I have already initiated the process of creating prior year worksheets (tax organizer) for 2024 tax year, but I the status has been "in process" for about about... read more
I can select the batch actions to generate the prior year worksheets that would show the 2023 activity but I can't get the worksheets to print and cannot figure... read more
My client is the guardian/conservator of a four-year-old minor. The four-year-old needed a guardian because he inherited an IRA worth $48k. The Court has issued... read more
I've spenthours on the phone with Intuit at this point and am at a loss for what to do.I'm a new preparer and was looking forward to using PC, but in trying to ... read more
hello! I am getting this message and can't figure out how to resolve it. I literally have nothing checked on this screen to be included so I don't know where th... read more
Is the new Checkmark feature missing on anyone else's account? Mine's still not there and it was supposed to be there two weeks ago. I've deleted my cookies and... read more
Hello all.If my firm uses the "Notes" section in a client tax return (ProConnect), will those Notes carry forward to next year's return?We are coming from ProSe... read more
I'm looking for best practices when it comes to teaching a new employee how to use ProConnect. If anyone has a starting point or general ideas on what to teach ... read more
Does Intuit offer a tax research product with access to tax court rulings, treasury regs, etc. Similar toThomson Reuters checkpoint or CCH AnswerConnect?
Hello friends.I have a client that moved from Maryland to Delaware in 2024. I will need to file part year returns for both states. I will also need to file a no... read more
