Register here Description If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or softwa... read more
I have taken on a new client for the first time. They are a very small company structured as a C Corp.They do about 800K a year in sales and hold about 50-60k i... read more
Attorney received a 2024 1099-MISC for settlement proceeds not received until 2025.TP reports business on Schedule C. I usually report the 1099-MISC in gross re... read more
Register here Description Your clients trust you and your firm with their highly sensitive data, necessitating the need for a robust security strategy that pr... read more
You should be able to customize the type of document you have uploaded in the Firm Documents section in Proconnect Tax. Right now you can only use what they hav... read more
Register here Description This 50-minute session is designed to empower tax professionals with the essential knowledge and skills to effectively identify and ... read more
Dear all,I am preparing a return with a Schedule E single family rental. The QBI is not calculating. The taxpayer/activity meet the safe harbor criteria. I can ... read more
Register here Description In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for profe... read more
We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mist... read more
WHEN IN THE HOMEBASE EF CENTER - WHETHER IN THE "PENDING" OR "ACCEPTED" TAB - IT IS NEARLY IMPOSSIBLE TO DETERMINE WHAT REFUND/PAYMENT AMOUNT AND REFUND/PAYMENT... read more
S corp client had two equal shareholders (A & B). On 7/5/2024, A purchased B's membership interest for $340k making A the sole shareholder.Would the $340k go on... read more
I am using ProConnect Tax to amend TY 2022 for a new client that has NOL (Sch C) carryforward from 2021.Income includes W-2, 1099 R (non taxable) & Sch C (net l... read more
I am looking for assistance with completing Schedule P, Schedule J, and Worksheet L of a Form 37 for RITA in Ohio, using Proconnect. What is the trick for getti... read more
I used the online version of Taxact until now. I wish to switch to Proconnect. what would be the best way to move my data to Proconnect? The guide I found talk ... read more
Dear Community,My clients' took early Retirement distributions to cover their children's adoption, education costs and pay their prior tax liabilities.The distr... read more
