How to add additional firms? When I spoke to the customer service, they initially said, I have to get the new fast path license and new CAN will be assigned. Wh... read more
Client received a NYS K-1 with NY State addition code EA-209 and EA 214 amounts. Where do i enter the amounts in the NYS IT 201 screens.I thank you in advance f... read more
MFJ residents of Texas file 1040 US Citizens. Bought residence in Canada. Fixed it up and then decided to sell. Hired Canadian tax accountant & attorney to hand... read more
I assume somebody has noticed and will correct this simple error in the software. (I'm just playing with it for my own tax return.). As was the case last year, ... read more
Just received a call from my new firm liaison/administrator at ProSeries. I said my "new" one. In my 30+ years with this software I never had one before.I asked... read more
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
The Post Mark in the eFile Status is not in DATE format for 2024 Proseries tax progarm, like it used to be in the prior year's programs.Instead of showing the d... read more
Is there a way to query or add a column to the Homebase that shows the IP PIN (or the fact that one is needed) so we can make sure we are looking for this info ... read more
I have a client that inherited an IRA. His brother passed away during 2023, however, everything was held up in probate until 2025. A RMD should have been made f... read more
I have a new user, she is able to sign in, however, while all of my firm info is in there, it is not pulling up any clients. How do I fix that so when 2025 is a... read more
I'm just glad I use Sage for my own stuff. How stupid is it to not allow a customer the option to control the payment of their own payroll taxes and prepare the... read more
