I am sure we all get requests from clients asking to send them a copy of their return. Is there any way to Create PDF file without SSN numbers showing on form 8... read more
Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year b... read more
The following diagnostic is generating: efile: When a Pass-through entity credit or withholding is reported on the Ohio Schedule of Credits, Refundable Credits ... read more
I have a non profit client with gross receipt less than 50k , so I prepared 990n for federal and choseelectronic filling for both federal and state. when I file... read more
Please make part 2 of forms 2848 and 8821 auto populate when we select the preparer. I fill out dozens of these a year and having to manually enter each bit of ... read more
Does anyone know how to fill out a Form 3800 on the Exempt Org program so I can get the credit from Form 3468 to Form 3800 and then to Form 990-T? I already hav... read more
Great news! If you have a renewed license for ProSeries, you can download ProSeries 2025. If you have not yet renewed for tax year 2025 see how to renewhere. ... read more
Starting last week when I am in Quickbooks, or other programs the 2024 program on its own pops up with the screen for me to sign in. Then Sunday Lacerte was sen... read more
Can we have the tax planner automatically recalculate the QBI deduction based on the 2025 income, versus automatically using prior year qualified income? Curren... read more