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Level 1
February 16, 2024
Question

How do you report an error in the Proseries program?

  • February 16, 2024
  • 4 replies
  • 17 views
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4 replies

Just-Lisa-Now-
Intuit Community Champion
February 16, 2024

If you report it here, and we can confirm its an actual error, it can be passed along to someone that can get it to the proper department.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
February 29, 2024

Reporting 3 issues in ProSeries for 2023 returns.

1.When working on return (Federal), frequently billing is whited out. You must save, exit the file and re-enter in order to gain access.

2. Form 1095-A - when entering premium data, the copy down box - doesn't.

3. Form W-2G - winner 1 address (below) reports that "both foreign and domestic address elements are present. Please check all winner address fields for accuracy." This was a NJ client.

Please advise/correct. Thanks.

Phil Hover

Just-Lisa-Now-
Intuit Community Champion
March 1, 2024

1. has been messing with people all season, Im afraid when they finally fix it, they'll create more problems that wont be as easy to workaround.

2.  Click the copy box next to the month you want to copy, not the box below (I dont know why they changed it, but thats how it works now)

3.  This was a freebie that came wity yesterdays update, its been reported to development, the work around is to either skip the first entry column and use the second, OR when you Convert for EF, uncheck the error checking box and it will EF just fine.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
February 16, 2024

Contact ProSeries for help. When you're on the phone with support, be sure to send your expert a sanitized file so we can take a deeper look into your situation. Here are some more helpful articles: 
How to contact ProSeries for help 

Submission requirements when challenging a calculation in ProSeries

How to sanitize a client file in ProSeries

Level 2
February 4, 2025

Good day,

I have a request for a bug fix on Texas Franchise Tax.

On Control Which Forms Print we have two options for filing Instructions. One is supposed to be for Efile Instructions and one is for paper mailing instructions. On the list to control the forms they are noted as follows:

Filing Instructions - EF

Electronic Filing Instructions

We do not want the Paper mail instructions to print as this is lined out on the letter. Currently we have no way to turn it off.

Thank you for reviewing.

 

 

Level 2
February 4, 2025

In further review we have found the following:

The form prints every time regardless of removing the form from the return via the active forms list. 

At no point is the "Filing Instructions" visible on the All forms list.

It shows up on the Forms in Use list when active, once removed it does not show on the forms in use list, but it prints even after being removed and not on the active forms list.

During the print job it adds the form back to the Forms in use, thereby printing the form.

Level 2
February 19, 2025

Reporting an error in software:

Massachusetts state return.... taxpayer died 1/1/24... Mass return will not file because there is no healthcare form populating for taxpayer, only for spouse.