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. 246 votes
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      18 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
    • I suggest you produce statements to the tax returns showing each K-1 item summing to Sched D, Form 4797, Sched E. etc/

      I suggest you produce statements to the tax returns showing each K-1 item summing to Sched D, Form 4797, Sched E. etc/

      15 votes
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        2 comments  ·  Defects  ·  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!!!!

        15 votes
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          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
        • W-2 Wks does not transfer state ID numbers to next year.

          Have to re-enter the state ID numbers on EVERY W-2 worksheet. For example when transferring clients from 2015 to 2016 the state ID on the w-2 worksheets should transfer as well. Now having to re-enter this same data every year.

          115 votes
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            2 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • Please make sure the driver's license info we entered in 2016 carries forward to 2017, and ideally flags an error if it is expired.

            We spent a lot of time capturing Driver's license info for tax year 2016. I would hate to have to re-enter that info. Please carry it forward to 2017, and create an error if the expiration date has passed.

            15 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add State ID carryover from previous year

              Right now, the State ID on the W2s and other worksheets do not carryover from the previous year. It would save a lot of time if they did.

              14 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • remove the requirement to enter the driver's license number on the federal return

                remove the requirement to enter the driver's license number on the federal return

                127 votes
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                  1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                • to be added to the vehicle expense worksheet to track basis reduction for taxpayers using standard mileage

                  Vehicle Expense Worksheet need to track basis reduction for depreciation portion of standard mileage rate (currently 24 cents/mile), s it needs to be recaptured on sale or trade-in of vehicle.

                  1 vote
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                    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                  • GET RID OF THE ID VERIFICATION (DRIVERS LICENSE ETC) FOR CLIENTS. IT SHOULD BE MY DECISION NOT YOURS WHETHER TO DO THIS. IT'S A PAIN.

                    MAKE THE ID VERIFICATION OPTIONAL. IT'S NOT A LAW. INTUIT SHOULD NOT MAKE IT ONE. I WANT TO BE ABLE TO BYPASS THIS WITHOUT MAKING UP ANSWERS. YOU ARE PLAYING GOD. IT'S NOT YOUR CALL.

                    81 votes
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                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Remove the word "attach" before the form names in organizer.

                      Remove the word "Attach" before form names in the organizer, or replace it with "Enclose". We are all scanning documents now, and getting the tax forms all stapled or paper-clipped to different pages of the organizer just creates a lot of work removing staples and paper-clips before we can scan. Thanks!

                      1 vote
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                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                      • make a 6x9 to client slip sheet option in organizer and 1040

                        We need a "to client" 6x9 slip sheet option in both organizer and 1040 so we can save postage when mailing a checklist or document list and engagement letter only. You already have the programming because there is a 6x9 option for tax return slip sheets. Just make it available for correspondence too. Thanks!

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  E-filing  ·  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.

                            90 votes
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                              9 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                            • 31 votes
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                                2 comments  ·  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.

                                135 votes
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                                  1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add Utah 1041 to ProSeries.

                                  Add Utah 1041 to ProSeries. The need for it is big.

                                  3 votes
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                                    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Zip code does not put the city in upper case.

                                      In all previous Proseries programs when you input the zip code it would populate in all uppercase if you had Caps Lock on. 2016 program only populates in lower case.

                                      81 votes
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                                        6 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • When splitting returns to MFS, carry more fields to the separate returns, such as direct deposit info.

                                        In Ohio we do a lot of married filing separate returns. When we split the return, we have to re-enter direct deposit info, driver's license info, health insurance info, and due diligence worksheet info on each separate return. It would be great is this information carried to the individual return.

                                        9 votes
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                                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Remove the * in the ssn, birthdate and pin number fields in 2016 program.

                                          In the 2016 program, it is hiding the ssn, birthdate and pin number on the Information Worksheet with an *. It is extra keystrokes to have to reveal this data which I need to verify and copy within the program.

                                          129 votes
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                                            3 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
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