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 no... read more
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... read more
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... read more
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 ... read more
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 t... read more
In Lacerte, how do I create a report of all client logs, preferably filtering by preparer? I have tried to use the custom reports tab in Database reports but ca... read more
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 t... read more
I will read emails every day but on Tuesdays and Fridays I will open email only from 4 to 6 p.m.As for phone distractions, I will have a similar but shorter bla... read more
Right now, a client can access the portal if two things happen:1) We send that client an invite.2) The client accesses the portal through a browser using a URL.... read more
Did anyone attend the Intuit tax conference online Jan 15, 2026 and get their CPE/CE certificates? They promised them within 24 hours and still no certificates ... read more
Not sure I am in the correct section. Two years ago, I asked a question and got run up the pole as I wasn't in the right place.I have clients that have decided ... read more
For a letter mailed today I will gladly postmark you Tuesday . . . U.S. Postal Service rules changes could mean delays for mail being postmarked by one or more ... read more
I know, it’s a day late, but so was my backup after I had to wait until my computer was repaired. I recently moved to a new office, and in the confusion my frie... read more