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Level 3
March 23, 2026
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Forms in Use list for Employer Stock Worksheet needs to be ordered sensibly

Related products:ProSeries
  • March 23, 2026
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When recording employer stock transactions, both the Emp Stock Wks and Capital g/l adj pages are produced for each sale transaction.  Each Capital g/l adj page names itself (or you can) with "[# shares] [Company name]".  However, the Emp Stock Wks does not do this.  All Emp Stock Wks look identical on the Forms in Use list.  The Emp Stock Wks pages are ALSO in a different yet random order from the Capital g/l adj pages, which they are linked to.  See first photo below for illustration.

Now, looking at the attached photo, please tell me the quickest way to find the Emp Stock Wks that you need to access without having to click on the Capital g/l adj page followed by scrolling half way down that page so that you can click the QuickZoom button that links to it.  Oh, right, the only other way is to click on each individual Emp Stock Wks until you find the correct one.

I propose to the ProSeries team that each Emp Stock Wks should be listed directly below that Capital g/l adj page that it is linked to.  It's an easy fix that would save us preparers lots of time.  See second photo for example I did in excel.