As I progress through a return, I would like to keep notes of things I would like to go back and check or for additional information I would like to request fro... read more
I've been using ProSeries on standalone computer for several years. Last year I downloaded ProSeries 2023 software without any issues on the same computer I am ... read more
Until about 2 seasons ago, it was possible to use different file names for the same client at various times of the preparation process (Example: [Client] 1040-D... read more
Has anyone successfully used Intuit Link for E-Organizers with multiple firms? I have a shared office, so 2 firms in the database. But, all invites to Intuit Li... read more
I haven't really done an estate where there were prior gifts. This year, I was hopeful that when I did transfer of 709 to 706 it would bring over those prior gi... read more
I've downloaded the 2024 Pro Series and it worked fine until Dec 22,2024. Now after I sign in it opens, but the menu bar goes grey and nothing can be accessed. ... read more
Client was offered a one time payment from a company for an easement on is property. The easement will last 50 years. Does this income need reported and if so, ... read more
I have already initiated the process of creating prior year worksheets (tax organizer) for 2024 tax year, but I the status has been "in process" for about about... read more
Hi, all,When i finish entering estimated data into the 2024 S corp module and close the client, it automatically asks me if I want to export the data to the sha... read more
Oops, that's pirate so the only person that could relate to that would be Ashley - wherever her pirate ship is docked these days. For those non-pirates out ther... read more
I'm surprised no one has mentioned this including my clients who would be affected. I never really understood how the WEP and GPO worked. I have clients who ar... read more
I can select the batch actions to generate the prior year worksheets that would show the 2023 activity but I can't get the worksheets to print and cannot figure... read more
