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. 246 votes
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      18 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.

      115 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.

        81 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.

          4 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.....

            57 votes
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              2 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
            • IN NYC 3 L, why infomration in part V, VI of information worksheets doesn't flow from federal information?

              IN NYC 3 L, infomration in part V, VI of information worksheets should flow from federal information. Also Sch F Certain stockholders and compensation to officer in calculating alternative tax, information should flow from federal information. It is waste of time and take more time in preparing return. IN CT 3 s also, part Iv and V of information worksheet and shareholder information should flow from federal information. Please do necessary corrections in 2017 tax returns to increase efficiency and reduce waste of time.

              3 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.

                4 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…

                  6 votes
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                    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                  • Estimated Payments should trasfer to the following year...........

                    Form 1040
                    Estimated payments should transfer to the following year on the TAX PAYMENTS WORKSHEET.

                    1 vote
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                      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • Cell Ph # should appear in HomeBase

                      Cell phone should appear in the Home base not home phone # as most of the people don't use home phone line anymore.

                      1 vote
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                        0 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 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 →
                          • ProSeries would benefit from a more simplified version of the organizer...........

                            ProSeries would benefit from a more simplified version of the organizer. An example would be the first three pages of the complete organizer. Per a client they send the organizer and the clients only input data on the first three pages. The rest is left blank. (Client request)

                            1 vote
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                              0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1041 interest and dividend detailed worksheets do not transfer to subsequent year

                              Your detailed interest and dividend worksheets do not transfer to the new year. Only the summary interest and dividend worksheet transfers. This makes no sense. We use the detailed worksheets for every brokerage account to enter substantial details per the 1099 that are posted throughout the 1041 (foreign tax, muni dividends, etc.). Currently, we have to re-create a new detailed worksheet every year.

                              1 vote
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                                0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                              • 1041 Schedule K-1 worksheet, Lines 12 A,B and J

                                Please have your 1041 program calculate Lines 12 A and J on your K-1 worksheet. This is so easy to do. We currently have to calculate it by hand. Effects almost every 1041 we prepare.

                                1 vote
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                                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add State Tax-Exemption check-off box on Form 1099-R worksheet

                                  Form 1099-R Federal worksheet

                                  Put in a check-off box that says 'state exempt' as in NON-Taxable to the state. This would apply to government pensions (federal or state/local) so it does NOT tax it on the State level.

                                  Currently, one has to remember to go to the State return and go to the pension area to mark it Exempt (via drop down menu for Tax-Exempt).

                                  Other tax programs allow the Tax-Exemption mark on the Federal 1099-R worksheet level so why can't Intuit's ProSeries do the same??

                                  Also, you do NOT need to explain the reason since the program uses the…

                                  3 votes
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                                    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Per a client ProSeries needs to have input interoperability between forms

                                    Per a client...... ProSeries needs to have interoperability between 1040 and 1040NR...... it also needs the same capability between C and S-Corp as well as the other forms..... today a client would have to re-input the data.... need K1 transfer ability between forms and or interoperability input between the forms so that data is input one time..

                                    1 vote
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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 →
                                        • 6 votes
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                                            1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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