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. The new 2018 Form 1040 worksheet is a visual nightmare.

    We need to be able to see a summary on the worksheet that looks more like the 1040 used to look instead of mirroring the postcard format.

    82 votes
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    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  2. One-click printing of collated Fed and State K-1 packages from entity returns.

    It's time consuming to print K-1 packages for shareholders/partners/beneficiaries. You have to print the federal, then print each state and then manually collate the whole thing. Why not make it easy to print the whole package, collated by recipient, including the state K-1s? Bonus feature idea - make it optionally include basis schedules!

    11 votes
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    0 comments  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  3. since 64 bit will work on the 2019, will the 16, 17, and 18 programs be updated as well?

    Since the 2019 program will be upgraded to use 64 bit, will the 16, 17, and 18 programs also be upgraded?

    3 votes
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    1 comment  ·  Ease of Use  ·  Flag idea as inappropriate…  ·  Admin →
  4. fillable PDF form for the tax organizer

    The tax organizer should be in a PDF fillable format.

    2 votes
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  5. Add a "Roll Back" feature

    Please consider having a roll back feature similar to roll forward so we can take current year data and roll back to prior years for new clients.
    That way we can more quickly enter prior years information to confirm that the client's tax returns were prepared accurately.

    1 vote
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  6. Add best contact email to info worksheet

    Like the best contact phone number, allow us to pick best email contact. It should also appear in homebase and be the email used when we email a password protected pdf.

    3 votes
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  7. Allow Explanation statement for Form 2555 page 3 to pick up from Form 2555 Deductions foreign portion

    Currently, you have to re-type the deductions information which is already calculated on Form 2555 -Ded worksheet for the explanation on page 3 of Form 2555. Dealing with this form is already labor intensive enough, and this would help avoid errors.

    3 votes
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  8. go back to the 2017 format for 1040. dont use the postcard lunacy. it can print like a postcard, but the data input screen should be as was

    go back to the 2017 format for 1040. dont use the postcard lunacy. it can print like a postcard, but the data input screen should be as was

    4 votes
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  9. Remote Support Experts

    I would be interested in providing ProSeries remote support, similar to Turbo Tax Tax Expert Support.

    1 vote
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  10. How about an option to edit the organizer questionnaire?

    I can't imagine that anyone uses the ProSeries Organizer questionnaire - many of the questions are mostly useless and apply to almost no one. How about an option to allow us to edit the questionnaire (just like we can with the letter). That way, we could use questions that are appropriate for our clientele.

    8 votes
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  11. 6 votes
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  12. Imbed a .pdf of the prior year return in the current year client data file.

    Being able to see the whole prior year return without opening it up in the prior year program would be very helpful and time efficient.

    3 votes
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  13. Get rid of "1040 Wksht". It is a waste.

    Just have the Form 1040 with links directly to the related forms and schedules.
    For 2018 the "links" on the Form 1040 went to the 1040 Wksht. You then had to click again to (hopefully) get to where you wanted to be.
    The Schedules 1 - 5 were the same. I would go to Schedule 1, for example, then click on a line item. Instead of going to that line items worksheet I went to the 1040 worksheet and had to click again to get where I wanted. That may not seem like much but thru the year it wasted…

    3 votes
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  14. ON THE LEFT SIDE THERE IS A SUMMARY/OVERVIEW COLUMN

    ON THE LEFT SIDE SUMMARY/OVERVIEW COLUMN,
    THE BOTTOM SECTION/BOX THAT SHOWS THE REFUND/BALANCE DUE.....WHEN THERE IS A BALANCE DUE, IF
    THAT WOULD SHOW/CHANGE TO A DIIFERENT COLOR THAN
    WHEN THERE IS A REFUND. (I.E.- BLACK FOR REFUND AND RED FOR BALANCE DUE) IT WOULD BE HELPFUL AT TIMES, ESPECIALLY DURING THE THICK OF TAX SEASON WHEN WERE A LITTLE EXHAUSTED AND WE MAY OCCASSIONALLY MISREAD
    IT....

    THANK YOU

    1 vote
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  15. 3 votes
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  16. HomeBase

    Insert with home base a column that will allow the display the date the filing is accepted.

    1 vote
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  17. let us select more than one form at a time when printing forms.

    When printing forms, please change the format so that more than one form can be selected to be printed at one time. For example: On the state side, have check boxes to select the state form, a UE, etc. It is a lot of clicking to do one at a time and OFTEN, more than one is needed. Thanks.

    1 vote
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  18. On the 1099MISC input sheet, the Boxes 1, 3 and 7 areas should have a pull-down menu for the "Other Income" for further classificaton

    The problem is Box 1 is for rental of REAL property. Box 3 is for renal of PERSONAL property and certain other types on income and Box 7 is for non-employee comp, but preparers sometimes put rental of personal property on Box 1,3 or 7. We need a way to direct the flow of 1099MISC income TO the other income statement, not FROM the other income statement, which, by the way only allows Box 1 rental of personal property to be entered, which is wrong in the first place.
    MY SOLUTION. On the Box 1, Box 3 and Box 7…

    1 vote
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  19. ORGANIZER FIXED ASSETS LIST AUTO EXPENSE

    In the Organizer for assets, auto expense, etc., label each activity by activity name rather than number so the client (and us!) can better understand these pages and fill in data for the appropriate activity.

    1 vote
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  20. 1 vote
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