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1728 Ideas

A
AustinTaxCPAsLevel 1

Spouse's name be included in tax return nameDiscussion ongoing

I'm new to ProConnect, but we have always included the spouse's name in our return naming convention.Many of our clients have spouses with different last names and if the spouse's name isn't on the tax return file, it makes it confusing for new staff to match a name to a return.Plus, it is not just the taxpayer's return, it designates that it is a joint return.Thanks for this forum for ideas! 

1
A
Forum|Forum|2 years ago
D
dmurphyps-outlooLevel 1

pdf attachmentsDiscussion ongoing

When I request a .pdf copy of an individual return at "Print to PDF", the print settings for all copies (preparer, client, or government) do not have a choice for including the .pdf attachments.  Any .pdf attachment must be "Printed to PDF" separately.   There must be a reason why you didn't provide that option under "Print settings" though I can't think of one.  It would be very helpful if there was an option in "print settings" rather than imposing a separate step by the preparer to combine the .pdf attachments with copies of the return either manually or by Adobe software.   

1
D
Forum|Forum|2 years ago
N
nonononoLevel 3

K-1 Zip File PrintsDiscussion ongoing

When I am downloading a single K-1 for a single partner, it should not download it as a zip file. It should download as a regular PDF like everything else.

1
N
Forum|Forum|2 years ago
G
GothCPALevel 1

Additional in return flag typesDiscussion ongoing

Right now, there is only the Flag Item option. It would be great if there were additional flag types like "estimate", "missing item," and "flag for reviewer". Ideally there would be a default set but a firm could customize them for their specific workflows.

1
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Partial PDF generation should include both federal and stateDiscussion ongoing

Currently when partial PDF generation can only generate a copy of PDF that includes federal forms only, or the state forms only, but could not include some of the federal forms and some state forms, I have to create a PDF for federal forms, and a PDF for state forms. I request to generate one PDF file that can include both federal and state forms.Please also vote for my idea: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 , thanks. 

1
puravidapto
Forum|Forum|2 years ago
J
jremaklusLevel 1

Enhanced / AI Backed Tools for Tax Return Self ReviewDiscussion ongoing

Would like to see ProConnect add some additional self review / possible AI backed tools to make the tax return process more streamlined and help eliminate human errors - such as, a tool that compared line-by-line from the prior year and flagged differences (e.g. boxed checked, numbers completed like the debt lines on the K-1 inputs, etc.) so that the self review for my preparers is more efficient. Tools like spell check or more intuitive tools using AI to create more sophisticated diagnostics, flags, or suggestions would be helpful.

1
Forum|Forum|2 years ago
M
mwaller1027Level 3

Allow direct "print" to Documents and offer option to delete files from origination folder when manually adding to DocumentsDiscussion ongoing

Please allow the option when "printing" a tax return to "print" it directly to Documents so that we do not need to manually add that.Also, when manually adding files to Documents, allow the option to delete them from the origination folder/location.

1
M
Forum|Forum|2 years ago
juliermerrillcpa
juliermerrillcpaLevel 3

Direct deposit bank info for intitialDiscussion ongoing

I would like request to have a form or way to print out what the direct deposit or payment settings are for both federal and state and have those account numbers show in full so that I can have clients initial it when they sign the 8879s.  Currently, this now shows for the E Payment Record statement and prints with E Signature forms only if there is direct pay of tax due, but not for direct deposit for refunds.  

1
juliermerrillcpa
Forum|Forum|2 years ago
D
DennyBriBri2Level 3

auto send invoiceDiscussion ongoing

When filing out an invoice in ProConnect, my only choice is to save the invoice as a PDF.  Can you add a Send button that will send the invoice via Intuit Link so I don't have to do anything more and client is billed. 

1
D
Forum|Forum|2 years ago
M
mwaller1027Level 3

Show ANY and ALL electronic payments, refunds, and applied amounts on E-file screen for verification before e-filingDiscussion ongoing

On the e-file screen where you now show refund or payment amounts and direct deposit or paper check, or the "applied" status, please improve upon this by showing the amount applied to estimates and also by showing ALL payments that will be transmitted with the return for electronic payment (ESTIMATES!!!!).  This should also show when transmitting an amended return as I had just duplicate unexpected estimated tax payments sent through with an amended return!

1
M
Forum|Forum|2 years ago
T
TaxGroupLevel 1

Please update the client portalDiscussion ongoing

Please update the client portal to allow creation of general folders under the client's document section THAT DOES NOT PERTAIN to any specific year. Currently, the client portal is split into years starting from 2017, therefore there is no option to upload general documents to a NON specific year.For example, under the clients account in the document section, I have to first select a year to create folders.  Instead, I should have the option to create general folders without having to enter a specific year for general documents.  These are general documents that do not pertain to any specific year.Thank you kindly.

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

Fix the name misalignment on form 1040Discussion ongoing

I have many complaints from my clients on the last name alignment on form 1040, the following is one of them:"We noticed that on the first page of two 1040 forms, the last name is directly under the first name/middle name column, making it appear as if the last name has become the middle name, and the actual last name is missing. Could we fix this format issue?"I am tired explaining that is a presentation issue only, and the internal format is correct, but can you please fix it? Thanks. 

2
puravidapto
Forum|Forum|2 years ago
A
adam-darkhorse-cLevel 1

Tax Plan Rental IncomeDiscussion ongoing

It would be great to be able to modify the Rental Income in the Tax Plan module. Currently it automatically fills in the amount from prior year as if no changes would possibly happen.

1
A
Forum|Forum|2 years ago
S
stevennoungLevel 1

If clients can have have a drop down menu when the firm sends the portal linkDiscussion ongoing

One of my customers states that some of their clients have multiple emails per entity and wanted to know if the emails could be shown on a drop down menu to make it easier for them.

1
S
Forum|Forum|2 years ago
K
KBensonVTLevel 1

Please consider truncating direct deposit or direct debit bank informationDiscussion ongoing

For security purposes, it would be great if the bank information was truncated on returns.

1
K
Forum|Forum|2 years ago
T
taxproadvisorLevel 1

Make inactive batch processDiscussion ongoing

Add a feature that allows to batch select multiple clients and 'Make Inactive' instead of having to individually select each client and select 'Make Inactive' from the Edit client menu.

1
T
Forum|Forum|2 years ago
C
Cil3217Level 2

Errors & DiagnosticsNew

It would be nice if an error code is listed on any carried forward forms for the previous years (W-2, 1099-R, K-1, 1099-Q, 1099MISC, 1099NEC) until the form is filled in, or deleted from the tax return.  

1
HOPE2
Forum|Forum|2 years ago
J
jhwcpavtLevel 2

Program Form 5329 for Fiduciary returnsNew

Please program Form 5329 for Federal Fiduciary returns.  We have had numerous estates and trusts that pay excise tax over the years on missed distributions for lack of reasonable cause, and by not having this form fully programmed, it not only takes extra steps to attach this form as a pdf, the excise tax does not correctly flow to some state returns when the state excise calculation piggybacks off the federal tax excise tax amount.

0
J
Forum|Forum|2 years ago
J
jeremystappLevel 1

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances.New

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances for those single-member LLCs that file a TX Franchise return

2
D
Forum|Forum|2 years ago
C
christina3Level 1

Improved reportsNew

a report to be able to see all clients that have the Texas franchise tax with a disregarded entity, also adding a column that shows clients that have the Texas franchise tax without having to go through each and every client.

2
D
Forum|Forum|2 years ago
A
aschoenbartLevel 1

IDEASDiscussion ongoing

1. Instead of making us come here to submit an idea you should have a quick access button on the left  side of the program for us to submit ideas when we think of them     Alan [removed]

3
M
Forum|Forum|2 years ago
W
walkthroughLevel 2

Combine Notes and Flags to be implemented at Line Item Level or Screen LevelDiscussion ongoing

Current Status: Notes are available on all screens with an overall limit of 2500 characters. Generally OK but the limit get exhausted very quickly if the return is complicated and you try and save client queries and pending return data in the notes for quick reference.The Flags feature is a great implementation to review what is pending or what needs attention. However, it does not remind the preparer what exactly is required to resolve that flag. In addition to the current notes implementation, if each flag could also have an optional comment field to indicate what is pending or what further actions need to be taken, it would speed up the return review process.As an example, see the use of comments feature of Microsoft Excel/Word. It allows you to post a comment thread with replies and also allows you to resolve it. If it is resolved it does not pop-up directly, but unresolved comments are quickly brought to notice. If this feature is implemented, it is absolutely important to allow to resolve or post replies to a comment (e.g. Asked Client about IRA investments, the client responded to not put money in IRA. Both these threads should be visible with a date and time so that these questions are not repeated and the preparer has a clear understanding of what had happened at time of preparation of the return.) It would be a bonus if the comments are marked seperately as "Internal Notes", "Client Queries and Responses", etc. and to mark Preparer and CLient Reponses seperately. It may also include a team member marking to indicate who wrote that comment on the team when multiple people work on the same return. I think you guys would be in a better position to determine what options the software gives as or you can allow to customize these seperate group of comments for each client or for the firm as a whole.This feature should also allow the preparer to export the comments with backgroud references in a text format. It will be easy to email the text file to the client to remind them on what is pending from their end.All in all, you can review the Microsoft Word comment feature, a similar feature should be helpful for all the preparers.

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

Correction of [Client Name] in eSignature RequestDiscussion ongoing

It has come to my attention that the eSignature request currently has [Client Name] set to the return name instead of the actual client name. For example, if a return is named "2022_SMITH_JOHN," "Dear [Client Name]" will be translated to "Dear 2022_SMITH_JOHN," which is not the correct client name.To prevent this issue in the future, I request that [Client Name] be changed to the actual client name and that a new label, [Return Name], be created to reflect the return name. This will ensure that the correct client name is used in all future eSignature requests. I kindly ask for your support in making this change as soon as possible. Thank you.

2
puravidapto
Forum|Forum|2 years ago
B
Bryan CVALevel 1

QBO Link to ProConnect for AccountantsDiscussion ongoing

I was just informed of some unfortunate news by your support and I wanted to at least lodge a complaint on behalf of ALL accountants who use QBO. We as accountants are not given the same functionality in QBO as our clients. This is specifically speaking to the ProConnect (Lacert or ProSeries for that matter) link provided in QBO that is not active for Accountants. I can link QBO to ProConnect all day for clients, but unfortunately this same function is not available to us. I could create a dummy file in QBO that links to ProConnect, but then have to duplicate entry to do so. Wish this import function was available for us too.

1
B
Forum|Forum|2 years ago
M
mmmitranoLevel 2

Change print order of tax return, so worksheets are after the actual tax return, as in previous years.Discussion ongoing

Allow changing the order of tax return print items, or move worksheets to after the actual tax return

2
M
Forum|Forum|2 years ago

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