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aknollsLevel 2

Ohio SD 100 electronic filingNew

The Ohio SD100 now requires a checkbox to electronically file in the Profile section.  It should default to being checked like the IT1040. I don't know why this is even a thing to start with.  The Ohio return and the SD100 should always be submitted at the same time, the same way, as in the past.  Please change this!

0
Forum|Forum|2 years ago
MoethecpaLevel 1

Customer Service RepNew

It would be great if we can work with one or two dedicated customer service representatives to avoid spending a lot of time on the phone with a new person every time and familiarize them with our account.  

0
Forum|Forum|2 years ago
Jtax LLCLevel 3

E-filing of Kentucky Form 725Discussion ongoing

I would like to request that ProSeries make the Kentucky form 725 able to be e-filed. This form is named "KENTUCKY SINGLE MEMBER LLC INDIVIDUALLY OWNED INCOME AND LLET RETURN". You have to pay $175 with the form as well.  It is to be filed with the Schedule C of their personal return.   Currently, we have to print it out and mail it in with a check. I would love it if it were able to be e-filed and the payment could auto-draft. It would definitely cut down on the failure of clients to sign, mail, and send the check in to Kentucky. Thanks!   Jenny B.

4
PATAX
Forum|Forum|2 years ago
jmaddcpaLevel 2

Add Alabama PPT for electronic filingDiscussion ongoing

Add Alabama PPT for electronic filing.

6
PATAX
Forum|Forum|2 years ago
kbreedloveLevel 2

GA Form 500 NOLDiscussion ongoing

Please add this form to the ProSeries form list. This form has been a requirement from Georgia since 2015. At the very least, we should have a 500 NOL worksheet.

2
IRonMaN
Forum|Forum|2 years ago
RoxLevel 4

Sell return units earlierDiscussion ongoing

I have time now to input assets into the Depreciation Schedules as well as to record disposals. My input is accepted into the program, but I cannot retrieve a printed report or pdf simply because Intuit will not sell me a unit until next month. Having the pdf or printed report makes it easier to reconcile to the taxpayer's current ledger. Please allow early purchases in order to download and work with pdfs in advance of the year-end. Or maybe allow export of lists and schedules for which you already allow imports.

2
IRonMaN
Forum|Forum|2 years ago
waynehLevel 1

Conversion of LLC to S CorpDiscussion ongoing

As of now you cannot convert from LLC to S corp without creating a new client and HAVING TO ENTER ALL FIXED ASSETS IN DETAIL INTO A NEW DEPRECIATION SCHEDULE.  THIS IS VERY TIME CONSUMING AND SEEMS TOTALLY UNNECESSARY.This needs to be a high priority to give us a solution 

1
Forum|Forum|2 years ago
TWright87Level 1

Income- Pensions and IRAs(1099-R)Discussion ongoing

Please have a critical diagnostic associated with any income in this field or make the "State Taxable Amount" much more prominent at the top of the page. Several states do not count Pension Income as taxable and a critical diagnostic would go a long way in resolving this issue. At our firm, we have noticed this as the single greatest obstacle with ProConnect Tax Online and would love a better option in the future.

1
Forum|Forum|2 years ago
Bobl9725Level 1

Backup of Client Tax files from the Cloud StorageDiscussion ongoing

It would be a real benefit for preparer's to have the ability to backup their client's tax software files as an additional source of security under the new IRS Tax Security mandate.  At present this is not an option with Intuit's ProConnect Tax application.

3
Forum|Forum|2 years ago
jtruesdaleLevel 2

Maryland Business Property Tax ReturnNew

Would be nice in Proconnect offered the Form 1 series in their list of forms to be filed so we don't have to use a different product for this one form. Came from Ultratax and it had that capability.

1
sjrcpa
Forum|Forum|2 years ago
64949Level 1

Would you please add the feature of "prior year fee" to all the other modules. Individual module has this option already.Discussion ongoing

Would you please add the feature of "prior year fee" to all the other modules.  The in

1
Forum|Forum|2 years ago
tishlLevel 2

Allow all users to have access to "Assignee" field on all tax returns.Discussion ongoing

Allow all users to have access to "Assignee" Field on tax return list. This could easily help keep track of the flow of who is currently responsible for a return for all users.Currently only admin users have access to see and edit the Assignee for a tax return. This means that same admin is the only one the information is useful to or can make changes to it. Making the Assignee visible for all users can help everyone keep track of who/and where the return stands without having to out outside of Proconnect to check.

6
Forum|Forum|2 years ago
ewhitLevel 2

Bloomberg Tax Planner BridgeNew

Please create the ability to Bridge to BNA Tax planner.  Lacerte and Proseries both have BNA bridge capabilities.  A firm that I am merging with have always used ProSeries with BNA Planner and they are interested in switching to ProConnect.  However the inability to bridge to BNA is creating concerns.Would be a useful barrier to pull down to allow for the use of BNA Tax Planner directly out of the program.

0
Forum|Forum|2 years ago
JamesL1Level 2

Delete Entire SectionsNew

Ability to delete entire sections at once. For example, I want to delete all of the line items in Dispositions or Depreciation. Currently, you have to click the trash can button, then say yes I want to delete, and move on to the next one to do the same thing. Very tedious if you have a lot to delete. My suggestion is to have a button where we can delete ALL if we want. Basically, do everything CCH Axcess can do. LOL! 

0
Forum|Forum|2 years ago
KiraCSMDLevel 1

Filtering based on state formsDiscussion ongoing

We can filter the clients based on Federal forms, but I would like the option to filter based on state forms.  Or even different types of payments.  We have the option of payments and estimated payments, or even LLC tax payments, but in the state of CA, there are PTE payments also.  Right now I have no easy way to see which clients have PTE payments due - either through filtering by form or by payments t

1
Forum|Forum|2 years ago
BENDERLevel 1

N.C. Form D-400 - Question: NC Veteran - Yes/NoDiscussion ongoing

The N.C. Form D-400 asks the question:Are you a veteran ???   Yes/NoIt would be terrific if I check the box YES on the 2022 tax returns, that it carries forward to the 2023 N.C. D-400.I would not have to check the box every year for the next 20 years !!!Thank you.Bob Bender, CPA  

1
Forum|Forum|2 years ago
KariGillenLevel 1

Add HSA Forms to Client ChecklistDiscussion ongoing

For clients who use HSAs each year, it would be very helpful for the 1099-SA and 5498-SA to generate as line items on the client checklist. We use the checklists each year to help our clients gather their documents, and they regularly forget about HSA tax forms because they don't automatically generate on the checklist.

1
Forum|Forum|2 years ago
NV12_2Level 3

Please add Il-505-I, IL-1040-ES and IL-1040X for electronic filing within the ProSeries Tax softwareDiscussion ongoing

.

3
IRonMaN
Forum|Forum|2 years ago
Nadia 12Level 1

Security Key AuthenticationNew

Currently Duo push authenticates using the app or phone.  Would like to have security key/token authentication (example YUBIKEY) instead.  We have confirmed Duo allows for security key/token authentication so perhaps this feature can be enabled for subscribers like our tax firm.  Security key token authentication is least susceptible to phishing attempts. 

1
Forum|Forum|2 years ago
Taxmatters2Level 2

Form 8879 Check Box for DateDiscussion ongoing

Would Like to see Form 8879 with a Auto Populated Date rather than checking a Box to populate a date and not printing a worksheet with just a box checked that is wasting paper..

2
Forum|Forum|2 years ago
MAPC2022BGLevel 1

Building a fee schedule based on Forms PreparedDiscussion ongoing

Our firm wishes to implement a fee schedule based on the unique forms prepared with a return.  We understand that option is available in other software packages, i.e. Lacerte.  Is that available or being considered as a new feature in consideration?Thank you. 

2
Forum|Forum|2 years ago
jsbucklewcpa-gmaLevel 2

Integrate ProConnect with SmartVaultDiscussion ongoing

SmartVault's integration with ProSeries (and I'm assuming it's identical with Lacerte) is beautiful.  I know ProConnect has built in document storage unlike ProSeries and Lacerte, but it would be nice if ProConnect integrated with SmartVault the same way ProSeries, Lacerte, and other professional tax software does.  The built in storage in ProConnect is very nice as supplemental/redundant storage (and for new startup firms watching their expenses or seasonal tax preparers), but it's really only useful for tax prep engagements.  An integration with SmartVault and Intuit Practice Management is already in the works, so it makes sense to intergrate it directly with ProConnect as well, especially since ProConnect is the only professional tax software from Intuit that is not yet directly integrated.Centralized document management and file storage is critical for efficiency, data security, and a positive experience for firm employees and clients, whether you're using a cloud application, physical file room, or both.  I think SmartVault's direct integration with ProSeries, Lacerte, and other professional software is a huge time saver - you literally just need to "print" a client's return directly from the tax software to create a new client's file in SmartVault (and add additional files to an existing client).  The automation is wonderful and you should only need to input a new client's data once, which would also reduce errors.Just my 2 cents, apologies if this is already in development.  

2
Forum|Forum|2 years ago
KariGillenLevel 1

Cannot edit Client PresentationsNew

In a recent call with ProSeries support, I was linked to this article about how to make edits to the client presentation: https://proconnect.intuit.com/support/en-us/help-article/form-1040/using-client-presentation-proseries/L3TluBKvQ_US_en_USThe software appears to be designed to edit the Client Presentation template (when you have a 1040 return open), and to apply any template changes to all clients. I am unable to get any changes to stick - I update the language of the rude "get an education" message, save Excel, save the ProSeries file, then preview the Client Presentation and it still has the old rude message. I opened a different 1040 file to see if the template changes worked, and it also still has the old rude message.

0
Forum|Forum|2 years ago
MaureenTXLevel 2

Add a Query for Texas Franchise Tax Filers that owed Franchise TaxDiscussion ongoing

Please add this as a Client Analyzer Query option.  Texas Franchise filers who pay 100% of the taxes due the previous year do with their extension will not be penalized for filing late if an additional amount is due when the return is filed.  This Query will allow us to pull the clients who owed and advise them what to pay with their extension. Currently the Homebase only shows the amount most recently paid, not the total amount they owed for the year.  Therefore, if we advised them to make an extension payment and they then did not owe any additional taxes when we filed the return, no amount shows in the payment column.I would like to see the total tax for the year when I run the Query.  This would be super helpful and a great time saver. Thank you!

1
Forum|Forum|2 years ago
MaureenTXLevel 2

Client Status Page to include lines for Amended Return e-file date and e-file accepted dateDiscussion ongoing

The current process has us using the file with the same name to file the amended return.  This leaves all of the dates on the Client Status page from the originally filed return.  For returns that have the Amended Return to be E-filed box marked on the Client Info. page, it would be ideal to have lines on the client status page for the date the amended return was e-filed and then e-file accepted by the IRS.With so many amended returns needing to be filed as a result of ERC reporting, this would be very helpful.

2
Forum|Forum|2 years ago
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