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Suspending automatic calculations in ProSeries

by ProSeries Professional 2023 Updated 6 months ago

Starting in tax year 2018, ProSeries Professional has a way to temporarily turn off automatic calculations to help when working with large tax returns.

Before you start:

  • When automatic calculations are off and calculations are pending, the title bar on all open forms will display in orange instead of the normal blue.
  • Error checks and the shading of required input fields won't automatically update when Auto Calculate is Off.
  • ProSeries Basic doesn't offer the ability to suspend automatic calculations.
  • Once the tax return has been closed, Automation Calculations will turn back on automatically.

To temporarily suspend automatic calculations:

  1. Open the client's return.
  2. From the Tools menu, select Auto Calculate OFF.
  3. Enter the tax return data.
  4. To update the error checks and required input indicators, manually, force a calculation by pressing the F9 function key or by Saving the return.
  5. To turn Auto Calculations back on go to the Tools menu and select Auto Calculate ON.
ProSeries Basic

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