Just received a call from my new firm liaison/administrator at ProSeries. I said my "new" one. In my 30+ years with this software I never had one before.I asked... read more
I am sure we all get requests from clients asking to send them a copy of their return. Is there any way to Create PDF file without SSN numbers showing on form 8... read more
Please make part 2 of forms 2848 and 8821 auto populate when we select the preparer. I fill out dozens of these a year and having to manually enter each bit of ... read more
I have recently prepared two tax scinerois in witch the txpayer is in the 24% bracket by $3,900 to $13,000. In both the tax planner has said they are in the 22%... read more
Client received a NYS K-1 with NY State addition code EA-209 and EA 214 amounts. Where do i enter the amounts in the NYS IT 201 screens.I thank you in advance f... read more
MFJ residents of Texas file 1040 US Citizens. Bought residence in Canada. Fixed it up and then decided to sell. Hired Canadian tax accountant & attorney to hand... read more
I assume somebody has noticed and will correct this simple error in the software. (I'm just playing with it for my own tax return.). As was the case last year, ... read more
There are two issues I'm seeing:Payments made with extensions - Federal and State - don't transfer to the payments screen. It's as if it never happened.I have t... read more
I am a sole practitioner who works out of my home. I understand that new IRS requirements make you use a physical address for the tax preparer's address and a P... read more
I have a client who created an EIN for a irrevocable TRUST which was created from a revocable Living Trust after the death of the owner of the Living Trust.The ... read more
Is there a way to query or add a column to the Homebase that shows the IP PIN (or the fact that one is needed) so we can make sure we are looking for this info ... read more
Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year b... read more
