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ProSeries TaxExperience: 35 years
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1
State proficiencies
NJ
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Client can upload a .csv or .xlxs No way to access QB platform through intuit link.
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I think I'm in the 17% category.... but, in the same quote/proposal was a 'recommended option' to change to 'hosted'.... which would have increased my pricing a...
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File both a PY Resident and NR return. Not eligible for efile 1. Complete Part XI of info worksheet and prepare federal return 2 Complete allocations... There...
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If the data files are in the folder that they belong and it's only homebase you're missing... try homebase Maintenance should work.
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If filing 1127 you also have to select NYC 1127/UBT on the Federal info worksheet part VI