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. 229 votes
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      17 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.

      94 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.

        78 votes
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          6 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.....

          51 votes
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            2 comments  ·  Input Workflow  ·  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.

            39 votes
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              1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • Add "Extension Ready" to Client Status

              I need to know which returns I have finished preparing the extensions for even though the efilers have not yet filed the extensions.

              18 votes
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                0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
              • Automatically transfer K-1 entity addresses from the Federal K-1 input sheet to the state input sheets

                Federal K-1 input for entity Name and address does not automatically transfer to the state K-1 input sheets.
                Please automatically transfer the data from Federal to states (where required).

                15 votes
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                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • allownce to add more than on distinct passive activity on a sch k-1 wrk sheet

                  for k-1 on 1041 for part III--- Each distinct passive activity must be reported on a separate sch k-1 wrksheet , if both business and rental activities, separate k-1 wrkst must be used. It would be more time effective if more than one can be added on at once.

                  11 votes
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                    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • allow customization of the client status to include things such as Engagement Letter Signed and others the preparer may want

                    I would really like to be able to customize the client status and even re-order the steps. And I voted with a lot of others who want the engagement letter capability. I see that it was make available in Link this year, but am not sure how that will work.

                    10 votes
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                      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • When entering driver's license information on the federal info works, it flows to the states but not to SBBT info works. Thats double entry

                      Have the DL's information flow to required states and SBBT worksheet to prevent double entry.

                      9 votes
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                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                      • The Schedule L rounding error should have an option to ignore

                        The Schedule L should have an option to ignore errors due to rounding issues if the amount is under a set figure.

                        5 votes
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                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                        • 4 votes
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                            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • 3 votes
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                              0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • Batch send Intuit ProConnect invites with templates of our choice

                              I want to be able to send 300 Intuit Link invites at once, and choose the template that will go.

                              3 votes
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                                0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Dillner's Accounting Tools as an available import file type

                                Add Dillner's Accounting Tools as an available import file type

                                3 votes
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                                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • A better note system

                                  5. A better note system with allow for a note attachment with an efiled tax return. Example: The narrative part of the form 1040X, does not allow text wrapping on the text field area (never has). This would also be helpful when responding to an IRS notice, to allow for a narrative open form with text wrap and printing with the tax return (The Additional Info form does not print with the return or send with the efile.) Currently I need to make a note on a random field and later remember the area that note was attached to update…

                                  3 votes
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                                    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Carry the identification number of the signing fiduciary on a NJ trust from Federal Info Wks

                                    Please carry the identification number of the signing fiduciary on a NJ-1041 trust return from Federal Info Wks in order to avoid duplication of data entry.

                                    3 votes
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                                      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Form 114 Efile Acceptance or Amended

                                      8. A confirmation place to show if a form 114 has been accepted and allow for amended form 114 to be efiled.

                                      3 votes
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                                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 3 votes
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                                          0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Can you make it so the names and SSN on the PA Schedule O (529 plan contributions) carry forward from year to year.

                                          Can you make it so the names and SSN on the PA Schedule O (529 plan contributions) carry forward from year to year. I have many clients that make contributions to these plans and it is time consuming to have to retype these every year. Especially when Grand-mom is making $200 contributions to all 14 of her grandchildren's accounts

                                          3 votes
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                                            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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