ProSeries Tax Idea Exchange

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

Add horses as a type of asset.

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

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

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

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

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

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

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

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