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 * in the ssn, birthdate and pin number fields in 2016 program.

    In the 2016 program, it is hiding the ssn, birthdate and pin number on the Information Worksheet with an *. It is extra keystrokes to have to reveal this data which I need to verify and copy within the program.

    126 votes
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      3 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
    • 4 votes
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        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
      • When splitting returns to MFS, carry more fields to the separate returns, such as direct deposit info.

        In Ohio we do a lot of married filing separate returns. When we split the return, we have to re-enter direct deposit info, driver's license info, health insurance info, and due diligence worksheet info on each separate return. It would be great is this information carried to the individual return.

        6 votes
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          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
        • Add to Tax Organizer: "Have you sent or received any correspondence to or from the IRS or state tax authority? If so, please provide."

          All the AICPA Income Tax Checklists include an item to request any correspondence, to or from the IRS or a state tax authority. It is just best practice to request this and it would be helpful if it was on the tax organizer.

          1 vote
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            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
          • have Form 990 Schedule I retain all past information with checkboxes for Active and Inactive to keep all info & save time.

            have Form 990 Schedule I retain all past information with checkboxes for Active and Inactive to keep all info & save time. Current year Form 990 Schedule I would only pull from info marked "Active".

            1 vote
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              0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
            • 1 vote
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                0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
              • Change login credentials process to local client instead of online.

                Change login credentials process to local client instead of online. I have a need to access Proseries away from the office or at a clients home. They do not always have internet access

                22 votes
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                  1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow form templates for spreadsheet imports to be saved globally in the Information Return System instead of just the client level.

                  Currently, when you import spreadsheets for form data (1099misc, W2, etc) you have to map each spreadsheet for the columns/data. You can save it at the client level, which is helpful if you have to re-import. But when you move to the next client, you have to map the spreadsheet all over again. It would be nice to be able to have form templates saved globally. This would require all spreadsheets to be setup the same way for each form -- but that's simple to do. This would save a good deal of time for each form type per client.

                  3 votes
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                    0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                  • Homebase

                    Allow the program to have a default Homebase.

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

                      Caps should be added back to the software
                      w2's don't have the state id number on transferred client files
                      rounding up of numbers affects bottom dollars on returns, want exact numbers

                      10 votes
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                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                      • File Conversion from Previous Year

                        When converting a file from last year to this year for filing, it would be nice to see the full name when hovering over the file code. At this point you need to find the last four digits of the return to find which return to convert to the current year. Maybe there could be a highlight or underline to show which files from the previous year has been converted to the current year.

                        3 votes
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                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                        • Proseries-have a tech support phone number that does not require going thru customer service. what a waste of time.

                          Every time I call I get routed to customer service that does NOT have an option for tech support. Always have to waste my time and your time going thru ....., customer number, how can I help, do you want to make a payment, etc. Lets both get to work.

                          11 votes
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                            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                          • Release the Software on the date that you will chargeyour customer

                            Don't charge your customer if the Software is not yet available.

                            24 votes
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                              1 comment  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                2 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                              • ADD BOX to Indicate Broker STATEMENTS ATTACHED for Form 8949

                                Instead of us quickzooming to Capital Gain (Loss) Transaction Worksheet and scrolling 5 pages to enter sales and basis information, please add a Checkbox on the Capital Gains and Losses Condensed Entry Table to indicate statement attached. (Have X generate code "M" on Form 8949)

                                15 votes
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                                  0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                • Include a column in homebase that provides a checkmark whenever a client is transferred from prior to curreent year.

                                  Include a column in homebase that provides a checkmark whenever a client is transferred from prior to current year. In that way those clients not yet transferred and need to be extended can be easily identified by sorting the homebase by the checkmark column. Currently it is necessary to go back and forth between prior and current homebases to identify those not yet transferred. With a homebase of 1,200 plus clients where approx. 150 need to be extended its quite time consuming and counterproductive.

                                  1 vote
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                                    0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Implement the calculation for line 12 of NYS IT-205-A line 12

                                    Is there any reason why the computation for line 12 is not implemented? I use a spread sheet to do the computation which I must then save in .pdf format and attach to the return. I have asked for this before but my request has been ignored.

                                    1 vote
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                                      0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Smart Vault direct integration for EF signature forms

                                      Have to go to individual form to send to Smart Vault. Should be able to check Print EF Signature forms box to SmartVault destination rather than move pdf or go to indiv forms.

                                      1 vote
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                                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                      • You have GOT to give us an option for length of time before having to sign back in! I will not recommend Proseries after 15+ yrs for this.

                                        This has been slowing down my whole tax season and flow of each day. Not to mention that I feel like an idiot in front of my client when I can't access my software immediately and then they watch me sign in my password!! How safe is that? I have a windows password that I can set a timeout period. That is sufficient. I can't tell you how this has added to my frustration every day. I must have to sign in at least 8 - 10 times a day. You are supposed to be saving me time not costing…

                                        3 votes
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                                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                        • A .pdf file cannot be attached to support Sch D. This feature was available in prior years.

                                          I have attached a .pfd file in prior years to support a Sch D. I believe I used that feature in 2014. It cannot be done this year. It seems that Intuit is going backwards instead of trying to make the program more user friendly. Also, the Sch D in the Basic program shows the block to check if attaching a .pdf file. This is misleading.

                                          3 votes
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                                            0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
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