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. ERROR verses DEFAULT

    FOR CA STATE RETURN REMOVE DEFAULT "DIRECT DEPOSIT YOUR CLIENT'S STATE TAX REFUND". It should be an ERROR NOT A DEFAULT

    3 votes
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  2. Amount on Schedule 4 Line 63 is preventing efile

    When an amount is entered on Schedule 4 Line 63 (which must be entered as an override) efile is prevented. I efiled without error checking and it went through but was rejected by the IRS with code F1040-437. Rejection says Form 965-A must be attached. In fact, Form 965-A was prepared manually and ttached as a pdf but IRS is not recognizing that it is attached. Proseries must have a way to attach a pdf to that field or include 965A on the dropdown list so IRS knows the form is attached. It would be great if I can get…

    6 votes
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  3. FIX ... Third Party Designee is not checking the IRS Schedule 6 authorization box as YES. Please fix this error

    Info Wks Part V - if you check the box to allow the paid preparer as Third Party Designee, the authorization box on Schedule 6 is checked as NO - this is a huge error

    1 vote
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  4. Fix taxpayers with signature authority on more than 25 accounts on FBARs FinCen 114a

    On Basic Edition, last month I completed an FBAR for client with signature authority on 78 foreign bank accounts. Everything run smoothly, and I even printed the FBAR with no errors. Please find attached the pdf.

    Now that I've collected the appropriate signatures from client in order to file the return, the system's State Final Review indicates 88 errors, coming from the missing fields 15-23 that as per instructions on question 14b, shouldn't be filled.

    According to the IRS instructions, taxpayers with signature authority over 25 foreign bank accounts, only Part IV items 34-43 should be filled.

    For those persons…

    1 vote
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  5. fix your tax tables

    I had the software calculate one total tax and by the time the taxpayer had signed the 8879, Proseries had adjusted the tax table making my client owe more. It was not caught until the IRS sent a letter. How can the tax table change that far into tax season and without a notice to preparers that there was a change in the calculations?

    1 vote
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  6. ERROR verses DEFAULT

    FOR CA STATE RETURN REMOVE DEFAULT "DIRECT DEPOSIT YOUR CLIENT'S STATE TAX REFUND". It should be an ERROR NOT A DEFAULT

    3 votes
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  7. That a letter or email sent to preparers for the ***** up on Proseries for not having refunds properly recorded

    I suggest that a letter or email be sent to preparers who has caused us to redo and amend the bug that was not corrected by the update. State refunds not being recorded properly. You would think in starting over again would be the solution in correcting this error-I thought the software was to save us time. This bug should have corrected with an update instead of having to start all over again and why didn't send an error about it when in review

    1 vote
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  8. Error on Colorado individual

    If the taxable income on the federal return is less than zero the number that negative amount should carry to Line 1 of the Colorado Form 104. Pro series is carrying zero, not the negative number.

    1 vote
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  9. Form 3800 Pt 3 Line 1aa preventing efile

    When an amount is on Form 3800 Pt 3 Line 1aa Form 1040 cannot be efiled due to the fact that Proseries does not support Form 5884-A. However, I have 45 clients that have this credit as a result of a K-1 passthrough. The individual is not required to file Form 5884-A (the partnership files it) so the individual 1040 is just a number on the line. I don't see any reason why this should prevent efile. I would like to request immediate enhancement on this. Also, would be great if someone can get back to me to tell me…

    3 votes
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  10. NJ-1040 Final Review Diagnostic

    Remove the diagnostic on NJ Individual NJ-1040 for the requirement to enter the NJ Confirmation if the extension was done online. This confirmation field was removed from NJ-1040 and is only reflected on the NJ-1040NR.

    1 vote
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  11. 1 vote
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  12. Stop the error alert on the entry of W2 info for confirming the state w/h id number.

    For those of us who realize it has to be done, it absolutely cripples data entry. Allow it to be an efiling alert.

    4 votes
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  13. Either the Date "In Service" or Date "Acquired" within tax year should be sufficient to not cause an error

    Currently, if the date in service is past the current year end, the programs throws an error. Placing the date acquired prior to current year end should cancel that error. Here's the problem ... trying to get the company's balance sheet to match the depreciation report generated by ProSeries . My clients sometimes buy and remodel or fix or install an asset in one year and place it in service the next ... but that asset is on the books and ProSeries throws an error. Please adjust this. Under the current programing, I have to uncheck error checking when I…

    1 vote
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  14. Would like to see an error triggered if dates are entered incorreclty on 1040 Schedule D condensed entry table

    Would like to see an error triggered if dates are entered incorreclty on 1040 Schedule D condensed entry table

    1 vote
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  15. Effor/Diagnostics

    Form 4868 Application for Automatic Extension of Individual Return: if you show a 0 on line 7 of form 4868 the program doesn't pick it up and doesn't freeze it on line 71 of form 1040. You can file an extension and it will go through, but, I think, that we may have a problem with filing the return in the future. IT department, please, take a look into the issue.

    1 vote
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  16. Please find different procedure for reporting program errors.

    Please develop different procedures for reporting program errors. Twice this year I have been kept on hold by tech support for over two hours trying to resolve program errors. When I ask if I can hang up the tech says if I hang up the next person in the que comes up and they have to drop my issue. They try to fix program errors while they keep you on the phone. I have meetings, and I need my phone, and I need to work! DO NOT require us to stay on the line to resolve the issue!

    1 vote
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  17. Indiana EZ1,2,3 does not print with IT-40 return and does not show up in Print Selected Forms

    Please include the EZ1,2,3 in the printing of the INdiana IT-40

    1 vote
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  18. 3 votes
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  19. the heading (firm name, address and telephone number) for individual letters does not show on the client letter

    the heading (firm name, address and telephone number) for individual letters does not show on the client letter.

    1 vote
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  20. Don't automatically assume and aggregate multiple 199A businesses using QBI Simplified Worksheet

    When a taxpayer has both Schedule C and K-1 partnership income, the program assumes their QBIs should be aggregated. In a case where the K-1 ownership is less than the required 50% for aggregation, there should be a box to check (or a field added showing ownership) to not aggregate the QBIs.

    1 vote
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