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.

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. NEW YORK LETTER

    State dates and dollar amounts should show up on the state letter please.

    1 vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Please Include the NOL Worksheet in the State Software (GA).

      The NOL worksheet, which must be attached to applicable GA returns, is very confusing and complicated. It would be GREAT if ProSeries included this worksheet in the GA software to assist preparers in correctly calculating and reporting the state NOL. I'm sure most states have similar reporting requirements.

      3 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • programming improvements

        After entering our fee on Sch A Misc deductions the cursor immediately goes to the top of the Sch. ?? Why not have it end up on the bottom line of the Sch?

        1 vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
        • Carryforward estimated taxes suggested from the prior year's return to the current year's return

          I don't imagine that I'm the only preparer who has a client who doesn't list the estimated tax payments they made for the year currently being worked on. That happens often, and sometimes I forget to look back at the prior year to see if there were estimated payments calculated for the year I am currently working on. It would be nice to have those payments carried into the current year, but require that you that verify each of the payments or enter the payments they actually made. It would help avoid making this mistake when you are in the…

          3 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
          • Highlight the left-hand forms-in-use bar for the form you are currently viewing

            This idea has been suggested over at least the last 8 years, but apparently hasn't attracted enough votes for Intuit to implement it. This is very hard to believe. Doesn't Intuit want to add features that make Proseries easier to use. I can't believe that every single user wouldn't benefit from this enhancement, especially when you are dealing with multiple depreciable assets, W-2's, K-1's, etc., etc. and etc.

            3 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
            • 3 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Programming Issue Windows protocol SMBv1

                Wannacry, the latest Ransomware in the wild, uses an old Windows protocol, SMBv1.

                Microsoft, and most other tech sites are recommending it be turned off.

                I turned it off, and ProSeries 2016 will not start. So I had to turn it back on.

                This is something the programmers need to address, and sooner than later.

                3 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
                • Printing

                  Within the two printing icon options; when you select an option you do not usual request, after that request you cannot return and check the boxes you usually use without out printing. By the time you need to print again you've forgotten that you have chosen an out- of- ordinary selection and that's what you get. e.g. If you usually print one copy of a return for the client, but you need to print two one time, some time later you want to print just one again, (as normal) but you have forgot that you requested 2 previously, thereby you…

                  1 vote
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add support for calculating withholding and generating state withholding forms to submit to employers.

                    California state income tax is significant. Planning for it is important. While there is support for calculating W-4 withholding at the Fed level, there is no support for calculating state-level withholding.

                    1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • I processed a return for one of my clients that contained Passive Income on Schedule "E" from rental. The amount exceeded the $3,400.00 EIC

                      The software is not looking at Schedule "E" Line 26 income as Investment Income. IRS is considering Int & Div, Cap Gain and Royalty from Sched "E" ALSO PASSIVE ACTIVITIES from Sched "E" (See PUB 596 Page 6 Investment Income Worksheet).
                      Pro Series is not letting me force the $3,400. Issue so to deny the EIC. Please attend to this ASAP.

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Please, Please add New Mexico form FID-1. I've been doing these manually for 5 years now!

                        Please, please add NM form FID-1 to the 2017 Proseries. this is the equivalent of Federal form 1041 Fiduciary return. Other less expensive software (TaxAct Pro) support this form. Why can't Proseries? I've been having to do this by hand since 2012 when I joined Proseries.

                        Please?

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  State forms  ·  Flag idea as inappropriate…  ·  Admin →
                        • 3 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • 3 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • 3 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Preparer should be able to create custom fields to be used in Client Letters and Invoices.

                                  The only available field is "Invoice Number" on the Client Billing Form. I use this as a yes/no toggle to print or not print certain parts of my client letter. We need more custom fields.

                                  8 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 2 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 10 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 2 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 193 194
                                          • Don't see your idea?

                                          Feedback and Knowledge Base

                                          © 2009 Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc.
                                          Terms and conditions, features, support, pricing and service options subject to change without notice.