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Level 4
October 12, 2021
Solved

Extension ? Guess Not

  • October 12, 2021
  • 13 replies
  • 44 views

It is concerning to say the least that after many years, at least 12, using ProSeries and NEVER before this year was it an issue, that such a change not be screamed from rooftops.

So If I e-filed an extension (Form 4868) and it was accepted, and have also already actually e-filed the return, it also accepted, yet in my state so some reason suddenly the software requires I manually select to extend the state return on info sheet?  Since when?  Here's one if you go into a prior year and look at any return with an extension and go to to state info sheet, you can not even select or de-select the box, why?  This has been auto calculated on your behalf....  If that change was implemented for 2020 software , Ill accept that.....  I need to be showed how ProSeries informed me of that change....not in an update or an alert or an email or any of the webinars I took on product features....  That's awful and will not only cast thousands of dollars to state of Oregon but I will lose some of those clients.  Worst on any return on extension doesn't matter when it was filed box not checked.  Its beginning to look more like an opportunity to reconsider a new vendor because I can not talk to anyone with any useful comprehension of the situation.

This late in the season and with so many different issues this a filing season, (unemployment, increases to many credits, disaster areas throughout country, and NOW THIS.... I am not only person in my region and when asked others are scratching their heads saying oh no that's gonna be ugly..

I need to be ready for any legal proceeding this could lead to because I refuse to think I am liable for such a change not being pointed out or informed of....

ANrGY in Oregon looking like deadline aint gonna be celebration or victory laps but instead letters and correspondence and penalty paying... In total between the preparers in my office and 1 other remotely practicing its near 23k in penalties for returns filed 5-17 until now all of which had a filed and accepted 4868. Shoot me now or I m hiding under my desk for eternity.

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Best answer by IRonMaN

At end of day INTUIT should care about their customers more, but don't.  I even asked if they could write a letter to Oregon Department of Revenue to inform them a change like this occurred and users were not informed of that change. She instructed that I need to check my returns before filing them--funny that box specifically in all other years could not be checked since it was auto populated.  I mentioned to her some ideas she could run up the ladder with and politely ended the call.

 


Unfortunately, at the end of the day, as preparers we are left holding the bag.  In this case, the box wasn't checked, and we are ultimately responsible for the final review of the return so Intuit can politely tell its users, tough nuggies.  It sucks, but for the last year and a half, this job has sucked so it is just more salt poured into that open wound.  I feel for you folks, but whether it is Intuit, Drake, UltraTax or any other software out there we are just cattle to them.  If we don't like it, they don't care if we walk, they will just find more cattle to graze in their pasture.  

13 replies

dkh
Level 15
October 12, 2021

@lburdickandassociates  I share your anger.  Same thing for Indiana state returns BUT it wasn't that way until after April 15th - if my backtracking through returns is correct.

I brought this up several weeks ago.  No one from Intuit responded of course.  Federal extension status NOT automatically flowing... - Intuit Accountants Community

Level 4
October 12, 2021

honestly It is proving to be extremely frustrating, now I have to make a decision on whether or not to hire an attorney to really break down this issue.... At end of day If indeed for this year and moving forward it will now require manually selecting-I will accept that.  But I am gonna need ProSeries to show me where they informed me of such a change.  Not in the alerts, the countless webinars I took on product features, and no emails.  SO if all this time it was NOT manual selection---How unprofessional and unethical of them to change a key function in their program and to do so without letting people know that.  My small practice is definitely being forced to pay out fees or lose clients, or worse to just let it go?  NOPE not this season.... I am ready to go at it for the long game with ProSeries and wish they would call back or talk to me about this issue.... Thanks and I hope you caught things before they turned hostile on your end....  What a mess after a very challenging season....Having mixed emotions about purchasing the software in couple weeks without speaking to some one tell you what....Take care and GOOD luck!!

IRonMaN
Level 15
October 13, 2021

Stupid question since I am good at asking those kind - do the states really just take your word that an extension was filed, or do they not blindly take your word and actually verify if a federal extension was filed?

Slava Ukraini!
dkh
Level 15
October 13, 2021

Problem is -  within the state program the check box that the federal extension was filed is NOT checked.  For all the years I can remember,   if the F4868 was selected the program automatically checked the box in the state return.   If this causes a penalty, the state sure isn't going to go looking for a federal extension out of the kindness of their heart.

IRonMaN
Level 15
October 13, 2021

Yeah, but they aren’t going to apply the death penalty either.  Maybe they check the federal for an extension or maybe they just send a notice.  In either case, the worst you probably have is bunch of letters to write instead of having to pay penalties.  Not fun, but it’s better than getting out the checkbook to pay client penalties.

Slava Ukraini!