Suggestions and Votes for The Intuit Community Website on UserVoice

Add NM RPD 41379 and RPD 41369 New Mexico Net Operating Loss Carryforwards for Corporate and Personal

2017-12-28T13:50:58-08:00

Mandatory filing forms for NM

Anonymous said:

ADD NM RPD-41369 NM NOL SCHEDULE!
IT'S RIDICULOUS TO MANUALLY FILLING OUT THE FORM WHEN NM FOLLOWS FEDERAL NOL AMOUNTS, FOR THE MOST PART!

Allow custom Purchase Order forms

2017-09-11T07:55:23-07:00

Please allow us to customize the Purchase Order forms. At the very least allow the removal of the signature and date lines.

Anonymous said:

www.digitalpurchaseorder.com

Allow custom Purchase Order forms

2017-09-11T07:55:13-07:00

Please allow us to customize the Purchase Order forms. At the very least allow the removal of the signature and date lines.

Anonymous said:

You can also check this page here. They are integrating with Quickbooks

include GA 500-NOL

2017-07-03T13:58:26-07:00

Why wouldn't you have all forms? This makes no sense!

TM said:

I agree. My refund is being held up because I'm trying to figure out how to do this form.

darken the colors! Blue way too light and no contrast in registers and forms. Hard on the eyes!

2017-06-28T19:47:52-07:00

Anonymous said:

Yes, please. The lack of contrast in the newest version is maddening and finding the correct box slows the process. At lease issue a patch to make more contrast an option.

reports for vendors should not have customer PO# in the field list, and vice versa

2017-06-12T14:09:43-07:00

Anonymous suggested:
Reports for vendors have the customer PO in the field drop-down list. Customer reports sometimes have the vendor PO #. Both examples return a blank. Fix this please. Using Enterprise Solutions Accountant 17.0

have form in forms bar highlighted

2017-05-19T14:24:08-07:00

When you click on a form in the forms bar, it should remained highlighted on the form you are currently working on.

Philip Tesler said:

Scott, I totally agree, especially if you have a lot of depreciable assets and you need to edit, or delete, them, it's a pain having to search for the next name in the forms bar.

The online version of the invoice is incorrectly indicating "Balance Due" instead of "Amount Due".

2017-05-10T21:52:28-07:00

Change the wording of the online version of the invoice to indicate Amount Due instead of what currently appears, "Balance Due". This is the second time I have pointed out this error and yet it goes unfixed. This improper label is contusing clients into thinking that the invoice amount is their balance which oftentimes it is not. Please correct the problem. Thank you.

Anonymous said:

This was an actual text thread from today, 5/10/2017:

Me: "Hi Dan, Bal now $500. Payments plz. Thx."

Customer: "Strange. I got an invoice from you on 5/1 saying balance was $90."

See!

Please fix this obvious problem.

The online version of the invoice is incorrectly indicating "Balance Due" instead of "Amount Due".

2017-05-10T21:43:36-07:00

Anonymous suggested:
Change the wording of the online version of the invoice to indicate Amount Due instead of what currently appears, "Balance Due". This is the second time I have pointed out this error and yet it goes unfixed. This improper label is contusing clients into thinking that the invoice amount is their balance which oftentimes it is not. Please correct the problem. Thank you.

Homebase issues

2017-04-28T10:28:27-07:00

Staff suggested:
Files often disappear or duplicate. It would be nice if that didn't happen.

Client letter should allow for individual page printing

2017-04-28T10:25:39-07:00

Staff suggested:
Client letter should allow for individual page printing

Client letter to include and reference any other e-file authorization forms

2017-04-28T10:24:48-07:00

Staff suggested:
The client letter should automatically include any additional e-file authorization forms to be signed (various states require them) instead of having to individually edit the letters.

let us choose what time a bank account Auto Update takes places.

2017-04-28T05:23:30-07:00

Anonymous suggested:
I want my Auto Update to take place right before I walk into the office so I have the previous day's transactions ready for my review. upon arrival.

get rid of having to put in a password to open quickbooks!

2017-04-27T16:58:04-07:00

Anonymous suggested:
get rid of having to put in a password to open quickbooks! Very annoying.

Have a Warning Notice, if after you complete a return to tell Prepare, if return is below limits and need not File a Return.

2017-04-27T13:11:34-07:00

R E Armstrong suggested:
This would help from filing returns that are under the limits of filingin error.

In Pennsylvania Return when 1099R has a Code # 1, Make it taxable on Local Return as your do PA State Return

2017-04-27T13:03:59-07:00

R E Armstrong suggested:
Early distribution of pension plan is taxable in most cases on Local Return as the Pennsylania. Carry over to Local Return

Support District of Columbia Form D-41 in ProSeries

2017-04-27T11:06:20-07:00

Jesse Jenkins said:

Support the D-30 return.

TYPE CLIENT'S LAST NAME IN HOME BASE AND TAKES YOU RIGHT TO THAT CLIENT. YOU SHOULD NOT HAVE TO USE SNAPSHOT TO LOCATE THE CLIENT, AN EXTRA

2017-04-27T11:05:56-07:00

Anonymous suggested:
RE- PROGRAM, TYPING LAST NAME IN HOME BASE, TAKES YOU TO THAT CLIENT. ALOS, IF SAY E-FILING REJECTED FOR CLIENT, AFTER YOU HAVE READ REJECTION MESSAGE, TAKES YOU TO THE TOP OF HOMEBASE. HAVE TO RE-SCROLL DOWN TO THAT CLIENT AGAIN.

BEFORE WE LOGIN TO PROSERIES, HAVE PROSERIES DETERMINE THAT THERE ARE UPDATES TO BE APPLIED.

2017-04-26T14:27:00-07:00

Anonymous suggested:
RIGHT NOW, WE LOGIN AND THEN PROSERIES LET US KNOW THAT WE HAVE UPDATES. WHEN THE UPDATES ARE APPLIED, WE THEN HAVE TO LOGIN AGAIN. WHY NOT HAVE THE CHECK FOR UPDATES BEFORE THE LOGIN?

Form 6252 needs improvement for sale of multiple assets.

2017-04-26T11:26:49-07:00

EA1986 suggested:
Posting an installment sale with numerous assets requires me to override Line 9 and 12. I need the ability to link more than one asset to the form. This happens in my practice with the sale of an improved farm.

Add statement to K-1 indicating Eligible Small Business

2017-04-26T10:49:34-07:00

Anonymous suggested:
Currently no statement is added to Form 1120S Schedule K-1s for businesses that qualify for Eligible Small Business treatment of the Research Tax Credit. There is the "Eligible Small Business Credit Smart Worksheet" on page 2 of Form 6765, but that info is not included anywhere on the K-1 without manually adding a statement. Without this, shareholders may not realize they can use the credit against their AMT.

add wisconsin amended return for efiling

2017-04-25T14:47:13-07:00

Anonymous suggested:
add Wisconsin amended return for efiling

Create a "repopulate" button on the healthcare worksheet to update changes made on a persons social security number on the info worksheet

2017-04-25T10:18:06-07:00

Evelyn Edwards CPA suggested:
I had a clients tax return efile rejected because of incorrect social security number. I corrected the number refiled it and it was accepted. However, the social securiy number on the healthcare worksheet was not updated. This caused a health care responsibility penalty and reduced the refund in 2015 and in 2016 caused them to owe $1500 more. I was not aware of this until I got a call from a very upset client. Proseries did not show any errors so I did not think to look. My suggestion is to create a "repopulate" button to indicate that a change had been made to a "populated" entry. Similar to the optimizer button on the education credit

Income Tax Returns Print Way Too Light. Need To Darken Print

2017-04-25T06:45:34-07:00

Anonymous suggested:
Income Tax Returns Print Way Too Light. Need To Darken Print

have subsequent year depreciation

2017-04-24T19:43:26-07:00

Edna M Iadanza suggested:
have subsequent year depreciation included in Proseries

Put back the printing the default to "Printer" instead of keeping the last option selected or give us the option to do this.

2017-04-22T15:25:30-07:00

Anonymous suggested:
NOT A NEW IDEA, JUST PUT BACK WHAT YOU HAD BEFORE OR BETTER YET, GIVE US THE OPTION TO HAVE THE SYSTEM REMEMBER PRIOR PRINT OPTION "PRINTER OR PDF". SOME PEOPLE WANT TO ALWAYS PRINT TO PDF. WE DON'T. VERY FRUSTRATING WHEN YOU WANT TO PRINT AND THE SYSTEM HAS REMEMBERED THE LAST TIME YOU PRINTED TO PDF. NOW YOU HAVE TO WAIT FOR THE PDF TO BE MADE AND THEN PRINT. FOR THOSE OF US WHO DO NOT NEED OR WANT THIS OPTION, PLEASE GIVE US THE OPTION SO WE DON'T WASTE TIME PRINTING AND HAVING TO RESET TO PRINTER.

ProSeries Client Checklist add the estimated payment section for vouchers given

2017-04-20T13:28:10-07:00

Brett suggested:
On client checklist in ProSeries there should be a section that includes the estimated tax payments provided with the due dates and amounts for each voucher so the client can check off and confirm if the payments were made. Currently there is no such option for the client checklist in ProSeries.

Create a report showing in which assemblies an inventory part is being used. A "Where Used Report"

2017-04-20T09:58:44-07:00

update pro series 1040 when correcting ssn on info worksheet to show error that ssn do not mach in form 8965.

2017-04-20T09:49:39-07:00

Anonymous suggested:
When originaly wrong ssn was entered on information worksheet and transfered to for 8965 a reminder or error should appear when later correcting any ssn on information worksheet to also correct this ssn on form 8965. Because the ssn was different on the form 8965 no credit was allowed and client was charged penalty for not having health insurance coverage. I had to amend to correct the error.

New Feature

2017-04-20T08:56:15-07:00

Michael Payne suggested:
Have the program uncheck the EF box when the freeze box on the extension is checked - this will provide an obvious indication of the status of the Extension (especially after it is accepted in stead of switching back to Marked for EFile like it does now). In addition, when unchecking the freeze box to process the return - have the program recheck the EF Box.

aggregating billing invoices to track client invoices

2017-04-20T08:17:51-07:00

I want to print out all invoices at one time versus going to each individual file and printing them out one at a time

Anonymous said:

It would be great if I could printout all invoices at one time from the home page. I now have to go to each taxpayer file and print them out one at a time

aggregating billing invoices to track client invoices

2017-04-20T08:16:42-07:00

Anonymous suggested:
I want to print out all invoices at one time versus going to each individual file and printing them out one at a time

Connecticut

2017-04-20T05:50:46-07:00

Jessenia Narvaez suggested:
Add Connecticut Form 1040-EXT (Application for Extension of Time to File Income Tax Return for Individuals) to the ProSeries tax software.

Carry forward the College Tuition History info to next year's data as you do for Student Loan & Child Care

2017-04-19T13:30:44-07:00

Carry forward the College Tuition History into next year's info similar as you do for Student Loan Interest and Child Care. It would be nice to see these fields already populated with last year's history. Only the new dollar amounts need to be inputted.

Anonymous said:

This would save time in preparing the tax return, especially inputting the college's address...

Carry forward the College Tuition History info to next year's data as you do for Student Loan & Child Care

2017-04-19T13:29:41-07:00

Anonymous suggested:
Carry forward the College Tuition History into next year's info similar as you do for Student Loan Interest and Child Care. It would be nice to see these fields already populated with last year's history. Only the new dollar amounts need to be inputted.

Aphabetize the Forms in Use

2017-04-19T08:02:31-07:00

Client data files with multiple K-1's should have the option to alphabetize the forms. This feature would help to drastically save time when inputting information into the K-1's

Paul said:

I have several clients with 40 or more partnership investments. New K-1s are added to the bottom of the listing and after a few years it becomes time consuming to find any particular K-1. Being able to alphabetize would make things simpler.

Form 990 - Please Transfer Supporting Statements from Prior Year

2017-04-19T07:56:37-07:00

Anonymous suggested:
When I import last years' 990, the Supporting Statements are not coming along. Please fix this import problem

Aphabetize the Forms in Use

2017-04-19T07:50:31-07:00

Paul suggested:
Client data files with multiple K-1's should have the option to alphabetize the forms. This feature would help to drastically save time when inputting information into the K-1's

Have more customization in Sales Summary reports.

2017-04-18T14:41:21-07:00

Shannon Massena suggested:
Allow sales rep names on the left as rows (to rate top salesman) with items in columns across the top. Within each item show the qty sold and sold Dollars.

Allow the E-file of Next's years estimated payments in the current year tax program

2017-04-18T12:47:42-07:00

Abdul suggested:
Would like the capability to be able to set up funds withdrawal for quarterly payments for next years estimated taxes for Business returns

fix the feedback/review page accessible off the product. After carefully editing a review it keeps telling me my user name has been taken.

2017-04-18T12:35:12-07:00

After writing a carefully detailed bug report and all the fields in the review page it turns out. the page keeps telling me my nickname has been taken. I find it difficult to believe I have had ten nicknames all already taken.

Anonymous said:

PS: I see my idea came up as "anonymous". my userid in the site is "baldkuban".

fix the feedback/review page accessible off the product. After carefully editing a review it keeps telling me my user name has been taken.

2017-04-18T12:34:18-07:00

Anonymous suggested:
After writing a carefully detailed bug report and all the fields in the review page it turns out. the page keeps telling me my nickname has been taken. I find it difficult to believe I have had ten nicknames all already taken.

Be able to do Grantor Trust returns, populating the return.

2017-04-18T11:34:43-07:00

barry ira hechtman suggested:
Be able to do Grantor Trust returns, populating the return.

With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partn

2017-04-18T11:34:15-07:00

barry ira hechtman said:

With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partner worksheet just have a box to check and the program automatically transfers the information to the officer/TMO/general partner on page 1.

When importing K-1s should auto update the old K-1s should not have to delete K-1s and then import. Also whenever a 1120s/1041/1065 is chang

2017-04-18T11:33:46-07:00

barry ira hechtman suggested:
When importing K-1s should auto update the old K-1s should not have to delete K-1s and then import. Also whenever a 1120s/1041/1065 is changed the linked 1040 should be notified when the preparer opens it to update the return.

With 1065, 1041, & 1120s most of the times the shareholder, trustee, partner is an officer or TMP. On their K-1 worksheets shareholder/partn

2017-04-18T11:33:07-07:00

Exclusion Rule

2017-04-18T10:27:35-07:00

Anonymous suggested:
Need an exclusion rule on directories so that I can store multiple year's returns in one directory. Exclusion would state that if in 2016 software exclude prior year returns by looking at file extension.

First Extension column in EF Center screen could be moved next to the EF Status column.

2017-04-18T06:14:00-07:00

Anonymous suggested:
First Extension column in EF Center screen could be moved next to the EF Status column

Menu for "Select PO"

2017-04-17T15:24:33-07:00

Anonymous suggested:
When writing a check to a Vendor, it asks if I want to apply a PO, but it gives no other information than the PO Number. I would love to see the amount too or something other than just the PO number and date. Some vendors don't list all of the POs on their invoices which means I have to close out the check and search which ones I want, write down the numbers and go back in to select just those. The memo line is good, but amount would be best. Frustrating and time consuming. Thanks.

Menu for "Select PO"

2017-04-17T15:22:21-07:00

When writing a check to a Vendor, it asks if I want to apply a PO, but it gives no other information than the PO Number. I would love to see the amount or the date or something other than just the PO number. Some vendors don't list all of the POs on their invoices which means I have to close out the check and search which ones I want, write down the numbers and go back in to select just those. Frustrating and time consuming. Thanks. Becky

Anonymous said:

Sorry, date is included, notice new memo line which is helpful but I really need the amount to show also. I have up to 50 POs for one company, that don't come in numerical order. Thanks.