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. Changing Spacing

    Individual program 1040 - Under tools when editing standard invoice , please change double spacing in verbiage (body of invoice) to single spacing.

    9 votes
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    1 comment  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Client Copy & File Copy

    I would like the print Client or File Copy to be where we check what we want to print instead of having to uncheck what we don't want to print.

    1 vote
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  3. DMS should have an app for client data

    There should be an app that works in conjunction with DMS to upload client data collected paperless. Something we can use with a tablet

    6 votes
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  4. We should be able to open more than one return at a time, so please figure out a way for us to do that!

    We should be able to open more than one return at a time, so please figure out a way for us to do that!

    2 votes
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  5. tax forms to send to preparer

    The "Tax Forms to Send to Preparer" list that is created in the Organizer should ALL 3rd party forms that were reported on the prior year return. For example, the Form 1098.

    1 vote
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    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. RE: DELETING THE 2018 OHIO SCHOOL DISTRICT INCOME TAX RETURN WHEN NOT REQUIRED.

    I COULD NO DELETE A OHIO SCHOOL DISTRICT INCOME TAX RETURN WHEN IT WAS NOT REQUIRED. THE RETURN APPEARS TO HAVE BEEN PRODUCED BECAUSE THERE WERE CARRYOVER TAX AMOUNTS FROM THE PREVIOUS YEAR. SINCE THESE AMOUNTS WOULD HAVE NO EFFECT OR REQUIRE THAT A 2018 RETURN BE PRODUCED, THE RETURN HAS NO REASON TO BE INCLUDED AS AN ACTIVE RETURN.

    1 vote
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  7. IT Waiver for Ohio

    IT Waiver form for Ohio must be included for all paper filings or the preparer is fined $50.00 per return. This form should be included in software!!

    1 vote
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  8. make client information transferrable into excel.

    make client information transferrable into excel.

    2 votes
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  9. add a feature like SmartVault to the ProSeries Basic Software. I am willing to pay extra for a way to securely send docs to my clients!

    I would like to see SmartVault, or something like it, added to ProSeries Basic. I am willing to pay extra for a way to email documents securely.

    2 votes
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  10. Please add Bank Products Signatures to E-Signatures along with Federal and State.

    It would be helpful if we could have our clients using bank products sign the bank products same as they sign their 8879 and 8453 through E-Signature. Currently, we must use some other secure means to get clients to sign those documents.

    2 votes
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  11. ALLOW E-SIGNATURE WITH PROSERIES BASIC

    allow e-sign in pro-series basic. It would save time, more efficient and more secure than having to use Docusign outside of the program.

    11 votes
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  12. 1 vote
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    0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please add a option to have more than one Engagement Letter on the Link on ITO

    We work with different clients and need more than on EL. Currently, Link on ITO has only one EL, no possibility for keeping more than one template. Actually, this feature is useless now, as we should copy/past EL for each client.

    1 vote
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  14. Make client checklist for proof of documents received based on 2016 instead of just preparation from prior year

    Make client checklist for proof of documents received based on 2016 instead of just preparation from prior year

    3 votes
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  15. flag pdf

    flag for another preparer on Sch D for attachment required & be able to review pdfs before efiling

    1 vote
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  16. Improve scan options

    Allow a default which includes adf(document feeder), the current is scan from glass. Or a custom template, 8 1/2x11, black, adf. I left ProSeries 5 years ago the DMS has not changed, time for improvements

    1 vote
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    1 comment  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Archive feature in DMS

    Add an Archive feature in DMS.
    Many people have a few YEARS worth of docs and it slows down DMS.

    ADD an Archive feature which will create a backup first then keep the last 3 years of stuff which will help DMS run smoothly.

    If people want access to older info, then let them add the older years by client.

    For the rest of DMS users, it's Not Necessary to keep more than 3 years worth of client data active even on a file server, unless you have some clients that you Know have past tax issues which most practitioners…

    4 votes
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  18. 2 votes
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  19. DMS have a default template which allows you to choose document feeder or glass

    DMS have a default template which allows you to choose document feeder or glass. Currently your program has to use custom to use the document feeder, I think people are using the adf, 8 1/2 x 11, black. You should also allow greater than 300 dpi, min 600 dpi. DMS has not changed in 5 years, time to make improvements.

    1 vote
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  20. Certified Payroll

    Create a Certified Payroll (WH-347) report option in QBO that allows easy transfer of information that has already been input through weekly payroll.

    3 votes
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