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W-7

Has anyone been successful in doing the W-7 filing off of ProSeries?

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Just-Lisa-Now-
Level 15
Level 15

W7 needs to be mailed in with the tax return and the required documents, I usually have my clients go see a CAA to get their documents verified.

I dont think PS lets you print with no SSN in the box, so you may need to use whiteout to remove the dummy one you have to insert to get it to print.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

W7 needs to be mailed in with the tax return and the required documents, I usually have my clients go see a CAA to get their documents verified.

I dont think PS lets you print with no SSN in the box, so you may need to use whiteout to remove the dummy one you have to insert to get it to print.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/what-do-we-put-in-the-s...

Right click to get the link to open.

The more I know, the more I don't know.
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Just-Lisa-Now-
Level 15
Level 15

It wont let us print with a blank SSN, I could understand it if it were PPR, but unlimited?  stupid set up


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15

I agree.

The more I know, the more I don't know.
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