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Has anyone been able to use the new Proconnect feature that allows you to import prior year 1040 to setup a new client? I tried to follow the steps on Intuit's ...
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Thank you.In terms of the mechanics in Proconnect, I am planning on treating the capital gain as gain on a primary residence which is less than the $250K/$500K....
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I have a new client who rented a property to a third-party through mid-2018. From that point on, the property was occupied by a family member who did not pay re...
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I have clients that have hundreds of transactions with Wash Sales amounts. It is great that Proconnect allows the upload of Schedule D transactions, however, th...
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Using my personal email, I am testing out the Intuit Link functionality to see how a client will follow the email direction to login and upload documents. So th...
