4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
4/15 filing deadline for Forms 1040, 1041, and 1120 is now closed. Perfection period in progress! Check out Hot Topics for ProSeries | Lacerte | ProConnect
I am trying to understand how different firms choose between Lacerte Tax, ProConnect Tax, and ProSeries Tax depending on their workflow and client base.From wha... read more
I ran the repairs update today. I'm getting an explanation statement regarding amortization of domestic research and experimental costs that's attached to the r... read more
It is now 4/20/26 and Federal electronic extension payments submitted on 4/14 & 4/15 have not been withdrawn. In all the years I have been doing this, there has... read more
I have created a custom letter within a client in ProSeries and am looking to batch print it for all clients listed. Similar to a mail merge. I have been unsucc... read more
I have a client that needs to go back to 2018 to file an amendment, but I can only go back to 2019 in ProConnect? I can't remember, but I do think there was som... read more
There is no entry on the program for Code R and there needs to be an override to accomplish this properly on the 1040, Schedule I, Part II line 16.Sandra Enman
My client just received a letter stating that they had changed the return because they didn't allow the amount claimed as Earned Income credit because their ear... read more
Quote was posted on myproconnect.. I am ready for tax year 2026.... year end cannot get here soon enough.. been a week since the tax season crunch ended.. enoug... read more
I was trying to figure out if I needed to recommend a client file MFS instead of MFJ, and ProConnect, after splitting the return, did not calculate the phase ou... read more
As of tax year 2025, the IRS now allows e-filing of Form 709 (Gift Tax Return). Will ProSeries make this available? I'm seeing other software such as Drake) off... read more
I'm just getting into researching the November 2025Kwong v United States decision by the U.S. Court of Claims, involving penalties and interest assessed during ... read more
Anybody else having this issue when trying to Transfer Company Information from one Company to Another? I am wanting to copy the Financial Statement Design from... read more
Jim-from-Ohio Level 12 ProSeries Professionalposted Apr 22, 2026Last activity Apr 24, 2026 by Andrewpo
