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?

    79 votes
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      1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
    • Create a Final Review Error Message when Asset is Acquired and Sold in the same year

      When an assets acquired and sold year are the same, the program calculates a depreciation deduction even though it is not allowed as stated in IRS Pub 946 page 6:
      "Excepted Property
      Even if the requirements explained in the preceding discussions
      are met, you cannot depreciate the following
      property- Property placed in service and disposed of in the
      same year. Determining when property is placed in
      service is explained later."

      I have several clients that have taken a deduction when not allowed because the program did not either eliminate the deduction or give a warning/error in Final Review.

      1 vote
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        0 comments  ·  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.

        6 votes
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          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
        • There seems to be a error with NYS CT3

          There seems to be a error with the form CT3 when the entity is a foreign entity to NYS the minimum tax for gross sales is suppose to start at $300 not the $25 as a NYS entity.

          1 vote
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            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
          • Self Employment tax in NY

            Per a NY client.......Currently if a ProSeries client has an unincorporated business that has at least $75000 net income they are required to file in NY self employment.... per the client ProSeries does not have a flag or diagnostic that notifies them if this scenario appears.

            1 vote
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              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
            • Self Employment tax in NY

              Currently ProSeries does not flag for tax prearers if they have a self employed client that has a certain amount of income from a Partnership. If a client has say ($47,000) or more of income coming over on a K1 from a Partnership to then the program does not give a diagnostic to notify them that they need to file the self employment tax form...... It was referred to as the NTA Form..... The program needs to opt in on the tax and make the preparer opt them out as a fail safe....

              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 →
                • Diagnostic error for checking local tax rate in applicable states, when address changes

                  Please add a diagnostic error for checking the local tax rate that is incorporated in the total state tax calculation for applicable states with varied local tax rates (i.e. Maryland) when an address is changed on the information worksheet. This would assist in reducing notices when data input does not catch that the county or locale has changed.

                  4 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 →
                    • 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 →
                      • 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 →
                        • 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 →
                          • 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 →
                            • PLEASE FIX "SERVER BUSY" WHEN AFTER ENTERING PASSWORD IN 2016 BASIC PROSERIES

                              TO GET RID OF SERVER BUSY, I RESTART MY COMPUTER. THIS IS VERY SERIOUS SINCE I NEED TO GET ON APPLICATION.

                              THIS HAPPENS AFTER YOU ENTER THE PASSWORD TO GET INTO PREOSERIES. I HAVE NO MALWARE PROBLEMS.

                              1 vote
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                                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                              • ISSUE WITH SOFTWARE CHANGING STATE ON W2 AFTER UPDATING ADDRESS TO NEW STATE.

                                I had a client who moved last year from Kentucky to Missouri. It transferred his return from 2015 to 2016 software but when I added his new w2's and put in the correct states at bottom i then went to update his address to missouri from Kentucky. It was at that point the software changed all the w2 states to Missouri from **. So it seems to prevent this you need to update the address immediately when you start the return to prevent this. It shouldnt be that way in my opinon though. If I hadnt caught that it would…

                                1 vote
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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 →
                                  • 1 vote
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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 →
                                      • 1 vote
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                                          0 comments  ·  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 →
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