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. 69 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  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.

      13 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
      • Magnify Forms

        Give the ability to magnify the forms using the ctrl + and ctrl - key combination

        13 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Ease of Use  ·  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.

          10 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
          • 8 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
            • Fixed Asset - Sort or find

              ProSeries should have a sort or find feature to find a particular asset among to asset entry worksheets. I am working with a client with hundreds of assets and trying to reconcile issues from last year to the current year. It takes forever to find what I am looking for because there is no rhyme or reason to how the assets appear in order, and there is no sort or find function.

              31 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
              • Selecting Choose items to print

                Need ability to select or unselect items in bulk in the "Choose items to print" window. Clicking every box individually is too cumberome

                42 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  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

                  38 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    2 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                  • create ability to print entire multip-page depreciation at once

                    Right now to print a multi-page depreciation report, you need to go in and out of the report and print each page separately. Would like program changed so the entire report prints out at once.

                    16 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Email K-1 directly from Software to respective partner or members.

                      Provide an option to email K-1 of respective partners or members directly from software after e-filing Partnership or S corp tax return.

                      37 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        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.

                        4 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make the estate and trust dividend and interest income entry form work the same way as it does on the 1040.

                          The entry form for interest and dividends requires much clicking of mouse and gnashing of teeth. I suggest simply taking the form of the interest and dividend smart worksheets from the 1040 and implementing them pretty much the same way in the 1041. This would speed things up a bit.

                          Thank you!

                          25 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            2 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • I SUGGEST THAT WHEN WE ARE ELECTRONICALLY FILING THE RETURN WE SHOULD BE ABLE TO VIEW THE PDF ATTACHMENTS TO CHECK JUST BEFORE FILING.

                            1) I SUGGEST THAT WE SHOULD BE ABLE TO VIEW THE PDF ATTACHMENTS JUST BEFORE EFILING THE TAX RETURNS
                            2) ALSO ON THE TAX RETURNS THERE SHOULD BE A QUESTION TO ASK WHETHER ANY PDF ATTACHMENTS ARE BEING ATTACHED AND IF WE SAY YES, THEN THE PROGRAM SHOULD SHOW AN ERROR, IF THE PDFS ARE NOT ATTACHED.

                            24 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Master Password on PDF's

                              Allow the preparer the ability to set a master password on PDF's. If there are any issues opening the PDF using the client password, the master one can be used. The preparer also only needs to remember one password for all clients

                              30 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                              • MA Efiling - # of Entries Allowed in box 12 of W2 currently limited to 4

                                MA efiling - increase # of entries allowed in box 12 of W2 for electronic filing. (currently only 4 allowed for efiling MA Form 1)

                                18 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Make a separate location for efiling

                                    Please make one central location in Proseries, where to efile a return. That location should have options of:
                                    1) efile federal
                                    2) efile state
                                    3) efile extension
                                    etc.

                                    Right now it's all confusing, you have to check in the checkbox for filing a return, another checkbox somewhere else for extension etc.

                                    Whoever used ATX, knows how simple and nice they make it. Proseries makes you fumble between several check boxes until you (can only guess) if you did it correctly... until the client starts screaming that their extension payment didn't go out of their account.

                                    41 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to transfer all depreciable assets to another type of tax return

                                      Ability to transfer all depreciable assets to another type of tax return, for example from a 1040 to an 1120S or 1065. This is useful when a client makes an S-Corp or other entity election.

                                      16 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                      • pdf naming

                                        Need a different naming convention for e signature PDFs. Otherwise you need to rename the PDF before you print the return to a pdf because the e signature PDF will be overwritten

                                        27 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 4 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 173 174
                                          • Don't see your idea?

                                          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.