Idea Exchange

3565 Ideas

NPTGLevel 1

hire support staff who actually know something about Proconnect and taxesNew

The support staff is the least helpful of any tax software I have ever used. They never know the answer to any questions off the top of their head, but ALWAYS have to look everything up and MIGHT find the answer. 

Forum|Forum|3 months ago

BrianG932Level 3

Wisconsin Net Operating Loss schedulesNew

Please add the Wisconsin Net Operating Loss schedules for calculating the NOL and the NOL carryover.  These are schedules NOL1, NOL2 and NOL3.  These schedules are required to be filed with the Wisconsin individual tax return whenever an NOL is calculate or carried over.

Forum|Forum|3 months ago

METAXLevel 1

More space on dependent social security and DOB field on InformationworsheetNew

The Dependent SSN and DOB fields on the Information Worksheet no longer display the full value after entry. The previous version allowed full visibility, which made review and verification easier. Currently the field truncates the view, making it difficult to double check numbers. Please widen the field or restore full display visibility in a future update.

Forum|Forum|3 months ago

sandra-cabreraLevel 1

Proseries should include form 1118 - Foreign tax CreditNew

Proseries should include form 1118 foreign tax paid for corporations doing business outside USA where withholding taxes are paid. Lancerte has that form , but I am not willing to use Lancerte when Proseries should support that form.

Forum|Forum|3 months ago

smk1020Level 1

PA estimated tax withdrawlNew

It would be helpful to have the capability to have PA estimated tax payments scheduled in advance as is able with the federal tax estimates.  Our clients are hesitant to allow only the federal and not the state.  Doesn't save them work.   

Forum|Forum|3 months ago

rioLevel 2

Problem with diagnostics and e-filing the state return on a 5227 returnNew

Can't e-file the State return when the 5227 return e-file button and the CO button are checked. The program also creates a 8879 -F signature form, as well as an 8879-TE form, when the CO State return button is checked. The CO return must go in with the Federal 5227 attached.   Could the Federal return be filed first, and then the State? Vice versa?  Can't seem to make anything work and Lacerte was no help at all.  

Forum|Forum|3 months ago

HACPA1Level 1

Any idea when Georgia individual will be available?New

Hey, Georgia tax preparers, were you required to pay by the Deferred payment date when you could not even file any individual who lived in the state or did you prepare the state tax returns with an abacus and a pencil and paper?? 

Forum|Forum|3 months ago

CPATerriLevel 3

PDF Version of OrganizerDiscussion ongoing

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

212

Forum|Forum|3 months ago

duyenmkLevel 1

Hawaii PTE- partnershipNew

This is regarding the 2025 Partnership PTE in Hawaii.There was an overpayment for PTE in 2024- and it is supposed to rollover to the 2025 PTE estimated payments.We did not see overpayment carryover from 2024 to 2025. So we recorded the carryover under 1st qtr estimated pmt.Under S-Corp returns, we saw the PTE carryover from 2024 to 2025, but did not see it in the partnership. 

Forum|Forum|3 months ago

SDSLevel 1

Stock transactions import templateNew

I have found the import options for stock transactions to be wholly inadequate.  Both the financial institution downloads and the PDF import are not reliable, and I spend more time fixing the imports than they are worth.I would like to see an import template that I can populate much more quickly than the entry data form.

Forum|Forum|3 months ago

gbayusLevel 3

1120S Form 7004 PDF Attachment for EFNew

This IS NOT "Suggest an Idea".  This IS FIX THE **bleep** FUNTIONALITY!1120S For 7004 allows for a pdf to be attached to the return.  Then ProSeries gives an error that PS does not support pdf attachments on extensions.  The pdf attachment screen very clearly states that you are attaching a pdf to the 1120s EXTENSION.  The support reps guide book (whatever) states that 1120S support pdf attachments to extensions.  EXCEPT that some programmer broke the funtionality.  After 1.5hrs wasted with the support rep, her actually arguing on my behalf, the engineers said cram all the information necessary on the little Line 3 box instead.   BS!!!   FIX THE FUNCTIONALITY THAT ONCE EXISTED!!!  Someone wrote the code to allow attachments to Form 7004.  Someone else broke it.  FIX IT!For once in a rare occasion I had an awesome support rep that knew the program and fought upoper tiers to get a problem fixed!!!

Forum|Forum|3 months ago

HRJeffreyLevel 1

Tennessee FAE183New

I am in TN, and we have quite a few clients that need to file a TN FAE183, which is an exemption to file the TNFAE170. We have the ability to file the 170, but not the 183, which means we have to manually file the exemption renewal via TNTAP instead, which is quite inefficient.I know that the e-file option is available, as I was able to file this form in Drake.  Please, please add this as an e-file option!

Forum|Forum|3 months ago

sarahjesstxtnLevel 1

Notification of amendment buttonNew

When taxpayers receive documents that were not included in their original filling, TT could design a button on their post file page that will allow the customer to set a reminder for 4 weeks time to come back and begin the amendment process.  It would allow the convenience of keeping them compliant and keeping full service customers in contact for possible future products as well.  And it would be a great selling point for DIYers that want to pay a couple dollars more to have the amendment reminder.

Forum|Forum|3 months ago

Lab2025txLevel 1

Tax Owed/Refund Monitor in ProConnectNew

In several tax software programs there is a way to see the progress on the refund/owe amount as you are working through the return. However, I am not finding that feature in ProConnect Tax. Is this something we can turn on or can it be developed? 

Forum|Forum|3 months ago

Anthony T -- Abruzzo AccountinLevel 1

8825 two-year comparisonNew

Please create a two year comparison for Form 8825.

Forum|Forum|3 months ago

KenGreenbergLevel 4

bug in 1098 importNew

There are two issues with the 1098 import - one is a minor annoyance - the other is seriousSERIOUSOn at least two returns where I expect the client to get a refund... they owed. Digging around I found an amount I never entered in "Other income." When you click the plus sign you see this: That throws everything off big time. Please fix.ANNOYING BEHAVIORWhen it works the mortgage import uses the description: "Please provide your mortgage interest statement for personal mortgage interest." This should simply mention the lender's name. It's very confusing when there are two loans.

Forum|Forum|3 months ago

Renee SolingerLevel 2

Proseries needs to handle the 80% limitation on NOL carryovers for individualsNew

It boggles my mind that Proseries does not yet handle the 80% limitation on Net Operating Loss Carryovers for the 2025 tax year.  Drake software handles this, Tax Slayer handles this, yet Proseries refuses to get on board with this tax law provision that was passed years ago.  Come On!!!  Step Up Proseries and handle this, along with the Business Loss Limitations as well.  I have spent hours reading on how to calculate the 80% limitation because Proseries doesn't even tell me this, then how to I enter the limitation in Proseries?  Cannot override or I cannot efile.  Proseries costs me $8k plus a year, and doesn't help me in March/April when I really need it.  I am so tired of Proseries being THE LAGGUARD tax software out there.

Forum|Forum|3 months ago

JamesrmcpaLevel 2

Allow linkage of added PDF attachment to statement reference on associated form in returnNew

There does not seem to be a way to link a PDF attachment to e-file to a specific line that the attachment is referencing on the form itself. The program does this automatically for statements it creates (for example, when Other Expenses is populated on line 21 of Form 8829) but a user cannot have a "Statement X" (x being chronological numbering) be added to the form or schedule on the specific line to which the statement relates. Please add this feature into the "e-file PDF/Miscellaneous" section of the Inputs. A field like "Line Number to put Statement Reference" would be helpful, after you tell the program which form or schedule you want the statement to reference. Then it'll chronologically put the statement reference on the actual form/schedule based on where that page sits int the overall return

Forum|Forum|3 months ago

NonsenseLevel 1

On questionnaires, put a comment about "current bank account information".New

I'm annoyed by having to ask my clients every year if their bank information is the same.  I suggest you ask the question on the questionnaires.

Forum|Forum|3 months ago

Doug H1Level 1

Activate Foreign Partner reporting in ProSeries ( forms 8804, 8805 and 8813)New

1065 returns should have access to reporting fiduciary responsibilities of reporting and submitting withholding tax for any Foreign Partners.Justification:1. This is included in Lacerte Software and excluded from ProSeries. 2. All tax software currently includes withholding ability like 1040ES Payment vouchers and payments.

Forum|Forum|3 months ago

aafeher23462Level 2

Indiana Corporation e-fileNew

Indiana enacted a requirement for C-Corporation with over $1 million in gross receipts to file the IT-20 electronically.  ProSeries does not currently support this and the Indiana Department of Revenue has just penalized my client of $1,500 for mailing in the 2024 tax return.I have been using ProSeries for over 30 years and I love it, but if I can't e-file this return in Indiana my client will be extremely upset and I will absolutely have to explore other options. Please, for the love of God, add Indiana Corporations to your list of supported e-file products!  I can't be the only user with this problem.

Forum|Forum|3 months ago

danstewartLevel 2

Efile Amended Idaho partnership and S-corporationsNew

Amended Idaho partnership and S-corporations are not supported for electronic filing. Please provide support for electronic filing of these amended returns. Amended individual returns became available for e-filing a couple years ago.

Forum|Forum|3 months ago

TAXES-23Level 1

Iowa 1120S Estimates e-filed do not print on the acceptance letter but shouldNew

Iowa 1120S estimated tax payments that were e-filed do not print on the acceptance letter but should. 

Forum|Forum|3 months ago

TAXES-23Level 1

NEBRASKA 1120S e-filed estimates do not print on the acceptance letter but shouldNew

Lacerte 2025 - 1120S module for Nebraska: Estimates that were e-filed do not print on the acceptance letter. Other state estimates e-filed do print on the acceptance letter. Why doesn't Nebraska's Estimated Tax Payments show up at all?

Forum|Forum|3 months ago

allan_parks1Level 1

Summary of tax refunds by Federal and State screen that you can see as return is preparedNew

Years ago in the BASIC program we have that.1. A Summary on the left hand side that shows the tax refunds or amount owed to Federal and State.2. Can we have a back < key to go back to the previous form or previous page of a form while we are completing. Again that back < key was in the BASIC version.ThanksLP FACTS  

Forum|Forum|3 months ago

Filter by idea status

Filter by product

3565 Ideas

hire support staff who actually know something about Proconnect and taxesNew

Wisconsin Net Operating Loss schedulesNew

More space on dependent social security and DOB field on InformationworsheetNew

Proseries should include form 1118 - Foreign tax CreditNew

PA estimated tax withdrawlNew

Problem with diagnostics and e-filing the state return on a 5227 returnNew

Any idea when Georgia individual will be available?New

PDF Version of OrganizerDiscussion ongoing

Hawaii PTE- partnershipNew

Stock transactions import templateNew

1120S Form 7004 PDF Attachment for EFNew

Tennessee FAE183New

Notification of amendment buttonNew

Tax Owed/Refund Monitor in ProConnectNew

8825 two-year comparisonNew

bug in 1098 importNew

Proseries needs to handle the 80% limitation on NOL carryovers for individualsNew

Allow linkage of added PDF attachment to statement reference on associated form in returnNew

On questionnaires, put a comment about "current bank account information".New

Activate Foreign Partner reporting in ProSeries ( forms 8804, 8805 and 8813)New

Indiana Corporation e-fileNew

Efile Amended Idaho partnership and S-corporationsNew

Iowa 1120S Estimates e-filed do not print on the acceptance letter but shouldNew

NEBRASKA 1120S e-filed estimates do not print on the acceptance letter but shouldNew

Summary of tax refunds by Federal and State screen that you can see as return is preparedNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

hire support staff who actually know something about Proconnect and taxesNew

Wisconsin Net Operating Loss schedulesNew

More space on dependent social security and DOB field on InformationworsheetNew

Proseries should include form 1118 - Foreign tax CreditNew

PA estimated tax withdrawlNew

Problem with diagnostics and e-filing the state return on a 5227 returnNew

Any idea when Georgia individual will be available?New

PDF Version of OrganizerDiscussion ongoing

Hawaii PTE- partnershipNew

Stock transactions import templateNew

1120S Form 7004 PDF Attachment for EFNew

Tennessee FAE183New

Notification of amendment buttonNew

Tax Owed/Refund Monitor in ProConnectNew

8825 two-year comparisonNew

bug in 1098 importNew

Proseries needs to handle the 80% limitation on NOL carryovers for individualsNew

Allow linkage of added PDF attachment to statement reference on associated form in returnNew

On questionnaires, put a comment about "current bank account information".New

Activate Foreign Partner reporting in ProSeries ( forms 8804, 8805 and 8813)New

Indiana Corporation e-fileNew

Efile Amended Idaho partnership and S-corporationsNew

Iowa 1120S Estimates e-filed do not print on the acceptance letter but shouldNew

NEBRASKA 1120S e-filed estimates do not print on the acceptance letter but shouldNew

Summary of tax refunds by Federal and State screen that you can see as return is preparedNew

Filter by product

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded