As of this last tax season, we've ran into problems with Lacerte our documents not having bookmarks when we import our source documents. The imported PDF file i... read more
When a client receives an email from me for an eSignature request through ProConnect, it appears as if it's coming from my personal email, not my business email... read more
I have several depreciated items on a schedule that the client has scrapped for no value and did not dispose through a sale.How do I remove the item from the de... read more
This client shows in her mother Form 1095-A as a covered individual. She is not listed as a dependent in the mother tax return. Do I have to enter the mother's ... read more
Original minority shareholder surrendered his 20% shares on 09/22/2023 and on 09/23/2023 the company reissued the shares to Presidents wife who did not have any... read more
I've had three 1040 clients this week tell me that they got a refund check for the underpayment penalty that was calculated on their 2023 return in ProConnect T... read more
Mr Nerdman: The top 5% pay approximately 63% of all federal individual income taxes. Liberal Client: Are you sure? Mr Nerdman: Did I stutter? Client: But that c... read more
I have used programs that automatically checked for clients with matching name/SSN/DOB when starting a new return. the main screen had options like start a new ... read more
I understand that if a taxpayer hasn't owned a primary residence for two years or if the taxpayers is buying a primary residence for the first time, there is an... read more
PRO SERIES ALLOWS AN INVALID PAYMENT DATE CERTAIN WITH A REJECTED EXTENSION.PAYMENT DATE CERTAIN SHOULD BE THE SEND DATE TO BE ALLOWED WITH PRO SERIES.THIS IS A... read more
Proconnect should have a schedule summarizing all the K-1 lines items for all shareholders in form 1120S and all partners in 1065. This is especially helpful wh... read more
I am receiving an error on the Texas Form 05-164 extension request when I have a combined group. It states that "Combined Entities must add affiliates to Form 0... read more
I have a company admin who is the Chief Tax Officer in our organization as well as an owner. I have her role set to Company Admin and discovered today that she ... read more