Hello,Recommendation 1 - I need to create prior year worksheets from the data that I've entered in prior year taxes from a tax returns which has been prepared b... read more
When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your ... read more
Currently the prior year worksheets are in pdf format- often requiring the taxpayer to print, fill out manually, then upload to tax preparer. Please make it pos... read more
Hello, client exercised ISO and has AMT in the 2025 tax return. Shouldn't a form 8801 also be created/populated to track the AMT tax credit carryover? Is there ... read more
This year we are all being inundated with IRS notices requesting bank information. Many of these notices are for taxpayers who had a balance due but then had so... read more
I am trying to print a confirmation letter for a client showing that their Federal Estimated Tax Payments have been submitted. I can do this for the CA payments... read more
Is there a way to add additional documents to be included in the standard K1 package? Specifically, looking to add Form 7203 for S-Corps and the basis worksheet... read more
I filed my client's 1040 on April 12th and proconnect shows it was filed and accepted by both the IRS and CA. He did not receive his refund and when checked "Wh... read more
Hello Pro Series,I have an idea on how to help many Michigan tax preparers file returns with the new computer program that the state of Michigan has implemented... read more
On Friday one computer installed the 2025 Lacerte from the network taxsetup.exe. She had 2024 open and had been using it. After she installed the 2025 and went ... read more
Trying to file 2025 amended WV individual. It is available to select in the state amended drop down and everything is correct with no errors on the WV return. T... read more
I wonder if they help my colleagues. They annoy because they make me stop my flying fingers to get rid of them, taking away time and concentration. The pink dia... read more
Good afternoon folks,ProSeries Basic is what I'm working in.I need to amend a 2023 return for a client, and am not the original preparer. I understand that I ne... read more
I started the day with an overnight Windows 11 update. When I try to open EasyACCT now nothing appears on my screen. Task Manager shows EasyACCT running but no ... read more
Since the IRS is putting the kibosh on writing checks, we now have the ability to electronically pay quarterly estimates using Pro Series.When can we expect to ... read more
