ProSeries Tax Idea Exchange

On form 8867, paid preparer’s due diligence checklist. Why not have it auto check the applicable items EIC, CTC/ACTC/ODC, AOTC, HOH? It knows when you have the appropriate ones checked... Read more

Allow user to require ProSeries to open "Permanent Comments" when client return is opened. This would allow a preparer to see any important carryover messages about the clients tax ret... Read more

You can put it in the column currently reserved for the pointless box 3 Non-dividend distribution box and move THAT to the Dividend Income worksheet. 1099A dividends are quite common.

We need capacity to do more queries or better yet, a means for us to query with our own selectedcriteria. The currentquery feature has alimitedlist and sodoes Homebase (from which we c... Read more

CCH ProSystemsdoes 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 email ... Read more

On form 1040, imported K-1s require manual entry of QBI information. Please automate inclusion of QBI information with the import functionality.

Many business returns ask for the officer, their phone number and email address on the information worksheet. This input however does not automatically pull to 8879's and other state f... Read more

It would be a great advantage if the list of 1099s at the left of the return currently being prepared could be displayed by name in alphabetical order. When preparing a return with up ... Read more

Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.

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