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. add the name of the state to the top of each state's diagnostics page.

    add the name of the state to the top of each state's diagnostics page.

    3 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • PA Local Return Allow negative number on Line 6 (Net Loss)

        Please allow input of a negative number on the "Net Loss" line of the PA local return. We have to print out and white out on clients' returns.

        1 vote
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          0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
        • Suppress 8971 Worksheets

          or document errors will stay or workaround

          3 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 →
            • State Depreciation Schedule Needed!

              Absent the state depreciation detail, it's very difficult for biz clients to transition from one accountant to another. Not cool.

              3 votes
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                0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
              • State Depreciation Schedule Needed!

                Absent the state depreciation detail, it's very difficult for biz clients to transition from one accountant to another. Not cool.

                3 votes
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                  0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                • Transfer the Other Current Liability balances to the same lines as the PY when QB mapping exists & update import correctly when reimported.

                  ProSeries does not use the same lines as the Prior Year for Other Current Liabilities to enter current year balances even though QB mapping hasn't changed from one year to the next. Also, when I change either the PY balances to the CY imported lines or change the CY balances to the PY lines, ProSeries creates new lines when I reimport other changes.

                  3 votes
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                    0 comments  ·  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 →
                    • NYS Qualifed Education Expenses Worksheet

                      On the federal program, the worksheet for Form 1098-T includes the box for graduate students. All information from this form EXCLUDING the checked box for graduate students flows over to NYS. NYS only allows qualified education expenses for undergraduate. The NYS worksheet has en error where one must indicate if the expenses are undergraduate. As the rest of the information flow through, the box checked or uncheck graduate student should flow over to the NYS worksheet. It is easy for an inexperienced preparer to overlook this and accidentally take an itemized deduction or tax credit for education .

                      3 votes
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                        0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                      • Make client checklist for proof of documents received based on 2016 instead of just preparation from prior year

                        Make client checklist for proof of documents received based on 2016 instead of just preparation from prior year

                        3 votes
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                          0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Quick Books Contact Number™ 1(855)750-0786) Free Helpline.

                          Corporate Headquarters

                          Free Helpline 1(855)750-0786)
                          2700 Coast Ave.
                          Mountain View, CA 94043

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Spanish Letter has Errors for 8th Year in a Row (entire letter isn't in Spanish)

                            Please proofread Spanish client letter. It has errors in certain areas where words aren't translated into Spanish such as "sign" or "return" etc

                            It hasn't been fixed since 2008.

                            3 votes
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                              0 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!!!!

                              9 votes
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                                0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                              • For Form W-7 , please allow firm information to auto-populate on the bottom , please !!

                                Please do this so firm signature can automatically appear just like on tax returns. Its very tedious to have to re-enter the firm information every time on form w-7. Lacerte has this, why doesn't Proseries ? Thanks

                                3 votes
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                                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • not require a new password every three months maybe once a year

                                  Not require a new password every three months,, maybe once a year

                                  7 votes
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                                    0 comments  ·  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 →
                                    • Make correction to Form M-8453 in MA state return to show self-employed declaration only signature in part 3 of form when I am the only ERO.

                                      I am the only ERO and I am self-employed but when the return is completed both part 3 and part 4 of Form M-8453 are completed by default. I only need to put the information in part 3 of the form.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add to Tax Organizer: "Have you sent or received any correspondence to or from the IRS or state tax authority? If so, please provide."

                                        All the AICPA Income Tax Checklists include an item to request any correspondence, to or from the IRS or a state tax authority. It is just best practice to request this and it would be helpful if it was on the tax organizer.

                                        1 vote
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                                          0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                                        • flag pdf

                                          flag for another preparer on Sch D for attachment required & be able to review pdfs before efiling

                                          1 vote
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                                            0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
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