My client tragically passed 2-25-24 with no will and very few assets. He is due a federal refund and since there is no executor for his estate his sister will c... read more
The client started depreciating the car in tax year 2020 and took the special depreciation ($18,100) with another accountant. I have now taken on this client an... read more
I noticed the taxes some of my clients owe were not withdrawn from their checkingaccount timely.2023 Taxes returns (Federal and States) were accepted by the end... read more
HelloMy client had intended on transferring an IRA distribution from trustee to trustee. However, this did not happen. Rather, a check was issued to the client,... read more
Schedule C line 21f, should show Non-Montana municipal income taxable to MT. Instead, Proconnect enters the total tax-exempt income. No amount of overrides or m... read more
The cover letter prints almost too light to read. All of worksheets, summaries and the tax forms themselves print in a nice dark font. I have tried setting the ... read more
Found some old paper clips and they were much stronger than the ones they sell now. I have at least a half dozen mechanical pencils here on my desk that don't w... read more
Tax payer owed over 25,000 to the irs with 2 $7500 ira deposits included. Found out after the fact that the IRA's were applied to the year we are in and not to ... read more
Client has a different amount on Box 18. His local wages are different from Box 1 and Box 16. I attempted to override the numbers on the W2 form but the system ... read more
Latest Update: Version 44.0418Check out modules below to see what updates have been released in this version of your software. (e.g., recent changes, feature en... read more
The following diagnostic is generating: Form 4868 can only be filed on or before the original due date... This diagnostic now applies to every client that we e-... read more