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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Initial conversion from drake and Client Support after sign
Initial conversion from drake and Client Support after sign
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Jshah2001
Level 1
06-18-2023
10:21 AM
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I have signup for pro connect and am at file conversion stage. I am advise by pro connect to enter SSN for Individual tax client for billing in qbo and EIN for business client who are qbo client as well as tax client.
I see pro connect show qbo Individual client as Business client, so it do not allow me to enter SSN as id for Individual client. I do not see option to change client type in qbo and in pro connect.
Is there solution.
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George4Tacks
Level 15
06-19-2023
08:28 AM
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Schedule C is NOT a business client. That might be part of the confusion. Business client files a return other than a 1040.
Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
ALSO Any client can be tied to any return. Even though the client might have a SSN, the return can have an EIN. The client information screen controls the SSN/FEIN that the return shows.
Look at the resources on this page https://proconnect.intuit.com/tax-online/resources/
Answers are easy. Questions are hard!
