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jfrost23
Level 3
December 4, 2020
Question

adding a client to proseries 2019

  • December 4, 2020
  • 4 replies
  • 21 views

Website doesn't seem to work fully? to input a new client's data to proseries.  is this because of the temporary shutdown by IRS

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4 replies

Accountant-Man
Accountant-Man
Level 13
December 4, 2020

Pro Series is a PC program, although you need the online to connect to something. PS isn't offline(although they can be) so you should always be able to add a client.

The IRS isn't processing e-files, but that shouldn't stop you from working.

** I am "Elevating with Intention!"
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    December 4, 2020

    ProSeries is a program installed on your computer, you should be able to create a new client file without any issues, you just wont be able to Efile it.

    What happens when you attempt to create a new client?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    jfrost23Author
    Level 3
    December 4, 2020

    Problem has been solved, thanks!

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