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ProSeries Tax Idea Exchange

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Community Ideas
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  • 0 Vote
    Submitted by:
    Thursday
    1 comments

    Idea 1 -I can only print efiling reports on a printer. With hundreds of clients, it is a waste of a lot of paper. If I could print Efile Client Detail report selecting all clients on a........ Read more

    Status: New
  • 0 Vote
    Submitted by:
    Thursday

    CCH ProSystems does 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 ........ Read more

    Status: New
  • 0 Vote
    Submitted by:
    Wednesday
    4 comments

    There are many preparers asking when is Proseries going to update to allow a header for COVID on late returns. It is not possible to efile these returns without the header, and it is n........ Read more

    Status: New
  • 33 Votes
    Submitted by:
    07-31-2020
    10 comments

    Please add a basis limitation worksheet to the 1040 returns for clients that have S-Corp or Partnership losses that are limited by basis. 

    Status: Under review
  • 0 Vote
    Submitted by:
    Tuesday

    There should be way to enter the figures in the Functional Currency for the Form 5471 Balance Sheet beginning and end of year. There should also be a place to enter the Foreign Exchang........ Read more

    Status: New
  • 0 Vote
    Submitted by:
    Tuesday

    Add an error message stating that NYS returns with TF numbers can't be efiled so that preparers don't waste time trying to determine if there is a technical issue or some other reason ........ Read more

    Status: New
  • 1 Vote
    Submitted by:
    Tuesday
    2 comments

    We need the ability to add a location to and to be able to sort depreciable assets for those instances where they need to be separated by department or location for personal property t........ Read more

    Status: New
  • 3 Votes
    Submitted by:
    Tuesday

    We need a state tax planning worksheet in addition to the current estimated tax worksheet for clients that have more complex state tax situations. 

    Status: New
  • 2 Votes
    Submitted by:
    Tuesday

    We need the ability to transfer an existing C corporation file to an S-Corporation file when an S-election is made by an existing corporation.

    Status: New
  • 2 Votes
    Submitted by:
    Tuesday

    Please provide state depreciation reports for those states that do not recognize federal section 179 and bonus depreciation.  

    Status: New
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