I know it it is too early to transfer clients from 2024 to 2024 program but I did transfer one to experiment with the tips and overtime entries. If you do trans... read more
I do not see that I have access to file a 1040NR for a client.OpenAI says there is a desktop version of ProConnect and an online version, and I need the online ... read more
This message popped up today. Comments are year specific, and notes get carried over. If Notes goes away, then we have to have the ability to make Permanent Com... read more
So, We have to remove the +4 zip codes in the Company files for the system to file 1099's without errors!We use the "Intuit Information Return System".This is b... read more
**** We have found an issue with release 2025.2.05.583 and it has been pulled temporarily. We will update this post once it is live. ***** If you subscribe to t... read more
I’d like to find out whether it is possible to e-file two different types of business tax returns for the same tax year (2024) in ProSeries.We previously e-file... read more
Our technology people recently installed Lacerte 2025. We did a transfer from 2024 to 2025 of two clients in Individual.We noticed when we try to select a clien... read more
Thank you for taking the time to keep discussion around the 2025/2026 program visible. We understand the issues being raised and recognize the impact this is h... read more
Where do I purchase YT24 user access. I'm trying to finish a 2024 return and received a message that I would need to purchase an user access. It's not located i... read more
How do I e-file an amended CA Form 568 in ProConnect? I'm amending the federal and CA state returns. I've marked the CA Form 568 as amended, but there doesn't s... read more
I'm still getting the underlying error on rollback, now some of my clients are saying unable to access the data files & others just won't respond period. WTF IN... read more
My firm has a few dozen joint clients for whom the person listed second (as "spouse") on the tax return is the primary point of contact and handles all tax matt... read more