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. 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.

    111 votes
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      1 comment  ·  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.

      72 votes
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        7 comments  ·  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.

        53 votes
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          5 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
        • Make the estate and trust dividend and interest income entry form work the same way as it does on the 1040.

          The entry form for interest and dividends requires much clicking of mouse and gnashing of teeth. I suggest simply taking the form of the interest and dividend smart worksheets from the 1040 and implementing them pretty much the same way in the 1041. This would speed things up a bit.

          Thank you!

          45 votes
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            3 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
          • Fixed Asset - Sort or find

            ProSeries should have a sort or find feature to find a particular asset among to asset entry worksheets. I am working with a client with hundreds of assets and trying to reconcile issues from last year to the current year. It takes forever to find what I am looking for because there is no rhyme or reason to how the assets appear in order, and there is no sort or find function.

            39 votes
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              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow the tax preparer to make notes to the file that pull up automatically when the file is opened, ie, like an "alert" function, to note a

              Allow the tax preparer to make notes to the file that pull up automatically when the file is opened, ie, like an "alert" function, to note information critical to the client that does not impact the actual tax return directly.

              37 votes
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                2 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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                  1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                • 22 votes
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                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                  • 2015 ID (Drivers License) information did not transfer to 2016 product

                    During the installation of the 2016 product and transfer of the 2015 data, the ID information (Drivers License detail) did not transfer and needs to be re-added to the 2016 product. This is redundant and could have been included with highlighted fields in error due to an expired date or, potentially, a new state of issue.

                    19 votes
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                      1 comment  ·  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.

                      19 votes
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                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                      • Get rid of the line by line entry for additional statements and preparer notes!!!

                        For the love of Pete! PLEASE fix it so that statements, preparer notes, etc. can be copied and pasted instead of having to RE-WRITE, line by line, every single time!!! Come on, this is crazy!! (she says, as she copies, line by line, the same statement for the 5th client ...)

                        17 votes
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                          1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                        • provide a method of transferring assets upon change of use; i.e. change of use to rental from business use

                          When a business/farm owner stops primary business and begins to rent the farm, the business use changes from Sch F to Sch 4835 Farm Rental, the fixed assets (structures, improvements, etc.) cannot be transferred to the change of use without re-entering all of the data assigned to the new usage and taken off of the original usage.

                          16 votes
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                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • Not having to log back in after installing updates

                            Now required to login every time start proseries ugh. No reason to have to re-login after installing updates!

                            14 votes
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                              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                            • Magnify Forms

                              Give the ability to magnify the forms using the ctrl + and ctrl - key combination

                              13 votes
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                                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow "Supporting Statements" to be copied and pasted in-total to another place rather than line-by-line

                                Sometimes I need a whole supporting statement copied. Such is the case with multiple home office worksheets where both husband and wife have the same list of repairs, utilities, etc. Also in the case of multiple Sch E's where something is allocated across 2 or more properties.

                                13 votes
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                                  0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                • Move 'Are you covered by Health Ins' checkbox to Info worksheet,

                                  Open worksheets from there. Most clients just need to check box Yes

                                  12 votes
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                                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Change fonts in 2016 so that they are the same size as in the 2015 program

                                    In the 2016 Homebase as well as the Forms in Use bar the font size is much smaller than in 2015. When I open 2015, it is fine. Modify the font size for Homebase as well as the Forms in Use bar to a larger setting so that it is easier to see.

                                    10 votes
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                                      0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Do not require internet connection to work in the program.

                                      Do not require internet connection to work in the program. When working at clients many don't have secure internet. With this new requirement we can provide timely services to our clients.

                                      10 votes
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                                        0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Move Client Checklist to Organizer-read reasons why

                                        Under Tools, there is "Client Checklist" that is best concise recap of all the data a client needs to collect fro tax preparation---so why is it not in the organizer module!!. This Checklist is way better than the "Tax Documents to Send to Preparer" listed in the organizer. It has same info but lists the additional paperwork for Sch C, Sch A, etc in a very concise manner.
                                        I do not transfer over client into 1040 program until they come in. Therefore the "Checklist" is currently worthless. Probably most preparers work this way, so it is worthless to everyone. MOVE…

                                        9 votes
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                                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow editing of personalized tax advice in client presentation

                                          Please allow editing of personalized tax advice. Sometimes, things pop up which clearly are not applicable to the client. I'm at the point where I am leaving this page off of my client presentations because some things are either blinding glimpses of the obvious or are inconsistent with my personal advice to the client based on their facts and circumstances. For example, I'm not going to recommend to one client who holds a PhD to consider taking college courses to enhance their job skills to claim an education tax credit next year. Maybe allowing users to somehow select which recommendations…

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