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. 5 votes
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      1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
    • Get more support agents so I don't spend over two hours on hold w/ bad music.

      Why must I wait for over two hours with obnoxious music for something that in previous years was an ONLY 15-20 wait. You are worse than the IRS on hold times and that's really bad. This lack of customer service is a great way to chase customers from you. When you finally get an agent, they are all still terrific in EVERY way at solving problems in a very professional manner.

      18 votes
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        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
      • when starting a new client make the preparer code a manditory field & not default to one preparer

        On a new client, make the preparer box an error if not filled in. Do not default to a preparer. I have printed returns many times when I have not chosen a preparer and it defaults to my partner. It makes me very angry. I know that it is something that I should check or that my staff should check when entering a new client. But since it is not something that we have to do on clients that are already in the system we sometimes forget. I really do not think that it would be a difficult thing for…

        1 vote
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          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
        • Transfer state data along with the federal data.

          Make it so all the data from the federal return and state return to transfer all at the same time, instead of having just the federal transfer.

          4 votes
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            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
          • Schedule D inputs should be consistent: the same sequence for individuals and some entities.

            Schedule D inputs should be consistent: the same sequence for individuals and some entities.

            4 votes
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              0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
            • HomeBase: Give us a Pending Tab like under efile, so I can focus on those, and sort those separately from the completed returns

              HomeBase: Give us a Pending Tab like under efile, so I can focus on those, and sort those separately from the completed returns

              2 votes
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                0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
              • In the Client Analyzer Queries- add the ability to query for Driveres Licenses that expired or will soon expire

                add ability to query clients for Drivers License expiring this year or have expired.

                1 vote
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                  0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                • Print the sub schedule automatically

                  When I create a sub schedule, it does not automatically print with the return. I have to manually go to it and print it or print the whole worksheet.

                  2 votes
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                    0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                  • Two Year Comparison for Pennsylvania

                    Please implement a Two Year Comparison for Pennsylvania. There is one for New Jersey, but not PA. It would be very helpful to find any large changes.

                    2 votes
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                      0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                    • Drop off dependents automatically when they reach a certain age.

                      Drop off dependents automatically when they reach a certain age, like 21. This would save time having to check dependents every time.

                      2 votes
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                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                      • Letter templates

                        It would be great you added more letter templates for the clients.

                        2 votes
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                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                        • Credit card fees are tough... can you support paying fees by way of refund?

                          I've got a decent number of clients who want to pay by credit card to delay the bill. I'm wondering if I can let my customers use their refund to pay my fees... at no or lower cost than credit cards.

                          6 votes
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                            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                          • Scanned Document Folder

                            Please put in a folder in ProSeries where you can store all the scanned documents. This is be helpful with the EIC requirements of having a record of all the documents used for that credit.

                            1 vote
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                              0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                            • eSignatures

                              This is Customer Success Representative adding this suggestion for the client.

                              ProSeries and SmartVault have separate eSignature features and it would save a lot of time if they worked together.

                              Thank you,

                              1 vote
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                                0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                              • When I enter a # in a cell, and later want to make a supporting statement, have the # already entered appear on the Supporting Statement

                                When I enter a # in a cell, and later want to make that cell a supporting statement, have the # already entered appear on line 1 of the Supporting Statement

                                1 vote
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                                  0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add best contact phone number to Home Base view

                                  There is already a field on the 1040 Federal Info WS to indicate which is the best contact phone number. It would make great sense if that number would flow to the display in the HomeBase. I never trust the number I see in HomeBase. Also would be good if that best contact number showed up in the Client Snapshot.

                                  1 vote
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                                    0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Can you provide a Home base view which is sorted by SSN.

                                    I occasionally need to find client files by their SSN, particularly when I get a efile acknowledgment report which says a file was a deleted or a duplicate. The masked SSN make it difficult to see them.

                                    2 votes
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                                      0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Client Status Order Needs Adjusting (or something)

                                      My understanding that from the HomeBase, the client status that displays on the grid is the last status that is checked from the Client Status Worksheet. Here is my problem with that. The return comes over as Transferred - fine. I get data from client and check the Received Client's Data - still fine. I have to get more info so I check the Need More Information box - still fine. It's April 10 and I will not be able to complete return, so I file an extension. It is accepted and the boxes next to Extension Filed and Extension…

                                      3 votes
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                                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow the explanation on an amended return to be a 'running text'. Shouldn't have to hit enter for next line.

                                        When typing the explanation on page 2 of an amended return, allow tax preparer to just keep typing the explanation, rather than having to hit enter to go to the next line.

                                        16 votes
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                                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I would like to see the client billing roll over for all clients (entities and individuals).

                                          I would like to see the client billing amount roll over so that you don't have to key that in one each client for each year. This would save time.

                                          1 vote
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                                            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
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