Practice Advice

As a QuickBooks ProAdvisor, I would love to see more opportunities to participate in paid research studies, user interviews, surveys, and product testing programs.Accounting professionals use QuickBooks daily and can provide valuable real-world feedback that helps improve the platform. Expanding these opportunities would allow Intuit to gather insights from experienced users while giving ProAdvisors a chance to contribute directly to product development.I recommend creating more frequent paid research studies and making participation opportunities easier to find and access.

I have a client that contributed to his Roth IRA for 12 years after he retired so he has excess contributions. He had no earned income during that time.  The investment company fixed 2025 and 2026 but what do I do to fix 2014-2024?

How is the basis calculated when selling a book of business as the only asset?

Hi,I am looking to potentially make this switch. The price is almost a triple jump which there's no way I can pass it all to clients, but maybe there's other efficiency benefits that may outweigh this cost. Looking to hear from others that made the switch or other proconnect users in general. Manual entry of the brokerage 1099s is very time consuming for example. It seems with proconnect this would be imported? Is this accurate or does it require a lot of review on your end. Other pros/consThank you!

Paper 1040-X (for 2023) mailed to Austin:  February 10 Notice 21-B and Refund Check mailed by IRS:  April 10. Tax decrease of about $19,000 and interest of about $2,100.  Error on original return was made by a CPA who didn't ask enough questions to determine basis of real estate sold (inherited in 2020, but used 2004 purchase price).  

I am trying to understand how different firms choose between Lacerte Tax, ProConnect Tax, and ProSeries Tax depending on their workflow and client base.From what I know, each tool seems to be designed for slightly different use cases. For example, Lacerte Tax is often considered better for handling more complex returns and larger firms, while ProConnect Tax is fully cloud-based and offers more flexibility. ProSeries Tax seems more straightforward and commonly used by smaller practices.I am curious how others are making this decision in real scenarios:Do you choose based on return complexity or firm size?How important is cloud access vs desktop workflow for your team?Have you switched between these tools, and what influenced that decision?Would really appreciate hearing real-world experiences.

I’m trying to understand where manual follow-up is still consuming the most time for firms during tax season.For teams working inside the Intuit ecosystem today, what still requires too much human chasing?Examples:- requesting missing client documents- following up on unanswered client questions- keeping status visible across the team- making sure client responses stay tied to the right return, issue, or transactionI’m less interested in broad “AI for accounting” ideas and more interested in the actual point where operational drag starts.If you’ve found a better way to handle one of these, I’d be interested in what changed most:Would appreciate practical examples from firms that have improved this.

Hello,my name is Kassandra, can someone help me with Depreciation of a Rental PropertyIt is My first time and is for my personal Taxes, I Have a couple of properties for rent and i want to use depreciation   

It would be very helpful if, when filing a company, that after the return is signed via DocuSign, that it lists the Company Name instead of the signers name in the listing as some clients sign multiple returns.

client received a w-2 with Lawyer fees paid out of w-2 wages of $10,000 this was from a severance settlement for workforce reduction is this deductible if so where in the software.   Thanks in advance for your helpPBP

In response to my comments about wrong or incomplete answers being posted here by people identifying themselves as Intuit employees and Tax Experts, I received this private message from Kathi @ Intuit: Appreciate your help here Morning Bob, We really appreciate all that you do in the community. You help a ton, and it doesn't go unnoticed. We hear your frustration, but we’d ask that we keep things constructive here.They are newer to the Community and genuinely trying to help. We won't always get everything right, but we want to assist people and get them the help they need. If something seems off, we absolutely welcome clarification or corrections. That is how this works best. A collaborative approach goes a lot further than a reactive one. A little patience and respect can make a big difference for everyone involved. We appreciate the understanding and giving a little grace. Again, thanks for all you do in the community and for your understanding. Kathi

I try to stay in my own lane when it comes to advice on health insurance, but when I see millionaire clients signed up for Medicare Advantage plans, I share my opinion. Which is, Medicare Advantage is fine for poor people who can’t afford good health insurance, but only Depression babies and their offspring sign up for something that costs less but delivers uncertainty. The real “advantage” to turning 65 is that you can switch from HMO to PPO, by choosing Medicare Parts B and D with a supplement. Yes, it costs more, but what value do you put on your well-being? I point out that all those ads they see in October's enrollment period are bought by insurance companies looking to turn a profit – with dollars that should be going to healthcare. Today, an article in the Washington Post adds more reasons to avoid something that sounds good until it’s canceled. “Medicare Advantage plans — the privatized version of Medicare — surged in popularity in the last two decades as companies enticed enro

I have never done a tax return for a deceased client. The trust has sold both the homes in the year 2025 the relative died. I have followed the instructions of placing the sale on the Schedule D, but I can't get it to transfer to the 1041. Also one of the beneficiaries as received a sum of money from the Trust. Where do  I submit the information on the K-1.Thank you in advance for your wisdom in helping me navigate through this Trust. 

I have a comparatively small practice. I do about 120 1040s and 10 S-Corps. Plus tax planning for a small subset of those clients that want and are willing to pay separately for it. I niched down into equity comp a couple years ago. I have and make a little more than enough for my family's needs, so I'm not looking for aggressive growth. I have young kids, so I want to prioritize having time with them. I am fully remote, and have had a remote part-time admin since 2021, mainly doing the stuff I don't want to do and to gain some efficiencies during tax season. Drafting Ignition proposals, setting up TaxDome jobs, aggregating client uploads to one PDF, sending DocuSigns, finalizing billing, etc. It's a very small amount of hours overall. Less than 10 hours per month in the off-season and no more than 10 hours per week during tax season. Asynchronous, few if any scheduled hours, works great for SAHMs. Pay attention to known deadlines, log into systems once per day to see if anything new p

Got my first LLC client, single owner in PA. Does it just go on Sch C, and how do you indicate it's an LLC? Otherwise, it just appears as a sole proprietor Sch C. 

Intuit released its quarterly report yesterday and its CEO commented, ““We are defining a new category at the intersection of AI and human intelligence, one that delivers autonomous, done-for-you experiences, disrupts the traditional assisted tax segment, and provides mid-market enterprises with the AI-native ERP platform they need to win.” He’s talking about us, before moving on to the non-tax Intuit products that get more attention. Intuit stock is trading around $400 a share, half its high of  $800 last July. Go buy some if you’re tired of winning. Part of the problem might be that the company has $3 billion in total cash and investments but $6 billion of debt.  

I have a S-Corp client that had earnings in New York City in 2025.The home state is CA although this shouldn't matter.

I can not get the IRS letter to upload when I go to n find it in my documents. I went to see the Geek Squad and they tried for an hour to upload it and could not get it tpo. They said it had to do with the software. Can I fax it to you so I can E File returns?

I'd love to be able to determine who/when/how long for each client that we're using Time Spent tracking.  Thank you for your help!

Anyone else get ripped off by Lacerte.  After the 2023 filing season ended I purchased 300 esignatures which I assumed would be good for 2024 tax filings nothing that popped up said anything different only that they must be used by 12/31/2027.  Now come to find out they can only be applied to 2023 returns and they refuse to refund my money. Absolutely criminal.  Who in the %%$% does 300 more returns after the due date

Hello!   I know of someone in need of a preparer who can do Form 5471.  Let me know - I have a referral !

Sunny and 81 today, here in Phoenix.  I've had to run the A/C at the office and in the car, some afternoons this month.  I appreciate your sympathy, it's the best time of the year and I'm stuck inside doing tax returns.  Some days I miss the cold and moderate amounts of snow in places I have lived in other winters, like Illinois and the DC area.  But this second blizzard of the season, on much of the East Coast, must be making life miserable for many tax preparers.  When schools are closed, "snow days" are added to the calendar in spring.  But I don't expect IRS to extend April 15 -- well, maybe for some people if disasters are declared, but doesn't that mean FEMA would have to get back to work? Don't forget to tip the people who shovel your snow, and get their SSN so you can send a 1099.  

Which of these would you specifically pass to clients?Which you would itemize on a bill to a client?I decided to add a line item to my bill: "2025 Inflation and Paper Tax Return Option"  $15. Typical full individual tax return:Paper (100–200 pages total)$2 – $6Toner / printer wear$5 – $10Mailing (pickup no charge)$3 – $10Staff handling time$15 – $40

ProConnect is claiming I made an order I didn't make! I didn't know an order was even made on my profile, until reviewing my credit card statement. I saw then that I was charged the correct amount for the pre order that I did make all the way back in May 2025, as well as for an additional amount for an order I did not make! I  submitted a refund request and ProConnect denied it claiming one can only get a  refund  within  5 days of  order, well since I didn't make this order and didn't know it occurred, it was over a month until it showed up on my credit card from the date on the order summary I found on my online profile. I had no email notification of this order, but I do have email notifications for the charge that I did make! So how does that work, they fraudulently charge my account, then refuse to refund me! DON'T USE THIS COMPANY!! What other NOT INTUIT products are people using?? I will direct all clients away from Intuit going forward. 

Client is elderly and not competent and owns several properties.Trustee has bank account authority for the client.Trustee is not providing information to file the 1099sTrustee is not allowing me and other key people to see bank statementsTrustee told the property manager that the client owed 400K in taxes for 2025.  The client owed 0.Trustee is not allowing the bookkeeper to proceed with setting up QuickBooks (which he agreed to do six months ago.)These are all red flags in my mind.  I'm going to call Aon to see how to proceed.I am inclined to pressure the trustee to allow us to do the bookkeeping and tax filing in some way, but I have not been in this situation.