Customized Common Forms List

[Taxprohere]

ProSeries used to have this option, unknown why it was replaced with their own selections.  We used to have the capability of customizing our own selection of  commonly-used forms and worksheets. Streamlined it to cover a good number of my basic clients; faster access, more productive.

Maybe a tax pro wants a direct one-click to Keogh/SEP/etc worksheet, IRA contributions; student loan interest; maybe you don't need K1s in your common list or want Sch F in there.  Maybe you'd like to have the tax planner within quick access.

Allow us to determine what forms we commonly use.  😁

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.