I have new client, who has two business taxes and one individual tax. He has only one email address. If all those business and individual income tax files use t... read more
Is there a way to simply move/share a document from Firm Documents to Shared Documents? I know I can download the document, then upload it to clients shared doc... read more
I sent myself an organizer to test the process fromt the client perspective. Worked fine the first time through, but now that I want to get back in, I click the... read more
In the past, I have directed my clients to ItsDeductible to assess the value of their donations. I'm getting reports that ItsDeductible has been discontinued (a... read more
For engagement letters, my Intuit Link has a static header within proconnect that is different from what the client sees. It is NOT the editable header. I click... read more
I want to convert my proseries 1120s from 2023 into proconnect 2025 but the conversion only works for 2024 proseries which I don't have. How do I accomplish get... read more
When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your ... read more
Hi There,Can anyone guide me on where I can obtain the PDF's from todays webinar of 2025 Tax Update course so I can download them and print? I appreciate your h... read more
Hi All,I am trying to export from QBO to Proconnect but QBO is not able to find the return that's already created. Is there a solution to this? It keeps telling... read more
Hello experts,I have a question about the QBI deduction.An asset was used 100% in the business, expensed using Section 179, and later sold. As a result, the sal... read more
We are attempting to convert our 2024 tax returns to ProConnect from UltraTaxCS (Virtual Office CS). The process was successful for a handful of 2023 returns we... read more
