Client moving to CA in mid-December. Over 65, single, no dependents, only income Social Security, IRA and broker investment account. Total taxable income for Fe... read more
After updating to 2025 tax year EasyACCT all of the entry dates on my invoice numbers have been imported incorrectly. How do I bulk edit this or fix this proble... read more
Greetings, All...hope everyone is doing well. Time flies and another season is basically upon us.New client called to discuss his return and Difficulty of Care ... read more
I have a client that sold their S Corp as an Asset sale, with the seller financing the sale through cash up front and a Note for payment over the next 7 years.I... read more
The following diagnostic is generating: e-file: The sum of the distributive share of subtractions reported for beneficiaries (column A) and fiduciary (column B]... read more
I have been a ProSeries customer for many year, and my renewal fee increases approx. 6% year after year. I just saw that new customers are only paying $2099 for... read more
I used McFee to clean up my computer to make it run faster. Now none of my ProSeries tax years will open. I have from 2018 to 2024 and use workstations as well.... read more
Is FAM available for 2025? I am only showing it as available for purchase and it is already supposed to be included in the ProSeries Professional that I already... read more
I wanted to see if anyone is using SmartVault's new AI. I have not had time to play with it yet.I Really liked Thomson's Reuters but no way do I want to pay $30... read more
Given all the paperwork ProConnect generates when printed, I was surprised that the worksheets didn't print out showing detail of expense items that I added.PC ... read more
Is anyone else having issues with the Bank Recon module in the updated 2025/2026 EasyAcct software? When I pull payroll into the Bank Recon all the payroll chec... read more
Client came to me who hasn't filed since 2015. I have old Lacerte versions installed but when I try to open software, I get network connection error. How can I ... read more
I completed the data input for two CFCs, I would like to switch the order of the two without reinput the whole thing. Can I do that in PTO, and how? Thank you.
