PTO needs to be updated to automatically truncate the Payer Name during W2 and 1099 import process. PTO has character limitations in the Payer Name field and in... read more
The import feature for 1099's needs to automatically import the state withholdings amount when an amount is present. This appears to be a missing import field f... read more
Whenever a client moves, and I enter their updated address within the Tax Return area in PTO, it does not automatically update in the Client Section of PTO. Tod... read more
It would be great of you could set up anIntuit Link Mobile Application and WebSite similar to Proseries. Working outside of the Proconnect website saves time an... read more
MISSING INFO IN W-2 TRANSCRIPTSIt looks like the "Get my W-2" pulls in all information, but the transcript the software creates doesn't show:State taxes withhel... read more
Where is form 7217? Apparently no one told ProConnect that they were going to have to add a new form this year to the form 1065...https://www.irs.gov/forms-pubs... read more
1099-NEC can be imported to Proconnect but does NOT appear on Check Return page and no diagnostics are created to notify that the income did not populate to the... 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
On the dividend entry screen, we should be able to make the election not to file Form 1116 so we do not have to fill out a separate Foreign Tax Credit screen.
- You make quarterly estimated payments and elect to make the last payment paid on 12/31 (no other choice).- Next year you treat the estimated payments as paid ... read more
We are new to using ProConnect for this year and in our other software we would always use all caps when entering client information, after a talk with support ... read more
Trying to get a handle on recapture vs unrecaptured depreciation on rental building. It is SL 27.5 years. Dispositions input asks for: 1- recapture excess over ... read more
We need to be able to indicate where a new paragraph should begin in theExplanation of Changes. Right now, when Review Return is used to show theExplanation of ... read more
I have 15 K1 slips from 3rd Parties that I do not file the 1065 returns for. It would be great if I could import K1 from pdf generated outside proconnect into a... read more
My OCD is going nuts because I continue to have these bright red "Rejected" returns at the top of the screen! While I 100% appreciate the way it informs me that... read more
