Upgrade , limitations that should be addressed
ProSeries currently has several gaps and limitations that should be addressed:
- Tax Advisory availability
Tax Advisory tools should be available in ProSeries, not limited only to ProConnect. It is not reasonable to expect users like myself—who are accustomed to ProSeries—to switch to an unfamiliar platform just to access Tax Advisory features. - Search functionality (Ctrl + F)
The ability to use Ctrl + F should be enabled within ProSeries across all pages. This would allow users to quickly find specific words or entries within forms and significantly improve efficiency. - Training and clarity on Superseded vs. Amended returns
There is a clear lack of training and documentation regarding the difference between superseded and amended returns. Even support staff are not fully familiar with the superseded return process. Providing clear instructional videos explaining the differences and proper procedures would be extremely helpful. - 1040-NR availability across states
Why is Form 1040-NR only supported for certain states like California and New York? Each year, I have more than 100 new clients from other states, and this limitation directly impacts my ability to serve them and generate revenue.
