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. On the CA 540NR Schedule S Part II, have an error message whenever line 8 is larger than line 3. Line 8 cannot be larger than line 3.

    Currently the amount in Part 1 of Schedule S column D is incorrect. Column D should match Column B. This requires the preparer to input the CA income into Column E. If they forget to do that, the other States tax credit is not calculated correctly. So either change the amount in Column d to match column b, or have an error message stating the amount on line 8 cannot be larger than line 3 in Part II of Schedule S.

    4 votes
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      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
    • proofread the page for downloading the Professional Tax Planning Guide 2018.

      There is a typo in the link "Try a full working versions now for free."

      1 vote
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        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
      • add AGI on home base for both Federal and State so we can see that the information flowed correctly

        add AGI on home base for both Federal and State so we can see that the information flowed correctly

        6 votes
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          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
        • 13 votes
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            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
          • Attach 4868 form to state automatically so we don't have to attach it as PDF, this is showing as error this year on final review

            Instructions on NJ did not change and last year this PDF of form 4868 was not required, this year it shows as error on NJ 1040 final review

            8 votes
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              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
            • FBAR sneeds a summary page to show a easy to review list of all bank account and total information

              Should not have to do a print preview or flip thru a table in order to look for a mistake. Would be nice to have a summary available that would print the information in an easy to read format that could be used for quick error checking.

              4 votes
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                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
              • i was given this link to report errors in the proseries professional tax program. is this correct?

                i was given this link to report errors in the proseries professional tax program. is this correct?

                1 vote
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                  0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                • Clarify advisory information given in diagnostics for Excess RRTA Tier 1 Tax witholding.

                  When ProSeries Final Review Diagnostics identifies "excess withholding" of RRTA Tier 1 tax, it advises you that the taxpayer should request reimbursement from the employer. It should, however, since the taxpayer would have had only one W-2 for the message to be generated, first analyze the taxpayer's income to confirm that the amount shown does not also include 1.45% Medicare w/h up to $200k plus 2.35% Addl. Medicare w/h on income in excess of $200k. In fact, if this is the case, it should note this elsewhere in the return an possibly also include Form 8859, which it presently does…

                  1 vote
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                    0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                  • have a special email address for users to send glitch issues they discover, so that they can be fixed.

                    When a glitch/bug is found in the software, there should be an easy way to communicate the issue to ProSeries, so that the glitch can be fixed.

                    3 votes
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                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                    • Form NYC-208 and Form IT-214 not automaticall attach to 1040 New York clients

                      Form NYC-208 "Claim for NYC & Enhanced Real Property Tax Credit" and Form IT-214 "Claim for Real Property Tax Credit" are automatically attaching to all New York 1040 clients, this is not relevant to all New York residents and creates an invoicing nightmare.

                      3 votes
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                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                      • Support I855 666 I969 quickbooks tech support phone number ~!@#as

                        Support I855 666 I969 quickbooks tech support phone number ~!@#as
                        Support I855 666 I969 quickbooks tech support phone number ~!@#asSupport I855 666 I969 quickbooks tech support phone number ~!@#asSupport I855 666 I969 quickbooks tech support phone number ~!@#asSupport I855 666 I969 quickbooks tech support phone number ~!@#as

                        1 vote
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                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                        • ID verification Worksheet

                          Can we have the Identity Verification Worksheet only throw errors on when a state that requires ID verification is attached?

                          82 votes
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                            1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create a Final Review Error Message when Asset is Acquired and Sold in the same year

                            When an assets acquired and sold year are the same, the program calculates a depreciation deduction even though it is not allowed as stated in IRS Pub 946 page 6:
                            "Excepted Property
                            Even if the requirements explained in the preceding discussions
                            are met, you cannot depreciate the following
                            property- Property placed in service and disposed of in the
                            same year. Determining when property is placed in
                            service is explained later."

                            I have several clients that have taken a deduction when not allowed because the program did not either eliminate the deduction or give a warning/error in Final Review.

                            1 vote
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                              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                            • ID Verification

                              ID Verification. There are license expire dates that show as 1922 instead of 2022, when entered as two digit entry.

                              6 votes
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                                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                              • There seems to be a error with NYS CT3

                                There seems to be a error with the form CT3 when the entity is a foreign entity to NYS the minimum tax for gross sales is suppose to start at $300 not the $25 as a NYS entity.

                                1 vote
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                                  0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                • Self Employment tax in NY

                                  Per a NY client.......Currently if a ProSeries client has an unincorporated business that has at least $75000 net income they are required to file in NY self employment.... per the client ProSeries does not have a flag or diagnostic that notifies them if this scenario appears.

                                  1 vote
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                                    0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Self Employment tax in NY

                                    Currently ProSeries does not flag for tax prearers if they have a self employed client that has a certain amount of income from a Partnership. If a client has say ($47,000) or more of income coming over on a K1 from a Partnership to then the program does not give a diagnostic to notify them that they need to file the self employment tax form...... It was referred to as the NTA Form..... The program needs to opt in on the tax and make the preparer opt them out as a fail safe....

                                    1 vote
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                                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Stop showing message on billing override when efiling return

                                      Typicaly the only override that I have in a return is the billing amount. In prior years there was no warning about override when this was the only item changed. Please change back to prior years when no warning came up over a billing override.

                                      1 vote
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                                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Diagnostic error for checking local tax rate in applicable states, when address changes

                                        Please add a diagnostic error for checking the local tax rate that is incorporated in the total state tax calculation for applicable states with varied local tax rates (i.e. Maryland) when an address is changed on the information worksheet. This would assist in reducing notices when data input does not catch that the county or locale has changed.

                                        4 votes
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                                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                        • create a diagnostic that pulls highlights all fields that are currently not populated in the current years tax program that had data in the

                                          create a diagnostic that pulls highlights all fields that are currently not populated in the current years tax program that had data in them in the prior year......... kind of a reminder diagnostic... missing a K1, a 1099 etc....

                                          1 vote
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