Has anyone experienced any issues printing certain personal tax returns? I get an error on some saying the input data block is not complete. Doesn't happen on a... read more
As you can see from my posting history, I am finding the 1099 imports to be a major hassle this year. I cannot get Fidelity or Morgan Stanley to work at all (th... read more
Just dealt with Rep Amanda to resolve and invoicing printing issue She was so knowledgeable and patient. thank you for another great experience. My only complai... read more
Its February 17, 2026 still not all forms are available. Anyone here who can shed some light on this? Its been weeks now that the forms are still not available
FYIProblem with Rightworks access, two days in a row. Duo, mobile authenticator app, did not call my phone. I could not be authenticated and I could not access.... read more
When we request an esignature in 2025, the process is taking over 4 minutes for each request on two different computers in our office. The process eventually DO... read more
There is no upper limit per se. The law says, it phases out by 6% of the AGI above the minimum. So for one person, the complete phaseout is 6% of $100K = $6,000... read more
According to California Secretary of State in a December 22, 2025 Customer Service Update: Newly registered Corporations, Limited Liability Companies (LLC), and... read more
I just tried to e-file my first FinCEN 114 FBAR today. It failed, with a message: Validation Failure: Error 54: Tax Year 2025 Transmissions are not available. R... read more
we can't fully check returns while waiting on the IrS. You should have a worksheet showing where you get the figure for Other Deductions on Form 8825 that flow ... read more
Is there a way to resend the invoice after sending the DocuSign. Many clients claim they did not get the invoice and it would be great to just resend it.
Does anyone know how to have the Forms help NOT automatically populate when reviewing a tax return in the form tab? Those question marks are really annoying.
VT Business Form BI-477 Line 13 apportionable % should be flowing from line 45. But line 13 is showing as 100% when it should be the smaller % showing on line 4... read more
