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. 173 votes
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      13 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • remove the requirement to enter the driver's license number on the federal return

      remove the requirement to enter the driver's license number on the federal return

      73 votes
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        1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        98 votes
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          2 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
        • Lose the masking of tax id # and DOB. We are not the enemy.

          Lose the masking of tax id # and DOB. We are not the enemy.
          Your job is to make it easier, not harder.

          88 votes
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            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
          • GET RID OF THE ID VERIFICATION (DRIVERS LICENSE ETC) FOR CLIENTS. IT SHOULD BE MY DECISION NOT YOURS WHETHER TO DO THIS. IT'S A PAIN.

            MAKE THE ID VERIFICATION OPTIONAL. IT'S NOT A LAW. INTUIT SHOULD NOT MAKE IT ONE. I WANT TO BE ABLE TO BYPASS THIS WITHOUT MAKING UP ANSWERS. YOU ARE PLAYING GOD. IT'S NOT YOUR CALL.

            49 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Intuit Proconnect

              Intuit Proconnect requires a new sign in apparently every hour. This time limitation is too short.

              Please m=change this to no less than 4 hours.

              55 votes
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                7 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
              • ID verification Worksheet

                Can we have the Identity Verification Worksheet only throw errors on when a state that requires ID verification is attached?

                59 votes
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                  1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                • Zip code does not put the city in upper case.

                  In all previous Proseries programs when you input the zip code it would populate in all uppercase if you had Caps Lock on. 2016 program only populates in lower case.

                  49 votes
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                    3 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • Intuit Proconnect Sign in Requirement is not necessary and should be optional

                    Intuit Proconnect requires a new sign during inactivity or upon opening the program. This should be an optional feature. At least reduce the time out or have an option to adjust the timeout.

                    44 votes
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                      5 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                    • 41 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • W-2 Wks does not transfer state ID numbers to next year.

                        Have to re-enter the state ID numbers on EVERY W-2 worksheet. For example when transferring clients from 2015 to 2016 the state ID on the w-2 worksheets should transfer as well. Now having to re-enter this same data every year.

                        30 votes
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                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • let us globally unmask ssn and bdates - printed forms are not filiable.

                          let us globally unmask ssn and bdates - printed forms are not filiable.

                          51 votes
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                            2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                          • Change it so all the drivers license numbers that we collect from 2015 on the info page roll forward to your new id verification page

                            Change it so all the drivers license numbers that we collectted from 2015 on the info page roll forward to your new id verification page

                            53 votes
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                              0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                            • False and Misleading Information

                              ProSeries is requiring we obtain and enter Driver License or State Issued ID. When looking at the help menu, ProSeries states “The IRS and state revenue agencies are now requiring additional documentation on methods used to verify client identity.” This statement is false and misleading. The IRS is NOT requiring additional documentation and the IRS website states so very clearly. ProSeries has issued a deliberately misleading and False Statement. Please correct this immediately. Either this was done on purpose or it was a mistake; If on purpose, then the individuals at ProSeries deliberately lied; if by mistake, then this shows…

                              31 votes
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                                0 comments  ·  Defects  ·  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.

                                33 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Simplify AOTC and other education expenses input

                                  It feels like there are too many worksheets and forms related to the AOTC and other education tax benefits. It seems to me that the AOTC worksheet questions could be integrated with the student information worksheet. At a minimum the AOTC worksheet should populate with information already provided (Yes, the 1098-T has an FEIN# on it)

                                  All of the aspects related to education are scattered through the program in a hodgepodge way. (Due to being added over several different versions, I am certain)

                                  For example, the education Optimizer should be somewhere easier to access, not on a Summary that we…

                                  24 votes
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                                    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                  • AOTC Due Diligence Worksheet has several errors.

                                    A "Yes" to Question 12 is necessary to claim the credit - not a condition of ineligibility.
                                    Page 3: This section is remarkably poorly designed. I believe you are trying to ask the questions for a taxpayer who is also the student. This is not clear.
                                    #18 - "No" is never the final answer to that question. Especially if the taxpayer is claiming the credit for a dependent child.

                                    25 votes
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                                      0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Change login credentials process to local client instead of online.

                                      Change login credentials process to local client instead of online. I have a need to access Proseries away from the office or at a clients home. They do not always have internet access

                                      16 votes
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                                        1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                      • CTC Due Diligence Worksheet - page 1 end of page note is incorrect. Yes, to Question 8 does not make the child ineligible. (see Q24)

                                        CTC Due Diligence Worksheet - page 1 end of page note is incorrect. Yes, to Question 8 does not make the child ineligible. (see Q24)

                                        24 votes
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                                          0 comments  ·  Defects  ·  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.

                                          36 votes
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                                            1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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