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. 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.

    41 votes
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    10 votes
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  3. 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.

    5 votes
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  4. 1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  5. "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 →
  6. 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 →
  7. 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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  8. 1 vote
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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  10. 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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  11. 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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  12. 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.

    3 votes
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  13. Easier to choose which worksheets print on global basis

    Need to be able to easily the "if used" if any data" and "never" options in the Control Which Forms Print options. It is absolutely ridiculous to have to go line by line and make the choice. Should be able to do it a simpler way. Also should have a way to copy choices between return copies (e.g. Filing Copy to Client copy).

    3 votes
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    0 comments  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change so that updates to the software do not revert the path for pdf files to the default

    I customized the path for printing to pdf files. Then when I update the program the path is changed back to the default path. Please correct this so we don't have to constantly make the change to the printing preferences.

    1 vote
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    1 comment  ·  Printing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Change Print Order

    I would like to be able to move forms around with clicking Move Up and Move Down numerous times per form. Moving forms by dragging a form or forms (using the Ctrl key) would be extremely helpful. Would also like to copy the order between the Filing Copy, Client Copy and Preparer Copy

    16 votes
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  16. MA Trust K-1 batch printing additional information prints as 1 schedule for all beneficiaries

    when printing a batch of MA 2K-1's the additional information schedules do not print with the individual 2K-1's, they print as a single additional schedule with all beneficiaries on 1 list. the only way to have them print with the 2K-1 is to print each one separately.

    3 votes
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  17. MA Trust K-1 batch printing additional information prints as 1 schedule for all beneficiaries

    when printing a batch of MA 2K-1's the additional information schedules do not print with the individual 2K-1's, they print as a single additional schedule with all beneficiaries on 1 list. the only way to have them print with the 2K-1 is to print each one separately.

    1 vote
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  18. Print partner name on capital account reconciliation/Basis reconciliation report

    Print partner name on capital account reconciliation/Basis reconciliation report instead of just partner number.

    3 votes
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  19. 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.

    1 vote
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  20. Date on 1040 form for 2018???

    Why is there not a printed date on the 1040 Form this year (2018)?

    3 votes
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