I thank you all for your comments.  Most of the responses are completely ineffective for our firm as we have 700 clients.  To sit with each client and create an individual letter would require more man power and additional CPAs and increase our prices to our clients.  We are a small mom and pop shop and intentionally keep our clients prices down by effectively using ProSeries standard tools.  We have been doing it this way for over 20 years and we have many happy return clients.  It seems to me that many of you manage much smaller firms, or just manage your business differently.  Which is perfectly acceptable if that works for you.

As for the reference to 'IRS is still accepting paper checks', that is true, but the processing time will be significantly slowed.  You may want to look that up and perhaps alert your clients that insist on continuing to pay by check.  We have.

We are producing on average 15-20 returns a day when we are in the heat of the season.  Stopping to staple an addendum to cover up the misinformation proseries is dispensing is going to be a potentially costly problem. 

This is terrible way to reach out to Proseries, but it is their way of escalating a problem.   Having to take my issues to a public forum...and listen to how others run their business....which have NOTHING to do with our business is ridiculous.   I was just told by the (3rd) agent that I spoke to about this, that she Proseries does not escalate client complaints.  They must go through this process.  Her supervisor has to approve a customer complaint to get it to a person that can help us.  They generally DO NOT approve complaints to be escalated.

Yet they are perfectly fine providing outdated directions for clients.

In the mean time, I am creating a physical document to cut and paste over the inaccurate information that Proseries is providing.  Yes, this is an OUTRAGE.

Happy Tax Season to us all.  I am still looking for a resolution resolution.