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. 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

    118 votes
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      1 comment  ·  E-filing  ·  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

      64 votes
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        2 comments  ·  E-filing  ·  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.

        33 votes
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          0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
        • 23 votes
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            1 comment  ·  E-filing  ·  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
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              0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
            • Federal Schedule B-1 (Form 1065) e-file

              Add Schedule B-1 (Form 1065) to the list of Federal 1065 E-Filing Forms.

              6 votes
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                0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
              • I would like to have

                I will like to have a feature that alerts the preparer when trying to open a return that was efiled and accepted by the Tax entity.
                The message could say you are about to open a return was has been accepted by the tax agency, to make changes file a 1040X.
                This will prevent us to pen and make changes by mistake to returns that have already been finalized.

                4 votes
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                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                • Put in a new e-filing warning to change a date prior to e-filing past year returns.

                  Put a warning to change the PIN entered date on section VI of Federal Info Worksheet when filing past year returns to avoid IRS rejection. A client's return was rejected for this reason and it was never flagged as an error before e-filing. The client did not and would not have even received a notice. He happened to call in to find out why there was such a long delay in getting his refunds.

                  4 votes
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                    0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                  • INCLUDE Educational Worksheets in Efile as IRS will send notice!

                    If a client received a 1099-Q for 529 Plan distributions in which the money was used to pay for educational costs, the calculation is done via input worksheet so none of the distribution may be taxable.

                    Unfortunately, the Federal return does NOT show that and the IRS WILL send a notice due to matching to include the distribution as income. Preparers or clients will then have to send an explanation and copies of the worksheets to Prove to the IRS that the distributions were used for educational costs and therefore NOT taxable!

                    Include the educational worksheets and 1099-Q worksheets in…

                    4 votes
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                      0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Introduce a feature within a client file to "Mark" the file for EF Ready.

                      Introduce a feature that while completing the necessary work of a client's file, the feature allows the taxpreparer to mark the client's file as "EF Ready".

                      And, in EF Center Homebase view, files can be sorted by "EF Ready" and a feature within this view allows the taxpreparer to execute "EF Now" to all those client files marked "EF Ready".

                      We have a database of approximately 14,500 clients. A considerable number of clients typically start coming in mid January. If the file is complete, it would be useful to mark the client file as "EF Ready".

                      The taxpreparer can then…

                      4 votes
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                        0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                      • TN INC-250

                        TN INC-250 Needs To Be A Separate Form and Able to Efile with 1065. Righjt now, and for about the last 4 years, I believe, ProSeries includes the TN-INC-250 and the TN FAE-170 returns on the same information sheet. This is highly confusing because we think we can efile and epay the TN INC-250 when infact we can do neither! So now I have to take a lot of extra time and effort to paperfile/papermail the TN INC-250 AND GO TO THE EXTRA EFFORT TO GET A PAPER CHECK FROM THE CLIENT TO GO WITH THIS RETURN. I am highly…

                        4 votes
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                          0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Enable e-filing of South Carolina Partnership returns (SC1065)

                          Enable e-filing of South Carolina Partnership returns (SC1065). The SCDOR has this ability for the 2016 tax year.

                          4 votes
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                            0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                          • We need to be able to efile Form 770 in VIRGINIA!!!!!

                            Need to efile Form 770 in Virginia

                            3 votes
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                              1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                            • efile Mississippi S corp

                              Please allow to efile ms 1120s form thru proseries ASAP. Otherwise will have to switch to another tax software next year.

                              3 votes
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                                0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                              • 7004 Extensions Extended Due to Storm Stella

                                IRS has extended 7004 Extensions due to Storm Stella thru March 20th, but ProSeriies won't allow for the extension to be e-filed due to the 3/15 date being set as the deadline. This should be updated immediately to reflect the new deadline from the IRS (and NYS).

                                3 votes
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                                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow state e-file past IRS shutdown

                                  When the IRS shuts down for server maintenance, you should allow the states that are still opened to be e-filed. Delaware is one of those states. With the new fear of being deported, Delaware is giving driver's licenses to green card holders if they have filed the prior two years. This would be a simpler task if we had the ability to e-file rather than paper file. Please all this ability in the future.

                                  3 votes
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                                    0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automated Estimated Tax Debit Report

                                    There should be a report that lists all payments that were set up for auto debit upon e-filing. This information can be changed post filing so you never know for certain what was scheduled. A report should be created and locked at the time of e-filing.

                                    3 votes
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                                      0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 3 votes
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                                        0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make available a detailed taxpayer e-file report which lists the forms transmitted in the tax return submission

                                        Either create a new e-file report or augment the existing Electronic Postmark report to list the specific forms included in each taxpayer's return. What prompted me to suggest this was that the Texas Comptroller corresponded with a client of ours, claiming that the return we e-filed for our client did not include a required form, the public information report. However, we included this form, have reviewed it, and it was properly prepared, and successfully prints out with the return. When we tried to webfile it, it does not show they are missing it. So it would be useful to have…

                                        2 votes
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                                          0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 2 votes
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                                            0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
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