ProSeries Tax Idea Exchange

Clients who have Schedules K-1 for PTEs that operate in multiple states will often have non-resident withholding from a number of states.  It would be helpful if the Federal K-1 W........ Read more

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.

These reports contain the submission IDs for both Federal and state filings of the returns, extensions and submissions in general.  It would be helpful if those reports could be p........ Read more

Allow preparer and reviewers to tic mark entries to show that entries have been reviewed and verified. Need at least 5 different colors and/or shapes

Be able to upload tax documents automatically through a provider like Gruntworks to save time.

I'm from WV. The IT140 state tax return does not have a direct connection to WV2848.I have, on numerous occasions requested the form be put in the state return menu and list of forms.I........ Read more

It would be very helpful if Proseries had the same "two year-comp" for State that we have for the Federal return.

ProSeries only allows Form 2439 to be input to a paper filed Form 1041 through tax year 2019.  Since paper filed returns are extremely backed up especially because of COVID, it wo........ Read more

The process  to change the print order for ProSeries is extraordinarily tedious. Although you can select multiple and/or specific forms to move them to a different printing positi........ Read more

Currently, there are data fields in ProSeries that turn red, indicating that an entry is required. A preparer may not have the answer at that time and would like to link to the field, ........ Read more