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Intuit withdraws payroll tax funds from clients well before the statutory due date and retains control of those funds for an extended period 2 weeks on average. Customers lose the use of their money while bearing 100% of the tax liability if a deposit is not timely made. Unless they will send clients interest !!!

Hi, I filed a joint return with a non resident spouse. The federal return was successfully processed and issued a temporary ITIN. The state return is looking for a permanent ITIN. The taxpayer won’t be filing anymore tax returns, so what’s the best way to get an ITIN at this point?The W7 needs to be attached to a tax return. Do I do an amended return with no changes but note it’s to file the W7? Thank you

Has anyone taken CE courses through Intuit and experienced issues with credits not being reported to the IRS?I completed a Circular 230 Ethics course over 40 days ago and received my certificate, but the credits still do not appear in my PTIN account.I've sent five emails to Intuit with no response. I also contacted the IRS, and they confirmed that the certificate alone is insufficient and Intuit must report the credits directly.This has been incredibly frustrating and disappointing.Has anyone experienced this? Is there another way to contact Intuit or get this resolved?

I've had this issue the last few years, and Intuit seems incapable of understanding the issue or assisting me in resolving. I generate a new client in ProSeries and then invite them to Link, but when I click on the link to the Link invite, the new record is merged with an existing client’s record, but the name and e-mail address are the new client’s.  This is very frustrating, because I’m not sure if the new client will see the old client’s info when they log in.

Client received a CPO5A NOTICE requesting a statement of benefits on retirement income. They have no retirement income. Why did they receive this notice?  This notice is holding up their refund.What is the best response?Why is the IRS holding up larger refunds?

I’m trying to purchase another business tax return for 2025. I go through all the steps and then get to the end and select “place my order”. It then says it’s processing but then returns an error message in a red box on the top of the screen saying “Something went wrong. Please try again.” I’ve tried several times and keep getting this error message. I’ve also tried using a private window - I’m on a Mac desktop. Based on my research, it sounds like others have received this message as well. How do I resolve this so I can get a copy over to my client for review so we can file this ASAP?

After selecting pdf files Schedule C does not generate though there is Income & Expenses in it

We had an outage and when I tried to turn on the computer it would not turn on I checked all the wires and made sure I was internet connected but it came on it told me refresh and I lost all 2025 taxes. How do I retrieve them if possible

Client is a full time SC resident, working for an airline in NY., client has been on SSDI all of 2025 and hasn’t worked for two years. For  2025 client received a W-2  showing federal and NY state income only. Social security issued form SSA-1098  We approached payroll and they have not responded, my question  can I filed just showing the SSA income and ignore the W-2 and deal  with it if they send a letter, or wait to see if payroll corrects with another W-2.

For federal tax purposes, alimony payments under divorce or separation agreements executed after December 31, 2018, are generally not deductible by the payer or taxable to the recipient. California does not conform to this federal treatment.  I entered the alimony information in Lacerte Screen 24, Alimony paid, but no California adjustment appears on Form 540 Sch CA. Am I missing a step or entering the information incorrectly? How should this be handled in Lacerte?

I have SO screwed up my client files.I tried backing up/downloading..I now have three different files of PROWIn25.   .I used the “restore” guidelines within the program, I now show 3 sets of the same client… One from C drive, one from desktop and one from backup driveNone of the files show the current, updated taxpayer info..ProsSeries  support number is not open.   Any ideas/suggestions as to how to retrieve the “actual” files and remove the incorrect ones?Many show “transferred” under client status, but that was not really their “current” status.Ugh… This season has been a nightmare… 

I filed a corporate return on Saturday with no issue.  Today I am trying to send out an eSignature form so I can e-file and individual return.  ProSeries states that I must have an active Fast Path license for  tax year 2025.  Which according to My Account at Intuit I have had since 11/3/25.  How do I “reactivate” said license?

I e-filed 2 returns on Thursday, October 1st. The federal got accepted the same day but the SC State return is stuck in limbo saying “ sent to irs”. Is the state having problems or is it an Intuit problem?

I'm entering a K-1 for an S-Corp where there is a California adjustment needed for the line 8 “Net long-term capital gain (loss)”.  ProConnect isn’t providing any fields to enter a “STATE, IF DIFFERENT” amount for line 8A when entering a S-corp K-1.  How should I enter a state LT capital gain state adjustment from an S-corp K-1?

But it was efiled in March 2026. Client has not received the refund, but ProSeries shows “completed” for efiling. Any advice?

Help

TP wants to forgo NOL carryback.  ProSeries requires an ‘explanation statement’ on review.  Does explanation require calculations or can I just state in plain language reason?

We are running EasyAcct on network in our office. My question is, if we have some workstations on Windows 10 and some on Windows 11, will that mess things up? Like if a Windows 11 workstation goes into a specific company number, will the Windows 10 workstations be able to access that client number afterwards? I know with some updates if it has been opened by a user with a newer update, the older update users can’t get in until they update.

I have a client, dual US-Israel citizen, working in Israel for a subsidiary of a US company.   He makes over $200k a year.After researching this, I conclude that he is not subject to the Additional Medicare Tax (Form 8959).  I selected “Foreign affiliate of U.S. company” but it still generates a 8959.  How do I get Lacerte to not automatically add that form and assess tax?

Proseries

My client received a partnership Georgia K-1 equivalent with a footnote that the partnership paid GA pass through entity tax on behalf of the partner.  How do I report the Georgia PTE tax to claim the credit on the 2025 Form 500?

How does a resident individual of 2 states domicile in one state and worked more than half the year in another so became a statutory resident of the other. Lacerte has limitations which only allow one resident state return but I need the resident return for both states has anyone had this before and how did they get around it and file both resident state forms correctly?. 

I received a 2025 TurboTax file (.Tax2025 extension) as the prior accountant cannot finish the 2025 individual income tax returns.  I want to convert the TurboTax file to my 2025 ProSeries Professional software to finish the federal tax return.  How do I convert this TurboTax file to my 2025 ProSeries Professional software?

Hi everyone,I received this error. Could someone please help me resolve it?The amounts on Lines 5 and 7 of Form 8962 are correct, no overrides were entered, and the applicable figure on Line 7 matches the figure shown in IRS Table 2. 

Is it possible to Electronically filed an Amended return in Lacerte for an Individual that originally E-File their return through TurboTax?