When adding a beneficiary or information about a dependent, instead of being able to pick the beneficiary dependent from a drop down, you have to add their info... read more
The Client area does not allow for first names of both the taxpayers. First this is a problem when you are going to call a client and need to know the spouse’s ... read more
Problem: TP earned income (wages) are split 50/50 for the IRA contribution deduction calculation. Everything else is good.I want the Spouse Traditional IRA cont... read more
The set-up and sending out emails took a long time. While working in the Intuit Link, the ProConnect program does not seem to recognize activity, so work was no... read more
There should be a way for our company to turn off reminder emails. This upset many clients. They did not understand to mark themselves as Complete. We need a wa... read more
The Advisorcan now understand how economic events changes and strategies applied to theplan affect S Corporation stock and debt basis without having to go back ... read more
I am proconnect user. I would a way for a customer/client to see completed tax returns for that last couple of years. I am tired of printing the pdf or sharing ... read more
I've had 2 clients whose underpayment penalties were partially refunded. This has never happened before. Does anyone know if there is/was a glitch in the softwa... read more
In Lacerte where do you enter disaster area information?For CA- the FTB just sent out a notice that for the San Diego Flood Disaster extended due date of June 1... read more
Is there a way to create a new custom template that is completely blank to start? I am trying to create a cover sheet for our tax folders that would print with ... read more
I have a client who quickly claimed her house to her son to avoid probate for $100. The house had a mortgage of $136000, and I need help figuring out a new basi... read more
Taxpayers owe taxes on their Form 1040. Their children want to pay the taxes, each paying 1/3 of the taxes owed. What form do I use or how do I do this???????