I have 2 clients (so far) received a letter from the IRS saying there was an error on their return. It seems that the taxable portion of their social security d... read more
after updating, my program crashed. had to get a new computer. Programs were transferred, but I now do not have the licenses I paid for. The live person did not... read more
The company operated as an S corporation through 2019 and converted to a C corporation in 2020. It has approximately $300,000 of undistributed earnings from its... read more
ProSeries does not generate an error message when foreign tax credit exceeds $300 single & $600 married joint total tax. Software allows input of the amount wit... read more
We are receiving IRS notices for clients who are entitled to unexpected refunds, mostly from automated adjustments due to clients providing incorrect estimated ... read more
It would be really helpful if ProConnect had an activity log at the return level.For firms with multiple preparers and reviewers, we need better visibility into... read more
Enable linking one attachment to multiple state credits on a resident return. If a K-1 footnote shows taxes paid to 20 other states on the same statement, we ne... read more
I am amending several Federal returns that elected to have Federal 2026 estimated tax payments directly withdrawn by the clients account. I understand the 2026 ... read more
So IronWoman e-mailed a client a week and a half ago with a few questions on their schedule C. She gets an e-mail this morning saying "sorry, but we've been sup... read more
Hi, client, she has a superannuation account, HESTA, from Australia (HESTA provide retirement benefits forworkers in the Health and Community Services Sectoris ... read more
I am trying to use popout forms option to open the forms in another separate window. It opens up but nothing loads in it. The same works perfectly fine when I c... read more
Hi,It is now May and we still cannot do more than one check in Manual payroll processing. You have to enter the first check and close it out and go back in to e... read more
