Idea Exchange

1728 Ideas

WBHLevel 2

“Security” expense is not on input sheet but is on screen detailNew

Seems to be an issue in almost every module, Security Expense is listed in the program but NOT on the printed "completed input sheets".

Forum|Forum|1 year ago

CAndersonLevel 1

upper case letter setting company wideNew

We are new to using ProConnect for this year and in our other software we would always use all caps when entering client information, after a talk with support it was determined we have to make this selection on each and every return. My suggestion is to make this a setting we can make at the company wide level so it will automatically apply to every tax return and save us the extra steps on each and every tax return. This will also prevent the risk that we forget to change it on a return and then the return is sent without the desired formatting. 

Forum|Forum|1 year ago

Troy the Tax WhispererLevel 3

Print state-only client letterNew

We would greatly appreciate the ability to print a state-only client letter. Occasionally, we file state-only returns for disregarded entities, and in these cases, we need a client letter that includes only state-specific information and filing instructions, without any reference to federal details.We’ve noticed that a separate state-only letter already appears in the Forms Preview, which is helpful. However, it would be even more useful if this could be added as an option in the Partial Print to PDF feature, under the State dropdown menu.Thank you for considering!

Forum|Forum|1 year ago

PatrickSanfordLevel 3

Multiple activities for 1065 or 1120-SDiscussion ongoing

I would love to have the ability to add activities on page 1 of the 1065 or 1120-S. This would help with several items, including QBI passthrough, and reconciling client's separate businesses with the tax return. Often, clients will have one LLC that will operate multiple businesses. These aren't real estate rentals, oil and gas, or other places where additional tabs are easily entered. These are just normal operating businesses.Because depreciation might be specific to those entities, it would be nice to have a "Activity Name or Number" with the page 1 input.Also, with 199A, we can only aggregate activities if certain requirements are met. See https://accountants.intuit.com/taxprocenter/tax-law-and-news/aggregating-business-entities-for-the-qbi-deduction/. If these requirements aren't met, the only current way to properly allocate this income, wages, and property is to zero out the automatic inputs, and manually create additional QBI businesses and fill them out by hand. If the return is changed, these manual inputs are obviously incorrect.So, please add a "+" button on the inputs for ordinary income. Thanks.Also, if you implement this, please provide a worksheet that will summarize all the income, COGS, and deductions from that activity. 

Forum|Forum|1 year ago

lkgcpaLevel 3

Foreign Tax CreditDiscussion ongoing

On the dividend entry screen, we should be able to make the election not to file Form 1116 so we do not have to fill out a separate Foreign Tax Credit screen.

Forum|Forum|1 year ago

lkgcpaLevel 3

1040X Explanation of ChangesNew

We need to be able to indicate where a new paragraph should begin in the Explanation of Changes. Right now, when Review Return is used to show the Explanation of Changes, it differs from the Explanation of Changes from the pdf that is printed when it is to be filed. 

Forum|Forum|1 year ago

MerryWoman13Level 2

Clear Rejected ReturnsDiscussion ongoing

My OCD is going nuts because I continue to have these bright red "Rejected" returns at the top of the screen! While I 100% appreciate the way it informs me that I have a newly rejected return, I want a way to clear them out!!!! I've had multiple returns that required paper filing, so those error don't get resolved according to the software. PLEASE give me a way to clear these so I have the satisfaction of not seeing RED. 

Forum|Forum|1 year ago

JamesL1Level 2

Calculate penalty and interest on amended returnsImplemented

Need to be able to calculate penalty and interest on amended returns. The less notices clients receive, the better. I also don't see a way to enter it manually for amended returns. So even if I calculated on my own, I'm out of luck. If this is "Industry-leading professional income tax software for individual or business returns" then it should have the ability to calculate interest and penalties on anything I want, without having to always look up interest rates too. Please. 

Forum|Forum|1 year ago

JamesL1Level 2

Attach Form 7203 automaticallyImplemented

Attach Form 7203 automatically. Doesn't make sense to have to download it from the return just to attach it again.

Forum|Forum|1 year ago

MatttmanLevel 1

EIN LookupImplemented

How can I enter multiple 1099-R's for the same client without having to type the information in every since time?  Is there a way to populate the fields using an EIN that was entered previously?

Forum|Forum|1 year ago

dennisltLevel 1

Be able to put Tic or Check Marks against Tax Return Line AmountsImplemented

It would be nice if I could put tic or check marks against amounts in the return similar to Tic, Tie, & Calculator which is an add in for Adobe.

Forum|Forum|1 year ago

TroyDHLevel 3

API for ProConnect Tax OnlineImplemented

Can you create an API for ProConnect Tax Online? There is so much valuable data that can be leveraged if we could have access to it.

Forum|Forum|1 year ago

mchauLevel 1

Include QBI information with K-1 import functionalityDiscussion ongoing

On form 1040, imported K-1s require manual entry of QBI information.  Please automate inclusion of QBI information with the import functionality.

Forum|Forum|1 year ago

louieLevel 2

Email us if a tax return is rejected. Seriously can't be that hard.Implemented

I toggle between ITO and Lacerte and wouldn't mind if I got an email notification that a return was rejected, and also I'm slightly OCD, so if there was a way to clear rejections, I won't have to log in years from now and see red rejects from previous years.

Forum|Forum|1 year ago

JamesL1Level 2

E-file Multiple LLCsImplemented

"ProConnect Tax Online only supports the electronic filing of one single member LLC. All additional LLC's will need to opt out of electronic filing." Please give functionality to e-file multiple LLCs. 

Forum|Forum|1 year ago

JamesL1Level 2

Email notificationsImplemented

Email a notification to the taxpayer acknowledging that their tax return, extension, 114, etc, has been accepted. I have received numerous emails, "just checking to see if my extension was filed." 

Forum|Forum|1 year ago

TroyDHLevel 3

Setting to print all returns in UPPERCASEImplemented

It would be a great global setting to be able to print all return in uppercase/all caps.  Having to select this option for every return one-by-one is tedious.  Thank you.  

Forum|Forum|1 year ago

Kev-in-CTLevel 2

PricingImplemented

Please consider an unlimited price for those firms that would want it. Every other software has this option. At a minimum, I believe any unused returns should roll over to the next year. Terribly unfair that I paid for but can't use returns because I estimated incorrectly. Plus, if I knew it would roll over, I'd be inclined to buy more so I don't have to deal with buying ore in the heat of Tax Season when I run out. So many times I'm not sure if a new client will actually come after filing an extension for them or maybe we need an extension for a child that turns out doesn't need to file. I end up preparing these on paper and mailing them in so I don't waste my credits. I'm sure this is contrary to your objective in getting us to use it for everyone.Plus, we are all tax accountants. Please give us the option to pay in December to get the tax deduction a year early - like we advise all of our clients to do.Thank you.

Forum|Forum|1 year ago

BreeLevel 2

Form 1098 import for rental properties - add insurance entry fieldDiscussion ongoing

Form 1098 somestimes not only includes information about mortgage interest and property taxes but also hazard insurance paid. Can the insurance field be added to the entry fields showing when importing the 1098? Currently it only shows the property taxes. I understand insurance is not a field on the form itself, but since the information is sometimes printed on the statement it would make the work easier to enter it right at that time as well. 

Forum|Forum|1 year ago

Quack_ShotIntuit Community Champion

Return Time TrackingDiscussion ongoing

ProConnect already keeps track of the time we spend in returns. However, it doesn't say which specific returns. Would be nice to have it broken down per return and be able to export the data. Would be even better if the time data was exported to Karbon with the integration. 

Forum|Forum|1 year ago

IRonMaNLevel 15

Has anyone ever thought of adding form 5227 to ProSeries?Discussion ongoing

I saw someone was busying posting ideas this morning, and an idea just popped into my head after seeing those posts.  I don't ever remember seeing anybody here asking for form 5227.  I'm sure there are other ProSeries users that could use the form, so I'm surprised that nobody has asked for it before.  Anyway, I thought I would throw the idea out there.  If anybody else thinks it would be a good idea, please let me know.

Forum|Forum|1 year ago

CentsibleLevel 2

Per form pricingDiscussion ongoing

it would be great to have a way to import a price list so the software can automatically generate an invoice based on per form pricing. I have clients that have changed in multiple states, and each additional state is an extra fee

Forum|Forum|1 year ago

Quack_ShotIntuit Community Champion

File notes from the dashboard view (Notes & Comments)New

I use the notes box for year to year notes and the comments for current year. It would be nice to be able to click on these without opening a file. Especially the comments, that's where I keep a list of things I'm missing or where I left off at. 

Forum|Forum|1 year ago

BeckCPA08Level 2

Display Balance Due (or Paid) on File Return>E-file Extension screen for Electronic Payments of tax due with ExtensionDiscussion ongoing

I just submitted an E-file Extension with a payment through ProConnect. It would be nice to see the amount of the balance due or paid on the E-file Extension screen and have it lock after submission, similar to the display on the E-file Return screen in the File Return Tab.

Forum|Forum|1 year ago

bmullenLevel 1

remove the blue question mark bubbles form helpDiscussion ongoing

please remove these blue question mark bubbles.  they cover the numbers and you have to uncheck the box on every form and every time you go back to the form.  a little crazy

Forum|Forum|1 year ago

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