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
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
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
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