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. ID verification Worksheet

    Can we have the Identity Verification Worksheet only throw errors on when a state that requires ID verification is attached?

    76 votes
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      1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
    • Estimated taxes paid electronically in prior year should automatically carry to next year...

      When estimated taxes are paid electronically (initiated in the prior year return) these pmts should automatically carry to next year into the tax payments screen but marked as "estimated". Clients often think we know the payments were made since they were paid electronically and they do not include this information on the tax information they submit.

      14 votes
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        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
      • I made a few errors this year in not checking box to have the federal/state withdrew after setting it up with Routing number etc. I suggest

        When tax pro enters info to have direct withdraw of money owed carry it in left column as an ERROR until the box is checked to remove money on a certain date (4/18)-I have made this error a few times this tax season and this would help idiots like me-Thanks!!

        8 votes
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          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
        • diagnostic line 48 asking if form 1116 is required

          diagnostic line 48 asking if form 1116 is required

          6 votes
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            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
          • ProSeries Crashes When Changing Asset Activity

            There is a bug in the software that I uncovered and found a workaround, Technical support could not help.

            I have a 1040 with (2) Schedule C's. I attempted to move asset entry worksheets over from one Schedule C to the other. ProSeries crashed.

            I learned that the crash occurs only when there is a supporting statement in the amount field. For example: If (6) assets were detailed on a supporting statement and treated as a single asset,

            If the supporting statement is removed, the asset will transfer over; otherwise it crashes the program.

            So I printed the supporting statement…

            5 votes
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              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
            • 4 votes
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                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
              • Error on two-year comparison page

                The line "Phaseout of itemized deductions" does not copy over from the previous year's return for the "Two-Year Comparison" page. Please fix this bug.

                4 votes
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                  0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                • NC individual return program

                  Please get rid of the pesky error pop ups for the "Check if You're a Veteran" questions. Per NC instructions it is supposed to be "voluntary" but the program won't allow us to "not" check the blocks. Very annoying to get two error pop ups in a row for something you do not wish to bother with.
                  Thanks.
                  NC user.

                  4 votes
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                    0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                  • Error should show up on transferred returns when items used in prior year will require current info.

                    When a return is transferred to a new year, there are no errors highlighted for missing information on many forms that were used the prior year. This includes W-2, 1099R, Social Security 1099 and all K-1's. This make it very easy to miss the data entry on these items.

                    3 votes
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                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                    • Error on Supporting Statement... Ctrl+F3 sorts the data on ProSeries, but does not work in a supporting statement. Please fix!

                      Error on Supporting Statement... When you push the shortcut Ctrl+F3 this sorts the data on ProSeries, but does not work in a supporting statement. Please fix! It is suppose to.

                      3 votes
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                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                      • 3 votes
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                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                        • Report your problems and get help from live support.Thanks

                          Customers can take help from live support and resolve issues with help of support staff.Thanks

                          3 votes
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                            1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                          • ID Verification

                            ID Verification. There are license expire dates that show as 1922 instead of 2022, when entered as two digit entry.

                            3 votes
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                              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow us to clear diagnostics after we verify them in the tax return

                              Allow us to clear diagnostics after we verify them in the tax return

                              3 votes
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                                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                              • Form 2555 - Add error message for Part III when number of days is less that the 330 day requirement for the Physical Presence Test

                                Form 2555 - Add error message for Part III when number of days is less that the 330 day requirement for the Physical Presence Test.

                                Exceeding the 330 day requirement disqualifies the TP from taking the foreign earned income exclusion. This situation should be trapped as an error.

                                This situation is addressed in Final Review / Diagnostics but is not identified as an error in the return (banner is green indicating all is OK and therefore gets ignored). Reading the Diagnostic message carefully and following the suggestion there does remove the deduction from 1040 but I think this needs to…

                                2 votes
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                                  0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                • Remove Hawaii requirement to attach donation receipts for cash contributions over $250.

                                  Please remove this error, as this is not a requirement by the State of Hawaii. It's a waste of our time to attach donation receipts over $250. No other software is requiring this additional step in order to E-file.

                                  2 votes
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                                    0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                  • create a diagnostic that pulls highlights all fields that are currently not populated in the current years tax program that had data in the

                                    create a diagnostic that pulls highlights all fields that are currently not populated in the current years tax program that had data in them in the prior year......... kind of a reminder diagnostic... missing a K1, a 1099 etc....

                                    1 vote
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                                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                    • remove or change the default for masking EIN or social security numbers when printing. The progam default is to truncate the number.

                                      or social security numbers when printing. The program default is to truncate the number. it should be the other way around and the preparer should have the option to truncate

                                      1 vote
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                                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to have a 2 year comparison for Arizona individual and business returns.

                                        Should be able to create a two yr comparison on AZ individual & business tax returns

                                        1 vote
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                                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Stop showing message on billing override when efiling return

                                          Typicaly the only override that I have in a return is the billing amount. In prior years there was no warning about override when this was the only item changed. Please change back to prior years when no warning came up over a billing override.

                                          1 vote
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                                            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
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