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. Put a link to this page in the program.

    Proseries needs a "Feedback" button. Or if it has one, make it easier to find.

    31 votes
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      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
    • Fix the ridiculous password requirements.

      The complicated passwords, expiring and not letting people use old passwords results in everyone writing passwords down and leaving them out. Pro series passwords on yellow sticky notes all over the office. Counter-productive.

      14 votes
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        2 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
      • Schedule A Itemized Deduction Election Always be used Button

        Please put a box we can x to have a taxpayer never use the standard deductions but will always itemize unless changed. I have this one client I have to remember to x this box to make the election every year. I would like to x a box for the election to remain in place unless I make a change.

        Thank you,
        Janet Greaves

        4 votes
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          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
        • Add more options to support Display Settings with high resolution and higher scaling

          2017 ProSeries does not support increased resolution or higher than 100% scaling. If more than 100% scaling, the font is unclear. If increase resolution, then too small to read.

          I have a brand new HP Elitebook G4 w SSHD and 16 of RAM. Display goes to 3840 x 2160 and 250% is recommended. ProSeries 2017 will not properly function unless I downgrade my display settings.

          NOT A SOLUTION! Sorry ProSeries, but now 200+ clients will literally watch Intuit's software fail in order to prevent myself and my clients from losing our eyesight.

          3 votes
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            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
          • Tax Year in Product

            Referencing the year logo in the upper lefthand corner of the program.

            The year should be larger or different or bold. When a preparer is utilizing multiple years on multiple screens it would be easier for him/her to see what year he is working in.

            4 votes
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              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
            • Better Global options for form defaults

              For instance, in mpst instances my clients do not have pay estimated tax, it would be nice to be able to set the default for those forms (fed/state) to suspend these calculations.

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

                  42 votes
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                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                  • A "FLAW" in Proseries when LOCKING a tax return (new feature). When the tax return is locked, all sensitive information can't be viewed.

                    When the tax return is locked, similar to a QB's closed period, you should be able to view and/or change information directly in the field but it should be password protected to make the change.
                    We found that using double screens/monitors that information could have inadvertently got keyed into the wrong field. Thinking that you're on one field and actually be on a different field and monitor. Therefore, after a tax return was completed, locking a tax return could have prevented wrong information going into the wrong field. However, when reviewing a locked tax return, you couldn't verify any confidential…

                    1 vote
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                      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                    • Change print order

                      There has to be a better way to change the print order other than clicking the Move up or Move down button to move the item. For example, if I want to print the Two-Year Comparison to print in the beginning of the return instead of the end, I had to click Move up many multiple times.

                      3 votes
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                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                      • Things that should be Capitalized should be done automatically everywhere.

                        ProSeries would capitalized certain things, but this is not consistent throughout the program. If it needs to be capitalized it should be done automatically. There is no consistency.

                        1 vote
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                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                        • Client Status page

                          The status should update automatically with the most recent changes.

                          1 vote
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                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • Customize the Log in time

                            Having to log back in every 15 minutes is cumbersome. I understand it is an IRS requirement, but at let us customize the time. Instead of 15 minutes let us select an hour or even 30 minutes. I was working on a return for a whole day and I had to log in about 10 times throughout the day.

                            3 votes
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                              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                            • LCC fee

                              The program does not seem to handle LLC fees very good. The software should update the process and give more confirmation of the payment.

                              2 votes
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                                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                              • Improve Iowa 1040 formset to transfer the state distribution from a IPERS 1099 to the state return as opposed to the federal taxable amount.

                                Currently the federal taxable amount is flowing to the state Pension/Retirement Income Exclusion Worksheet (for both TP and SP) as taxable distributions. However, since this is a 1099 issued by IPERS that amount taxable should be the state distribution from bax 14-1 of the 1099-R Worksheet.

                                3 votes
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                                  0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1040NR Standard client letter is worded very poorly

                                  This is not an enhancement as much as it is a correction to an oversight. It does not appear any effort to edit the standard letter was given once the NR became available to E-file. I should not have to edit the letter to get rid of redundant and conflicting information.

                                  3 votes
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                                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                  • All client notes from previous 2016 return do not transfer to 2017

                                    Client Notes
                                    All client notes from previous 2016 return do not transfer to 2017 file

                                    3 votes
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                                      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Placement

                                      I want to hear back from someone who wants to hear what someone with 30 years in has to say!
                                      Placement and Printing of...
                                      REP elections
                                      Dependent of another
                                      E-F-file info
                                      Health Insurance checkbox (should be on Info Worksheet)
                                      30 Years in, 15 with ProSeries. (Which should NOT be a typo here!)
                                      Use it while you can!
                                      -Mike
                                      401.886.7700

                                      P.S. Lots of other insight too!

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

                                        I want to hear back from someone who wants to hear what someone with 30 years in has to say!
                                        Placement and Printing of...
                                        REP elections
                                        Dependent of another
                                        E-F-file info
                                        Health Insurance checkbox (should be on Info Worksheet)
                                        30 Years in, 15 with ProSeries. (Which should NOT be a typo here!)
                                        Use it while you can!
                                        -Mike
                                        401.886.7700

                                        P.S. Lots of other insight too!

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

                                          Create a database if LP's so when we enter the EIN, the partnership name and address will populate.

                                          3 votes
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                                          ProSeries Tax Product Suggestions

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