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.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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

    157 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • hire more people. I just waited for an hour and a half to get an answer to a problem with your program. No service. Unacceptable.

      You need to hire more people to answer the phone. I just waited for and hour and a half . That's an unacceptable level of service.

      34 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
      • Make the time longer for passwords to keep programs open. I open mine 50 plus times a day!

        Passwords: For small offices with only one person on software, let it be 4 hours at least. 50 per is day is excessive time spent cause I was talking with clients or putting folders together. Need an adjustable time global or not!

        23 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Support Reps Inexperienced

          As a ProSeries user for 20+ years, support reps with knowledge of the program especially during tax season has decreased year after year after year. Hardly ever do I place a call and speak to a representative in which I DON'T have to teach them how the program works. Not only frustrating, irritating. Support reps have become glorified call takers and more a wast of time especially with respect to calculation issues and defect issues with the program. Spend more money on supporting ProSeries Professional and quit spending money on Turbo tax commercials.

          27 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
          • 9 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              4 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
            • install feature where you leave your phone number and Proseries Rep calls you back in the order in which you called (like many airlines do)

              Instead of being on hold for extended wait times on the phone (1and a 1/2 hours on my business line today) get a system where you can leave your callback number and Proseries reps call back in the order the calls were received. I know many airlines offer this option. This leaves my business line open until Proseries has omeone ready to help. Nowadays, when leaving my numberwith an airline, it even gives me an idea how long ot will be approximately before someone calls me back. The technology exists and I think it would help all of us dealing…

              16 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                47 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Put a link to this page in the program.

                  Proseries needs a "Feedback" button. Or if it has one, make it easier to find.

                  19 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                  • support Form 5884A, Credit for affected disaster area employers both on Form 1120S and Form 1040 please update your programs and add this

                    please please update your forms selection and add this form 5884A so that we can use this form on Form 1120S and 1040 for efiling as Proseries currently doesn't support this form
                    thank you

                    10 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      3 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                    • 13 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                      • Can I suggest that Proseries put preparers calling in with concerns in a call back system that would call those people back with customer su

                        Can I suggest that Proseries put preparers calling in with concerns in a call back system that would call those people back with customer support? As it becomes available

                        7 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • 6 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                          • Fix the ridiculous password requirements.

                            The complicated passwords, expiring and not letting people use old passwords results in everyone writing passwords down and leaving them out. Pro series passwords on yellow sticky notes all over the office. Counter-productive.

                            4 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              1 comment  ·  Ease of Use  ·  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!!!!

                              39 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                              • 13 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add a module for preparation of Forms 5500 series

                                  Add a module for preparation of Forms 5500 series

                                  10 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    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

                                    9 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Credit card fees are tough... can you support paying fees by way of refund?

                                      I've got a decent number of clients who want to pay by credit card to delay the bill. I'm wondering if I can let my customers use their refund to pay my fees... at no or lower cost than credit cards.

                                      6 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                      • EF filing for Corporate, S Corp and LLC returns

                                        You need to update to allow efiling for all corporate and partnership returns for all states. I have been asking for this for years and still not done for NM. Very disconcerning that this is not in place ~ other softwares have this and have had it for years. Who wants to print a State return only!

                                        7 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          1 comment  ·  E-filing  ·  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.

                                          42 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 210 211
                                          • Don't see your idea?

                                          ProSeries Tax Product Suggestions

                                          Feedback and Knowledge Base

                                          © 2009 Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc.
                                          Terms and conditions, features, support, pricing and service options subject to change without notice.