Be aware, when using Proconnect, you can see different behaviors with different browsers.I'm doing a 990 return, using Chrome (latest version) on Windows 11. If... read more
It would be a great global setting to be able to print all return in uppercase/all caps. Having to select this option for every return one-by-one is tedious. Th... 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 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
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
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
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
