ProConnect Tax

Kathy, could you provide more information.  Your EMPOWER 2026 description says 5 CPE and 2 CE, but the details add up to 7 CPE.  Can you please clarifiy which courses do not qualify for CPE?  I am trying to schedule CPE and this would impact my schedule. Thank you

Does anyone know why when I click on the empower conference it says forbidden and doesn't allow registry?

The blue question-mark icons don’t do anything when I click them (referenced here https://accountants.intuit.com/support/en-us/help-article/filing-instructions/using-return-guidance-proconnect-tax/L4UAKFahW_US_en_US?uid=mw6m1tsx) I’ve tried Edge, Chrome, Firefox.  All the usual tricks (allowing popups, clearing cache/cookies) and there is no change in behavior

I've been using notes for critical situations for my clients that concern to following years, for instance missing yearly information that clients never bring to the table unless they are reminded.How we will go back to 2024 and go thru all our clients one by one to copy and paste, and now the new comments won't be forwarded to the following years, in this era how something so simple can not be carry forward.This is stupid. I love Proconnect, but something has to be corrected. Please repair this issue

I’ve proforma’d 2025 Form 1040 ProConnect tax returns to 2026.  However, after doing inputs, the “Check Return” link on the 2026 returns is not working yet.  When will that link start working so I can view the ProConnect tax return summary for the data that has been input into the 2026 return?

CA Form 541 section to request a direct deposit refund  on Proconnect tax Online.

There are many new questions to add to our Intuit Link questionnaire/tax organizer for the 2026 tax year.   Intuit link does not seem to let us add a question in between other questions (where it would make sense based on the topic of the question).  We only see a place to add a question to the bottom.    We have different questionnaires for each state, if we have to redo each of these to add the questions in a common-sense order, this is going to be a very long project.  Are we missing a better way to do this?  

I have prepared a good number of Schdule C’s in Proconnect. I’ve never had a problem accessing the income statement tab, for entering income and deductions., until now, for  a 2024 return - for a client I’ve prepared Schedule C’s before with no problem like this.  He came to me years behind, and I’ve caught him up to 2024, and I can’t find a tab to enter income and deductions for business income.  I’m asking 1) has anyone had this problem?  2) any solution? 

The software is reducing the federal Itemized deduction from 98330 to 1845 for CA 540 purposes due to the AGI limits, but this reduction does not seem to follow the formula on the CA schedule which attempts to explain the reduction. Fed Itemized = 98,330, software subtracts 38,155 (state & local tax) to get to 60,175.  Then it subtracts the non-cash charitable deductions of 58,330 to get to 1845.  The clients AGI is high, but the CA schedule which is supposed to explain the reduction does not support the 58,330 reduction.  It basically takes the $40,000 limit on state and local taxes and says you paid 38,155 in state and local, so we will allow the difference, 40,000-38,155 = 1845.  Your CA itemized deductions are $1845. No charitable deduction allowed.  Does anybody know why the software might be doiing this?  Thank you pjtopo60, Tampa, FL.  

Have an ITIN client. When I enter the ITIN # into the SS field. It prompts me as an error " invalid" Can someone please guide me on how to fix this error? Where so I put the ITIN#? 

Intuit is sharing these instructions for downloading e-signature templates: Moving to Intuit Sign: save your custom email templates before you switchHowever, the instructions only work if you have available e-signatures. The screenshots in the instructions show an “unlimited” e-signature balance. Please advise and provide instructions for customers who do not have an available balance. 

Please help to enter net loss carryover correctly into  Illinois schedule NLD of Illinois-1120-ST

Does anyone know of a free IRS-approved WISP template that can be downloaded and customized to meet the requirements? I thought ProConnect may provide one as a courtesy but couldn't find anything.

i have a client that lives in kosovo--works on the base there and the software does not have an option.  Is there a way I can manually enter this information?

I recently had a client remove me from the My Accountant role in Quickbooks Online. I have no problem with that. HOWEVER...when I logged into ProConnect to download old tax returns for their company the tax returns I prepared on Proconnect Online are GONE...like they never existed. They did not move to inactive, they are just gone. Something is VERY wrong here. The email I got said the Following: This is to confirm that XXXXXXXXXX has removed your accountant access to the QuickBooks Online company XYZ Company.You will not find XYZ Company in your client list anymore, but you will still see them as a customer in the sales area of QuickBooks.QBO and Proconnect should NOT be talking to each other in this way. The tax return history is my records and has nothing to do with the QBO subscription nor my access to their QBO. GET THIS FIXED ASAP!

I need Sole Proprietorship selected to generate BT-Summary/NH-1040 with amounts. I need apportionment input to generate the NH forms with numbers. But those same selections/ inputs cause the e-file schema/rejection to say both Proprietorship and SMLLC are selected. Also, the e-file menu only allows NH SMLLC as an option for e-filing NH forms.  How do I get the NH returns filed and accepted?

Does anyone use the accelerated tasks feature?Seems crippled at this time.Thanks, Christopher

Error message: Data in the return is missing or invalid. Please double check your entries.Solution: The IRS has added a new requirement that every Installment sale both past and current must have the Installment Sale Property Type Code entered. Please verify that a valid selection has been made from the property type code table. NOTE: The property code is limited to values 1 through 4. If the property code on Form 6252, line 1, shows a number other than 1, 2, 3, or 4, please delete/remove the property code entry (or entries), click onto another field, and then verify the proper code is printed on the Form 6252. If the property code generates an incorrect code, please re-enter the code from the input field and select the correct code from the drop-down.Code: /Return/ReturnData/IRS6252/InstallmentSalePropertyTypeCdAnyone know how to resolve this?  I have checked the property codes and they are correct.  I do not know what I am missing. 

I can't get proconnect to product AZ sch msp

Is anyone else seeing this tonight?Every transmission attempt (federal and CA) fails with:“E-file Transmission Failure – Required extended attribute eroAddress is missing. Please verify that your application program is up-to-date. Problem occurred transmitting efile data.”What I’ve checked:Settings → Register/Update EFIN shows “Current firm name and address” and “Firm physical location address” as blank. EFIN status still shows Approved. The firm address also prints blank in the Paid Preparer section of the return. Firm name, phone and EIN all print fine. The address was populated when I e-filed last year, when I e-filed this client’s extension in April, and when I e-filed another return from this account on 10/12. All were accepted. I haven’t changed any firm or EFIN settings. I’ve cleared the cache, logged out and back in, confirmed PTIN, ERO PIN and Default under Preparer Information, and tried the return with no paid preparer. Same error every time.Questions:Is anyone else getting

I’m trying to purchase another business tax return for 2025. I go through all the steps and then get to the end and select “place my order”. It then says it’s processing but then returns an error message in a red box on the top of the screen saying “Something went wrong. Please try again.” I’ve tried several times and keep getting this error message. I’ve also tried using a private window - I’m on a Mac desktop. Based on my research, it sounds like others have received this message as well. How do I resolve this so I can get a copy over to my client for review so we can file this ASAP?

Hello, I’m urgently trying to “Print” a return for client review and realized I don’t have a “credit balance”. So normally I just go to “Purchase” and purchase additional 2025 returns. But today, I’m getting the following VERY FRUSTRATING message:“Something’s not right. Try again...”So I’m completely SOL right now. This is unacceptable during tax season. Intuit needs to be available during weekends to troubleshoot and resolve these issues. So I can’t generate the return for my client because of this glitch. I’ve tried multiple browsers and clearing my cache Thanks,Brian

got an error saying when trying to transfer 2024 returns data“Error occurredAn error occurred. Could not create return.”This client has multi year and multi state of carryover, the entire reason of sticking to 1 software is that we don’t have to enter all of those again.   How do I fix it?I tried incognito, login/log out, copying another 2024 returns and transfer it that way, nothing worked. 

Client is single, health insurance from ACA marketplace, has SE income that causes his 8962 annual contribution amount to be slightly more than the SLCSP causing repayment of 100% of APTC.The APTC repayment amount is not being added to SE health insurance premium deduction at Sch 1 line 17.At 8962:7,595 (a) annual premiums0         (e)  PTC allowed-5,868 (f) APTC received=1,727   difference is amount client paid out of pocket throughout the year+5,868 APTC repayment=7,595 amount client has paid for SE health  should flow to Sch 1, line 17 SE health deduction The 1,727 is flowing to  Sch 1, line 17 SE health deduction.  Am I wrong?  I can enter the 5,868 at adjustment to income - premiums not entered elsewhere. This gets SE health to the correct amount, which lowers AGI which flows to the 8962 which causes a $382 allowed PTC - circular relationship.What is the correct way to handle this?Thanks in advance.

New York Non Resident Income Input. Non resident client has wage income allocated at 54% based on days worked in NY but has bonus income to be allocated at 92% based on when bonus was earned.Can anyone help with where to input two different wage allocations?