Discussion:An Easy Format For ProSeries

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Discussion Forum Index --> Tax Tips --> An Easy Format For ProSeries


Itisafact (talk|edits) said:

17 March 2006

This is what I do. Open proseries. keep the program in a "window" mode. (I keep the window about 2/3 wide of the total screen) Open a client for input. Go to the view selection and check the forms selection. Now you can see the forms. At the bottom of the forms bar I select only "the forms in use" for viewing. Then right click on the forms bar and "un-park" it. I then move the program window to the left on the screen enough to get the forms bar just next to the program on the right of the screen. Now, everytime you open the program that is how it will come up.

With the forms in use listed all the time, you can move quickly around in the file that you are working on. I read that Lacerte is very fast compared to ProSeries but my feeling is ProSeries is easier and faster to get around in than any I have used so far.

Hope this info helps someone.

Kmil780750r (talk|edits) said:

21 January 2009
Thank you for that information. I haven't used the proseries yet and so any information on this would be helpful since I will be using it the first time this year.

Do you know of any sources to use to have more of an idea on how to use it?

Any would be helpful to me right now.

Thank you Kathryn

Taxea (talk|edits) said:

11 July 2011
ProSeries has tutorials on-site that are great for learning the program.

Fsteincpa (talk|edits) said:

11 July 2011
Ok, this was bumped why?

Taxea (talk|edits) said:

20 January 2012
Because it's a tip. And here is another one. I input from the 1040, just click on the magnifying glass for the line and it opens up the form you need. Saves taking the time to select all the forms you will be using and I find that things with the client changes from year to year. I also delete forms that transfered over and werent needed before I print the return. They don't print if there is nothing on them but if using the forms used list I know immediately, upon looking at the list, that the client had or did not have in the prior year. The forms used list also helps when the client doesn't give me docs for a form that was used last year. I can then call and say "did you work of XXX last year, you had a deduction for XXX last year. Did you forget to give it to me this year?"

GFCPA2010 (talk|edits) said:

12 April 2013
CCH is better at views, hands down

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