I would like to add an additional statement to a tax return that is a free-form clarification statement however, I am having trouble figuring out how to accompl... read more
I have to file a 1041 for a trust that has only a house in it. The house was put in the trust as part of a Will. Now that the spouse has also passed, we sold th... read more
I am unable to access my pro connect link account nor print any returns due to the above error. I have already paid for the User Access fee and also pre-ordered... read more
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