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. remove the requirement to enter the driver's license number on the federal return

    remove the requirement to enter the driver's license number on the federal return

    131 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
    • E-FILE NOTIFICATIONS

      Send emails to the preparer and/or the client advising that the efiled return or extension has been accepted

      73 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        2 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
      • I SUGGEST THAT WHEN WE ARE ELECTRONICALLY FILING THE RETURN WE SHOULD BE ABLE TO VIEW THE PDF ATTACHMENTS TO CHECK JUST BEFORE FILING.

        1) I SUGGEST THAT WE SHOULD BE ABLE TO VIEW THE PDF ATTACHMENTS JUST BEFORE EFILING THE TAX RETURNS
        2) ALSO ON THE TAX RETURNS THERE SHOULD BE A QUESTION TO ASK WHETHER ANY PDF ATTACHMENTS ARE BEING ATTACHED AND IF WE SAY YES, THEN THE PROGRAM SHOULD SHOW AN ERROR, IF THE PDFS ARE NOT ATTACHED.

        36 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
        • 25 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
          • MA Efiling - # of Entries Allowed in box 12 of W2 currently limited to 4

            MA efiling - increase # of entries allowed in box 12 of W2 for electronic filing. (currently only 4 allowed for efiling MA Form 1)

            18 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
            • support Form 5884A, Credit for affected disaster area employers both on Form 1120S and Form 1040 please update your programs and add this

              please please update your forms selection and add this form 5884A so that we can use this form on Form 1120S and 1040 for efiling as Proseries currently doesn't support this form
              thank you

              17 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                5 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
              • Consolidate the EF Center into 1 tab and let me filter it.

                Consolidate the EF center into 1 tab and let me filter it for what I need and make changes to the status in the EF Center. For example, Filed in Paper.

                9 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                • 9 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Enable e-filing of South Carolina Partnership returns (SC1065)

                    Enable e-filing of South Carolina Partnership returns (SC1065). The SCDOR has this ability for the 2016 tax year.

                    8 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Form 114 error. The federal return failed final review. You must fix errors.

                      I am trying to efile form 114 however I get a conversion file error:

                      The federal return failed final review.
                      We recommend that you fix the errors however customer does not want to have to fix errors on all their 1040s.

                      I did not have to fix error on 1040 in the past to efile 114 form. Tthis form is complete separate from the 1040 please fix issue asap.

                      8 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                      • EF filing for Corporate, S Corp and LLC returns

                        You need to update to allow efiling for all corporate and partnership returns for all states. I have been asking for this for years and still not done for NM. Very disconcerning that this is not in place ~ other softwares have this and have had it for years. Who wants to print a State return only!

                        7 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow free efile of 7004 extensions

                          For small firms using pay per return, paying for the ability to print a return at the time of extension is a burden. I suggest you allow the free efile of extensions and then charge when the return is prepared for filing. This would help immensely.

                          7 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                          • efile Mississippi S corp

                            Please allow to efile ms 1120s form thru proseries ASAP. Otherwise will have to switch to another tax software next year.

                            6 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Federal Schedule B-1 (Form 1065) e-file

                              Add Schedule B-1 (Form 1065) to the list of Federal 1065 E-Filing Forms.

                              6 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Make a consistent report available for e-file history on all return types

                                Make the Electronic Filing Client Status History report available to be included in routine printing with the rest of a tax return. Currently this report can be printed by clicking on the Submission ID number on the EF Center homebase view. We need a consistent report across all return types to be able to see the filing history of the return. Currently you have to hunt and remember where to find that info in the printout depending on what type return it is.

                                6 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                • ADVANCE LOAN.

                                  WE HAVE BEEN LOSING CLIENTS. WE HAVE LOST 5 JUST YERSTERDAY DUE TO NOT HAVING THIS LOAN FOR OUR CLIENTS. WE DID PROVIDE THIS ADVANCE LOAN FOR OUR CUSTOMERS LAST YEAR, BUT WE USED TAXLAYER AS OUR SOFTWARE.

                                  5 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Bank Products Incentives - Refund Advantage

                                    Bank Products Incentive Program; Refund Advantage
                                    I was told that incentives that are paid by Refund Advantage to Pro Series for tax practitioners will not be paid to the practitioner if the current year bank products is less than the previous year!! In my opinion and I am certain many other paid tax preparers this policy is very unfair and somewhat disturbing (incentives were paid to PS for paid tax preparers). Can you give me a call if I was given misleading information. 732-821-8614 or my cell 732-207-9448.

                                    5 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • We need to be able to efile Form 770 in VIRGINIA!!!!!

                                      Need to efile Form 770 in Virginia

                                      4 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        1 comment  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • I would like to have

                                        I will like to have a feature that alerts the preparer when trying to open a return that was efiled and accepted by the Tax entity.
                                        The message could say you are about to open a return was has been accepted by the tax agency, to make changes file a 1040X.
                                        This will prevent us to pen and make changes by mistake to returns that have already been finalized.

                                        4 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Put in a new e-filing warning to change a date prior to e-filing past year returns.

                                          Put a warning to change the PIN entered date on section VI of Federal Info Worksheet when filing past year returns to avoid IRS rejection. A client's return was rejected for this reason and it was never flagged as an error before e-filing. The client did not and would not have even received a notice. He happened to call in to find out why there was such a long delay in getting his refunds.

                                          4 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  E-filing  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4
                                          • 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.