On form 8867, paid preparer’s due diligence checklist. Why not have it auto check the applicable items EIC, CTC/ACTC/ODC, AOTC, HOH? It knows when you have the appropriate ones checked... Read more
Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax ret... Read more
CCH ProSystemsdoes this: as long as the taxpayer has an email address in the email field, once a return is accepted by the tax authorities, CCH automatically sends the client an email ... Read more
You can put it in the column currently reserved for the pointless box 3 Non-dividend distribution box and move THAT to the Dividend Income worksheet. 1099A dividends are quite common.
On form 1040, imported K-1s require manual entry of QBI information. Please automate inclusion of QBI information with the import functionality.
We need capacity to do more queries or better yet, a means for us to query with our own selectedcriteria. The currentquery feature has alimitedlist and sodoes Homebase (from which we c... Read more