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Using ProSeries help features

SOLVEDby IntuitProSeries Basic9Updated August 26, 2022

ProSeries Basic and Professional both have features available that can help you quickly navigate and find information you are looking for:

Where do I enter:

ProSeries houses a powerful in-program Where do I enter tool designed to help find the point-of-entry for specific tax items.

  1. Open the client's tax return.
  2. Open the Where Do I Enter? tool using one of the two methods below:
    • On the toolbar at the top of the program, click the green Where Do I Enter? button.
      Where do I enter_PS_US_Ext_4122.png
    • From the Forms menu at the top of the program, select Where Do I Enter?.
    • (In ProSeries Professional only:) At the top of the Forms in Use bar to the left, click the green Where Do I Enter? button.
  3. In the window that pops up, type in the keyword(s) for the item that you want to report.
    • As you type, the tool filters through the forms, worksheets, and statements available.
  4. Select the option that's most applicable to your needs from the generated list.
    • The window will then close and you'll be taken to your destination.

To get the best results possible, a best practice would be using search terms that are aligned with form terminology. For example, if you're trying to report something "tax-free," the optimal search term would be "nontaxable."

When clicking the Where Do I Enter button in ProSeries, the following error generates:

"ProSeries Where Do I Enter Feature is not Available on this product"

How do I resolve this error?

The most common solution to this error is to reset the Internet Explorer settings on your computer. For more information on how to reset the Internet Explorer settings refer to Change or reset Internet Explorer settings.

 

The steps above may resolve this error even if Internet Explorer isn't set as the default web browser on your computer.

Additional items to check:

The steps provided above work for most of our customer that have experienced this error. For a very small number of customers, the issue has continued after completing the steps in the linked Microsoft article. In these cases, the information below has been known to help correct and prevent this error message. Only try these steps after completing the steps provided in the linked article above.

  1. Security software such as a software firewall may preventProSeries Professional from being able to access the internet connect even when other years of ProSeries and other applications can access the internet. See Firewall configuration and internet access for ProSeries for more information on how you can allow the program through your firewall.
  2. Make sure that there are no failed or pending Windows updates available for your computer. Some customers have reported that the above options didn't resolve the message while their workstations had pending Windows updates that couldn't be completed. For additional assistance, contact your local IT professional to aid the uninstall/install of pending, failed, or stuck, or recent Windows updates.
  3. Clear the Windows Temp folder and restart the computer. Refer to Disk cleanup in Windows for one method to clear the Windows Temp folder.
  4. If the above options don't resolve the error, your next step should be either creating a new Windows user profile and/or reparing the existing user profile. Contact a local IT professional for further assistance.

Cross-Reference and About:

The ProSeries help center has tools available that can show you where a calculated number came from and provide more informaiton about an entry field:

When you're on a tax form line that receives data from other forms and worksheets, you can use Cross-Reference to see how the amount in the current line is computed. To do this:

  1. Highlight the field that contains data calculated by ProSeries.
    • Calculated values appear in black.
  2. Right click on the amount and select Cross-Reference.
    • If the Cross-Reference command isn't available, the calculated value that you are interested in is probably based on information on the active form. Read the instructions for that tax form line to determine how the amount is calculated.
  3. Read the cross-reference information in the Help Center window.
    • Click the blue, underlined text to open the form that contains the source of the calculated
      value.

When you need more information about a specific input, or the text on the form says See Tax Help you can right-click on the amount and choose About. This will bring up the tax help with expanded information on the form or entry.

Keyboard shortcuts

There are multiple keyboard shortcuts and function keys that can help you move about the program quickly:

Command keys

KeyAction
Ctrl + ACalculator
Ctrl + CCopy
Ctrl + DOverride
Ctrl + JFind
Ctrl + NNew Client
Ctrl + OOpen Client
Ctrl + PPrint Client
Ctrl + QQuick Zoom
Ctrl + SSave Client
Ctrl + TTax Summary
Ctrl + VPaste
Ctrl + WRemove Form
Ctrl + XCut
Ctrl + Shft + FFind / List Notes
Ctrl + Shft + JFind Again
Ctrl + Shft + LSelect Line
Ctrl + Shft + NAdd / Edit Note
Ctrl + Shft + SSupporting Statements
Ctrl + F3Sort Data in Table

Fuction keys

KeyAction
F1 Program Help
F3 Cross Reference
F4 Tax Help
F5Final Review
F6 Find Forms
F7 Find Next Error
F8 Mark as Estimated
F9 Calculate Return
F10 Save Return
F11Missing Client Information
Tab Go to next Field
Shift + F1Help
Pg UpPage Up
Pg DownPage Down
HomeFront of Field
End End of Field
Ctrl + HomeTop of Form
Ctrl + EndBottom of Form
Alt + F4Exit
Shft + TabGo to Previous Field

Understanding the Field Entry colors

When viewing tax returns in ProSeries Professional and ProSeries Basic you may notice that some values appear in different colors, similar to a font color. These colors can help you determine where amounts came from on the return:

Each data field is shaded white, light yellow, or light red.

  • White fields are calculated by the program.
  • Light yellow fields are available for data entry or contain valid data.
  • Light red fields require data or contain invalid data.

The program changes data fields from light yellow to light red, or from light red to light yellow, as you enter data. To make it easier for you to find and review the data in a return, different types of data appear in different colors in the data fields.

ColorMeaning
BlueData entered manually; or,

Blue data that reappears if deleted is transferred for your convenience. This number can be changed without overriding if it does not apply to your tax situation.
BlackEntries calculated by ProSeries.
RedEntries that override a calculated value; or,

Data that might be invalid.
Red italicsEntries that you mark as estimated.
Black italicsCalculated entries that are based on an original entry that you marked as estimated.
PurpleEntries for which you created a supporting statement.
AquaData transferred from last year's ProSeries client file or this year's ProSeries/Client Organizer file; or,

Data transferred from this year's federal return to this year's state return; or,

Data imported to a Form 1040 return using the K-1 Import command.
GreenData imported from QuickBooks, Fixed Asset Manager, EasyACCT, Quicken, a trial balance program, or another program..
 

For more detailed information, go to the Information menu and select Data Source. This will show you any amounts that have been entered by you, transferred, or imported.

Navigating with Open Forms

When you have a tax return open, ProSeries has a Open Forms box that let's you quickly jump to specific Forms, Schedules or Worksheets using hotkeys.

  1. When inside the Federal or State return press F6 to bring up a list of all forms.
    OpenForms_PS_US_ext_4122.png
  2. The letters and numbers appearing in blue are the hotkeys for the form.
    • Most numerical forms use the numerical form number as the hotkey. For example type 6251 and the Form 6251 will be selected.
    • Most Schedules will be the letter of the Schedule. For example to bring up the Schedule D, type D.

Using the settings in the lower left you can also change the view to Display Form Description. While this view can be useful if you can't remember the form number, the hotkeys don't work on that view. You can toggle between the views as needed.

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