Level 3

Question

What is ProSeries thinking?

Forum|Forum|5 years ago
May 27, 2021
3 replies
34 views

Good thing I have hard copy of the returns AS I ORIGINALLY PREPARED AND FILED THEM!!!

So ProSeries has changed my originally prepared returns that involve the $10200 change in taxable unemployment benefits. How can they do that! It is not their right to change my clients' returns! That is my right and responsibility. I am as angry and outraged as I can be...

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Anytime theres a program update that makes changes to computations, the next time you open that return, you'll see the updated figures.

You should also see in the list of Forms in Use a form titled Original Amts that will show you whats changed.

You can lock your client file after its been Efiled/Accepted to avoid this, but if you ever unlock it the change will occur.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

abctax55

Level 15

Lock your returns - that's the whole point.

How else could updates work? Once the law changes, the software must be changed/updated to reflect the new law. One can't continue to process current returns using "old" laws.

The issue is caused, mainly, by retroactive tax law changes in the middle of filing season.

HumanKind... Be Both

D

Dummer19Author

Level 3

Updates to the software should not actually change a return that has already been filed and accepted.

We change returns, ProSeries changes software! I never have and never will authorize a software provider to change returns that have already been filed. But they did it anyway. I do not get it. What am I missing?

A

Anonymous

I just got a letter from the IRS that is fining a 990 client a lot of money for filing "late." Of course I filed an extension on May 7, a week before the May 15 deadline for that company. But I go back and look at ProSeries to prove it and ... lo and behold, it's not there. My Electronic Filing Client Status History says the 1st Extension Marked for EF on 5/7. Then it says "1st Extension Unmarked for EF" on JULY 26. That is not what I did. I marked the return for extension and filed the extension and depended on ProSeries not to mess with my tax returns and make things vanish. This is going to cost me a couple of thousand dollars since I can't prove I filed that extension. This on top of changing my returns that already recognized the unemployment deduction, by doubling it. And I was told it was my own fault because I didn't "lock my returns." Why do I have to lock my returns away from ProSeries???

IRonMaN

Level 15

How angry and outraged would you be if they never updated their software for tax law changes? This is just another reason why folks need to keep a paper or pdf copy of a return once it is finished.

Slava Ukraini!

PATAX

Level 12

@IRonMaN always a good idea to have a paper copy in addition to flash drive copy... It only takes a couple more minutes and it may come in handy one day...

IRonMaN

Level 15

I'm a paper person. Other folks can go paperless if they so choose. But when the next vicious polar polar vortex hits like it did Texas this year, I'll be fine. I can start burning old tax returns for heat. What are those poor paperless people going to do when the utilities go dead? Will they try burning computer hard drives?

Slava Ukraini!

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