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1867 Ideas

S
slslLevel 1

input sheet carryover date not printingNew

On the individual modules screen 20.2, prior unallowed QBI business income deductions, the 2023 & 2024 operating losses & QBI operating losses are not printing on the input sheets. Unless you are aware that they exist, you would not know of their existance merely by printing input sheets.

0
S
Forum|Forum|5 months ago
S
SL1124Level 1

ProConnect Tax Advisor Tool & Data Import EnhancementsNew

1. Ability to Import Current and Prior-Year 1040 Data Prepared Outside of ProConnect for Tax PlanningPlease allow ProConnect to import current and prior-year 1040 financial data that was prepared outside of ProConnect Tax and make that data usable within the Tax Advisor tool.Currently, while prior-year data can be imported, it does not transfer into the Tax Advisor module for tax planning purposes. As a result, tax planning and advisory tools appear to be limited to clients whose tax returns were prepared entirely within ProConnect.This limitation creates a significant barrier to providing advisory services, particularly for:New clientsClients transitioning from other tax softwareProspective clients seeking planning before engaging for tax preparationEnabling full financial data imports from externally prepared returns—and allowing that data to flow into the Tax Advisor tool—would allow firms to deliver meaningful tax planning and advisory services regardless of where the return was originally prepared.2. Import Current-Year Financial Data (Not Only Personal Information)In addition, please expand import functionality to include current-year tax return financial data, not just personal information.Being able to import full current-year financial data would significantly improve client onboarding and allow firms to:Perform proactive tax planning and advisoryAnalyze filed or draft returns prepared elsewhereDemonstrate advisory value early in the client relationshipMore effectively convert and retain clients who have already filed their taxes with another providerThese enhancements would make ProConnect a stronger platform for advisory-focused firms and better support year‑round client engagement, not just tax preparation.Thank you for considering these enhancements. Expanding data import functionality would meaningfully improve ProConnect’s value for tax advisors and firms focused on planning and advisory services.

0
S
Forum|Forum|5 months ago
JWellsTax
JWellsTaxIntuit Community Champion

State payment due dates and client lettersNew

It seems that filing an extension—Payments, Penalties & Extensions > Extensions (4868, 2350, 8868) > Automatic Extension (4868) > 1=automatic extension, 2=blank (MANDATORY) > "1"—sets the payment due date in the client letter to the extended return filing deadline. This is incorrect and misleading for clients. An extension of time to file generally does not extend the time to pay. Adding a date to Payments, Penalties & Extensions > Penalties and Interest (2210) > Filing date does not affect the date printed in the state client letter. (It does change the date on the federal letter only.) We can't edit the state letter template in Settings > Client letters > Letter templates. Our current solution is to delete the "1" in the Automatic Extension (4868) screen before we process the return. Please fix this. Thanks!

0
JWellsTax
Forum|Forum|5 months ago
Chessie
ChessieLevel 4

Tax Organizer List of Documents to Send to PreparerNew

The Tax Organizer's List of Documents to Send to Preparer is based on prior year documents.  But it only lists income documents:  W-2, 1099-INT, 1099-DIV, 1099-R, SSA-1099, K-1, and 1099-G.  It does not list A LOT of other documents that we also NEED.  Please enable it to also list the following if it was present in the prior year tax return:* IP PIN    <-- this one is super important!* 1099-NEC or 1099_MISC present in last year's return.  Either list each one or request "All 1099-NEC or 1099-MISC received".* If a Sch C or Sch E or 4835 were present, request "Sch C: list of income and expenses" etc.* If Form 7206 were present, request self-employed health insurance premiums* If Contributions present, request "Charitable contribution receipts"* 1098* Form 1099-G - Certain Government Payments.  The line is listed then, it lists the state or agency on the next line.  But I would like to see it say for example "State of IN, if any received".  I have clients, who are not tax savvy, call to say, I can't find that form!  And they won't find it if they didn't receive a state refund or government program form, such as taxable agricultural payments, for the prior year.There are more ones that would be helpful. The one that has wasted my time most is the IP PIN.  Once you obtain one, you must have it every year!Thank you for your consideration as these items on the Tax Organizer Documents List save time for tax preparers during tax season crunch time!   

1
dascpa
Forum|Forum|5 months ago
P
PKW76Level 1

Very helpful!New

Brittany was very helpful in resolving our issue.  She was very patient and knowledgeable.  We were grateful for her assistance during a stressful time.  

0
P
Forum|Forum|5 months ago
S
slslLevel 1

screen 14 other income input sheetNew

lacerte has removed other income subject to SE tax or not subject to SE tax from input sheet 14.1. I suggest reinstating the descriptions & codes back onto this input sheet. This type of income is used frequently. 

1
sjrcpa
Forum|Forum|5 months ago
N
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. 

0
N
Forum|Forum|5 months ago
B
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.

0
B
Forum|Forum|5 months ago
M
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.

3
H
Forum|Forum|5 months ago
S
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.

0
S
Forum|Forum|5 months ago
S
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.   

0
S
Forum|Forum|5 months ago
R
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.  

0
R
Forum|Forum|5 months ago
H
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?? 

0
H
Forum|Forum|5 months ago
D
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. 

0
D
Forum|Forum|5 months ago
S
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.

1
IRonMaN
Forum|Forum|5 months ago
G
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!!!

4
G
Forum|Forum|5 months ago
H
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!

1
J
Forum|Forum|5 months ago
sarahjesstxtn
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.

1
T
Forum|Forum|5 months ago
L
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? 

3
K
Forum|Forum|5 months ago
A
Anthony T -- Abruzzo AccountinLevel 1

8825 two-year comparisonNew

Please create a two year comparison for Form 8825.

0
A
Forum|Forum|5 months ago
K
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.

0
K
Forum|Forum|5 months ago
R
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.

4
T
Forum|Forum|5 months ago
J
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

2
J
Forum|Forum|5 months ago
N
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.

0
N
Forum|Forum|5 months ago
D
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.

0
D
Forum|Forum|5 months ago

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