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The only work around I have found is to log into Link and invite clients one by one. So very time consuming.
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I noticed that on Thursday this week. Yay! Now that the busiest part of the season is nearing an end ProSeries comes through.
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As of yesterday, 2/21/22, on the 1099-B worksheet, the Brokerage Statement (Form 1099-B or substitute) Summary Table and From 8949 and Schedule D Totals table a...
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It's now 3/20 and the issue still exists for us. Was there a fix in an update? I've updated and repaired updates and still have clients locked on one workstatio...
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ProSeries support also asked me about the two realms. Again, I have no idea how that happened. An when I log in to the other realm (I'm given the choice when I ...
