I am a CPA who files one return in NY. When I read the information from tax.ny.gov, its says CPAs are excluded from the required New York Tax Return Preparer re... read more
Case: Taxpayer XYZ filed his 2023 individual tax return using itemized deductions. He received both a federal and state tax refund for the 2023 tax year. As I p... read more
Good afternoon!Just moved to ProConnect from ProSeries and accepted my free eSignatures (plus added more paid ones). When I go to send my request, I am met with... read more
Is there a way to print Florida K-1 equivalent schedules or statements for the corporate partners?We are preparing Federal 1065 with two corporate partners, whi... read more
After 20 plus years using ProSeries, this is my first year using Proconnect, so please bear with my ignorance. I sent a client link request, they accepted and s... read more
In the client information I have done the following, but am still getting the critical diagnostic error:-Indicated date of death for taxpayer-entered ID verific... read more
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
