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. 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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      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
    • 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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        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
      • 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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          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
        • 3 votes
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            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
          • 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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              1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
            • 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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                0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
              • Revise the error message for line 10 of 1120s, which states a pdf must be attached but does not say a pdf of what

                Revise the error message for line 10 of 1120s, which states a pdf must be attached but does not say a pdf of what

                1 vote
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                  0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                • ohio s corp business form ohio it k1 manual

                  ohio s corp business form ohio it k1 when manually enter amounts on lines 1a 1b and total line the amount that PRINTS on total line is DIFFERENT then the amount manually entered and shown on monitor display of form. I suggest you fix it . amounts that print should agree to amounts entered.

                  1 vote
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                    0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                  • On the Client Presentation Bottyom Line, the Effective Tax Rate is displaying a large negative percentage value. Please fix this.

                    On the Client Presentation Bottyom Line, the Effective Tax Rate is displaying a large negative percentage value. Please fix this

                    1 vote
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                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                    • please fix the IT-201

                      Most of the time I input the information to the IT-201 provide by the NYS, there is $1 difference on line 39 and/or 47a. Anyway you guys look into it?

                      1 vote
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                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                      • Correct the "The Invitation email" Step #3 word error in first bullet item "exists" to "exist". The second bullet "exists" is correct.

                        Correct the "The Invitation email" Step #3 word error in first bullet item "exists" to "exist". The second bullet item "exists" is correct.

                        Thanks!

                        1 vote
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                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                        • Correct the "The Invitation email" Step #3 word error in first bullet item "exists" to "exist". The second bullet "exists" is correct.

                          Correct the "The Invitation email" Step #3 word error in first bullet item "exists" to "exist". The second bullet item "exists" is correct.

                          Thanks!

                          1 vote
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                            0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                            • Fix Sch P line 7b on the CA C Corps

                              Line 7b is an NOL that should populate automatically.
                              The Fed form 4626 populates but when you go to the state it does not.
                              if someone is not careful their client will owe a lot of tax.

                              1 vote
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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

                                4 votes
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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?

                                  87 votes
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                                    1 comment  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Estimated taxes paid electronically in prior year should automatically carry to next year...

                                    When estimated taxes are paid electronically (initiated in the prior year return) these pmts should automatically carry to next year into the tax payments screen but marked as "estimated". Clients often think we know the payments were made since they were paid electronically and they do not include this information on the tax information they submit.

                                    20 votes
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                                      0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 20141040X Error re "Form 1040X: Ofrl6 is marked as estimated. Enter the correct number then select Unmark Estimated from the Edit menu.."

                                      Please fix this 2014 ProSeries software error, I called Tech Support and they could not fix this error, Please contact me, Thank you.

                                      2 votes
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                                        0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Include all fields of Federal Form 1310 in the error checker process.

                                        I efiled a Federal return that included two Federal Form 1310's for both the taxpayer and spouse. The return made it through the error check and was transmitted only to be rejected due to a missing two digit State code on one of the Form 1310's in the address fields. This surprised me since the Zip Code was entered in another field on the form and could have been used to auto fill the State field. I entered the State code and resubmitted successfully. Return was then accepted by the taxing agency. My question is why didn't the ProSeries error…

                                        2 votes
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                                          0 comments  ·  Errors/Diagnostics  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Fixing Medical waiver payment calculation

                                          When I input a medical waiver payment (IRS notice 2014-7) The software does not calculate medical waiver payment calculations correctly. It does not calculate EIC, and earned income correctly, which leads to incorrect tax preparation. Please fix this issue as soon possible. I have been raising this proble for years and Intuite is not listening me. It’s a big issue for my business and client.

                                          3 votes
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