chat just indicated to me... that client worksheets need to be 1st downloaded to my computer and then uploaded in order to get them to the "shared folder". I fe... read more
I've spenthours on the phone with Intuit at this point and am at a loss for what to do.I'm a new preparer and was looking forward to using PC, but in trying to ... read more
Does Intuit offer a tax research product with access to tax court rulings, treasury regs, etc. Similar toThomson Reuters checkpoint or CCH AnswerConnect?
hello! I am getting this message and can't figure out how to resolve it. I literally have nothing checked on this screen to be included so I don't know where th... read more
Is the new Checkmark feature missing on anyone else's account? Mine's still not there and it was supposed to be there two weeks ago. I've deleted my cookies and... read more
I'm looking for best practices when it comes to teaching a new employee how to use ProConnect. If anyone has a starting point or general ideas on what to teach ... read more
Hello friends.I have a client that moved from Maryland to Delaware in 2024. I will need to file part year returns for both states. I will also need to file a no... read more
Hello all.If my firm uses the "Notes" section in a client tax return (ProConnect), will those Notes carry forward to next year's return?We are coming from ProSe... read more
TY24 returns are available to do in ProConnect and I have all my returns ready to go, but within Karbon I can't import TY24 yet, only TY23 & TY22. I asked Karbo... read more
My client who is a school teacher took a loan in the amount of $23K from their 403b plan in June 2022 and then left the company before the loan payments commenc... read more
I have a client with a 2 from Northrop. He works in MD at Northrop. Lived in MD for 1/2 year and moved to DE the second half. I preparing both MD and DE returns... read more
I am filing a NJ Resident and CT Non-resident return (one employer with wages in NJ and CT). Only the Federal and CT appear on the Multi-State Summary worksheet... read more
2023 amending returnClients have AGI of $198,000. Two children under age 13 where one had daycare expense of $2,100. Parents collected $4,200 in childcare benef... read more
