Intuit Link is a great way to gather info to start a return.However, how can we communicate with customers securely after this?Asking about dependent SSN and bi... read more
I did Turbo Tax 2023 data conversion with Rep. all went well but while inputting 2024 tax data the prior year amount is blank. When I hit the check Return tab I... read more
Any retiring or retired accountants looking to transition their clients, feel free to reach out. Elite Tax offers comprehensive tax preparation, planning, and a... read more
Hello new to ProConnect this season,Our Firm has multiple preparers but one ERO.In the input section under General>Client Information>Miscellaneous Info, ... read more
I have a New York City resident who works in New Jersey. Received Paid family leave benefits from New Jersey, reported on 1099-G. Is this taxable to NY? I know ... read more
Just found out today that if my client does not sign the engagment letter electronically, I cannot add comments into intuit portal for their documents! Why?My c... read more
**Update** This is due to a change for TY2024.I am having an issue figuring out with L.1 Ordinary Business income (loss) is not flowing into Column B in the CO ... read more
Hi, my efile for 990-EZ was rejected because our organization does not have any highly compensated employees over $100k. We are a purely volunteer-based organiz... read more
I want to be able to see the date the Status was changed for my client list (in Tax Return View) so I know which have been sitting in Info Received or Review lo... read more
I remember in the past when you try to use pay by refund for a previous year, you get an error. I know we could not use pay by refund in past for previous years... read more
Kudos to the program (and programmer) for the feature that stopped me from importing a 2023 source document into the 2024 software! The import feature flashed a... read more
