I read in another forum that VK-1 is required only if there is differences between Federal K-1 and Virginia state share of income (unallowed items by state)But ... read more
Partnership had an installment sale in 2018 and return was prepared in proseries. Migrated to Proconnect for 2024 returns (suggest you don't do this as the help... read more
ProConnect makes an adjustment (subtraction) on form 511-A for the bonus depreciation adjustment related to Oklahoma allowing 100% bonus depreciation. This subt... read more
Print pdf organizer to "shared with client documents."It would be great if they were automatically saved, or if there was an option to print them, to the client... read more
The only 3 choices for giving the Advance User role in ProConnect to someone is to select "Advance User with books admin", "Advance User with books access", and... read more
It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doin... read more
After my third call to Tech Support on the same topic (issues with PA local municipalities), last night I was finally told that the issue apparently can't be fi... read more
REALLY, REALLY UNHAPPYabout the new fee. If you want to charge me for "tax planning" and "tax advisor" because I desire those applications, cool - I get it. I g... read more
I recently purchased ProConnect for 2024, but I noticed that the live chat button is not available on the left-hand side menu. Could you help to clarify why thi... read more
My client has a QBO subscription which they pay for. I have Accountant access to the QBO file. Can the trial balance for this client be exported to ProConnect v... read more
What content can be included in an engagement letter for a 1040 tax return? Is it appropriate to include pricing in the letter? Where to find a simplest engagem... read more
PROCONNECTPROBLEM: Specifically, the list of tax forms being generated for a client must be on the INVOICE (See the GENERAL INFORMATION report "Forms needed for... read more
I am in ProConnect trying to figure out how to calculate / apply the NJ PTE tax.I understand NJ requires form PTE-100 to complete.I see the "Distributive Procee... read more
