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
As of now, when you import a K-1 that is a PDF, you cannot select a K-1 to import into. This is fine for new clients, but clients that already have K-1 entries ... read more
When entering a W2, 1099-R, 1099-INT, 1099-DIV, etc. on the input/detail screen the taxpayer/spouse's info is all the way at the bottom. Please please move the ... read more
Federal tax law has shifted significantly with the introduction of the One, Big Beautiful Bill (OB3) and the permanent extension of several key Tax Cuts and Job... 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
Please add the ability to create a note or comment on an tax form you flagged in ProConnect. That way when you flag what you still need, you can put details ass... read more
We need the ability to have or be able to create a printing slip for clients to keep track of what is still needed to finish a return. It's not easy to keep tra... read more
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
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?
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
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 in TN, and we have quite a few clients that need to file a TN FAE183, which is an exemption to file the TNFAE170. We have the ability to file the 170, but ... read more