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. Add Form 8903 to 1040 Software

    A large number of farmers will need form 8903. This needs to be added to the software.

    55 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 76 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. The new 2018 Form 1040 worksheet is a visual nightmare.

    We need to be able to see a summary on the worksheet that looks more like the 1040 used to look instead of mirroring the postcard format.

    71 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    612 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2018 PROGRAM: NEED CLIENT COPY THAT PRINTS POSTCARD PAGES 2 TO A PAGE!!!!!!!

    For the love of heaven, PLEASE configure a print option that enables us to double up on those ridiculous postcard form pages so that we are not forced to print client copies that are 50% wasted paper!!!!!!!! We can configure WHICH pages print, but there is not now a way to make these half-pages print on 1 full-size page. PLEASE. HELP US.

    41 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  6. I'm really dissatisfied this year. False advertisement, $19.95 Technology fee clients now have to pay. I've been dealing with Pro Series for

    No one let you know there has been a change in the software. If you guys were going to charge a extra fee on top of software you should lower your software price! Here it is I've paid over a $1200. for software and you still want extra money without being sure Tax Professionals are aware of price change within Tax Software

    21 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  7. I would like to see 2 year comparison schedules in ALL state returns. My clients really like those.

    Currently federal has this option, and NYS does, but not all states do. Lets make this consistent for the clients!

    55 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    17 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. global billing options

    For the past 25 plus years "Global Billing Options" has worked fine. We have set it once and it applies to all clients. Now with the 2018 program as one of your tech people said "the 2018 program has been simplified so now you have to click on Caution box in each client to set the settings". Do the people who make these "simplifications" ever work on the program preparing tax returns? When talking with the techs all they can say is "I understand" when a problem is pointed out.
    Please make the program more user friendly.

    23 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  10. Proseries 2018 Invoice is Double Spacing Line Items for Form Charges

    Proseries 2018 Invoice is Double Spacing Line Items for Form Charges. This is a big change from all prior years as most invoices will print on two pages now. Please try to eliminate the extra line between Form Charge Items. See attachment.

    21 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  11. F6 Forms selection

    In the 2018 program when I choose F6 to select "select Forms menu" the arrow keys won't move from up, down or side to side without "multiple strikes" and I have to use my mouse to select the form. Previous years programs have not had that problem. Tech support said that their program was doing the same thing. Please fix this problem. Not only is it time consuming but very irritating and will be more so as we get busier in tax season.

    10 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. DPAD passed thru from cooperative should NOT reduce AGI, only taxable income.

    The DPAD passed thru from a cooperative (1099-PATR; Box 6) should not reduce AGI. It is to reduce taxable income. By reducing AGI your reducing the taxable income figured for the QBI calculation. The DPAD amount should be entered on Line 39 of the Complex WKS, which is then supposed to reduce taxable income.

    PLEASE READ ... IRS Publication 535, Chapter 12, Part IV, Line 39 instructions in coordination with IRS Form 1040 instructions for Line 10 (please note the IRS' !CAUTION notation.

    6 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 3 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Need Form 1040, line 10 to be able to reduce taxable income for DPAD 199A(g) from pass thru Ag Coop. Prior years Form 8903. Works on Lacerte

    The DPAD deduction works on your Lacerte program. Would appreciate if could work on ProSeries.

    13 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Pro Series form 1040 prints a 6 page 1040 worksheet on the preparers and clients copy. I tried to tell it to never print but won't stay.

    Pro Series form 1040 prints a 6 page 1040 worksheet on the preparers and client copy. I tried to select never print but it won't stay. When I return it is reset to print if required. I do not want to print 6 pages x 2 of a worksheet that is not necessary. Tech support said that it is now required under the new tax reform law. Did anyone ever hear of that. Please let us select not to print this worthless 6 page 1040 worksheet

    9 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. The QBI Deduction is auto-calculated in the Tax Planner worksheet.

    The QBI Deduction is auto-calculated in the Tax Planner worksheet. It is only calculating based on Schedule C income, not any pass through or Schedule E income. I am having to manually calculate and override the QBI field. Please create an underlying QBI worksheet or make the QBI field a manual entry field like in 2018 tax planner.

    8 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  17. Collate printing of K-1 supplements behind K-1

    Form 1065 K-1 - 199A supplement should print behind each applicable K-1 rather than at the end of the tax return.

    10 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Changing Spacing

    Individual program 1040 - Under tools when editing standard invoice , please change double spacing in verbiage (body of invoice) to single spacing.

    9 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1099R input screen tab

    Why when tabbing between fields on the 1099R input screen why doesn't it tab between the yellow data entry fields only? there are countless extra input fields that can't be used.

    6 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create a way to delete accounts from the Intuit Link portal.

    There should be a way to delete an entire client account from the Intuit Link portal.
    1: I have a business client and the main employee I worked with there has left the company. There seems to be no way to change the email address, so it would be great to just delete the entire client file from Intuit LInk and start over with the new employee's email address. But the only option is to "Inactivate" the account, so this means the account really still exists and the former employee can still access it.
    2: The software indicates that "for…

    8 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  ProConnect Link  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 236 237
  • 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.