I have a 1041 K-1, 1065 K-1 and a 1120-S K-1 for an Individual 1040 Tax Return, but it won't let me import it directly. Based on other sources, it appears I hav... read more
I'm looking to sell my tax practice at the end of the 2025 tax year filing. Any recommendations or suggestions on how to go about this? It is just going to be m... read more
The 2025 return requires us to answer if a dependent is a full time student or not. It would be helpful if that box was in the Organizer with the dependent info... read more
Filing Exception Notification selection must flow from prior year! while 99% of business are exempt from filing the selection must flow as was selected from the... read more
I am finding it a paradox where everyone is talking about the "shortage" of tax professionals, tax professionals being "overwhelmed" during the tax season, yet ... read more
I have approximately 120 relatively straightforward individual clients for whom I no longer wish to provide tax prep services, as I am stepping into retirement.... read more
Hello Intuit/Pro-Series Team,I am writing as a long-time and loyal user of Pro-Series Professional software to express my deep frustration with the recurring is... read more
Hi Everyone,I’m looking for clarification regarding the authority granted under Form 8821 (Tax Information Authorization) and whether it is sufficient to reques... read more
It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doin... read more
It appears the 2025 tax organizer has not been updated to deal with the OBB Act changes such as deductible automobile loan interest expense deduction, etc.Is th... read more
in 2024 a 1040 USA citizen paid Switzerland tax on qualified dividends of $140,000 at 35% or $49,000 and in the last five year up to 2024 would get a rebate of ... read more
I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal. However, I would like the ability to ha... read more
Please add the ability to bill clients by individual forms. Many tax programs, including Drake, allow form-based billing, which makes invoicing clearer, consist... read more
