Idea Exchange

3566 Ideas

zzz1Level 1

State and federal should be on one letterDiscussion ongoing

Most tax software put state and federal onto one letter, which is simpler and more direct than having a separate letter for federal and each state. It would be good for ProConnect to have that option 

Forum|Forum|2 years ago

JFHFIRMLevel 1

Non Year Client DocumentsDiscussion ongoing

In the document section, documents are associated with a tax year. Can we add a Non Tax year section to upload documents that do not relate to a single tax year? Some documents may be referenced throughout multiple years and it makes it difficult to have to search each year for it rather than a section that could hold all non year related documents. Would make the document storage much more complete. 

Forum|Forum|2 years ago

TaxGroupLevel 1

Update Intuit LinkDiscussion ongoing

Please update Intuit Link to allow separate links to be sent out to clients to gather additional supporting documents not related to the preparation of a tax return.  Sometimes we need documents such as Articles of Organization, or income statement, etc, to prepare for the following year but intuit link allows you to only send one link with a selected organizer.  Once that organizer is sent, another one is not allowed to be submitted.  You would have to modify the original organizer to add additional fields for the documents you need to gather.Sometimes you just need one document and if you create a Link just for that document, then when it is tax season, you have to modify that original Link to include the other fields needed to prepare the tax return.Instead, a link should be created to request a certain documents with fields created by the accountant that is not related to tax organizers. For example, sending a link to gather the Articles of Organization of a company.Thank you kindly.

Forum|Forum|2 years ago

hbixby-cpasforhiLevel 2

customizable client checklistDiscussion ongoing

It would be very helpful to have the ability to customize the client checklist and restrict the ability for clients to upload documents. We encourage our clients to put all their documents into Dropbox because when they add into ProConnect Tax, they come in multiple formats and we are not always able to open or read them. Restricting the ability to let them upload here and adding our own checklist with our own company requirements would save time on both the company and the client side.

Forum|Forum|2 years ago

Gleaton ConsultingLevel 2

Ability to import K-1s into PTO in which we did not prepare the business tax returnDiscussion ongoing

Some of my clients have over ten K-1s from other companies. I might prepare the business tax return for one or two of them, but the rest are prepared outside of my firm. 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 K-1s to the list of documents which can be imported into PTO from an outside provider. 

Forum|Forum|2 years ago

aschoenbartLevel 1

DocusignDiscussion ongoing

 IN DOCUSIGN when you send a return in LACERTE you can choose watermarked or non watermarked but in PROCONNECT you only have a choice of WATERMARKED - please fix this as my clients want NON WATERMARKED   Alan Schoenbart CPA

Forum|Forum|2 years ago

LISA2015Level 1

OREGON K-1Discussion ongoing

Proconnect has no ability to print the Oregon K-1 showing partner apportionment in a multi-state return. The Oregon partner summary included shows none of this information. It would make sending partners information much easier to have this form included.

Forum|Forum|2 years ago

laughingskyLevel 1

Provide audit trail of tax return prepDiscussion ongoing

Provide audit trail of the people that are preparing the return in proconnect.

Forum|Forum|2 years ago

Kay BLevel 1

Form 1116 Sch BDiscussion ongoing

Please attach this pdf automatically!

Forum|Forum|2 years ago

puravidaptoLevel 7

Please allow re-ordering of a W-2s, interests, dividends, stocks, etc.Discussion ongoing

Most often we need to re-order a list of input items. For example:We may want to order the W-2's by the taxpayer and spouse, by the the old and current.We need to re-group interest, dividend, and stock items that make sense.We may need to order the foreign banks in foreign bank account report (FBAR) alphabetically for easy searching. A spreadsheet allows us to reorder the tables, and move around the rows, and I think the intuit software should allow us to do the same. Thanks.-- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|2 years ago

JackRLevel 3

Drivers License - Personalized Checklist in Intuit LinkDiscussion ongoing

It would be helpful if a document request was created if the Driver's licsese has expired.

Forum|Forum|2 years ago

puravidaptoLevel 7

Make CA "Individual Shared Responsibility Penalty" NOT as defaultDiscussion ongoing

Currently the "Individual Shared Responsibility Penalty" in CA is assessed by default. My idea is to make it NOT as default, and instead, make it default to have full year insurance.Either way, it is the taxpayer and preparer who are responsible to answer the question correctly whether they have insurance or not, but the default should be the most common case. How many of our clients who file tax returns via a tax professional have insurance and do not have insurance?Same with MA, but it is different. It will not pass if you do not fill out the 1099-HC form. The alternative idea is to make the input field mandatory. How many of you who forget to check the "have insurance" box and caused 5000+ penalty assessed? I hope it is zero, but I guess it is not. 

Forum|Forum|2 years ago

RoxLevel 4

qualified joint ventureDiscussion ongoing

I would like to see the ability to prepare the second schedule of income for a qualified joint venture from the original input screen instead of having to create the second input screen and manually calculate the split. I have a husband and wife client with 2 schedule F and 3 schedule E rentals, and they want to report everything 50/50. I see on the input screen that I can select Taxpayer, Spouse, or Joint. Why give me the choice of joint if the only purpose is to generate a diagnostic telling me to perform the function manually? I don't pay for tax prep software to increase my manual tasks. It seems to me that if you can create multiple K-1s based on a taxpayer identification including a percentage of allocation, then selecting to do the same with qualified joint ventures in 1040s should be available. 

Forum|Forum|2 years ago

puravidaptoLevel 7

Income Allocation for Community Property States should flow to the stateDiscussion ongoing

Currently Income Allocation for Community Property States does not flow anywhere, so I have to enter the data twice, my idea is for it to flow. A truth only needs to be represented in one place: suppose when the allocation is changed, I do not have to change in two places. By the way, it is a federal form, how would the state know it is okay that the taxpayer did not report the full income (assuming the spouse has no income)?

Forum|Forum|2 years ago

hWilkLevel 1

ProConnect TimeoutDiscussion ongoing

While it is fine that we have to have a required time out set by the IRS, but the frustrating part is that it doesn't automatically sign you out.  I have entered data and then go the next screen and I'm timed out, and the data was not saved.  

Forum|Forum|2 years ago

dmufichLevel 1

Kansas Form RF9New

Kansas requires their own version of the Federal Form 1310. They call theirs RF9. Can we get this included and linked to the Federal 1310?

Forum|Forum|2 years ago

Rachel83Level 1

Form 8865 currently isn't supported in ProConnectDiscussion ongoing

My client asked if I would make a suggestion regarding Form 8865 for an 1120S. PTO software currently doesn't support it so therefore the return has to be paperfiled. It would be extremely beneficial if the software could support it! Could this be a possibility with the future development of the program? Thanks 🙂

Forum|Forum|2 years ago

MKEALevel 3

deceased taxpayer date of death limitNew

Taxpayer died 6/17/23 before filing his 2021 and 2022 1040s.  ProSeries 2021 does not let me enter his date of death, giving error message that date cannot be after 4/11/23.  There's no reason to set a limit on the date of death.  It is what it is.  This should not be an error.

Forum|Forum|2 years ago

LoveTaxLevel 4

Generate bookmarks in pdf fileDiscussion ongoing

Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.

Forum|Forum|2 years ago

Tax310Level 2

Partnership total income field - Display columnNew

Like in the S-corp module, there should be an option in the Partnership module to display a column on the Client menu for the Total Taxable Income, listed under Schedule K in the Display options. There are lots of other individual fields for Ordinary Income and other Schedule K items that are great for drilling down, but not an overall total income option. Having this would help with quick sorting of clients who could use tax planning for the next year.

Forum|Forum|2 years ago

parvitstaxLevel 6

1098 Information TransferDiscussion ongoing

I have seen numerous requests for this. Why is this not implemented yet? I have been using ProSeries for 9+ years and don't understand why this form doesn't retain information. 

Forum|Forum|2 years ago

puravidaptoLevel 7

Idea to increase the name of payer field on dividend and stock input fieldDiscussion ongoing

Currently the name of payer field in dividend and stock input fields is to narrow that a payer name such as "Fidelity 1234" cannot be entirely seen. I propose to increase the field as wide as the interest name of payer field. Better yet, make the fields adjustable, and add the ability to move the rows up and down because some entries need to be next to each for visual inspection. -- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|2 years ago

bbates377Level 2

Zero tax withheld condition on a W-2 inputDiscussion ongoing

I left off the withholding on a client's return, which made the condition zero on a W-2.  This was a $10,000 client, including other returns.  Because of my mistake, he fired me.  I am suggesting two things:   1.)  make a diagnostic error when the W-2 withholding is zero so this simple error can be eliminated.2,)  I would like to know how many inputs did i populate in preparing this return.  I see in batch mode the lines, but it does not include the client information.  Why cant these inputs be counted and totaled somewhere for the entire return?The client said " you only had to input a dozen or so items ".  I would like to have shown him the estimated 300 or so inputs on all his returns. 

Forum|Forum|2 years ago

puravidaptoLevel 7

Propose to use current return's address for invoiceDiscussion ongoing

I propose to use the current return's address for invoice instead of the client's address. The current return has the current address as required, and next year's address will be carried over from the current year. Client's address will only be used initially, and is not required to be updated. 

Forum|Forum|2 years ago

MackLevel 2

Electronic Payment of Fiduciary Virginia Estimated Tax PaymentsDiscussion ongoing

Virginia now requires fiduciary and individual estimated tax payments to be paid electronically.  The Lacerte program does not provide for electronic payment of fiduciary Virginia estimated tax payments.  Please update the program to allow for fiduciary Virginia estimated tax payments.  Thank you.

Forum|Forum|2 years ago

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