ProSeries Tax Idea Exchange

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

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

Please support NJ forms PTE-100 and PTE-200 for pass-through entity tax.

Why not have input on social security worksheet in the same order it appears on SS statement? This would be so convenient.

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

This would save several clicks.

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

Why don’t W-2 entries save the state withholding information? This would be very convenient to add this.

Currently you have 3 tabs in the EF center All, Pending and Accepted. Add a 4th - Rejected. Putting rejected returns in a separate tab would make it easier to track rejections.Also, in... Read more

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