Idea Exchange

3567 Ideas

1041 Schedule E net income flow to K-1New

Please program the form 1041 Schedule E net income flow to K-1 and not manually enter.  This could cause a mistake on the return as most software programs flow directly to the K-1.

Forum|Forum|4 years ago

jskouberdisLevel 5

Late payment interest and late payment penalties on Michigan returnNew

Can you enhance the program to compute late payment interest and penalties on the MI-1040 for Michigan.  I have to overide to do this.

Forum|Forum|4 years ago

EbalmeterLevel 1

NYS IT-204-LL and Schedule E LLCsNew

We have clients who have Schedule Es under LLCs that operate in New York State. Unfortunately, ProSeries does not currently auto-populate an IT-204-LL for Sch E LLCs. They do populate the IT-204-LL for NYS Sch C LLCs, so this feature would be greatly helpful for Sch E LLCs. The check box on the Sch C to populate the IT-204-LL allows this for CA, NYS, TN, and TX. For Sch E’s, the only states that it will populate are CA and TX.

Forum|Forum|4 years ago

GodFatherIntuit Community Champion

Intuit Link - Folders and NotificationsNew

Is it possible to create folders within the documents section of LINK?  It would be nice to have this feature so you can label the folder and populate it with specific information.  Currently, you can just add files and they are loaded into LINK with no ability to segregate them into folders  For those who choose not to create folders, they can continue to use LINK as they do today.  Also, is there any way for LINK to notify the preparer when clients open documents?  I'd like to be made aware when a client accesses a document I've uploaded for them. 

Forum|Forum|4 years ago

GodFatherIntuit Community Champion

VIEW - Client SnapshotNew

Under the VIEW tab there is an option for Client Snapshot.  This is a helpful tool that provides a summary of the clients tax situation.  With that said, it only provides the federal and resident state information.  If a client has to file additional states, it should also provide a "Snapshot" of that information as well.  It definitely should. 

Forum|Forum|4 years ago

jim1149Level 1

Please add Form 8697 "Interest Computation Under the Look-Back Method for Completed Long-Term Contracts"Discussion ongoing

Form 8697 should be added to your software because anyone who is an owner in a construction company that reports income on the percentage of completion method or completed contract method will have to deal with the look-back period interest for contracts that span two or more years.  We have clients that have to deal with this issue and not having Form 8697 supported by ProSeries causes the ineligibility for the federal tax return to be filed electronically and therefore certain states can no longer be filed electronically.  We can't imagine that this is not a wide-spread issue -- there are many individuals who have this issue -- there are many construction companies who have long-term construction contracts.

Forum|Forum|4 years ago

NLCPASLevel 2

Superseded Original Tax ReturnDiscussion ongoing

Prepare and e-file a “Superseded Original Tax Return”.

Forum|Forum|4 years ago

Squiggle67Level 1

Be able to integrate GruntworksDiscussion ongoing

Be able to upload tax documents automatically through a provider like Gruntworks to save time.

Forum|Forum|4 years ago

Dave WLevel 3

Please program the Ohio IT 1140 for e-filingNew

Please! Please! Please! Manual returns don't get processed very quickly these days.

Forum|Forum|4 years ago

SdoutsLevel 2

View and print state deprecationDiscussion ongoing

please add the ability to print and view state deprecation schedules 

Forum|Forum|4 years ago

DK50Level 2

How about ProSeries Tax Idea Exchange representing HTML ampersand codes in human-readable form?New

Special character text entered in suggestions is displayed back within the application as HTML ampersand codes, such as the ampersand showing as ampersandamp and a non-breaking space showing up as ampersandnbsp. Not very graceful.

Forum|Forum|4 years ago

jmrcpa1214Level 1

Make Organizer fillable by clientDiscussion ongoing

Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.

Forum|Forum|4 years ago

mwnhLevel 2

Enable E-filing for NH Business ReturnsNew

NH Department of Revenue has stated that they have modernized e-filing available for their business returns.  I would like to see ProSeries enable this function so that we can e-file our clients state returns.

Forum|Forum|5 years ago

cbaxterLevel 3

Georgia Form 500NOL, please add this.New

This would be invaluable.  Georgia makes us attach this to support a carryover.

Forum|Forum|5 years ago

Taxes-by-RockyLevel 7

Federal and State "Electronic Filing Client Status History" Report - Print to PDFNew

These reports contain the submission IDs for both Federal and state filings of the returns, extensions and submissions in general.  It would be helpful if those reports could be printed:  (1) to PDF; and (2) as part of the Preparer Copy of the return when the return is printed to PDF.

Forum|Forum|5 years ago

Taxmom2Level 2

HomeBase Column FieldNew

I would like to be able to display the "efiled accepted date" as a column on HomeBase view. There is an option for status but not the actual efiled date. Currently in order to see the efileddate, I have to open the return or go to the EF Status tab.

Forum|Forum|5 years ago

LauraCPALevel 2

More Queries or Other Means for Finding Client SituationsDiscussion ongoing

We need capacity to do more queries or better yet, a means for us to query with our own selected criteria. The current query feature has a limited list and so does Homebase (from which we can add fields and then sort to find clients with certain forms or situations in their returns.)With tax laws changing retroactively (e.g., 2020 changes that impact on 2018 and 2019) and protective claim situations (e.g., recent case affecting clients with NII and shared responsibility payment), we need to be able to identify these clients.I wish I could recall for what I was recently looking... there were two different queries that I needed that were not available via Query or Homebase.

Forum|Forum|5 years ago

taxbiz2511Level 3

Real estate tax, mortgage interest & items that are used on multiple schedules work sheetNew

A worksheet that would allow us to enter real estate tax, mortgage interest, utilities, etc and allocate a percentage to the 8829, Schedule E, Schedule F, Schedule A, 2106, and UPE would be wonderful. I am constantly in Excel figuring this out. And the real estate tax is circular in the 8829, ie: if you are itemizing put the figure here, if you are taking the standard deduction put it here, but we have always put the figure in on the 8829 and then if the Schedule A is a moot issue, the program uses the standard deduction. 

Forum|Forum|5 years ago

lsw424Level 1

NJ fiscal CorpNew

The NJ fiscal Corporation (July - June 2021) seems never to be available when NJ returns start to become due. It's frustrating not being able to fully complete a tax return since the form is not available yet that return is already due. In addition, as a member of Proseries for many years and paying for the Professional version, I find it insulting to finally receive the NJ fiscal for the 2nd half of the year and then be charged by Intuit to file each return using that 2nd half NJ fiscal program. That same program is part of the following year program which is all inclusive. You can file a NJ Corp return with the 2020 program with no separate per return charge but as part of the 2019 program I have to pay an additional fee. Totally unfair.

Forum|Forum|5 years ago

Robert OlsenLevel 1

Client Organizer Print MaskingNew

Hi Everyone:I would like to formally request that I be given the option of turning off ALL masking of confidential client data when printing a client organizer.I have gone to the Tools/Options/General menu box and UNselected the "masking rules" and assumed that the "masking" of the SS#, Drivers License# and Birthdate fields would be UNmasked.  They ARE, in fact, UNmasked on the screens that I view, unfortunately when I "print out" a client organizer on my printer or in a PDF format, in order to physically or electronically transmit the organizer to my client, the UNmasking on those fields is still in effect.  The UNmasking of confidential information and the printing in the 1040 product is working just fine, i.e. NO masking of data is occurring when I print worksheets or forms.  This is occurring ONLY in the Client Organizer product.I, as the practitioner, must have control of this feature.  I do NOT want the software to default to or override my relationship with my clients.Thank you very much for your consideration.Robert Olsen, CPA (Software user since 1983)

Forum|Forum|5 years ago

Taxes-by-RockyLevel 7

EF Center Column OrderNew

Can we put the money and payment method columns in the EF Center in logical order?

Forum|Forum|5 years ago

GlobalOneLevel 3

End Ghost spouses (in Homebase "spouse first name" cell)New

In the years after a Taxpayer dies (in a married filing joint return) the spouse is moved to the taxpayer slot but the "spouse first name" cell does not change and the taxpayer first name and the spouse first name are the same. Can this be fixed so that the spouse first name cell is erased in the year following a taxpayers death?

Forum|Forum|5 years ago

Norman PincusLevel 1

CIRCUIT BREAKER CREDIT IN MASSACHUSETTS SHOULD BE PROMPTED IF QUALIFIED (ERROR MESSAGE NECESSITY.)New

CIRCUIT BREAKER CREDIT IN MASSACHUSETTS SHOULD BE PROMPTED IF QUALIFIED (ERROR MESSAGE NECESSITY.) DIAGNOSTIC CHECK.

Forum|Forum|5 years ago

JudieJLaccountingLevel 1

info page update for tax preparer infoNew

I have requested the past 3 years to a human being at ProSeries this enhancement, so I thought I'd do it this way this time. I would like to see a field to enter a contact and their phone number on the Info Page.I have several elderly clients and their adult children bring in their tax info and want me to call them when it is ready to be picked up and I have no place to enter their information to call them. 

Forum|Forum|5 years ago

SoriaLevel 1

HomeBase Custom ViewNew

If the Admin PC user creates a custom view in HomeBase, it currently only applies to their PC. It would be beneficial to be able to apply a custom view to some or all users, rather than having to create said view at the user level.

Forum|Forum|5 years ago

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