When starting a new client we have to input the basic information, name, address, ss, dob, etc. Then when we start the client profile, it picks up the name, ss ... read more
We can import the 23 (or prior year) return to start a client, but once it is used for that it disappears. Since it only picks up the basic info for import, it ... read more
I've been waiting since 4 PM CST and its 10:30 PM and still have not received a response from the Agency. Should I print it and take to Post Office? Or do I jus... read more
I'VE FOLLOWED THE INSTRUCTIONS BUT THE DIAGNOSTIC IS STILL THERE.,Form 1040: Form 1040-X is included in this return. This return must be e-filed as an amended r... read more
Every time I go to print a client return, the option showing is Client Copy. That has way too many pages.I always print the government copy for the client, with... read more
I'm new to ProConnect Tax and exploring using it this year. Is it possible to open a print preview in a separate tab while preparing a return, so I can see how ... read more
Hi Everyone,Can you help me with this efile rejection below:Error Message:Every attached file (i.e. binary attachment) must be referenced by the XML document th... read more
Does anyone know where you inform the program to deduct an IRA QCD for State deduction from income? The program is only deducting it from income at the Fed leve... read more
I have a client with a Form 1065 Schedule K-1, Line 20, Code AJ shows:Aggregate Business Activity Gross Income: $180Aggregate Business Activity Total Deductions... read more
I have a return that has been rejected 3 times because it keeps including a 1040x in the submission packet when there was never an original submission accepted.... read more
We have a client asking for a receipt for his tax payment. None of our reps have ever had a client ask for this before and have no idea if it is possible. I hav... read more
