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. Find a work around to transfer a turbo tax online file direct to proseries

    Find a work around to transfer a turbo tax online file direct to proseries

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  2. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1099R input screen tab

    Why when tabbing between fields on the 1099R input screen why doesn't it tab between the yellow data entry fields only? there are countless extra input fields that can't be used.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create Proseries Professional online platform

    It would be great if you created on online platform for Proseries Professional. The system has been running ridiculously slowly and the amount of updates we have to stop and download on every workstation is crazy! This entire process takes an inordinate amount of time.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add what states are attached in any HomeBase View

    When preparing a Corp return with a state attached we are not able to tell what states are attached without opening the client or looking at the EF Center. As preparer from TX we are not accustom for a client file having a state attached

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  6. Gambling W-2G Carry Forward Casino Information Carry Forward to next year.

    Most gambler go to the same casinos year after year. Casino winnings takes a long time to input. If Intuit would carry forward information from prior years this would be a great help. Putting in the Payer FEIN Gives you name of payer and address and zip code in payer information. But it does not fill in State Abreviations, numbers, Locality codes. Also if marked as TS Ids should allways be Drivers license and SSN.

    Best is scam the W-2G and have OCR fill in the blanks.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow system to enter and complete calculation on box 16 k-1 partner on 1040 when a split is generated

    K-1 partner for foreign income for example when he received rental income or ordinary or royalties, etc. This year with the addition of new codes he is not able to do a split without getting error in the system: "Box 16 Description-1 has been entered for more than one type of income. Use separate K-1 worksheets to report more than one type of foreign gross income sourced at the entity level"

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please Please Please, Let the drivers license rollover into 2018. It will cause us a lot more extra work in typing the information in.

    Please Please Please, Let the drivers license rollover into 2018. It will cause us a lot more extra work in typing the information in.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1041 for should provide more automatic calculation options so we don't have to manually enter so much information.

    In this case for example i am completing for 1041 deduction allocation smart worksheet line 14 "Attorney, accountant, return preparer fees", I entered amount on column (a) and i think the software should calculate column (b) for me based on my percentage (6%) but it does not.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add codes to specifically allocate Sec 754 property depreciation directly from the depreciation input worksheet, as well as allocating UBIA.

    On Form 1065, I have several members with IRC Sec 754 depreciation adjustments for numerous assets. Each year, I have to manually calculate how much goes to each member from the depreciation schedules, then put in a special allocation code on Sch K-1 worksheets linked back to Sch K, line 13d, C, code W. I would like to be able to specifically allocate, maybe directly from the depreciation input sheet, the depreciation to a specific member for Sec 754 assets. This allocation could also be helpful and utilized for allocating UBIA for Sec 199A purposes.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  12. Schedule C and F Cursor movement. In Expense section, hitting Enter used to move cursor down the first column, then second column.

    Would like cursor to move down one column, then the next when hitting Enter in 2018 ProSeries in Sch. C & F. This is how previous years worked.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  13. Roll over the address of pass thru entities

    Please have the system rollover the addresses of pass-thru entities (K-1's) so I do not have to input the addresses every year.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  14. Provide Worksheet for UBIA calculation

    Proseries calculates the Unadjusted Basis Immediately after Acquisition for S-Corps, but does not provide the preparer a worksheet that shows how the calculation was done. We need to see the calculation.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  15. "Placed in Service Date" should be next to purchase date on Asset / Depreciation Input

    Please put the Placed in Service date next to the Purchase Date on the Asset / Depreciation Input Sheet. Then ,,, if the asset is not yet placed in service by year-end, but has already been purchased, there should be no depreciation taken yet. This would allow our books and our tax depreciation totals to match up. Thanks

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  17. Search Data. Right now we are so limited to Search for clients, it will be good if we can search by , Phone Number, name, Last name, Addr

    Right now we are so limited to Search for clients, it will be good if we can search by, Phone Number, name, Last name, Address, by zip code, by spouse info. SS # Etc Etc ETc

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow Calculation of Oil and Gas Depletion

    Lacerte offers a way for the program to calculate oil and gas depletion, this should be added to the ProSeries software also.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  19. Proseries Organizer needs to be adobe printable as a fill-in form for clients to enter data at their workspace.

    When I email an organizer to a client, they invariably respond, "I can't enter any numbers!" They are right. Please add the capability to provide a fillable form organizer. Thank you!

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Input Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  20. 264 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    18 comments  ·  Input Workflow  ·  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.