While looking at a form in ProConnect Tax, you may come across a field with aquestion markicon next to the field name. You can select this icon for In-Return Gu... read more
Due to voiding some checks from a previous year there is an adjustment to the fund balance.where on the tax forms to I record this. I am getting error messages ... read more
Confused how to best take advantage of the NOL carry forward to offset other ordinary income for the client. Would the S-corp have to stay an active entity unti... read more
This Idea Exchange website has been broken for a while. None of the links/buttons work, so there's apparently no way to view ideas that have been submitted past... read more
We need PTO to be able to file consolidated returns, or at least to fill out Form 851. Even if it has an additional fee separate for the tax return. We have hun... read more
Right we can only import K-1s to individual tax returns. We need to import K-1s to Trusts, Corporations and Partnerships also for business tax returns that were... read more
As a paid tax preparer and e-Filer, what safeguard I should take to complete and fulfil the IRS due diligence requirements in the preparation of tax return for ... read more
"Send K-1 Packages" has been a great feature, but I just had the second tax return go into Error status after sending (or attempting to send) the K-1s to the in... read more
Hello, I don't know where to post this because I'm getting nowhere fast with phone support. Was on for two hours yesterday and was passed around three different... read more
Initial 1041 return and has one beneficiary. The beneficiary has executor fees that need to be recorded and I did that on page 1 under fidicuary fees is that th... read more
Another task is taking me longer than I like. I am preparing Form 2848 for clients and I find that I must key in all the preparer info field by field. That is i... read more
Is it difficult to add the refund / bal due status bar to Proconnect? I switched to ProSeries just because of that feature. I understand the process of looking ... read more
