Is there a feature in Lacerte that allows an "organizer" to be generated for partnership and corporations. Specifically, I am looking for1) questionnaire portio... read more
I receive the following error message when I press Update Existing Return:"Something is not quite right with our system. Please wait a few minutes and try again... read more
I read in another forum that VK-1 is required only if there is differences between Federal K-1 and Virginia state share of income (unallowed items by state)But ... read more
Partnership had an installment sale in 2018 and return was prepared in proseries. Migrated to Proconnect for 2024 returns (suggest you don't do this as the help... read more
Print pdf organizer to "shared with client documents."It would be great if they were automatically saved, or if there was an option to print them, to the client... read more
After my third call to Tech Support on the same topic (issues with PA local municipalities), last night I was finally told that the issue apparently can't be fi... read more
I recently purchased ProConnect for 2024, but I noticed that the live chat button is not available on the left-hand side menu. Could you help to clarify why thi... read more
What content can be included in an engagement letter for a 1040 tax return? Is it appropriate to include pricing in the letter? Where to find a simplest engagem... read more
I am in ProConnect trying to figure out how to calculate / apply the NJ PTE tax.I understand NJ requires form PTE-100 to complete.I see the "Distributive Procee... read more
My client has a QBO subscription which they pay for. I have Accountant access to the QBO file. Can the trial balance for this client be exported to ProConnect v... read more
Hi, I am new this year to Proconnect. When I send out the Link invitation many of my clients are saying that they can't sign in because their email is not recog... read more
