Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

ProSeries - City Issues

Michelle513
Level 1

Hello community!  I've been making a list of issues that I haven't been able to resolve.  Any suggestions would be appreciated.  I've sent a list of these items to customer service.  It seems like we shouldn't be having these basic issues with the amount of money we're paying for the program...

> All W-2s not appearing on generic city.

> City return doesn't calculate the amount of other local withholdings that can be taken.

> The RITA return does not calculate nor carry information from the Federal return.  Schedule E in this case. It is over complicated.

> For RITA, some of the issues are if you have income vs a loss, numbers don’t carry and it’s not clear why…

> The pages are also listed separately in the tax program, so I have to go to each one.

> Unable to Efile in ProSeries.

> City doesn’t appear in the client letter.

> No city tax summary and instructions for filing, when inserted, it prints below the state on the same page.

0 Cheers
2 Comments 2
Jim-from-Ohio
Level 12
Level 12

Couple of points. generic city will not populate unless the federal W-2 worksheet has local wages and taxes filled out.. if zero was withheld for local I still enter the wages and zero for taxes withhheld

the generic return is set up to handle any city.. if a city only gives partial credit that has to be reduced down to the credit on the generic form

RITA, page 3. never did carry over the Schedule C or E results.. the two returns just are not that intertwined automatically

 

 

 

 

 

I didn’t think there were other preparers in OH.  I thought Jim did the entire population’s returns by March 10th each year.