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chat just indicated to me... that client worksheets need to be 1st downloaded to my computer and then uploaded in order to get them to the "shared folder". I fe...
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Every Schedule C client I had for 2023 who had “other expenses” that continued on page 16 p2 cont… was missing ONE expense account line. These clients rely on t...
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Getting questions about why page 9 of the tax organizer (2nd page of business expenses) is missing!These are the “prior year worksheets”, with client data from ...
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Game changer… everyone wants to keep client tax documents secure. How about Proconnect software encrypts any downloaded client document automatically? Users cou...
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I have a client who owes a bunch on MC/MET-40 and Proconnect isn’t calculating penalties.I found no option for “automatic” calculation on state & local input fo...
