We received this reject message on a Return. The client's last name has an apostrophe in it. We have filed returns for them for several years. It seems like may... read more
We came from Lacerte and the client dashboard is so much more robust and we miss that. The options for adding information in each module is SO limited in PTO. T... read more
Two items regarding the Michigan FTE Credit (per info on 1120S, line 17ZZ):1. where is the "Add Back: Flow-through tax deducted on K1" entered, AND2. where is t... read more
I had a filing rejected for a client with a message that Form 8962 must be included. Client is a 24 year old, single, non-dependent friend of the family who ini... read more
I have filed multiple W-2 with Maryland income and withheld taxes before but experiencing rejection per below message for the first timeWent back and checked ca... read more
Preparing a 2024 Form 1120 in ProConnect for a new client. Client has post 2017 NOL carryovers and charitable contribution carryovers.In the NOL utilization com... read more
One of my employees has access to Proconnect and prints the returns for clients. Today she went in to find a certain client and they aren't showing up for her. ... read more
When I go to print a client's copy of their individual tax return, the program prints 2 Form 1040 and 2 Schedule 1s. They print back to back (1040,1040,Sch 1 an... read more
A taxpayer contributed $5,300.00 to HSA and the amount was reported on 2025 W-2, box 12, code W.This amount $5,300.00 is showing as added back to California whi... read more
Is there a way to send the Intuit Link email to the spouse? I have some clients where this is the primary person I interact with, but they are the spouse in the... read more
I have a 1099-R form with a code of 7 D. It is an annuity but not an iRA account. With that information the distribution is taxable in the Illinois tax return. ... read more
