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 Form 965 and related series forms

    Add Form 965 and related series forms. These forms relate to the Transition Tax. Lacerte supports them. Why can't Proseries? This will affect tax returns for the next eight years.

    13 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    QBI Complex Wks Line 39 for DPAD under Section 199A(g) needs to be able to be entered and reduce Line 10 of 1040 for ProSeries.

    17 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  3. F6 Forms selection

    In the 2018 program when I choose F6 to select "select Forms menu" the arrow keys won't move from up, down or side to side without "multiple strikes" and I have to use my mouse to select the form. Previous years programs have not had that problem. Tech support said that their program was doing the same thing. Please fix this problem. Not only is it time consuming but very irritating and will be more so as we get busier in tax season.

    10 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. Amortization

    When selecting such as a J4 for amortizing improvements of a buildout, you option states Qualified Leasehold Improvements with a length of 15/39 years to be amortized. However, you're selections cause the entry to go to depreciation only, as I tried right on the phone with Jeff and does not go to amortization expense. Please, correct, otherwise, why bother to put "amortization in J4 title Option)!!!!
    Thx See Asset Entry worksheet.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. program issues

    OH return does not need fed attached - but program attaches it - same for AZ

    W-2 summary does NOT show local tax (IN) and no credit for entering in W-2 info (IT-40, Schedule 6)

    Trouble printing bill from 1065 "print selected forms" - it does NOT print the bill - it only prints the OPTIONS for the bill

    PDF form not opening - application not found - in some

    NEW *** When changing gross distribution on 1099-R, it changes tax owed. Shouldn't tax change only when you change "taxable amount" next to it?

    Have to right click twice on…

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please add a higher level tax planner software for ProSeries like Lacerte.

    Proseries would increase sales if there were a bridge between ProSeries and BNA Tax Planner or ProSeries and Lacerte's Tax Planner. Please provide.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Selecting entity name or dba name to print on the tax return.

    Be able to select whether you want the entity name or the dba name on the tax return. If this is already in the program, where is it?

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. want you to add form 8990 for individuals

    This form has multiple math needs and it sure would be a huge benefit to have this form added to the forms that are supported by Pro Series for individual returns.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. code z form 8949

    Schedule D input and Form 8949 prep needs an the option to add a code "Z" to allow for deferral of capital gain due to an investment in a Qualified Opportunity Zone Fund.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add alert for home sale worksheet when clients have 5405 info

    Create box check error when home sale worksheet AND 5405 form are both in use.

    3 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Provide checkbox for earned income credit when form not required

    Add check box for foreign tax credit when Form 1116 not required 300 sgl, 600 mfj

    3 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add 990-T Schedule M

    With the new IRS rules for 990-T reporting, you have to report each activity separately. The first activity goes on page 1 of the 990-T and each additional activity gets reported on a separate 990-T Schedule M. ProSeries does not have a 990-T Schedule M in 2018 and I would say 95% of the 990-T's that I file will require this schedule.

    3 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. General sales taxes box on the State and Local Income Tax Refund Worksheet is still being checked on transferred returns.

    General sales taxes box on the State and Local Income Tax Refund Worksheet is still being checked on transferred returns.

    8 votes
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    1 comment  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an "Election" for tracing under 26 CFR 1.163-8T(n)(3) [eg. Persl HELOC used for Business]

    RE: 1040, 1120, 1120S, 1065. Many of my client's use their personal residence HELOC to finance their business operations. An election under this regulation allows the the tracing of funds...turning the personal interest paid on that loan into a business expense but the irrevocable election must be attached to the tax return. The election should say "Taxpayer hereby irrevocably elects to apply the tracing rules of 26 CFR 1.163-8T(n)(3) to determine the tax treatment of certain expenses as follows:
    A. Nature of the Debt and Expense Being Traced:
    B. Description of Taxpayer's Business:
    C. The Amount of Debt Allocated to…

    10 votes
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Form 8879-PE - Title On Form Should Be Partnership Representative - not Tax Matters Partner

    When the Partnership Representative Box on Part V of the Info Wks screen, the Title on the 8879-PE displays as Tax Matters Partner. Would be preferable to have Partnership Representative as the title.

    1 vote
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    0 comments  ·  Federal forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Self-employed health insurance

    Allow for creation of a Supporting Statement for the SE health insurance premium line on Schedule C

    1 vote
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  19. Self-employed health insurance

    Create a direct link between Medicare premium payments on Soc Sec screen and self-employed health insurance deduction

    1 vote
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  20. Why can't you do a partial disposal of assets in Proseries Professional?

    This is bad. I have 42 LLC's; all with group assets and cannot partially dispose part of the assets..
    The original assets were fully depreciated in Sec 179, but there is remaining values to be depreciated on CA state returns

    1 vote
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