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ProSeries Tax Idea Exchange

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Community Ideas
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  • 1 Vote
    Submitted by:
    Friday

    Client analyzer queries needs to work much faster and you should be able to choose more than one schedule as a filter for the query.  They run so slow right now and it is not an e........ Read more

    Status: New
  • 2 Votes
    Submitted by:
    09-21-2020
    1 comments

    Add horses as a type of asset.

    Status: New
  • 0 Vote
    Submitted by:
    Tuesday

    I just completed a multi-state corporate return of 483 printed pages. As these pages print out from the downloaded pdf, I find they are only somewhat sorted. I prefer to present my cli........ Read more

    Status: New
  • 1 Vote
    Submitted by:
    2 weeks ago
    1 comments

    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:
    2 weeks ago
    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:
    2 weeks ago
    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
  • 35 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:
    2 weeks ago

    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:
    2 weeks ago

    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
  • 3 Votes
    Submitted by:
    2 weeks ago
    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
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