Does Proseries have reports for identifying how many new clients are entered?Thank you for any suggestions. Too many to go through and manually count them.
Hi,I am preparing an amended NYS IT-201-X for an individual taxpayer. From my understanding, ProSeries automatically sends the federal return data in the ProSer... read more
I'm looking to sell my tax practice at the end of the 2025 tax year filing. Any recommendations or suggestions on how to go about this? It is just going to be m... read more
Hello Community,I have a question which is partially legal and partially tax related. I bought a house in 1980 and sold it in 1992. Do I have to keep the purcha... read more
Whhere in ProSeries do you enter Coveredd Securities Transactions: Ordinary? Same 1099 has the usual Short Ter Covered and Long Term Covered but this "Ordinary"... read more
Good Evening All,I have a client which i filed 2023 return that had a rental property that was rented for only Jan 2023 and he moved into it in February 2023. I... read more
I have no idea what has just occurred! I have been using the 2024 software for 2025 estimating with a sale of my Moorpark CA home. Schedule D properly shows the... read more
I need to prepare and efile a 990 for a client who changed their year-end in 2024 from May to June. I efiled the 5/31/24 return in 2023 ProSeries, and I efiled... read more
Hello,I installed the 2025 version of Proseries today and everything went fine until I tried to open the program.When I input my account info and password into ... read more
Federal choices for direct deposit of refund should carryover to the State returns.It is easy to overlook this when completing the complex aspects of the return... read more
It takes me a great deal of time to invite my clients to Intuit Link from my ProSeries. Once invited I then have to go to the Intuit link portal and push all th... read more
