Idea Exchange

1728 Ideas

Creating a Client InvoiceNew

I'm having a problem in creating pdf client invoice with ProConnect.  The pdf button does not work.  Is any one else having this same issue?

Forum|Forum|2 years ago

Deb CPALevel 1

Diagnostic for Form 5695 Residential Energy Credit needs updatingDiscussion ongoing

This is a request for a technical update, not a new idea. In the Final Review, the diagnostic message for Form 5695, Residential Energy Credits, says the credit has a lifetime limit of $500. To my knowledge, this limit was removed in the Inflation Reduction Act and replaced with an annual $1,200 limit for tax years after 2022. The diagnostic language should be updated to reflect current law. Thank you! (A new idea may be to create a clearer way to send over a technical correction request 🙂  

Forum|Forum|2 years ago

taxmoIntuit Community Champion

eSignature requests should use Print Settings and custom client lettersDiscussion ongoing

When we use the option to attach the tax return to a DocuSign eSignature request, the tax return ignores all Print Settings and doesn't use the custom client letter settings.  It should use the Print Settings and custom client letter settings just as when printing a return for a client. 

Forum|Forum|2 years ago

ADD forms 1040-PRDiscussion ongoing

Puerto Rico used forms 1040-PR and 1040-SS to claim the credit you can add those forms to the ProSeries Program.1040-PRFederal Self-Employment Contribution Statement for Residents of Puerto Rico.1040-SSU.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)Form and you have almost 700,000 taxpayers to use those forms and claim the credit ACTC. Thank you,Celismar López Proseries Tax Client 

Forum|Forum|2 years ago

rsedorisLevel 3

1099B worksheet auto fill in product descriptionDiscussion ongoing

Before the 1099B worksheet was enhanced a couple of years ago, you could type in the name of the product, for example, Schwab and then on additional lines it would autofill when you started to type the same name.  This works for example on Schedule B or Schedule A (under contributions).Request that the 1099B also auto fills in name of product.  This would save a lot of keystrokes.

Forum|Forum|2 years ago

KenGreenbergLevel 4

mark individual items completed in Pro Intuit LinkDiscussion ongoing

Currently, we can mark a request completed. There are two recommendations I have here:We need to be able to do this for "unmatched" items.I would like to have individual check boxes next to any request item with more than one upload. e.g. they upload four W-2s I would like to check each one off as done in case I get called away. Ideally, this would turn an indicator green as we have now for the request totals. If there are three out of four done it should show 3/4 complete.This would help us identify what's remaining to be done a lot better.

Forum|Forum|2 years ago

alampingLevel 2

Sort & Filter Intuit LinkNew

We need a column that shows who the assignee is to the client in the Intuit Link screen as well as the ability to have sort and filter options on the columns.  This needs to be multiple sort and filter columns.  For example, I would like to filter for an Assignee (me) and filter within that by Status or some other column. 

Forum|Forum|2 years ago

StephanieMackLevel 1

ProConnect: display clients with credits used (or not)Discussion ongoing

On the Tax Return screen, there needs to be a column showing credits used (or not). This way it is not a guessing game as to which client returns have used up a credit & which clients have not been assigned a return credit. Currently there is no way of knowing how many more returns need to be purchased, with out doing a manual inventory & counting the screen. Then you have to go to the Purchased & see how many have been used & the then subtract the two & run a test to try to print the return & then get the waring printing or e-filing will used a credit. Then Ah-ha, this one does not have a credit assigned! This is way too difficult. Additionally ProConnect should allow for a snip or pic to be attached to the ideas, a visual would really help! Stephanie

Forum|Forum|2 years ago

lkgcpaLevel 3

Ability to make font larger and darker on screen.Discussion ongoing

It would be great if we could choose a larger and/or darker font, especially for the numerical data.

Forum|Forum|2 years ago

Gleaton ConsultingLevel 2

Ability to import stock sales statements into PTODiscussion ongoing

I usually don't even use the import feature for 1099-DIV and 1099-INT, as importing them commonly takes more time than doing it manually. But what we really need is the ability to import into PTO the stock statements, which contain capital gains and losses (long term, short term, covered, non covered, etc.).Having to input all of these manually is extremely time consuming and error prone. PTO was one of the first softwares to allow an import feature many years ago, but now I feel it is lagging far behind. I would like to add stock transactions to the list of documents which can successfully be imported into PTO. 

Forum|Forum|2 years ago

GrundyLawLevel 1

Iowa Schedule IDiscussion ongoing

Iowa Schedule 1, line 15, includes the amount for federal health insurance deduction on Schedule 1, Part II, line 17.  This amount should not be included as a deduction for the Iowa return.

Forum|Forum|2 years ago

Tee9745Level 1

training for complex returnsNew

I only see PTO doing training for simple returns every year during tax season, can we please level up on trainings so we can get to medium and complex tax returns especially seeing how unhelpful the PTO support staff is. An example would be returns that require use of the worksheets eg the a customer sells a home and buys another one which is more than $1m in the same year. Customer also claiming home office deduction. How to use the worksheets to limit the mortgage interest deduction and also allocate that deduction to the home office and Schedule A sections in PTO. I have reached out to four PTO users and none of them could help and we all would benefit from the use of the worksheets. The instructions are ok but please let's level up on training instead of focusing only on simple returns - happy to assist with this training and other topics to be covered in the more advanced training if my help is needed. Thank you

Forum|Forum|2 years ago

marybethmcmLevel 1

Print payment vouchers as a separate optionDiscussion ongoing

In the items to print, can we add the payment vouchers as a separate item?  Right now they only print automatically if you print the complete return.  As I move to a paperless, or a less paper office, I only print the 8879 filing instructions and invoice.  I need to also just print the 1040-v.  Right now I have to remember to go an print the 1040-V afterwards.  And I never remember.So, basically, items to print need to change for this new less paper world.

Forum|Forum|2 years ago

KenGreenbergLevel 4

see 1120s / 1065 balance sheet and input screen side by sideNew

When we get a critical error that the balance sheet is off, it's a hassle troubleshooting it and then entering corrections: I wind up looking at printed versions or screen previews of the actual balance sheet in QuickBooks, then have to come back into Proconnect to make adjustments... rinse and repeat.We need a side-by-side full screen view where the balance sheet is on one side, and the input screen is next to it so we can make adjustments easily. You could call this the "Balance Sheet Resolution Wizard" - and anything you can add that would help us resolve the differences would be welcome.Ideally, there would be a "Balance Sheet Difference Monitor" that displays the difference in opening and ending balances as we go - similar to reconciling in QuickBooks. We would make adjustments until it's $0.Another option would simply be direct entry on the corporate return balance sheet, and the 'monitor' would update as we make changes, so we know when we're in balance. 

Forum|Forum|2 years ago

Chris4794Level 2

Short Paper organizer questions need to be updated!!New

The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questions need to be removed or clarified that they are now only applicable in very limited circumstances. The alimony question needs to be removed. A question on Foreign Bank or Investment accounts needs to be added. I am sure there are others, but the old questions have my clients spending time collecting information that is unnecessary, and I have to ask the Foreign bank question myself every year.   

Forum|Forum|2 years ago

SunshiineLevel 1

putting a lock on documents in intuit link like proseries or lacerteDiscussion ongoing

A way to lock each document or responses back once a client has completed them so they can not delete get messed up or change in the middle of everything.They have something similar in proseries or lacerte...

Forum|Forum|2 years ago

KenGreenbergLevel 4

PLEASE END THE NY PAIN FOR USNew

I completely understand that the idiocy of NY State is not Intuit's fault. But you have more clout than we do, so please get NYS Tax to make these changes:Eliminate the prohibition on carrying over driver's license info for taxpayer and spouse. As it is in every other state, Proconnect (all your products) warn us if a license expired and prevents e-filng. The idea we have to re-enter this data for every NY return is ridiculous.Eliminate the NY requirement to re-enter checking routing and account numbers. As with other states, we should only have to enter this if different. No NY Tax Pro I know actually keys it in again. We all copy and paste it - so if it's wrong on the Federal it's wrong on NY.Eliminate the ID requirement on an extension. Who cares? NY can get the ID from us when we do the return. If it's good enough for IRS to take an extension without ID, it should be good for NY. This should be especially true of seasoned NY preparers. I've been preparing returns for 35 years with NY and e-filing since the earliest e-filing days. They know I know my clients.Get rid of the brand new really nutty requirement that we include the driver's license info for a spouse on a Married Separate return. Heck, if they're separated it's not likely that the spouse is rushing to cough up their license. The "did not provide option" won't kill the NY critical error - only marking that the spouse doesn't have a license quiets the error. So they're encouraging a lie when the separated spouse isn't in the mood to share license info.All four of these are absolute time killers. A complete waste.And if NY won't cooperate - who knows with them - then make a default setting that satisfies them on 1 to 3 above, that we can override in preferences.We need this yesterday!!! Thank you!

Forum|Forum|2 years ago

NORESPONSELevel 1

Mask EIN on business returnsDiscussion ongoing

Please add feature to suppress the Tax ID number on business tax returns.

Forum|Forum|2 years ago

kimwhiteLevel 1

Prep for Taxes for QBOANew

This is your online message and confirmed by your support team: "Can I create a return for my firm's books using the Prep for Taxes feature in QuickBooks Online Accountant?At this time, you can't use Prep for Taxes for your firm's books."That is CRAZY.  Why should we not be able to use this great time saving feature for our firm just as we do for our clients??

Forum|Forum|2 years ago

KenGreenbergLevel 4

Edit client Pro Intuit Link Request without having to send emailDiscussion ongoing

We need a few enhancements to Pro Intuit Link: We should be able to edit requests without being forced to press the Continue and send the email. Right now, if you don't send it, the edits are lost. A perfect example is a new client coming in with two or three years of returns. I want to add and edit the prior year requests without having to send an email for each year.I've mentioned before that all emails that go out through Pro Intuit Link should be stored and visible. It would also be ideal to be able to connect our email account clients to see messages sent from Pro Intuit Link. It would be ideal to use our mail client and see emails back and forth Pro Intuit Link. 

Forum|Forum|2 years ago

Music23Level 1

Form 8275 should be included in the 2023 ProSeries packageNew

Many Schedule C filers are going to get a big surprise this January, when they receive a 1099-K from Venmo or PayPal. Many clients in this group of 1099-K recipients also will be receiving 1099-NECs from their usual contractors. Often, the contractors pay through Venmo. In light of amounts already reported on the 1099-Ks, contractors will be asked to correct their 1099-NECs. In theory, the contractors should cooperate. In reality, however, there is substantial doubt that many contractors will send corrected 1099-NECs.Unless the standard and acceptable method of reporting discrepancies to the IRS (i.e.: the Form 8275 "Disclosure Statement") is used by the tax preparer, the client is faced with the horrible prospect of "double-reporting" income.At the recent 2023 IRS Nationwide Tax Forum, the instructor emphasized the importance of using Form 8275 to explain the differences between amounts on a submitted 1099-NEC, and the actual amount earned through a contractor. Considering the frequency of Venmo payments in many service industries, tax preparers will have clients who work for contractors who don't want to be bothered with getting their 1099-NECs corrected. Without Form 8275 available in the Pro Series program, the tax preparer is faced with: 1) having to stop work on a return and suspending the Pro Series session; 2) going on the web to IRS forms; 3) filling out the fillable Form 8275; 4) printing a completed Form 8275; 5) scanning it; and 6) returning to Pro Series and attaching the completed 8275 to the client's return. Some tax preparers will need to repeat this process many times per client. All of this extra work outside the Pro Series program is simply unacceptable. Moreover, this scenario will be played out numerous times during the tax year, for tax preparers who have a heavy client base in certain businesses (like entertainment). I'm looking forward to Intuit's response.       

Forum|Forum|2 years ago

puravidaptoLevel 7

Generate Form 1116 from Schedule DDiscussion ongoing

A US person sold a property in India generating a long term capital gain. I should report this transaction in Schedule D, however, there is no way to generate form 1116 from there. We can generate form 1116 from dividend input field, https://accountants.intuit.com/support/en-us/help-article/form-1116/entering-foreign-taxes-paid-generating-form-1116/L9Eu9abmF_US_en_US , but not from capital gain.It is different to do it manually as the line 1a (foreign income) and line 18 (total taxable income) needs adjustments due to that the foreign income is subject to a lower rate. The numeric result is the same if I put the net gain as qualified dividend, but it should be reported in Schedule D with purchase date, sale date, selling expenses, etc. -- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-... to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|2 years ago

ashtoncLevel 2

Create a notification for changes made after returns are sent for e-signatureDiscussion ongoing

In order to prevent inadvertent changes prior to e-filling (either due to PTO or user updates) after the return has been sent for e-signature either add the option to lock the return to prevent updates or add a notification option to indicate changes after e-signature was sent. We just switched from UltraTax and their process involves qualifying the return before you submit the e-file. If changes are made between the time the e-file is created/the return is sent to the client and when you go to submit the e-file, it is marked as STALE indicating that changes have been made since the e-file was created, either due to a new update in the program or due to user changes. 

Forum|Forum|2 years ago

bardella13Level 1

e-file acceptance status in esignature pageDiscussion ongoing

it would be really helpful if in the esignature page there was a column that showed if the client has been e-filed!

Forum|Forum|2 years ago

khinhhoangLevel 1

Client managmentDiscussion ongoing

Client tracker on the individual module to make notes, check how long the client has been in the que, etc.  This function was in Lacerte a while back and we use this function all the time when it was available. We've been struggling to find a solution to track our clients, etc since then.  

Forum|Forum|2 years ago

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1728 Ideas

Creating a Client InvoiceNew

Diagnostic for Form 5695 Residential Energy Credit needs updatingDiscussion ongoing

eSignature requests should use Print Settings and custom client lettersDiscussion ongoing

ADD forms 1040-PRDiscussion ongoing

1099B worksheet auto fill in product descriptionDiscussion ongoing

mark individual items completed in Pro Intuit LinkDiscussion ongoing

Sort & Filter Intuit LinkNew

ProConnect: display clients with credits used (or not)Discussion ongoing

Ability to make font larger and darker on screen.Discussion ongoing

Ability to import stock sales statements into PTODiscussion ongoing

Iowa Schedule IDiscussion ongoing

training for complex returnsNew

Print payment vouchers as a separate optionDiscussion ongoing

see 1120s / 1065 balance sheet and input screen side by sideNew

Short Paper organizer questions need to be updated!!New

putting a lock on documents in intuit link like proseries or lacerteDiscussion ongoing

PLEASE END THE NY PAIN FOR USNew

Mask EIN on business returnsDiscussion ongoing

Prep for Taxes for QBOANew

Edit client Pro Intuit Link Request without having to send emailDiscussion ongoing

Form 8275 should be included in the 2023 ProSeries packageNew

Generate Form 1116 from Schedule DDiscussion ongoing

Create a notification for changes made after returns are sent for e-signatureDiscussion ongoing

e-file acceptance status in esignature pageDiscussion ongoing

Client managmentDiscussion ongoing

Filter by product

Idea Exchange

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Filter by product

Creating a Client InvoiceNew

Diagnostic for Form 5695 Residential Energy Credit needs updatingDiscussion ongoing

eSignature requests should use Print Settings and custom client lettersDiscussion ongoing

ADD forms 1040-PRDiscussion ongoing

1099B worksheet auto fill in product descriptionDiscussion ongoing

mark individual items completed in Pro Intuit LinkDiscussion ongoing

Sort & Filter Intuit LinkNew

ProConnect: display clients with credits used (or not)Discussion ongoing

Ability to make font larger and darker on screen.Discussion ongoing

Ability to import stock sales statements into PTODiscussion ongoing

Iowa Schedule IDiscussion ongoing

training for complex returnsNew

Print payment vouchers as a separate optionDiscussion ongoing

see 1120s / 1065 balance sheet and input screen side by sideNew

Short Paper organizer questions need to be updated!!New

putting a lock on documents in intuit link like proseries or lacerteDiscussion ongoing

PLEASE END THE NY PAIN FOR USNew

Mask EIN on business returnsDiscussion ongoing

Prep for Taxes for QBOANew

Edit client Pro Intuit Link Request without having to send emailDiscussion ongoing

Form 8275 should be included in the 2023 ProSeries packageNew

Generate Form 1116 from Schedule DDiscussion ongoing

Create a notification for changes made after returns are sent for e-signatureDiscussion ongoing

e-file acceptance status in esignature pageDiscussion ongoing

Client managmentDiscussion ongoing

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