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. Print in all caps capability like most top vendors

    I have just migrated into ProSeries. For 23 years and through all software such as Ultratax, Lacerte and ProSystem, we have never as firm partners and reviewers had to check capitalization. NOW, I have the risk from all staff having to retype for all caps. That introduces spelling risks, so now we have to spend time reviening capitalization and spelling on EVERY tax return. For letters, we want a mixed case and we had the best of both worlds. Lots of people make capitalization mistakes nor should they for our returns because clients that understand the rules notice. We are…

    11 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  2. 2018 PROGRAM: NEED CLIENT COPY THAT PRINTS POSTCARD PAGES 2 TO A PAGE!!!!!!!

    For the love of heaven, PLEASE configure a print option that enables us to double up on those ridiculous postcard form pages so that we are not forced to print client copies that are 50% wasted paper!!!!!!!! We can configure WHICH pages print, but there is not now a way to make these half-pages print on 1 full-size page. PLEASE. HELP US.

    42 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Collate printing of K-1 supplements behind K-1

    Form 1065 K-1 - 199A supplement should print behind each applicable K-1 rather than at the end of the tax return.

    24 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  4. fix the blank lines between the cells

    ES worksheet
    what to talk to somebody about the program//

    est tax payments//
    100 a quarter//
    voucher 1
    these are due
    there is a blank line between voucher 1 and 2//
    the cells has blank cells//

    1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Form 114 and 114a to print before Form 1040

    Have Form 114 print before the Form 1040 so clients will review it and not skip its review. Currently, the Form 114 and 114a come after the Form 1040 and all its informational pages and notes and so clients tend to overlook it when reviewing the client copy draft. The program won't allow you to change this print order.

    3 votes
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  6. 1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add pull down to printers on single forms

    add pull down menu, for printer menu when printing single forms

    3 votes
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  8. Print full copy of 1040

    There are three options for printing the return. I understand that the IRS wants the "POSTCARD" return, however, since you have three options for printing leave the postcard version for the Filing Copy [and e-filing of course] but let the Customer copy and the Preparer Copy be the full 1040 printout.

    8 votes
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  9. forms required for filing should automatically be printed. ie: VA itemized deductions

    forms required for filing should automatically be printed. We should not have to go into printer settings and select the forms to file that are required. The program should know this and automatically print all forms required for filing - for example the VA itemized deduction Schedule A.

    1 vote
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  10. Change signature instructions when person is deceased

    Have the cover letter changed to add the executor or personal representative, and change the signature line to include the appropriate verbiage when the taxpayer is deceased.

    6 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  11. have the Slip Sheet available to print only in Client Copy instead of Filing Copy so you can have dark fonts (ProSeries Basic)

    You wouldn't actually use the Slip Sheet if you were printing a paper return for filing. Put it with Client Copy instead (or additionally). The client can then appreciate the dark fonts option to make their data stand out that is not available in Filing Copy printing.

    4 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  12. CAN 211812363

    CX has requested, that when printing a return, she has the option to print in "ALL CAPS" She also wants to make sure ProSeries knows that the competitors DO have this option in their programs.

    1 vote
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  13. 1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  14. "Change Print Order" functions

    "Change Print Order" to start (optionally) with a category of forms similar to the categories specified in the "Control Which Forms Print". From there the user should be able to move individual form(s) as desired within (or outside) the category. This sorting order should be transferable to subsequent years or reset-abe to a default/system order.
    Background to follow.

    Existing App:
    No "find form" function available;
    No "page down/up/end function available;

    1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Your Qualified Business Income Deduction was eliminated because your taxable income exceeded the phase-out Threshold.

    Client Presentation populates the third bullet of : Your Qualified Business Income Deduction was eliminated because your taxable income exceeded the phase-out Threshold.

    This happens On the client presentation, the following is showing, regardless of whether TP had a T/B or not: "Your Qualified Business Income Deduction was eliminated because your taxable income exceeded the phase-out Threshold." In the client I'm looking at right now, he is a W-2 earner, $38,000 income. So nothing about that statement is correct. It's generating even if no T/B and it's stating income exceeds threshold even when it doesn't (not that it matters if…

    3 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please add to the list of labels for QB. Or better yet let us pick the labels from a list from the web.

    There are so few labels available. There is a huge need for labels. Your list is to small. Allow users to go to an outside sources to pick from Avery ect. for the label they need.

    1 vote
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  17. 1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change print order

    You need to create a better way to change the print order instead of click on a particular form/worksheet and then clicking the "move up" button however many times it takes to move it. Drag and drop would be helpful!

    3 votes
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  19. Print pass-through name on 4797

    Print pass-through name on Form 4797 instead of just "From K-1"

    3 votes
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  20. Change format of smart worksheet

    Change formatting of smart worksheets just to be statements to be attached to the return. Printing of smart worksheets as supporting schedules does not look smart at all, it looks cheesy.

    3 votes
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