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. I suggeset that ProSeries add Form 1116 and 1118

    I suggeset that ProSeries add Form 1116 and 1118 Foreign tax credit forms. I have a client in Houston that would benefit from having access to these forms in the ProSeries program. They currently are forced to use Lacerte for many forms that are not available in ProSeries

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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • I suggest that ProSeries add Form 5471

      I have a client that would benefit from ProSeries having Form 5471 added to the ProSeries program. They have to process several of these and are forced to use Lacerte for forms that ProSeries does not support.

      Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations I have a client that would benefit from ProSeries getting Form 5471

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        0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
      • I suggest that ProSeries add form 8082

        Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) - I have a client that has requested this form to be added to ProSeries.

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          0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
        • Add Dillner's Accounting Tools as an available import file type

          Add Dillner's Accounting Tools as an available import file type

          3 votes
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            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
          • 3 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • ProSeries needs to add the 3520 and 3520-A

              ProSeries needs to add the 3520 and 3520A. We have clients that are having to process these by hand.

              Annual Return To Report Transactions With
              Foreign Trusts and Receipt of Certain Foreign Gifts - 3520

              Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (Under Section 6048(b)) - 3520-A

              4 votes
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                0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
              • invoice format

                Format invoice (bill by form) so that everything fits on one page; improve overall design for more professional appearance.

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                  0 comments  ·  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......

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                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow ITIN Acceptance Agent to Populate the Firm information on the bottom of Form W-7

                    Can you please update the Form W-7 so that ProSeries users ( who are also ITIN acceptance agents ) have the ability to populate firm information on the bottom of the Form W-7 ? I complete many W-7 applications. This would save me the time of having to manually enter this each time. I believe that Lacerte has this feature already. Why can't Proseries include this as well ? It doesn't seem too complicated Thanks

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                      0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                    • ProSeries Needs to add business e-file for Idaho

                      ProSeries Software needs to add business e-filing for Idaho...... I have a client that is seriously considering leaving ProSeries due to our lack of development in e-filing. They currently cannot e-file business returns for Idaho and must print and mail these returns. It has been asked for in the past and it is becoming a critical point in whether they will renew long term with ProSeries...........

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                        0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow Proseries to efile Idaho business returns or don't charge $30 on pay per return, ridiculous!

                        Other software will efile Idaho so why would I pay Proseries more for the Idaho forms but not be able to efile them? This is a game changer when looking at software for 2017.

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                          0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                        • ProSeries would benefit from a more simplified version of the organizer...........

                          ProSeries would benefit from a more simplified version of the organizer. An example would be the first three pages of the complete organizer. Per a client they send the organizer and the clients only input data on the first three pages. The rest is left blank. (Client request)

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                            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                          • Print SEP contribution amount on letter

                            If a 1040 has a SEP contribution calculated, it should print automatically on the cover letter so client knows how much to contribute -- currently it's not even in the custom letter features (only ROTH and regular IRA's are).

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                              0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • R&D Tax Credit for CA Form 3523 Needed

                                It would save me maybe 6 hours to have this form in proseries, I would pay extra for it if needed.

                                3 votes
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                                  0 comments  ·  State forms  ·  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.

                                  3 votes
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                                    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 1041 Schedule K-1 worksheet, Lines 12 A,B and J

                                    Please have your 1041 program calculate Lines 12 A and J on your K-1 worksheet. This is so easy to do. We currently have to calculate it by hand. Effects almost every 1041 we prepare.

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                                      0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 1041 interest and dividend detailed worksheets do not transfer to subsequent year

                                      Your detailed interest and dividend worksheets do not transfer to the new year. Only the summary interest and dividend worksheet transfers. This makes no sense. We use the detailed worksheets for every brokerage account to enter substantial details per the 1099 that are posted throughout the 1041 (foreign tax, muni dividends, etc.). Currently, we have to re-create a new detailed worksheet every year.

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                                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1041 module- enter state estimates once in federal program like 1040 module

                                        Make your 1041 estimated tax section work like your 1040 program. Post state estimates in the federal program and calculate the tax deduction on Page 1 of Form 1040. Track state estimates and state extension payments paid after year end.

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                                          0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Your Proconnect sign in password change of every three months is excessive, once a year is fine

                                          Your Proconnect sign in password change of every three months requirement is excessive, once a year would be fine.

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                                            0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
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