Network

Forum|Forum|3 years ago
December 16, 2022
11 replies
14 views

Hello

I used to have a stand alone proseries set up but now I have an employee who would need to access my proseries account from a different location. Do I need to have a network set up and a cloud description?

ProSeries Professional

This topic has been closed for replies.

jtsjoz

Level 3

We use the network license. We have a Fortigate firewall. For remote employees, we they can dial in with the Fortinet VPN Client. For multiple work sites. We use site-to-site IPSec Tunnelling.

N

NPerezCPAAuthor

Level 3

I thought with cloud hosting, any member of my team can access my Proseries account anywhere and anytime to work on tax returns right?

IRonMaN

Level 15

You are correct on both of your statements.

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

Remember, IF that employee will be actually EFiling returns from that other location, you'll need to get a separate EFIN for that address.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

N

NPerezCPAAuthor

Level 3

Thanks but why would she needs her own EFIN when she works for me and be using my business information ( business name, EIN, address & EFIN)? On the "Paid Preparer's Use Only" section the only items would change are the preparer's name and PTIN right? She has her own PTIN number already

T

Terry53029

Intuit Community Champion

It is not a new location. I only have one business location. This worker of mine won't come to my office but rather prepare the tax return remotely from the convenience of her home. She is going to access my proseries account using my business info. This is no different me preparing tax returns while on vacation isn't?

I can only speak to the IRS rules "A separate EFIN is required for each fixed location" You can interpret that however you want

Sign up

Login with SSO

Let's get you signed in

Login with SSO