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- Why doesn't ProSeries pull over all prior year Tax forms on the Documents to Send to Preparer or Link requests?
Why doesn't ProSeries pull over all prior year Tax forms on the Documents to Send to Preparer or Link requests?
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PA CPA 900
Level 2
01-08-2024
02:33 PM
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Why does ProSeries not pull forward Forms 1099-SA, Form 1098 and a variety of other tax forms which have been entered in the prior year tax return? These are applicable from one year to the next and should carry over along with the W-2's and 1099's. They should carry to the "Documents to Send to Preparer" on the Paper Organizer or to Link in the Document Requests.
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dascpa
Level 11
01-09-2024
01:07 PM
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We all agree. Certain "misses" are so obvious that you wonder who at Intuit really looks at the program from a practical viewpoint.
PA CPA 900
Level 2
01-09-2024
01:21 PM
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This program could be significantly improved if they listened to us tax preparers who are using it. I feel like the program is being designed only by IT software engineers that have no experience actually working on returns. There are so many time saving features that could be added which would be really useful, but instead they focus all their attention promoting add ons that pad Intuit's bottom line.
