I do a lot of Schedule Cs, so in setting up a new client I keyed their assets into Sched C, but I should have keyed them into Sched F because it is a farming bu... read more
I have a client who requested an amended return for 2022 and who is also due a refund from said return. I am trying to apply the newly generated 2022 refund to ... read more
There is a factory in Northern Minnesota which makes the Tickle Me Elmo toys.The toy laughs when you tickle it under the arms.Well, Lena is hired at The Tickle ... read more
With Intuit Link, Is the customer's bank and brokerage information user/password or linkage saved or does he have to go in every year and log into each financia... read more
Is it difficult to add the refund / bal due status bar to Proconnect? I switched to ProSeries just because of that feature. I understand the process of looking ... read more
Overall, I've been happy using Intuit Link as my client portal, but there are a number of improvements that would save accountant's a tremendous amount of time,... read more
Does Lacerte generate the Generation Skipping Tax return 706GS(D)?I have a client with a 706GS (D-1) form, showing $30k of Generation skipping income.I don't se... read more
A trustee/creator passes away in 2023. He used to claim the trust income & expenses under his 1040.1- For 2023 tax return should the trust be filed under the De... read more
A client of mine sold his shares in his S corp for 2 million back in March of 2023 to the other shareholders. The shareholders asked me to file the S corp retur... read more
When entering payer demographic information from 1099, W-2 etc. Population of city and/or state would be helpful and speed up data entry. Also, W-2 upload requi... read more
Please incorporate the functionality of reviewing a tax return inside of ProConnect and using tickmarks to notate individual lines of the tax return.I want to b... read more