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 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 →
    • 990 and 990t together

      I am unable to prepare a 990T with the 990. I know the 990T must be paper-filed and the 990 must be eFiled, but it is difficult to do both. 990t figure is needed for the 990, so please make enhancements to allow this process without overriding or any complications.

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        0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
      • Switch to other tax software, dump Proseries....

        Useless and expensive tax program, just dump this Intuit

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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Add Direct Deposit as an option for the NY State CT-3

          Add Direct Deposit as an option for the NY State CT-3

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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • when starting a new client make the preparer code a manditory field & not default to one preparer

            On a new client, make the preparer box an error if not filled in. Do not default to a preparer. I have printed returns many times when I have not chosen a preparer and it defaults to my partner. It makes me very angry. I know that it is something that I should check or that my staff should check when entering a new client. But since it is not something that we have to do on clients that are already in the system we sometimes forget. I really do not think that it would be a difficult thing for…

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              0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
            • what if worksheet is calculating incorrectly

              The What-If Worksheet on 2017 software for 2018 tax calculations under new tax law, is pulling over Net Income from Schedule K-1 for an S-Corp as subject to Net Investment Tax and adding massive extra tax in my calculations for 2018 Estimates.

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                0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
              • Search Data. Right now we are so limited to Search for clients, it will be good if we can search by , Phone Number, name, Last name, Addr

                Right now we are so limited to Search for clients, it will be good if we can search by, Phone Number, name, Last name, Address, by zip code, by spouse info. SS # Etc Etc ETc

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                  0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                • 1041 paid preparer name "Yes" box needs an error message if left blank

                  1041 paid preparer name "Yes" box needs an error message if left blank

                  3 votes
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                    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
                  • Correct Schedule M-1 on Form 1065

                    There should be a line below Line 4b for other book expenses not on Schedule K. The line appears on the input, but does not appear on the printed form. The line is on the government form. As a result, on the printed form, the total of the individual items on Schedule M-1 is less than the amount entered to the right on Line 4. A similar issue exists on Line 7a. In that case, the line is there, and there is a description that says See Stmt, but the amount is not entered on the printed form next to…

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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Printing K1 Letters

                      On select forms to print, Proseries only allows you to deselect the 1st K1 recipient letter. Can PS give the option to deselect all K1 letters? As of now if there are 10 K1 recipients, PS automatically prints 2-9 since I had the ability to only deselect the 1st one.

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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • PROSERIES ERROR!!! Additional 10% penalty. *I just upgraded to the newest version and now the 10% early distribution penalty on Form 5329

                        PROSERIES ERROR!!! Additional 10% penalty. *I just upgraded to the newest version and now the 10% early distribution penalty on Form 5329 is not working. On the version 2017.15 it was working correctly, now it shows v 2015.16 and does not work. Taxpayer has an early distribution from a Roth IRA in excess of basis. Taxable amount correctly flows from the Form 8606 to the 1040 but if you go to Form 5329 it does not show on line F, which flows to line 1. If you do a cross reference for line F it shows the amount from the…

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                          0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                        • Roadrunner Email Problem | Roadrunner Email Server Settings

                          Roadrunner raising distinction is to a great extent because of its convenience, a huge amount of storage room and uniqueness from other comparative email administrations. Be that as it may, this additionally prompts a great deal of disarray. New clients may confront issues in light of the fact that the roadrunner email use can be very difficult to get a handle on effortlessly at first. Like every single incredible thing, the amazingness of the Roadrunner email isn't unaffected by a couple of minor glitches all over. Thus, on the off chance that you more than once begin getting any error…

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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 →
                            • Roadrunner Email Server Settings

                              You can utilize the roadrunner email server setting to settle the minor issues, fundamentally those settings that enable the user to link their mail with mails that they receive from one service to the other. In case the issue still stays remains, you can always take the assistance of the roadrunner technical support. The roadrunner email has been gone for not simply furnishing its users with productive email getting and sending, yet additionally at issues that the customers might face while accessing it in an efficient and effective manner. Roadrunner Email Server Settings provides you an excellent service of email…

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                                0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Roadrunner Email Settings

                                Roadrunner is an astonishing email advantage that does not turn out severely with the customers, but instead like the different organizations, this one additionally can have some particular bugs. Regardless, the customers have the Roadrunner Customer Support close by to handle all the specific issues that they may go up against. Roadrunner email settings can ensure a beneficial technique for using email organizations like never before.for more information call Roadrunner email settings helpline +1-888-338-6033. Or visit https://www.roadrunnermailsupport.com/roadrunner-email-settings/

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                                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                • The DC Tax forms D40 (-ndividual) and D30 (unincorporated business franchise tax) should be linked so that there is no double taxation.

                                  The District of Columbia DC D40 (individual) and D30 (unincorporated business franchise) tax forms contain serious errors in ProSeries.

                                  1) DC govt requires that form D30 must be mailed in, it cannot be electronically filed. Yet, ProSeries does not alert you to this. It files both D40 and D30 together electronically. DC Dept of Taxation will not accept this.

                                  2) The business income reported on D30 should flow through to line 10 of the form D40 as a subtraction from personal income to avoid double taxation. At present, this information must be entered manually. This has caused errors. It would…

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                                    0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Roadrunner Email Password Reset

                                    You can change your password on the Subscriber Self Care site. In the event that you don't have a clue about your password, see I overlooked my email password.

                                    For your roadrunner email password reset:
                                    1. Open the Subscriber Self Care page opens.
                                    2. Enter your Email Address.
                                    3 .Enter your Password.
                                    4 .Click Login.
                                    5 .Click Change Password. The Change Password data is shown.
                                    6 .Enter your Current Password.
                                    7. Enter your New Password. Your secret word:
                                    8. In the Confirm Password content box, enter your new secret key again to check it.
                                    9.Click Change Password. A message is…

                                    1 vote
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                                      0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow Calculation of Oil and Gas Depletion

                                      Lacerte offers a way for the program to calculate oil and gas depletion, this should be added to the ProSeries software also.

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                                        0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add lines to the 1120S page 3 Schedule K line 10 - Other Income. After entering 30 investment K-1s I received an error message

                                        After entering 30 investment K-1s on an 1120S Form I received an error message that I exceeded the limit for the Schedule K line 10 - other income. Please add at least an additional 20 lines to that cell so the K-I income/loss from box 1 can flow through. Thank you.

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                                          0 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 6 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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