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1623 Ideas

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Robert OlsenLevel 1

Client Organizer Print MaskingNew

Hi Everyone:I would like to formally request that I be given the option of turning off ALL masking of confidential client data when printing a client organizer.I have gone to the Tools/Options/General menu box and UNselected the "masking rules" and assumed that the "masking" of the SS#, Drivers License# and Birthdate fields would be UNmasked.  They ARE, in fact, UNmasked on the screens that I view, unfortunately when I "print out" a client organizer on my printer or in a PDF format, in order to physically or electronically transmit the organizer to my client, the UNmasking on those fields is still in effect.  The UNmasking of confidential information and the printing in the 1040 product is working just fine, i.e. NO masking of data is occurring when I print worksheets or forms.  This is occurring ONLY in the Client Organizer product.I, as the practitioner, must have control of this feature.  I do NOT want the software to default to or override my relationship with my clients.Thank you very much for your consideration.Robert Olsen, CPA (Software user since 1983)

1
Forum|Forum|5 years ago
GlobalOneLevel 3

End Ghost spouses (in Homebase "spouse first name" cell)New

In the years after a Taxpayer dies (in a married filing joint return) the spouse is moved to the taxpayer slot but the "spouse first name" cell does not change and the taxpayer first name and the spouse first name are the same. Can this be fixed so that the spouse first name cell is erased in the year following a taxpayers death?

2
Forum|Forum|5 years ago
Norman PincusLevel 1

CIRCUIT BREAKER CREDIT IN MASSACHUSETTS SHOULD BE PROMPTED IF QUALIFIED (ERROR MESSAGE NECESSITY.)New

CIRCUIT BREAKER CREDIT IN MASSACHUSETTS SHOULD BE PROMPTED IF QUALIFIED (ERROR MESSAGE NECESSITY.) DIAGNOSTIC CHECK.

0
Forum|Forum|5 years ago
JudieJLaccountingLevel 1

info page update for tax preparer infoNew

I have requested the past 3 years to a human being at ProSeries this enhancement, so I thought I'd do it this way this time. I would like to see a field to enter a contact and their phone number on the Info Page.I have several elderly clients and their adult children bring in their tax info and want me to call them when it is ready to be picked up and I have no place to enter their information to call them. 

4
Forum|Forum|5 years ago
dclemensLevel 3

E - file Kansas City - St Louis returnsNew

I would like the program to be setup to allow this city returns

0
Forum|Forum|5 years ago
Ghaber01Level 3

Correcting a program errorNew

I have been using ProSeries since it was owned by ChipSoft, despite its failure to treat professional tax preparers appropriately.  There is apparently an error in the 2020 program that limits the SEP deduction to $56,000 (the 2019 maximum).  According to the IRS website, the maximum for 2020 is $57,000:SEP Contribution Limits (including grandfathered SARSEPs)Contributions an employer can make to an employee's SEP-IRA cannot exceed the lesser of:1. 25% of the employee's compensation, or2.$57,000 for 2020 and $58,000 for 2021 ($56,000 for 2019)I spent 45 minutes trying to do this on the phone with Intuit, but was told that I had to submit an "idea". Is trying to correct an apparent error an idea?For years I have been lobbying to have a separate phone number for tax professionals, many of which, like myself, would be willing to pay for the service, rather than spend endless amounts of time waiting to speak to someone who, frequently, is not capable of answering a complex question.  Okay, that's an idea! 

9
IRonMaN
Forum|Forum|5 years ago
troy2Level 2

W-4 WORKSHEETS FOR EACH INDIVIDUAL STATE TO BE INCLUDED WITHIN THE SOFTWARENew

NOW, MORE THAN EVER, CLIENTS WANT US TO COMPLETE THEIR PAYCHECK WITHHOLDINGS INFORMATION, WHEN THEY START A NEW JOB, ETC. FOR YEARS, IT HAS BEEN STANDARD IN THE FEDERAL PORTION OF THE SOFTWARE, HOWEVER, I AM IN THE STATE OF NEW YORK AND IT WOULD BE A GREAT ENHANCEMENT IF THE IT-2104 WOULD BE INCLUDED WITHIN THE SOFTWARE.

0
Forum|Forum|5 years ago
Lori LyonsLevel 1

Multiple K-1'sNew

TP has multiple K-1's. It would be helpful if there was a way to sort them after they have been entered.

1
Forum|Forum|5 years ago
Tom BLevel 1

Form 7202New

2020 form line 9 appears to calculate incorrectly.  It should calculate as smaller of line 8 or $511.  Actually calculates as smaller of line 6 or $511. Leads to large potential error in 2020 credits.  The form is in Draft, so I don't know if the error will correct on final.

1
sjrcpa
Forum|Forum|5 years ago
cbaxterLevel 3

Proseries technical support has computer answering the phoneNew

Your computer voice recognition isn't perfect and it can give you choices to choose from, none of which are correct.  At least give us the option to say "operator" so we can get a human.

5
sjrcpa
Forum|Forum|5 years ago
robbinscpafirmLevel 2

1099-necNew

Customer would like to suggest that we include the 1099-NEC with the Quick Employer Forms. 

4
qbteachmt
Forum|Forum|5 years ago
Ephesians3-14Level 7

Form 8867 Due Diligence Checklist - Add A Drop Down Box for Documents Relied UponNew

On Line 5 of Form 8867, why not just add a drop down list of common supporting documentation that we rely on for the record retention requirement. Examples of what would be included on the drop down list (INSTEAD OF ME HAVING TO TYPE THIS IN EVERY YEAR!!!!): *Contemporaneous meeting/email/phone call with client to confirm eligibility*social security card*IRS Form 1099-Q*Tax Org Worksheet*birth certificate*IRS Form 1098-Tetc. Why do I have to waste time typing these on each return - just give me a quick drop down list to pick from??!!

0
Forum|Forum|5 years ago
Mike PopsLevel 1

Password protected PDF file in BasicNew

Should be able to password protect a PDF file sending to a client in Pro Series Basic like you can in Pro. Mail is getting more & more unreliable & more people only want the returns sent electronically.. 

2
Just-Lisa-Now-
Forum|Forum|5 years ago
berger13Level 1

force print sch a in basicNew

force print option sch a in basic

0
Forum|Forum|5 years ago
Ephesians3-14Level 7

2020 Schedule D Input for Corrected Cost Basis is Gone - Needs to be AddedNew

The (new) 2020 Sched D input worksheet now requires the preparer to enter an adjustment when the cost basis shown on the Form 1099-B is not correct. In the 2019 software, you simply had to enter the corrected cost basis. But now, the 2020 software requires the preparer to literally calculate the adjustment needed (read: a waste of my time) and then enter the adjustment amount on the Sched D worksheet. Another case of Intuit's "change happy" culture. Because of this unnecessary change, it now also opens up the possibility of me making a calculation error. If I can just enter the corrected basis amount, it removes the risk of making a calculation erro. Typical Intuit policy. Something works just fine....so let's change it and make it more difficult!

0
Forum|Forum|5 years ago
DK50Level 2

Client quote; what did we have last year? Transfer prior year data field entries to current year and display as shadow fields next to current year fieldsNew

The most often heard client question of my 30 years is quote, what did we have last year? It would be most helpful to have the transfer program transfer prior year data field entries to current year and display as shadow fields next to current year fields. Currently, I use my second screen to open the prior year to answer this question, which is time-consuming and hazardous. Since we don't have a post-efile lock, which I think should be a legal issue, I have been know to make changes to the wrong year (come on, confess, so have you). With automatic recovery turned on, this leads to losing the original "as filed" copy of the return, which again, should probably be a legal issue.

3
Forum|Forum|5 years ago
DK50Level 2

Vote button in ProSeries Tax Idea Exchange seldom works in Firefox, Edge, Chrome, Yahoo or Internet ExplorerNew

I can seldom get the vote button to work, have tried every know browser. At first I thought that maybe there was some unknown maximum vote limit per person like the old system, so I un-voted all my votes but still cant get it to work.

2
George4Tacks
Forum|Forum|5 years ago
DK50Level 2

F5 Final Review check for pdf attachment within the return when schedule D has entries to preclude e-filing without attachmentNew

A paper 1099-B has to be scanned after completion of the return. We use various reminders to attach the 1099-B to the return before e-filing to preclude e-filing before attaching the 1099-B when using consolidated reporting, but we sometimes miss attaching the 1099-B before e-filing.It would be great to have a check box field within the Schedule D to require 1099-B pdf attachment that would generate an error on F5 Final Review and when attempting to e-file.

1
Skylane
Forum|Forum|5 years ago
Frank Broadway
Frank BroadwayLevel 3

Allow linking "missing client information" to any data field or "red" fieldsNew

Currently, there are data fields in ProSeries that turn red, indicating that an entry is required. A preparer may not have the answer at that time and would like to link to the field, so a "missing client info" reminder entry is created. For some red fields, a link can not be created. A common example is the "Virtual Currency which needs to be asked of every client, but ProSeries does not allow linking.I suggest that any field be allowed to link to "missing client info," If that is not possible, then any field that turns red because it is missing an entry should be linkable.

1
Forum|Forum|5 years ago
JoelleThomasLevel 1

Add State Acknowledgment infoNew

We can print or view Federal efile status, payment and acknowledgment information. Please add this same functionality for states.  

0
Forum|Forum|5 years ago
jimgleasLevel 2

Provide ability to e-file Form 1041 which includes Form 2439New

ProSeries only allows Form 2439 to be input to a paper filed Form 1041 through tax year 2019.  Since paper filed returns are extremely backed up especially because of COVID, it would greatly help if you would allow Form 1041 to be e-filed when a Form 2439 is included.Thank you

3
Forum|Forum|5 years ago
kimcLevel 1

Client Analyzer QueriesNew

Client analyzer queries needs to work much faster and you should be able to choose more than one schedule as a filter for the query.  They run so slow right now and it is not an efficient way to analyze client data or help preparers plan.

0
Forum|Forum|5 years ago
tc64540Level 3

COVID Header for 1040 returnsNew

There are many preparers asking when is Proseries going to update to allow a header for COVID on late returns. It is not possible to efile these returns without the header, and it is not ideal to paper file the returns. Please look into adding the header, thanks.

4
Forum|Forum|5 years ago
MichaelN30Level 3

Form 5471. Balance Sheet entries need to be automated.New

There should be way to enter the figures in the Functional Currency for the Form 5471 Balance Sheet beginning and end of year. There should also be a place to enter the Foreign Exchange Rates for or beginning and end of year. The program should calculate the US$ figures. This is the way Lacerte works the Form 5471 Balance Sheet. (Currently, Proseries requires us to manually calculate and enter US$ figures.)

0
Forum|Forum|5 years ago
tc64540Level 3

Add an error message stating that NYS returns with TF numbers can't be efiledNew

Add an error message stating that NYS returns with TF numbers can't be efiled so that preparers don't waste time trying to determine if there is a technical issue or some other reason for rejection.

0
Forum|Forum|5 years ago
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