We have just recently moved offices and changed our EFIN with IRS. We went to change it in ProConnect and it keeps getting rejected. We have changed it 4 times ... read more
I'm trying to prepare a return for a foreign missionary who has minister wages and housing allowance reported on a W-2. The return should be generating 2555 FEI... read more
I am not talking about the pay-by-refund, just want my customers to pay me in advance using their bank account (EFT) or credit card. Does that feature exist?
This is my first year using ProConnect. I am not seeing how to import a K-1 from a Partnership return to the Partner's return. The Help article shows that there... read more
Hello there,When I try to add a different tax organizer template or questionnaire to a client's portal, it does not give me the option to add it to a client I'v... read more
My 2025 software is still allowing me to prepare a tax return, print a voucher to pay by check and send it to the IRS and also allowing a refund to be sent by c... read more
In my office, we use notifications to stay on task. If someone gets some documentation in that I need, they need to be able to tag me in a comment which would t... read more
Since yesterday, I haven't been able to add new clients. Support confirmed it's a known issue, but I've got several new clients waiting.Has anyone found a worka... read more
I do not see that I have access to file a 1040NR for a client.OpenAI says there is a desktop version of ProConnect and an online version, and I need the online ... read more
Where do I purchase YT24 user access. I'm trying to finish a 2024 return and received a message that I would need to purchase an user access. It's not located i... read more
How do I e-file an amended CA Form 568 in ProConnect? I'm amending the federal and CA state returns. I've marked the CA Form 568 as amended, but there doesn't s... read more
Hi everyone,I am receiving the following error when trying to efile a 2025 1120s. Does anyone know when 2025 business returns will be able to be efiled?Tax Year... read more
