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.

I suggest you ...

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  1. Client Letter Module needs a complete makeover, its way too complicated and it actually wastes time trying to modify all of the codes

    Just fix it. It doesn't even provide a phrase "we need signed 8879 form prior to filing your return" If I want to customize the letter, your interface is overly complex. I can't even cut and paste from MS word into letter as this doesn't comply with the ridiculous code.

    Please fix it!!!!

    9 votes
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      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
    • Intuit Proconnect

      Intuit Proconnect requires a new sign in apparently every hour. This time limitation is too short.

      Please m=change this to no less than 4 hours.

      88 votes
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        9 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
      • Lose the masking of tax id # and DOB. We are not the enemy.

        Lose the masking of tax id # and DOB. We are not the enemy.
        Your job is to make it easier, not harder.

        133 votes
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          1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
        • intuit online payroll for accountants

          Ability to import W2 & other info from intuit online payroll for accountants (iop.intuit.com)

          3 votes
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            1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
          • Intuit Proconnect Sign in Requirement is not necessary and should be optional

            Intuit Proconnect requires a new sign during inactivity or upon opening the program. This should be an optional feature. At least reduce the time out or have an option to adjust the timeout.

            63 votes
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              5 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
            • PUT RENTAL INCOME/LOSS AND ORDINARY INCOME/LOSS ON THE SAME K-1.

              Letters sold respond to forms being filed, such as 1040x, 4865, etc. with mailing instructions.

              18 votes
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                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
              • Form 114 (FBAR) formatting

                Very simple for Intuit to do: simply insert a line space between each bank account on the supporting statements so we can easily see each entry. As it is right now, 'Maximum value' appears immediately below the previous entry. A simple space to separate multiple entries.

                1 vote
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                  0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow users to change the order of contributors on Schedule B of Form 990 without having to re-type the information.

                  Give users the ability to change the order of contributors on Schedule B without having to re-type the information. Currently if you want to re-order the contributors or if you have to delete a contributor and want to keep the list in the same order, you must delete and re-key each person.

                  1 vote
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                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                  • The PY income should be automatically populated on Form 1065 under Part VI

                    The PY income should be automatically populated on Form 1065 under Part VI.

                    1 vote
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                      1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                    • Carryforward estimated taxes suggested from the prior year's return to the current year's return

                      I don't imagine that I'm the only preparer who has a client who doesn't list the estimated tax payments they made for the year currently being worked on. That happens often, and sometimes I forget to look back at the prior year to see if there were estimated payments calculated for the year I am currently working on. It would be nice to have those payments carried into the current year, but require that you that verify each of the payments or enter the payments they actually made. It would help avoid making this mistake when you are in the…

                      11 votes
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                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                      • Be able to sort and/or rearrange the forms bar

                        This would make it easier and quicker for the user to find the form they need and also make it simpler for the reviewer

                        1 vote
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                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                        • I suggest ProSeries highlight the form you are on in the forms column

                          Per a client.........I suggest ProSeries highlight the form you are on in the forms column to the left of the form. This will make it easier for firms to keep up with where they are in the software. Often they lose context of where they are in the heat of doing a tax return.

                          7 votes
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                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • Have a way to turn on masking when emailing efile authorization forms.

                            Have a way to turn on masking when emailing efile authorization forms.

                            3 votes
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                              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                            • Remove Error if Direct Deposit of Refund AND Direct Debit of Balance Due are both checked. I don't know in advance which will apply.

                              We used be able to check both Direct Deposit and Direct Debit. In 2016 version this is a fatal error. There's no reason for this.

                              9 votes
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                                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                              • Simplify AOTC and other education expenses input

                                It feels like there are too many worksheets and forms related to the AOTC and other education tax benefits. It seems to me that the AOTC worksheet questions could be integrated with the student information worksheet. At a minimum the AOTC worksheet should populate with information already provided (Yes, the 1098-T has an FEIN# on it)

                                All of the aspects related to education are scattered through the program in a hodgepodge way. (Due to being added over several different versions, I am certain)

                                For example, the education Optimizer should be somewhere easier to access, not on a Summary that we…

                                33 votes
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                                  2 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                • Schedule K1 import for States

                                  Lacerte allows importing K1s into State, I think it would be pretty useful to have this function in proseries as well.

                                  6 votes
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                                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                  • switch to turn off SSN masking

                                    Good idea to mask the SSN and EIN. However, there should be a switch of some sort to turn that off. Customers should have the choice to turn it on or off.

                                    20 votes
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                                    • wheres my refund

                                      have a way in the program to go to wheres my refund.
                                      used it with tax slayer real helpful

                                      10 votes
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                                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                      • ProSeries needs the ability to edit the address for certain purposes...... Invoice as an example

                                        ProSeries needs the ability to edit the address for certain purposes...... I have a client that would like to be able to use a different address on the invoice and currently today they cannot make that change.........They do not want to edit the prep file but would like to be able to to edit the address for things like the invoice......

                                        1 vote
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                                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 4 votes
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