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    • Created with Sketch. See what's trending for the upcoming tax season. View ProSeries Hot Topics.
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    adding a client to proseries 2019

    jfrost23
    Level 2
    ‎12-04-2020 10:37 AM

    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 Comments 4
    Accountant-Man
    Level 13
    ‎12-04-2020 11:14 AM

    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'm still a champion... of the world! Even without The Lounge.
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-04-2020 02:13 PM

    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♥¸¸.•*¨*•♫♪
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    jfrost23
    Level 2
    ‎12-04-2020 03:14 PM

    Problem has been solved, thanks!

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    jfrost23
    Level 2
    ‎12-04-2020 03:14 PM

    Problem has been solved, thanks!

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