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. Search Data. Right now we are so limited to Search for clients, it will be good if we can search by , Phone Number, name, Last name, Addr

    Right now we are so limited to Search for clients, it will be good if we can search by, Phone Number, name, Last name, Address, by zip code, by spouse info. SS # Etc Etc ETc

    1 vote
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      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow Calculation of Oil and Gas Depletion

      Lacerte offers a way for the program to calculate oil and gas depletion, this should be added to the ProSeries software also.

      1 vote
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        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
      • Enhance K-1 partner selection and alphabetize

        Or let us sort by date added to the return, and by ABC.

        When we are checking the K-1s entered, it would be helpful for you to shade the K-1 partner on the left of the screen grey while we input on the right. It is hard to remember where I was in the list, and want to go to the next K1 partner.

        6 votes
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          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
        • Add state tax liability as a column heading

          Add state tax liability and tax paid as a column heading in homebase

          4 votes
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            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • Transfer ERO Entered PIN Option from Year to Year

            Customers with large client bases have to manually input information related to 'ERO Entered PIN' for all return types. This can be time consuming and slows down the input process. The solution is to automatically transfer this setting the same way we do for the question to 'use the practitioner PIN' on the module's information worksheet.

            1 vote
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              0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Odometer

              It would be VERY helpful for both the clients and preparers if there were an Odometer input (in both the detail entry and the organizer) in the Vehicle sections. This would save time and accuracy to get the total mileage from clients by using end of year odometer readings. Thanks for your consideration!

              3 votes
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                0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • Form 990PF should have a option for a nonoperating or operating private foundation

                Form 990PF should have a option for a nonoperating or operating private foundation

                1 vote
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                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • Proseries Organizer needs to be adobe printable as a fill-in form for clients to enter data at their workspace.

                  When I email an organizer to a client, they invariably respond, "I can't enter any numbers!" They are right. Please add the capability to provide a fillable form organizer. Thank you!

                  5 votes
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                    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • Double click or drill down into K1 reconciliation

                    need to understand what states different line items are from, so it would be ideal to drill down into the numbers. Double click on an entry and see which K-1 partner reported that number.

                    Thank you.

                    3 votes
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                      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • Spouses education expenses should be in the personal info area.

                      Should not be hunting for data entry create inefficate workflow. its to far down.

                      1 vote
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                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add a "backup my files" button to FAM. After loosing many hours of data entry time, I now use Windows file manager to copy my FAM files.

                        Provide a method inside Fixed Asset Manager to regularly backup the client and data files. The routine should automatically insert a date into the file name and should allow a choice of where to save the files.

                        1 vote
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                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • Give the feature to carry forward the Depreciation estimates (4562a) for iowa for the following years it make the makes life more productive

                          Give the feature to carry forward the Depreciation estimates (4562a) for iowa for the following years it make the makes life more productive

                          1 vote
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                            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • REMOVE THE ADDITONAL FIRM SECTION IN TOOLS MENU SINCE YOU NO LONGER SUPPORT ADDING ADITIONAL FIRMS TO PROSERIES SOFTWARE

                            REMOVE THE ADDITONAL FIRM SECTION IN TOOLS MENU SINCE YOU NO LONGER SUPPORT ADDING ADITIONAL FIRMS TO PROSERIES SOFTWARE. IT SAYS TO CALL CUSTOMER SERVICE TO DO SO HOWEVER ITS NOT SUPPORTED NOW

                            2 votes
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                              1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • 261 votes
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                                18 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • CLIENT ANALYZER QUERIES - who had mortgage insurance premiums in 2016?

                                CLIENT ANALYZER QUERIES - who had mortgage insurance premiums in 2016?

                                1 vote
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                                  0 comments  ·  Input Workflow  ·  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.

                                  132 votes
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                                    2 comments  ·  Input Workflow  ·  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.

                                    86 votes
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                                      6 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Assets should appear in the balance sheet Sch L on business tax returns

                                      Form 1120S,1120 & 1065
                                      Assets should appear in the balance sheet Sch L on business tax returns once we enter the data in Assets Entry Worksheet we have to do it manually.

                                      11 votes
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                                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Your Proconnect sign in password change of every three months is excessive, once a year is fine

                                        Your Proconnect sign in password change of every three months requirement is excessive, once a year would be fine.

                                        6 votes
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                                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Please work on having 2 clients files open at the same time

                                          This would help me and others out a lot. When clients call and I'm working on one client I have to close out this client to open the other clients information. This is something I have view in other software's that has come to me for review of their software. And I notice we are not capable of having this option.....

                                          61 votes
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                                            2 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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