I have great difficulty finding input sheets in ProSeries. Unlike Lacerte, that has a very helpful table of contents, ProSeries leaves it to the user to find its entry sheets: good luck because you might need the assistance of a posse. I’ve spent needless, unbillable hours trying to find the place where I can enter the information.
And it’s feature, “Where Do I Enter”, to assist the tax preparer with data entry appears only to apply to Federal Form 1040, since whenever I have attempted to use it for Form 1120, 1120S, 1065, etc., and for state tax forms, ProSeries informs me that it’s unavailable for these forms. Lots of luck, pal. Go fish!
And today when I printed out California’s Form 540NR, California Resident or Part-Year Resident Income Tax Return, I discovered to my embarrassment and chastisement from my client that my electronic signature on page 3 was illegible: it overwrote the form’s caption line containing “Firm’s name” and “Firm’s address”. When I called Intuit’s ProSeries, I was placed on hold for what seemed an eternity, then someone in its tech department spent considerable time remotely accessing my computer to understand my problem and attempt to correct it. And then when that failed after another period of time seeming like another eternity, I was transferred to the tax department, who informed me that there was nothing I could do but remove the electronic signature.
The individual in Intuit’s tax department admitted that it was a defect in ProSeries and said that it was never picked up until my call since not many California Form 540NR’s are filed. Right!
Also, when I attempted to print a tax return on May 30th, I was unable: Intuit’s pay-per-return was down. I lost a client over that, since the client came to pick up his tax return and I thought there would not be a problem printing the return. Thanks, Intuit. Needless to say, its call center and customer service were unavailable, too. Perhaps if its server is going to be down, Intuit should have had someone on call to handle its software issues?! That’s poor service.
Recently I filed corporate returns that were subject to penalties for late filing as well as late payment; however, Intuit’s ProSeries, unlike Lacerte, was unable to calculate their penalties and interest charges. Even worse, there was no entry field in which to insert the manually calculated penalties and interest on Form 1120 in the program: I was forced to input it opposite the field for the penalties for underpayment of estimated taxes, and, as a result, generated an error message that created a problem for electronic filing of the tax return. I wasted hours on attempting to file that tax return. Not surprising to me, a number of individuals on Proseries’ support staff were oblivious to that error.
In addition, I feel as if I am getting banged hard with Intuit’s pay-per-return policy. That takes a big bite out of one’s tax preparer fee. Plus Intuit charges an annual fee as well of nearly $300.
If anyone knows of a better tax software at an affordable price, please let me know. I’ve had it with ProSeries. Do you think ProSeries offered me a refund for the cost of that California tax return since it has a defect? Not a chance! Do you think that I ever received a free copy of QuickBooks for all of the clients I brought to Intuit to use QuickBooks? Are you on drugs? Intuit sucks!
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