The client was married and intuit link or organizer is producing error and is not working under her original name, and even if I change the client name to the h... read more
getting conflicting messages about using proconnect.the web page is not acknowledging that i have submitted the application but not telling what the issue is.
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
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?
Kathi_at_Intuit Moderator ProConnect Tax Updateposted Jan 23, 2026Last activity Jan 23, 2026 by Kathi_at_Intuit
