Everytime I add a new client to proconnect/qbo, all users in my PTO, get immediate access to the new clients. I have to remember to manually login and edit each... read more
Credit for Child or Dependent Care Expenses in the amount of $1,050 was disallowed due to tax liability limitations.US- Ref #730Why is this credit disallowed?cl... read more
Does anyone have any alternatives to using ProConnect Tax? Intuit has consistently rolled out price increases annually. Now by adding a subscription-as-a-servic... read more
In 2023 taxpayer moved into rental home. Home rented since 2017. ZERO days rented in 2023 (proseries is giving an error on Schedule E saying must be at least 15... read more
Preparing 990 and 990t extensions forms 8868, and forms 8879 te. I have to check this and uncheck that and go here and go back there just to get it to work. Why... read more
What procedures need to be done when a taxpayer missesgettheir 2023 IRA RMD, (required minimum distribution)?The IRA was transferred from one brokerage firm to... read more
Tp has two dependents : one is 20 years and one is 24 years by the end of 2023On the fed, we coded the child 24 years as no qualified child for EIC and other ch... read more
I have had several at least 5 now in the past week and month whereby client gets a letter from the pa dept of revenue. The letter is somewhat confusing and word... read more
Will ProConnect no longer be free in 2025 for the 2024 tax year? I received an email saying that I will have to spend $99 per year (which isn't a lot, but it do... read more
I have a client that had a primary residence and converted it to rental property. They qualify for the exclusion with the ownership & use tests. I calculated t... read more
The Tax plan report, year over year page currently show the difference between the 2024 before and after strategy. However, the figure it reports as Strategy ta... read more
Is anybody experiencing delays in direct debit of payments on efiled returns? We asked for payments to be debited on 4/15/24 and finding that alof of clients ha... 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
Taxpayer spent 150K on medically necessary home improvements in 2023. He didnotget an appraisal before, and he didnotget an appraisal after. He knows that there... read more