Idea Exchange

3567 Ideas

Federal FormsNew

Please include Federal Form 8865 and Schedule O

interestNew

Please add a section to include interest on the NJ nonresident balance due.  This functionality is only on the resident return.

Forum|Forum|5 years ago

tc64540Level 3

Allow CA amended efile of ITNew

Please allow the amended CA returns to be efiled

Forum|Forum|5 years ago

dalangerLevel 3

Duplicate formsNew

Would be helpful if we could create duplicate copies of 1040-ES and Wis 1-ES forms

Forum|Forum|5 years ago

ScollierLevel 3

Form 5471 activation optionNew

Form 5471 is not necessarily required every year for every taxpayer.  Need a form activation option to include it in the tax return.  That way when it is not required it does not have to be deleted from the proseries file and will still carry information forward in case required in a future year.

Forum|Forum|5 years ago

ScollierLevel 3

Form 5471 Dormant filing optionNew

Form 5471 is sometimes filed as a Dormant Foreign corporation under Rev Proc 92-70.  This is a limited filing that does not require all pages of the 5471 to be submitted and has a statement printed at the top of page 1 of the Form 5471. There needs to be an option to activate the dormant filing.

Forum|Forum|5 years ago

ScollierLevel 3

Form 8938 activation optionNew

Form 8938 is not required every year for some clients (only filed when assets are over a certain threshhold).  Need an activation option to include with the return or not.  That way the form and all the information does not have to be deleted in years not required and the information will still carry over to the next year, in case it is required.

Forum|Forum|5 years ago

tc64540Level 3

NJ Fiscal Year PPRNew

Stop charging PPR for NJ Fiscal year when the customer has renewed their license for the following year.

Forum|Forum|5 years ago

ChareeALevel 1

Qualified Joint Venture Schedule CNew

Can you add to ProSeries the ability to automatically split a Schedule C into a qualified joint venture and generate two Schedule C's and S/E form instead of entering everything twice?  

Forum|Forum|5 years ago

gabletaxLevel 5

Batch print client lettersNew

I customize the client letter to use as an "all done" communication and filing summary to send to the client after e-filing is complete. The ability to batch-print client letters would save a LOT of time and keyboarding/clicking.

Forum|Forum|5 years ago

Just-Lisa-Now-Intuit Community Champion

Batch print invoicesNew

Add INVOICE to the list of forms that can be batch printed....sure would make it easier for me to send out bills to my late payers!

Forum|Forum|5 years ago

FirmTHPKLevel 1

Input for Custom Filter Export DataNew

When you export client data, the list of available data fields to export includes "Custom Filter" under the Miscellaneous heading. Where is the input for this custom filter data? What information is exported when using this data field? Is it just the name of a custom filter, or the name of a group within a custom filter?

Forum|Forum|5 years ago

WPBLevel 1

Fixed Asset ClassesNew

Would you please, please, please break out the assets into (at least) life/time classifications on the Depreciation Reports?  As in, please list the 3 year assets with summary totals; 5 year assets with summary totals, etc.  This certainly can't be that hard to accomplish.  

Forum|Forum|5 years ago

ff54_2Level 4

Don't print K-1 lettersNew

Don't print K-1 letters at all  when I uncheck the box for 1065 and 1120-S tax returns.  

Forum|Forum|5 years ago

MarkHLevel 2

DC D-20 combined forms 1A, 1B, 2A, and 2BNew

We have a C-Corp with a presence in DC.  They have a dozen or so stores that are individually incorporated or are LLCs.  DC requires them to file as a single entity rather than a bunch of individual DC D-20s or D-30s.To do this, DC requires us to fill out a Schedule 1A summary, and a corresponding 1B for each entity, as well as a 2A summary and a corresponding 2B for each entity.  I confirmed with your help desk that you do not currently have this option.  The manual preparation of these forms is insanely onerous, and requires a huge amount of manual work to get them prepared and reviewed each year.The woman on the help line suggested I post an idea for future forms additions here.  Thank you. 

Forum|Forum|5 years ago

Just-Lisa-Now-Intuit Community Champion

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

No text available

Forum|Forum|5 years ago

jleeaccountancyLevel 1

3805-ZNew

Dear Proseries,My some Clients has 3805-EZ Credit from California.I need to file by paper because Proseries does not provide this form.I really want to request that Proseries could provide form 3805-Z since 2020.Recently, Paper filing is really hard because clients doesn't visit my office due to Covid-19.  I want to still use your Proseries every year.Thank you

Forum|Forum|5 years ago

TW46_2Level 1

Allow 5471 to accommodate larger numbersNew

I would like to see form 5471 accommodate larger numbers.

Forum|Forum|5 years ago

sarahmohraccountingLevel 2

Ideas for future ProSeries VersionsNew

Here are a few ideas that would make certain parts of PS much easier/more convenient to use for both myself and the clients:* Make it possible to transfer client data to a spreadsheet. It would be nice to be able to make a list of our clients so we can track different things and not have to type everything out separately. * Make the organizer PDFs fillable. Right now, the only way to email those out for clients is to either go through them individually with the professional Adobe version and do each organizer making the document fillable or the client has to do it themselves or print out the emailed version and write it all out. It would be great if we could have it already to go that way. * When we go to transfer the billing to QB, if we have anything in the miscellaneous fees & adjustments section, it doesn't transfer over and we have to input that separately as well. 

Forum|Forum|5 years ago

poltaxLevel 3

1120/1065 balance sheetsNew

I would love to be able to have a balance sheet "worksheet" for those tax returns where you're not required to file a balance sheet but want to have one in your file anyway.  Now I complete the Schedule L, print it out, and then delete it.  Just a waste of time. 

Forum|Forum|5 years ago

Babs39Level 1

Make amendments in CA e-file(able)New

It would really help if I could efile California amended returns.

Forum|Forum|5 years ago

hedgeslawLevel 4

Fix the confusing questions in Part IV of the 1040 AOTC-DD WKSNew

It seems the "taxpayer" and "student" are not properly stated in those questions in Part IV of the AOTC WKS. Also, the solutions or results suggested to the "yes" and "no" answers are providing the wrong action to be taken. Also, some of the questions are duplicate and most are poorly written, such as "Is the taxpayer 18? Yes or No" Are you asking if they are exactly age 18 or are you asking if they are at least 18? The way it is written, No would be correct if they were 17 or 35.  Also, I think the question revolves around the student's age, not the taxpayer. However, sometimes the student and the taxpayer are one in the same ... still it is the student's age that matters in this case - but the question asks about the taxpayers. Please think these questions through more clearly.

Forum|Forum|5 years ago

gary1861Level 5

Signature on Form 1041 - Programming ErrorNew

Please fix the programming error on Form 1041 that requires me to type my name in the signature box.  This has been an issue on 2018 and 2019 returns.  No other form requires that (1040, 1065, 1120, 1120S, 706, 709, 5500).  My name is already printed in the Preparer's Name box.  This is the same as all other return types, but for whatever reason it was programmed to require a name (or a single letter) be typed before the program will allow the return to be e-filed.

Forum|Forum|5 years ago

BphaywardLevel 2

NH-1040 line 1e does not carry line 5 from federal form 4797New

The software is not carrying line 5 from the federal form 4797 to line 1e of the NH 1040.Please correct this error!

Forum|Forum|5 years ago

rsedorisLevel 3

Schedule E Supplemental Prior Year Smart WorksheetNew

On the Schedule E Supplemental Prior Year Smart Worksheet it does not allow you to override or modify the figures that transferred from the Prior Year.  When changes have been made to the Prior Year, need the ability to modify this field so that we can match to the Carryover worksheet after updating with the correct prior year figures.  This is a new worksheet for 2019.  All other fields/worksheets in Schedule E allow user to modify.  If we cannot modify the Supplemental worksheet then there is an error that you cannot clear.  

Forum|Forum|5 years ago

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3567 Ideas

Federal FormsNew

interestNew

Allow CA amended efile of ITNew

Duplicate formsNew

Form 5471 activation optionNew

Form 5471 Dormant filing optionNew

Form 8938 activation optionNew

NJ Fiscal Year PPRNew

Qualified Joint Venture Schedule CNew

Batch print client lettersNew

Batch print invoicesNew

Input for Custom Filter Export DataNew

Fixed Asset ClassesNew

Don't print K-1 lettersNew

DC D-20 combined forms 1A, 1B, 2A, and 2BNew

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

3805-ZNew

Allow 5471 to accommodate larger numbersNew

Ideas for future ProSeries VersionsNew

1120/1065 balance sheetsNew

Make amendments in CA e-file(able)New

Fix the confusing questions in Part IV of the 1040 AOTC-DD WKSNew

Signature on Form 1041 - Programming ErrorNew

NH-1040 line 1e does not carry line 5 from federal form 4797New

Schedule E Supplemental Prior Year Smart WorksheetNew

Filter by product

Idea Exchange

Filter by idea status

Filter by product

Federal FormsNew

interestNew

Allow CA amended efile of ITNew

Duplicate formsNew

Form 5471 activation optionNew

Form 5471 Dormant filing optionNew

Form 8938 activation optionNew

NJ Fiscal Year PPRNew

Qualified Joint Venture Schedule CNew

Batch print client lettersNew

Batch print invoicesNew

Input for Custom Filter Export DataNew

Fixed Asset ClassesNew

Don't print K-1 lettersNew

DC D-20 combined forms 1A, 1B, 2A, and 2BNew

Efile CA individual AMENDED returns, it's been available from CA for several years now, time to step up Intuit!New

3805-ZNew

Allow 5471 to accommodate larger numbersNew

Ideas for future ProSeries VersionsNew

1120/1065 balance sheetsNew

Make amendments in CA e-file(able)New

Fix the confusing questions in Part IV of the 1040 AOTC-DD WKSNew

Signature on Form 1041 - Programming ErrorNew

NH-1040 line 1e does not carry line 5 from federal form 4797New

Schedule E Supplemental Prior Year Smart WorksheetNew

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