EdCPA
Level 2

Iron Man

I see you are top problem solver.  Your response here is not Iron Man worthy.

I scan ALL of a client's documents into the pdf including W-2's, 1099's etc.  The 1099SSA is already going to be scanned.  It is going to be part of the scan and import file REGARDLESS of what happens after.

It takes maybe 4-5 seconds to look at the info on the Mark for Review stage.  If Scan and Import were doing its job, I would be done save for a final return review.

You are correct that it does not take long to have to pull out the 1099SSA and hand import.  But multiply that time by the number of returns filed with SSA benefits and it mounts up.

More succinctly put however, is this.  You are telling me to ignore the failings of the software I pay $1,000 extra to purchase.

No.  I have done that for too long with this problem since, once again, the Mother ship of Intuit it virtually impenetrable.

I would note they do not even list a phone number on any of their support pages.  You have to dig to find a number to get a hold of someone who is usually borderline useless.

I purchased my first version of Quickbooks in 1987.  It was QB for DOS since Windows was not even out yet.

I have used Proseries for tax prep for at least 20 years.  I have encouraged many a client to obtain Quickbooks.

They owe me an answer that I should NOT have to search the ends of the F**ing earth to obtain.

Thanks for your response Iron Man

Ed Spelde, CPA/CVA

219-477-4863

SB Associates PC

Valparaiso, IN