ProConnect Tax

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I would like to send a copy of the completed return to the client. Is there a way to do this directly from ProConnect or would I need to download and place in the portal?

We like to keep pdf copies of filed returns on our network.  Is there an easier way to do this than print to pdf one by one?

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Customer support gave me multiple conflicting answers. Form instructions say to list "NYC" on Form IT-2. Customer support says to use "NY." I submitted both ways and it was rejected. I had overrides on withholding tax for line 19 and without, both rejected.

How do I setup the state refund to split between two accounts? It is the very same input screen as federal?

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The client does not have EIN for their foreign entity which needs to file Form 5471.Under Critical Diagnostics, it says, The "Employer ID number" of the Foreign Corporation is either missing or invalid. Acceptable entries are "Applied For", "Foreign US" or a valid 9 digit number.  However, there is no way to input "Foreign US" in that box.  Is there some way around this?  Or maybe does Lacerte allow you to e-file without an EIN?Thank you in advance.   

Name doesn't match with SSN but too long for submitting full. It worked in prior years.

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Hi, We filed Form 114 for a corporate client 2 days ago, but the status is still showing "Received by Agency". I recently found out that BSA acknowledgements are received in 2-5 days; however, I'm afraid that there'll be a problem in the filing and we won't have enough time as the deadline is Oct 17. According to BSA instructions, we understand that we can call BSA and ask if the form is filed, but they are only working on the weekdays, which leaves us with only 1 day. Is this delay a common thing? When should we expect the acknowledgment? Would you suggest anything else to ensure the form is filed? I'd greatly appreciate your help.Thanks in advance for your help

Im not certain that ProConnect has the capacity to amend Form 1120-F. If it does, can anyone provide the solution?

(Also has a child, US citizen but no SS#.  Lives in Africa that he supports.  Assume can't claim for HOH.

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If I utilize the force option then i get a notification that the return can't be e-filed.

...in order to qualify for HOH.  ProConnect insisting on SS#.  

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zip code not valid on K-1

I'm trying to finish up a 2021 return for filing by tomorrows due date and proconnect now thinks it is an amended return which it is not as it hasn't been filed yet.

Hi,I am a CPA (an auditor though) and I work with a 501(3)C animal rescue. We have a Quickbooks account. Can I use this service for filing our 990 EZ. I like that it connects to our QB account, but this really appears to be a tax professional service. Is there a service we can use to just file our 990? Thanks.

I am trying to generate a Form 8824, where the property was partly used as a home and partly used for business. All of the gain is showing as recognized versus part recognized and part deferred. Any tips on entering these, please let me know!

Hello, there's an amount on the fed depr. schedule for prior spec. depr/179/bonus but CA does not conform. I entered a zero in the state field in the prior special all. depr. in the Depreciation section but the amount is still showing up on the depreciation schedule for CA. There isn't a section either to enter a depreciable basis for CA so I'm stuck. Anybody know a solution?Thank you.EDIT: Figured it out, put a -1 instead of a zero in the state field for prior spec. allow. depr. and it worked. Hope this helps anyone else with the same issue.

The other from 8889 (i think that the correct number) has input for individual accounts.However when i start entering  software ask to select from list for form 114    when i click on dropdown   there is nothing to select.  be confusing        Thank you for your assistance