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. global billing options

    For the past 25 plus years "Global Billing Options" has worked fine. We have set it once and it applies to all clients. Now with the 2018 program as one of your tech people said "the 2018 program has been simplified so now you have to click on Caution box in each client to set the settings". Do the people who make these "simplifications" ever work on the program preparing tax returns? When talking with the techs all they can say is "I understand" when a problem is pointed out.
    Please make the program more user friendly.

    36 votes
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  2. I'm really dissatisfied this year. False advertisement, $19.95 Technology fee clients now have to pay. I've been dealing with Pro Series for

    No one let you know there has been a change in the software. If you guys were going to charge a extra fee on top of software you should lower your software price! Here it is I've paid over a $1200. for software and you still want extra money without being sure Tax Professionals are aware of price change within Tax Software

    21 votes
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    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  3. Proseries 2018 Invoice is Double Spacing Line Items for Form Charges

    Proseries 2018 Invoice is Double Spacing Line Items for Form Charges. This is a big change from all prior years as most invoices will print on two pages now. Please try to eliminate the extra line between Form Charge Items. See attachment.

    25 votes
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    2 comments  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  4. The QBI Deduction is auto-calculated in the Tax Planner worksheet.

    The QBI Deduction is auto-calculated in the Tax Planner worksheet. It is only calculating based on Schedule C income, not any pass through or Schedule E income. I am having to manually calculate and override the QBI field. Please create an underlying QBI worksheet or make the QBI field a manual entry field like in 2018 tax planner.

    11 votes
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  5. 2018 Access to ProSeries via entering UserID and PW

    Since the first due date for the 2018 return filing season passed, the 2018 Program has me go through MORE screens and information to open the Program.
    Steps that I now have to go through, again, only for 2018
    1. Enter User ID
    2. Enter PW
    3. At Error Message that User ID or PW aren't correct, AGAIN enter User ID
    4. At Screen that reflects a number sequence that is the prior date that I changed my PW Enter the PW that was established on that date
    5. At Screen that NOW is showing the User ID but wants…

    1 vote
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  6. adjust the client letter

    Code <@XXXEFDate> doesn't recognize that an extension was filed, and returns the April due date instead.

    1 vote
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  7. Correct formatting of client letter, for when the taxpayer has a suffix, and spouse passes away; and when mailing return.

    Part 1: There is an error in the client letter when the taxpayer's name includes a suffix (Sr., Jr., etc.), and the spouse has passed away. The addressee portion of the letter ADDS the suffix to the deceased spouse's name.
    Part 2: Same taxpayers, but filing on paper. In addition to the above, the addendum about filing on paper includes the deceased spouse's name. And when printed, the placement of "date", beside the signature line is inconsistent between the taxpayer and the spouse, yet the coding appears to be the same.

    1 vote
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  8. Have Schedule 4 line 57 on Form 1040 automatically populate the words "Form 4029" for 4029 exempt clients completing all schedules

    Form 1040 line 57 does not automatically populate with the words "Form 4029" when the exemption is rolled over and the approved 4029 box is checked on Schedule F. The box had to be unchecked on Schedule F in order for Form 1040 Schedule 4 to appear at all in my forms in use and then the Schedule F approved 4029 box could be rechecked. However, with 4029 exempt clients that have a Schedule C, the words "Form 4029" automatically populated on Form 1040 Schedule 4 line 57. Why the difference? This is has resulted in letters from the IRS…

    1 vote
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  9. Problems and glitches enountered and suggestions for improvement

    (1) For a S-Corporation return (1120S) Schedule K-1 worksheet,
    Part 11,"Disposal of Stock" during the year, you have to answer one of three questions about how stock was disposed of, even though no stock was disposed of. To not get an error message, you have to check "other methods”. The Pro Series program needs to add a line BEFORE methods of disposal that asks "were there any shares of stock disposed of daring the year-Yes or No"'. If No is answered, the questions about how it was disposed of are irrelevant and don't need to be answered.

    (2) On the…

    1 vote
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  10. Fix issue with 5695 and Add'l CTC 8812 form

    New tax law is treating energy credit weird - disallowing the additional child tax credit for the current year, and carrying forward to 2019 instead of using during 2018 taxes.

    3 votes
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  11. Mark "Exempt Notary" on form 1040 Schedule 4 Line 57 when SE tax exemption are used. It is clearly printed on Sch SE Line 3 .

    Mark "Exempt Notary" on form 1040 Schedule 4 Line 57 when SE tax exemptions are used. It is clearly printed on Sch SE Line 3 but does not auto flow to the Form 1040 or Schedule 4. This resulted in a CP11 letter from the service. One phone call and declaring the exemption got it validated and resolved.

    1 vote
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  12. 9 votes
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  13. fix the MFJ vs MFS report in the calculation of the Net Investment Tax. It simply divides the tax equally.

    Fix the MFJ vs MFS report in the calculation of the Net Investment Tax. It simply divides the tax equally.

    1 vote
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  14. Sec 199-A Code Z on K-1 for partnership is being allocated based on beginning profit percentage rather than ending profit percentage

    The QBI Code Z, Wages Code AA, UBIA Code AB is calculated using the BEGINNING Percentages. BEWARE. The default should be the ENDIING Percentages. This is going to cause a lot of problems.

    3 votes
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    1 comment  ·  Defects  ·  Flag idea as inappropriate…  ·  Admin →
  15. make giving feedback a LOT easier.

    When Transfering PRIOR YEAR clients, the GLOBAL BILLING OPTIONS are NOT getting applied.

    5 votes
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  16. 199A Deduction at Entity Level for Rental Property

    At Form 1120S & 1065 (Entity Level) you should be able indicate that rental property is not qualified trade or business property to prevent the 199A deduction from flowing to Schedule K-1

    5 votes
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  17. Schedule B fields not highlighted after transfer

    When the Schedule B is transferred from 2017 to 2018 in proseries, the data fields from the prior year are transferring but the amount field is NOT being highlighted to show that the amount is blank.

    Could you please fix the program to reflect that the information that transferred needs to be filled in? It has always done this in the past and is helpful when this shows as an error.

    6 votes
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  18. 990T Printing Error - 1 page selected to print, but all 990T pages print

    Please fix the printing of a single page in the 990 module. Specifically, when I select to print only pg 2 of 990T, the whole 990T prints.

    1 vote
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  19. AZ Cap Gain Subtr does not include Sch D Line 9 when Line 8a is used

    When Line 8a on Schedule D was used to summarize Box D trx's, Line 9 (Box E) amounts did not carry to the AZ Capital Gain Subtraction Wrksht. I had to override to include it.

    1 vote
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  20. 1065 Schedule B-2

    How can you think that not having Schedule B-2 in the software is a good idea. Imagine having a partnership with 50 partners. You have to re-key their Names, SS #, etc. Why can you program it in PTO which, according to your SEC filings, is not one of your major tax preparation software and not program it in Pro Series which is listed in the same filing as one of your 2 major tax preparation software programs?

    7 votes
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