Annette1
Level 1

Hi Matt, Thank you for your reply.  I checked the Doing Business As Name uner Tax Prep Credentials, and it is showing the correct name  I'll try sending a clip of by About ProSeries Version tab as you suggested..

Note to Atlgirl1971: Docusign told me I could create a separate docusign account (outside of proseries) and email pdf's of the proseries returns through the separate account.... This would prevent the name problem, but then, i wouldn't be able to send the tax returns directly thru the Proseries Efile menu which would be kind of a hassle.

I'm debating about that, but it has been going on for years, with no resolution, so I'm thinking leaving Proseries for a different software might be the only way to fix it.  I also have two account numbers set up apparently because of the name change (?), and I get logged out of QBO every time I log into Proseries Intuit Link becasue the two accounts get confused.  It's been an ongoing battle that I think I'm going to lose. 

  

0 Cheers