheets

                                Allow for the depreciation reports from Proseries to be exported to Excel spreadsheets

                                4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Form 8864

                                  Please add form 8864 you have it in your Lacerte software with all the investors in ethanol that have large returns anyway it is frustrating to have to mail in those returns. It should not be that hard to add to your tax package

                                  7 votes
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                                    0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                  • New Mexico requires a Driver's License or ID to e-file. Would be great if ProSeries alerted to this in the eFile check.

                                    Would be great if ProSeries required the Driver's License or ID or alerted that it is required for e-filing during the e-filing review for New Mexico returns rather than having New Mexico reject the return for no Driver's License or ID.

                                    1 vote
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                                      0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I suggest you produce statements to the tax returns showing each K-1 item summing to Sched D, Form 4797, Sched E. etc/

                                      I suggest you produce statements to the tax returns showing each K-1 item summing to Sched D, Form 4797, Sched E. etc/

                                      15 votes
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                                        2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                      • GA net worth tax calculation

                                        The net worth tax for Georgia 600S is NOT calculating.

                                        1 vote
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                                          0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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