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CHANGING AN EIN

I have a client who created an EIN for a irrevocable TRUST which was created from a revocable Living Trust after the death of the owner of the Living Trust.The ... read more

Poltax75 Level 3

EIN Irrevocable Trust

posted Oct 28, 2025

Last activity Oct 28, 2025 by Poltax75

0 5
Sale of a leased vehicle

I have a owner of a business 1120-S that is selling it's business to a third party with payment terms over a 36 month period. They are selling the business truc... read more

AnmarieA Level 5

posted Oct 21, 2025

Last activity Oct 28, 2025 by AnmarieA

13 6
Intuit Link

I'm setting up a business website. Can Intuit Link be my client portal?

DRV21 Level 2

ProConnect Tax

posted Oct 28, 2025

Last activity Oct 28, 2025 by sjrcpa

0 1
can't efile california 199 form

I have a non profit client with gross receipt less than 50k , so I prepared 990n for federal and choseelectronic filling for both federal and state. when I file... read more

myan001 Level 1

ProSeries Professional

posted Feb 20, 2025

Last activity Oct 28, 2025 by sjrcpa

0 4
PDF of tax return

I am sure we all get requests from clients asking to send them a copy of their return. Is there any way to Create PDF file without SSN numbers showing on form 8... read more

Rainman1966 Level 3

ProSeries Professional

posted Oct 28, 2025

Last activity Oct 28, 2025 by Norman2001

1 1
Lacerte E-Organizer

Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year b... read more

Kathryn S Level 2

Lacerte Tax

posted Oct 28, 2025

Last activity Oct 28, 2025 by sjrcpa

0 1
56449

The following diagnostic is generating: efile: When a Pass-through entity credit or withholding is reported on the Ohio Schedule of Credits, Refundable Credits ... read more

gavin_mdp Level 2

OH

posted Oct 28, 2025

Last activity Oct 28, 2025

0 0
When will ProSeries 2025 be available for installation?

I purchased my 2025 ProSeries software in August 2025. There is no link to download it yet. If anyone can answer my question that would be awesome.

nancytrec_everson Level 1

ProSeries Basic

posted Oct 23, 2025

Last activity Oct 28, 2025 by IRonMaN

36 14
Has Intuit Advisor been updated with OBBB changes?

When will Intuit Advisor be updated with OBBB changes for 2025 & 2026?

DRV21 Level 2

ProConnect Tax

posted Oct 27, 2025

Last activity Oct 28, 2025 by Kathi_at_Intuit

1 3
Auto populate part 2 of forms 2848 and 8821

Please make part 2 of forms 2848 and 8821 auto populate when we select the preparer. I fill out dozens of these a year and having to manually enter each bit of ... read more

Matt Riggins Level 1

ProConnect Tax

posted Oct 28, 2025

Last activity Oct 28, 2025

0 0
Solar energy credit for exempt org

Does anyone know how to fill out a Form 3800 on the Exempt Org program so I can get the credit from Form 3468 to Form 3800 and then to Form 990-T? I already hav... read more

patn1 Level 1

Lacerte Tax

posted Oct 28, 2025

Last activity Oct 28, 2025

0 0
Welcome to ProSeries 2025!

Great news! If you have a renewed license for ProSeries, you can download ProSeries 2025. If you have not yet renewed for tax year 2025 see how to renewhere. ... read more

Kathi_at_Intuit Moderator

ProSeries Basic ProSeries Professional Release Letter Update

posted Oct 28, 2025

Last activity Oct 28, 2025 by Kathi_at_Intuit

0 1
program trying to open on its own

Starting last week when I am in Quickbooks, or other programs the 2024 program on its own pops up with the screen for me to sign in. Then Sunday Lacerte was sen... read more

harveyburger Level 3

Lacerte Tax

posted Oct 28, 2025

Last activity Oct 28, 2025 by George4Tacks

2 2
where, what form do I look at to see how much was paid electronicall...

EV1 Level 1

ProConnect Tax

posted Oct 27, 2025

Last activity Oct 28, 2025 by George4Tacks

7 3
Add footnote

There should be a way to add a general statement or footnote for any return disclosures

Jminbh New Member

Input Workflow

posted Oct 5, 2023

Last activity Oct 28, 2025 by MelMac

7 3