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 following new feature

    Once the new tax bill passes and becomes law, it would be helpful and informative if you added an app or an added feature to 2017 Turbotax which would basically take my 2016 tax return and re-run the inputs that went into that return but applying the new tax rules. i.e. to show what my tax in 2016 would have been under the new rules. Or perhaps also for my 2017 returns .

    Thanks

    1 vote
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      0 comments  ·  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 →
      • 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 →
            • 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 →
              • Fix the Prompt that comes up when you click to close a client file in ProSeries 2017

                For years ProSeries has always asked you when you closed a client file if you want to save your changes, Yes or No. In ProSeries 2017 the prompts are reversed and it says No or Yes, prompting people who've used the software for years to click No accidentally and causing the loss of all the changes to the client file they just made. Can we please change it back to the way it's always been?

                3 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • RETAIN the CHAT option for support! It saves time!

                  PROSERIES has discontinued the CHAT help as of November, 2017. I recommend continuing the CHAT line as it saves time.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow the explanation on an amended return to be a 'running text'. Shouldn't have to hit enter for next line.

                      When typing the explanation on page 2 of an amended return, allow tax preparer to just keep typing the explanation, rather than having to hit enter to go to the next line.

                      1 vote
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                        0 comments  ·  Time Savings  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create a box on the log-in screen where the user can check the box to see the password letters/numbers as they type them.

                        On the log-in screen, instead of keeping the password completely hidden, making it impossible to catch a typo, give the user a box to check where the password letter/number/symbol can be seen. The check box can be toggled on and off depending on the wishes of the user. AND allow the user to paste the password into the box where it needs to be entered, thereby ensuring there are no typos when entering the password.

                        3 votes
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                          0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                        • improve the screen when timed out

                          When the screen has timed out, would like to have nothing showing except the square showing that it has timed out and can reenter password. you can still gettaxpayer information from the last screen preparer was on if someone walked by or looked.

                          1 vote
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                            0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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 →
                            • 4 votes
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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 →
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