I'm new to ProConnect and have imported my last year's tax return for testing. I got an error warning on regarding entering a third-party designee for my spouse... read more
Got an email from a client who states, "when I click on the link from the email to "accept" the portal for uploading documents, it states "email is not found."T... read more
why is Invoice via QuickBooks not available to tax pros with "advanced tax return with books"?Also, I want the other tax pros to have this but not access the fi... read more
I am trying to get roles set up how I want/need them. I have 2 other preparers, they need access to create clients, create tax returns, efile...But Also need to... read more
HI all. I have a few clients who haven't filed for a number of years - one from 2020 the other from 2021 onward. I just switched to ProConnect.Can I use ProConn... read more
I have a client who is struggling to make their Q4 2024 DC Estimated Tax payment online and asked if I could submit it through the software. It looked like I wa... read more
@ ProConnectTaxFor at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to uplo... read more
I just sent out a batch invite to clients to use Intuit Link for submission of tax forms. Firsst time to try to use this service. Only one response after two we... read more
Actually, I have two questions about Intuit Link and 1040s in ProConnect. 1) How can we invite both the taxpayer and the spouse to Intuit Link? 2) When the spou... read more
My client passed in 2024. Her 2023 return had a capital loss carryover. When preparing her 2024 (final) return, Proconnect is only recognizing the usual $3k (li... read more
This new $99 User Access feature means that the staff accountants can no longer print out the power of attorney forms and S election forms. We have to spend ano... read more
