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1728 Ideas

6
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
6
Forum|Forum|2 years ago
T
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
K
Forum|Forum|2 years ago
E
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
E
Forum|Forum|2 years ago
J
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
J
Forum|Forum|2 years ago
P
pennykatzLevel 1

Adding final return as option on client display esp for Fiduciary ReturnsDiscussion ongoing

I needed to know which Fiduciary returns were final returns in 2022 but there is no display column for this.  Please add.

1
P
Forum|Forum|2 years ago
K
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
K
Forum|Forum|2 years ago
B
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
B
Forum|Forum|2 years ago
K
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
K
Forum|Forum|2 years ago
N
NV12_2Level 3

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

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3
IRonMaN
Forum|Forum|2 years ago
N
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
E
Forum|Forum|2 years ago
T
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
G
Forum|Forum|2 years ago
M
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
S
Forum|Forum|2 years ago
J
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
T
Forum|Forum|2 years ago
K
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
K
Forum|Forum|2 years ago
M
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
M
Forum|Forum|2 years ago
M
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
M
Forum|Forum|2 years ago
R
RoryStarLevel 2

Adding a New Dependent Code for Dependents 100% Not on a Return in a YearDiscussion ongoing

Currently, the ProSeries software has a line for each dependent and a code — L, N, O, Q — that determines how a dependent is to be used in the current year’s tax return.However, more and more, dependent situations are becoming complex. Some dependents should be on a tax return in some years and completely off the returns in others. It would be very helpful to have a code — 😧 dormant this year. Do not consider in any calculations or for the EIC/childcare expenses. And, do not include on any state tax returns.In subsequent years, when the dependent should be included in the return in some capacity, their code can be changed.

3
R
Forum|Forum|2 years ago
H
hocketstikLevel 1

Diagnostic Reference NumbersNew

Lacerte needs to go back to where the reference number in a diagnostic could be used in the search on the diagnostic screen to get a meaningful explanation.  It saved tax preparers time and lessened preparers having to make phone calls to Lacerte. Why in the world was that ability removed? Instead of making the function better, Lacerte removed it. BIG MISTAKE!!!

0
H
Forum|Forum|2 years ago
R
RoryStarLevel 2

Estimated Tax Payments and Applied Refund Amounts Flagged in Subsequent YearsNew

It would be helpful if ProSeries rolled in estimated tax payments from prior years, or, at least, flagged that estimated payment vouchers had been prepared for a client in prior years. The same holds for applied refund amounts.Of course, we prepare estimated payment vouchers for lots of clients who don’t use them. However, for the clients who do use them, this would be a really helpful feature. We would need to verify the payments and dates with the client, but this would save some time and add to accuracy. 

6
Accountant-Man
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Please enable keyboard shortcuts to various input fieldsDiscussion ongoing

For example:- Under e-file PDF/Miscellaneous, "link to form" input field, I can type "46" to call the entry, but I have to use a mouse to select it.- Under depreciation, "method" input field, I can type "85" to call the entry, but I have to use a mouse to make the selection stay.It is a pain when I do a lot of them.--Click this link to vote. Like many good things in life, we have to fight for them.

3
puravidapto
Forum|Forum|2 years ago
JFHFIRM
JFHFIRMLevel 1

Status Change Time Stamp/HistoryDiscussion ongoing

Please add a time stamp or time entry field for status changes. This would allow the firm/accountant to be able to know the order to work returns by when they came in. Also would provide great information on alerting staff if a return has been sitting in a status for too long and needs to be checked on. 

2
E
Forum|Forum|2 years ago
M
mwaller1027Level 3

Reminder or flag if TP/SP had IP Pin present prior yearDiscussion ongoing

Rather than wait for a rejection because the TP or SP IP Pin is missing, it would be great if ProConnect would proforma over or show prior year IP Pin.  We all know these Pin numbers are different each year but it would show that one was present prior and that we should need a new one for this year.

2
E
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Include estimated worksheet even when E-file estimated paymentsDiscussion ongoing

When I select to E-file estimated payments, the estimated tax worksheet is not included in the applicable forms to preview, and not included in the PDF output. I request to have an option to have this worksheet included even when estimated payments are E-filed, because it is useful to check how the amounts are calculated. Generally, I would like to have an option include a form which is not under "applicable" but under "all forms" on preview. There are reasons when a form is needed while it is not considered as "applicable" by Intuit. This idea is related to https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/ability-to-include-any-form-in-pdf/idi-p/244778 .

1
puravidapto
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Please include penalty and interest calculation for failed to file and failed to payDiscussion ongoing

When a return was filed late and owe taxes, please include calculation for failed to file / failed to pay penalties and interest calculation. Please also vote for my other idea to log a case when an issue cannot be resolved within the same session of chat or phone call: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 . 

1
puravidapto
Forum|Forum|2 years ago
F
Fmsadvisory Level 1

Schedule DDiscussion ongoing

Easier way to enter and make changes to sch D sales. With more and more than people trading, there should be an easier way, think excel like features, to make changes to the transactions after importing. Maybe be able to sum to ensure all transactions were imported correctly. It’s just time consuming and difficult using the current setup. Especially having to scroll through the pages and cells one at a time.

1
F
Forum|Forum|2 years ago

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