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1729 Ideas

co75_2
co75_2Level 5

PA EIT returns e-fileNew

Pro Series needs to Incorporate E-filing of PA Local EIT returns as part of the Protocol e-filing Federal and PA state tax returns. The fact that we tax pros need to have a SEPARATE PAPER FILING system is inefficient and NOT cost effective for continued use of the PS Software when there are other software companies on the market that have successfully implemented this feature.

8
co75_2
Forum|Forum|5 months ago
HOPE2
HOPE2Level 7

Advisery ProseriesNew

For the past several years since Tax Advisory was introduced in ProConnect, despite all the requests we have submitted to have this option added to ProSeries, there has been no response or acknowledgement. In my opinion, Intuit could offer three types of ProSeries: 1) Basic, 2) Professional, and 3) Advisory Professional, each with three different pricing tiers.

0
HOPE2
Forum|Forum|5 months ago
Kyle EdbergLevel 2

8962 Monthly Total - ForceNew

I'd like to see a way to force Lacerte to put monthly totals on Form 8962 instead of having it report annual totals when 12 month detail is entered.  I have a client where not all columns are the same for 12 months on Form 1095-A, but Lacerte is totaling all columns as if they are and putting them on line 10.    My support agent was super helpful but we discovered that there is not a way to make this change.

4
Forum|Forum|5 months ago
JNGCPALevel 1

Proforma Additional Charges in Invoice for Non-Individual ClientsNew

In the Individual module, we have a check box to "proforma descriptions"  in the "Additional charges" section of the invoice screen.  This makes the verbiage entered carry to the following year.  Can this option be added to the non-individual modules, such as Partnership and S-Corporation?

0
Forum|Forum|5 months ago
aschoenbartLevel 1

the program enters old nol's on schedule 1 even when you have a loss in the current year. The line should be zero in this situationNew

my client had a 61K loss yet the program insisted on showing the 2012 - 2017 NOL's. Negative one didnt work as an override as it did in 2018 - 2024

0
Forum|Forum|5 months ago
troy2Level 2

Populate the bank's name once the routing number has been typed inNew

I have used proseries for decades and it would be a nice feature to see. Once you type in the financial institution's routing number that the name of the bank automatically populates. Currently, it says the bank name is optional.Thanks, Troy

0
Forum|Forum|5 months ago
sharolLevel 3

Enhanced Senior DeductionNew

Add a paragraph to the Client letter to tell how much they benefitted from the Senior deduction. Also put in the client analyzer. 

10
Jim-from-Ohio
Forum|Forum|5 months ago
sharolLevel 3

Intuit Link emailNew

Several clients have tried to contact me by hitting replay on the intuit link email.I have added below my signature at the bottom of each email template:Do not hit reply to this email.Instead contact me at ...

1
Skylane
Forum|Forum|5 months ago
sharolLevel 3

Client LetterNew

It would be great if we could print the client letter into word to easily add information.

0
Forum|Forum|5 months ago
sharolLevel 3

SEP Amount in Client LetterNew

Add a paragraph to the client letter stating the amount of SEP contribution for taxpayer and spouse.

0
Forum|Forum|5 months ago
agtaxLevel 1

Add hotkey shortcut to return to close client and return to HomeBase - Ctrl+HNew

Please make Ctrl+H a shortcut hotkey to close the client (and bring up the save dialogue box if the return hasn't been saved) and return to the HomeBase View. It is not currently used as a hotkey for anything else.

0
Forum|Forum|5 months ago
rpremselaar86Level 1

MFJ vs MFS comparisonNew

The MFJ vs MFS comparison should include the analysis at the state level as well; ProConnect only provides it at the federal level! My practice is based in NJ, and so we have many NJ and NY taxpayers.  The benefit of filing MFS actually occurs at the state level for taxpayers earning more than 7 figures.  But since the MFJ vs MFS comparison does not provide it at the state level, it is extremely time consuming to perform this analysis manually.  I used Drake for many years which always provided the MFJ vs MFS comparative analysis at the state level as well.  I feel this should be obvious and standard for ProConnect to provide. I cannot figure a reason why it would not be made available.

1
IRonMaN
Forum|Forum|5 months ago
tim cLevel 1

Qualified Charitable Contribuitions from IRANew

More than once, I have entered a QCD into a line that is not an IRA.  Please set up a diagnostic (even critical) that flags this.    Also, the common "Code 4" IRA - inherited - should be included in the sieve your set up.   Also, testing for the age should be part of this.  Easy to state the problem, but hard to code it!   Tim [removed]

0
Forum|Forum|5 months ago
TTI DianaLevel 2

Include Idaho Form 24New

Please include Idaho Grocery Credit Form 24 for Idaho Senior Taxpayers not required to file Income Tax Return form 1040 or 40.Regarding Form 1310: While not required to file it, the Lacerte diagnostic indicates it should be filed. Lacerte should not have a critical diagnostic for this. It is wrong.

0
Forum|Forum|5 months ago
rastewuLevel 3

Enhancement Request: Confirm Bank Details Before SubmissionNew

I would like to suggest adding a confirmation step for bank routing and account numbers when entering direct deposit or debit information.Currently, ProSeries only allows a single entry, which increases the risk of errors. With the IRS no longer issuing paper checks for incorrect banking details, even a small mistake can result in refunds being sent to the wrong account.I recommend requiring users to enter the routing and account numbers twice and validating that both entries match before proceeding. This simple safeguard is already implemented in other tax software and would greatly improve accuracy and user confidence.

3
Skylane
Forum|Forum|5 months ago
JudiRoughtLevel 1

History Log of Returns SentNew

Hi,It would be great if there was a log somewhere that showed me when I had sent a client their return through the Intuit Link. It would be great if those PDFs saved somewhere so when they request another copy it's the date from when I sent it last time and not today's date.I forget who I've sent returns to and either I end up sending them seven times or not at all because I can't tell what I have or haven't sent. This makes me look unprofessional. 

0
Forum|Forum|5 months ago
DanW1Level 1

Diana from LacerteNew

Diana from Lacerte was extremely dedicated to fixing the issue we were having with one particular e-file.  I really appreciate her patience as this was not an easy issue to resolve. 

0
Forum|Forum|5 months ago
CormacnelLevel 2

Automatically Send E-file Confirmation to ClientsNew

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted.  I've had to send about 5 a day and this would save me time.  I've had it with other tax programs so I'm surprised it isn't universal.  It could be set to go to the e-signature clients during that process.  

5
Forum|Forum|5 months ago
getbetterLevel 1

proseries eliminated the ability to file multiple smllc for an individual taxpayerNew

The error is now based on duplicate ssns rather than unique eins. why do we now have to file all extra smllcs on paper. the program feels like it is going backwards going back to paper.   Why can't proseries file multiple smllcs without having to make copies of the original file multiple times.    This seems like an easy programmable code fix.    

1
Forum|Forum|5 months ago
Glen
GlenLevel 3

RDP Community Property AllocationsNew

RDP couples residing together in community property states, like CA, must file separate federal returns as single individuals, and their separate federal returns should include community property allocations, as detailed on Form 8958. However, as many prior posters have pointed out, Form 8958 in ProSeries is informational and does not change any calculation on the federal return.To accurately reflect the community property allocations on each federal return, some preparers enter half of each partner's community amounts on each return, but this can result in IRS mismatch notices. Accordingly, some preparers enter aggregate adjustments for income, deductions, withholding, and credits (e.g., an aggregate income adjustment is entered on Schedule 1, Line 1z on both federal returns). This potentially resolves the mismatch notices, but aggregate adjustments may not yield accurate calculations overall (e.g., qualified dividends are taxed differently than ordinary dividends). Additionally, certain negative adjustments result in e-file rejections from the software (e.g., a negative withholding adjustment on Form 1040, Line 25c results in an e-file rejection).Ideally, ProSeries should support entering community property allocations independent of the info from each partner's underlying tax forms. This would help ensure the accuracy of the federal returns while preventing IRS mismatch notices and e-file rejections from the software.

1
Forum|Forum|5 months ago
bcaulkLevel 2

Folder colorsNew

when creating folders in the client document screen, add the ability, or by default, to change the icon to be a color and not the same image color as raw documents that are uploaded. Would help to quickly visualize the structure.

0
Forum|Forum|5 months ago
wcecilcpaLevel 1

Program issue-screen 30 entries not going to sch e p.2 re: partnership expensesNew

My screen 30 input of expenses paid personally by a general partner in a partnership show at the top as a schedule of expenses, but amount is not carried onto sch e p. 2 as a partnership expense in LacIt did work correctly in the 2024 program and was input the same way for 2025

0
Forum|Forum|5 months ago
allaichLevel 1

VA763New

ProSeries does not support electronic filing for nonresident state tax returns in Virginia, Maryland, and DC. When filing forms like Virginia Form 763, the software does not automatically calculate these returns, requiring manual completion. Please add native support for nonresident state return e-filing in these jurisdictions.

1
sjrcpa
Forum|Forum|5 months ago
BobKamman
BobKammanLevel 15

SEHI and QBINew

I've always wanted to add an unreasonable request for a program feature that will be the last step in removing the human element from the return preparation process.  I think I have found one.  I was working on a return with a Schedule C, and a taxpayer who qualifies for the deduction for self-employed health insurance.  But when I entered it, the refund decreased.  Took me a few minutes to figure it out.  They had enough medical  to claim the excess over 7.5%, and to itemize.   So, they get the $5,000 deduction for health insurance in any case.  But claiming it as SEHI, lowers their QBI by $1,000.  Intuit should have warned me not to do it.  And of course, then Intuit should have first figured out whether lower AGI would prevent higher Medicare premiums next year.  Or reduce the $6K/$12K senior deduction.  

0
BobKamman
Forum|Forum|5 months ago
dtapLevel 1

1099 B Import for ProConnect - disappointing and perhaps, useless.New

I'd like to stipulate that perhaps this is user error on my part but after searching this resource and others, including consultation with PC help desk, I have arrived at this conclusion.This is my second year (2024+2025 filing season) using PC and I remain disappointed at the fecklessness of the 1099B import tool. I find myself having to enter data manually for this portion of filings and it makes me question the merits of keeping ProConnect as my software of choice.Is there an .XLS or .CSV file template that can be used for import since PC won't accept the actual 1099-B document from the financial institution? Is there a decent explanation as to why ProConnect refuses to enable, never mind improve this feature? Absent action to solve this, I'm going to have to look to other vendors to replace ProConnect. 

1
IRonMaN
Forum|Forum|5 months ago

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