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. Freeze date on Client Letter & Invoice as of print date of return.

    Now if I look at a prior year return, the invoice and letter will show the date I am looking at it, NOT the original date I finished the return and printed it out. Sometimes I need to look up the original date and don't have the hard copy available to me.

    631 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…)
      19 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 472 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…)
        26 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Wksht for NOL carryforward from page 18 in Pub 536 not included in ProSeries.

        It is impossible to calculate NOL carryforward correctly without this worksheet. Why is it not included in ProSeries.

        465 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…)
          6 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Please add the NOL computation worksheet and NOL carryover worksheet to the Wisconsin return.

          Please add the NOL computation worksheet and NOL carryover worksheet to the Wisconsin return.

          413 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…)
            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Freeze the date on tax return

            The date on the return should not change when I open the tax return after it's been filed! If I need to go back into a tax return, maybe to print it to pdf, it should NOT automatically change the date to todays date! This is not just a nuisance, it is completely incorrect. I now have a tax return that I filed in April, which I just now printed to pdf and emailed out to clients banker, and it has a June date on it. This return was not signed in June. It was not completed in June. It…

            410 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…)
              9 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • wisconsin

              Show "List of Notes" on Final Review of the Wisconsin return like you do on the 1040.

              401 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 →
              • 357 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  ·  Flag idea as inappropriate…  ·  Admin →
                • E-filing all entities and states

                  When will you have E-filing for all entities and states? For example, trust returns, Florida corporate returns.

                  346 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…)
                    24 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 335 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…)
                      10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Import to SCH D

                      I suggest that you add the ability to import stock transactions directly into the SCH D

                      303 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…)
                        14 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add feature: truncate social security numbers on tax returns!

                        I know that the Organizers can truncate social security number but please ADD the Same feature to Truncate the social security numbers on the tax returns.

                        Live in MA and we have a MA data security law to encrypt information!

                        To bypass emailing returns with SS#'s via email, we can email it without encryption IF the returns truncate (i.e. remove) the SS#'s, similar to how the tax organizers can be printed without the SS#'s!

                        Please ADD this feature since it IS a requirement for MA law! This would also comply with Federal privacy law!
                        Other states are adopting similar privacy…

                        298 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…)
                          19 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 282 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…)
                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Hawaii Fiduciary tax forms needed. Please and thank you.

                            Please provide the Hawaii Fiduciary income tax forms. I purchase another software to do those.

                            254 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…)
                              4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 254 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…)
                                10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 246 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…)
                                  18 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                • 229 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…)
                                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 212 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…)
                                      7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Duplex Print Option

                                      I know my printer supports duplex printing. I use it often with other software programs I run. But I cannot use this capability with ProSeries because.. If I set my printer to duplex, it duplexes ALL PAGES of a printed return! 1-page forms and 2-page forms, it prints them all the same -- printing of every page, front and back. So Page 1 of a Schedule C might print on the back of a Schedule A, and Page 2 of the Sch C print on the front of the next page. Totally unacceptable. You can imagine what happens if you…

                                      198 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…)
                                        16 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 180 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…)
                                          8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • State depreciation schedule

                                          Provide a way to print a state depreciation schedule so that we can verify state adjustments

                                          146 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…)
                                            8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 200 201
                                          • Don't see your idea?

                                          ProSeries Tax Product Suggestions

                                          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.