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3566 Ideas

D
Dhoward544Level 1

Converting 1041 from ProSeriesDiscussion ongoing

We use ProSeries Basic for our 1040's and Proseries Pro for our 1041, we cannot convert our 1041s from ProSeries and we have already purchased ProConnect. We thought purchasing this new software would create expedited processing for our tax clients but we are now going to be suffering a decent set back, due to manual input for current 1041 clients.

3
IRonMaN
Forum|Forum|1 year ago
puravidapto
puravidaptoLevel 7

Capability to file "electronic payment of estimated tax" separately?Discussion ongoing

If I missed "electronic payment of estimated tax" in the original return, then I cannot make up, not even in amended return. It should be a separate filing unrelated with the original return.It is easy to miss "electronic payment of estimated tax", even if you set it up, but you need to check the box for electronic payment.Please separate the functionality of "electronic payment of estimated tax" from the original return.-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote. 

2
puravidapto
Forum|Forum|1 year ago
R
RogeraLevel 2

Docusign IssuesNew

I prepare tax returns for less than 50 clients and for the 2024 tax season, I have experienced a number of clients who did not pass Docusign signature authentication more than in past years.  However, when my wife and I tried to e-sign via Docusign, both of us failed authentication on answers that were easily answered.  We tried twice before contacting support services.  Since we experienced the supposed failures as my clients, what gives with Docusign?  Is there an available work around for clients?Posted by frustrated Roger.

0
R
Forum|Forum|1 year ago
T
TonyPoaLevel 2

Form 1040 et al extension cover letter default should not say pay by extended due date, the payment is already late.New

This is for a software design change not a work around.  While circumventing the default letter is possible it is not desirable.  Thank you!

0
T
Forum|Forum|1 year ago
L
LouisvilleHoopsLevel 1

Better Customer ServiceNew

Proactive Expertise & Scalable Support: A Modern Service Model for ProConnectTo deliver the premier experience expected from Intuit ProConnect, customer service must shift from reactive troubleshooting to proactive, capacity-ready problem solving. This means investing in the following three core innovations:Scalable Support StaffingProConnect should forecast peak season demand and staff accordingly—not only for volume, but with tiered support levels that include licensed ERO specialists. Long hold times during tax season hinder productivity and erode trust. Proactively staffed teams ensure continuity, reduce backlog, and foster user confidence.Dedicated Expert PodsBuild “Filing Intelligence Pods” made up of tax and tech-savvy experts who monitor emerging e-filing trends, rejections, and IRS schema changes in real time. These pods can identify widespread problems early, create preemptive alerts for EROs, and deliver actionable knowledge before issues escalate. Subject Matter OwnershipEvery ProConnect representative should be trained to operate as a true subject matter expert—not just a script follower. That means understanding common pain points, new IRS updates, complex form interactions, and platform-specific quirks that impact filings. EROs don’t need generalists—they need expert-level guidance. By leading with anticipation, expertise, and scale, ProConnect can redefine its support model and build deeper loyalty with its professional user base.My experience with Alexis today was contrary in all ways to this suggestion.   She was polite and respectful but alarmingly useless.    Wasted my time.

4
puravidapto
Forum|Forum|1 year ago
IRonMaN
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.

9
IRonMaN
Forum|Forum|1 year ago
Quack_Shot
Quack_ShotIntuit Community Champion

4868 Address DefaultNew

The default on the 4868 should be the client's address and not the firm's. 

2
puravidapto
Forum|Forum|1 year ago
A
A_tax_preparerLevel 2

Print the foreign tax credit carryover worksheet when not filing 1116New

When using the exception to filing Form 1116 when there is a foreign tax credit carryover, I would like the detailed carryover worksheet to be printed with the return so I can check the carryover against it the next year. I don't get why the worksheet only prints when filing the 1116 when all the same info is on 1116 Schedule B. As it is, I end up having to type out a year-by-year breakdown of the carryover in Client Notes.

0
A
Forum|Forum|1 year ago
C
CPA2025Level 2

client confirmation of banking information letterDiscussion ongoing

Clients number one complaint after a tax return is submitted is that their banking information either is wrong, or they have closed that bank account. These complaints put the tax preparer in a precarious position, not knowing whether to accept blame for not getting a confirmation or push it on the client by saying I sent you a copy to review before we e-filed. To avoid this awkward position, Intuit should make a standard letter titled "Client Refund/Withdrawal Banking Information" where that is separately printed and attached to the client reviewing documents to sign & return before the taxes can be e-filed to confirm their banking information. The nature of the letter, as an example, can take the form such as "Dear <@FDITPSalut>,The information below is used to deposit your refund or to pay any amount due. If you have provided incorrect information, or you have closed the account, you are responsible.PLEASE VERIFY BANK INFORMATION1. Bank Name2. Bank Routing Transit Number3. Bank Account Number4. Bank Account TypeBanking InformationFinancial Institution: <@FDIBank>Routing Transit Number: <@FDIRTN>Account Number: <@FDIAcctNo>Account Type: <@FDIEFAcct>Check One:` ____ I have reviewed the above information and certify that this information is correct and authorize to use this account.____ If any of the above is incorrect, please do not sign. Check here and provide the correct information on the corresponding line and return to us._______________________________ ____/____/________Your Signature Date_______________________________ ____/____/________Spouse's Signature (If Married Filing Jointly) Date

6
C
Forum|Forum|1 year ago
S
sacomellaLevel 1

Making out life more difficult every yearDiscussion ongoing

ALL:  Mouse pointer sticking on entry cell1065:  Transfer PY representative info and PY income to P4AZ 165:  Transfer PY representative info and PY income to part VI1040:  1095-A copy feature broken1040:  Populate state ID# when previously used1040:  W-2G populate address of casino on saved payors1040:  Form 5695 section B Line 21C - populate1040:  Form 3800 worksheet carryover - populate from prior yearAZ 140:  Credits claimed as itemized deduction is ALWAYS zero (F321, 322, 323, etc)1120S:  Populate stock basis from PYAZ 120S:  Populate PY total income on info worksheetAZ 141:  Print complete K-1s in same order as Fed K-1sAZ 141:  INCLUDE 141-V when there is a tax due. 

3
IRonMaN
Forum|Forum|1 year ago
S
SherriE75Level 1

Virginia Efile LetterNew

This is my second post for the same thing. This is happening only on Virginia returns. The efile instruction letter that we give to our clients is incorrect on the refund amount when the direct deposit box is not checked. If the client is getting a 500.00 refund and they don't want direct deposit the VA letter will say they are getting a refund of $0. This did not start happening until the end of 2023. I thought you would have fixed it by the time 2024 came out but it is still an issue. Right now, I am having to "white out" the $0 and hand write in the amount of their refund. 

0
S
Forum|Forum|1 year ago
J
JDRLevel 1

bulk download returnsDiscussion ongoing

Intuit should make it possible to bulk download all filed returns so we don't have to individually do this at the end of each tax season.

2
J
Forum|Forum|1 year ago
J
jacksinkowskiLevel 2

investigation inv-123034New

Problems with efiling amended 2023 Oregon tax return. Refund on return does not equal computed refund on efiling.

0
J
Forum|Forum|1 year ago
B
BphaywardLevel 2

Add e-filing for all NH returnsNew

The NH I&D tax was repealed in 2024, it was the only NH form that Proseries supported e-filing.Please add the NH1120, NH1065 and NH1040 to e-filing 

0
B
Forum|Forum|1 year ago
B
BphaywardLevel 2

Add NH DP-132 to NH BPT 1040New

Please add NH-DP-132 NOL to NH BPT 1040

0
B
Forum|Forum|1 year ago
B
BphaywardLevel 2

multi state tax withheld on K-1 partnershipNew

Please add the ability to input multi state tax withholding on the K-1 partnership

0
B
Forum|Forum|1 year ago
C
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

11
I
Forum|Forum|1 year ago
M
misakopLevel 3

Client restore window missing dataNew

When I back up all my clients, all data should be saved.  When I restore them to my work laptop I notice the Invoice amount due column always shows zero when looking at the clients with the restore window.  When the restore is completed the amount due shows correctly in the main program.  I notice this in 2023 also.

0
M
Forum|Forum|1 year ago
H
hocketstikLevel 1

Non cash charity Form 8283Discussion ongoing

Why can't you have multiple non-cash charitable donations appear on one page on Form 8283?  It use to be that way in 2023 and prior years.  What happened in 2024 that you can no longer list more than one non-cash charity on one Form 8283?   In the 2024 Lacerte software, if you have two or more non-cash chartities, it takes two or more 8283 pages.  Yet, 2024 Form 8283 has multiple lines for multiple non-cash charities, but Lacerte isn't using the extra lines on a page.  It does a page two, three, four, etc. for more than one non-cash charity.  Why?   

2
I
Forum|Forum|1 year ago
P
PFA1981Level 3

Entity to Entity K-1 ImportDiscussion ongoing

Lacerte has the ability to import K-1s from an entity return into another entity return.  It is a time suck and unfortunate that ProConnect does not have this ability.  At the very least, there should be a data import (lightning bolt) tool for entity returns.

1
I
Forum|Forum|1 year ago
D
deanbarthLevel 1

NY IT-661 Farm Employer Overtime CreditDiscussion ongoing

Intuit should add NY IT-661 and the related IT-661-ATT to the program.  Without them practitioners are forced to manually prepare and paper file NY entity and individual returns for farmers.  All of my NY farm clients are impacted.

1
I
Forum|Forum|1 year ago
Quack_Shot
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. 

0
Quack_Shot
Forum|Forum|1 year ago
Quack_Shot
Quack_ShotIntuit Community Champion

568 $800 Default PaymentNew

Currently, it defaults that the client paid the $800 minimum tax. I don't think it should default to that. I want it to easily stick out by defaulting to zero, so I can make sure to double check that it was paid and how much they paid. 

0
Quack_Shot
Forum|Forum|1 year ago
J
JANKEEPLevel 1

screen display for local e-file statusDiscussion ongoing

Please add the ability to add local tax e-filed return to the display columns.It is much more difficult to track status and reject's without this option

1
I
Forum|Forum|1 year ago
C
ccturrentineLevel 3

add back the feedback button in proconnect onlineDiscussion ongoing

Intuit needs to add back the Feedback button in ProConnect online.  This year has beeen super challenging with all of the issues in ProConnect and there isn't a simple way to give feedback without actually calling customer support.

3
I
Forum|Forum|1 year ago

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