I charge per form on my practice. Prior to switching to Proconnect, I used Proseries Professional. I like the per form feature Proseries has where at the beginn... read more
Ihave a taxpayer who died in January 2024. We filed the 2023 return but need to file a final return from Jan 1, 2024 through the date of death. I included the D... read more
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
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
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 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
I imported TY22 data from several ProSeries '22 returns. ProConnect did not pick up the 1040 line 36 amount to be applied to 2023 estimated tax, and as a result... read more
I need to figure out how I can amend a 2023 return that I just amended. I prepared the original return, amended it and now need to amend it again.Not sure if th... read more
hello i was wondering if i could electronically fille a tax return that has been already prepared and i have a pdf copy of the finished return but it is still n... read more
I am working on a return where there are 12 partners. One of the partner's died mid of the year and his share is distributed equally to the other family members... read more
I have a K-1 (Form 1065) of a partnership "AMINO CAPITAL III, LP", which isa venture capital firm.My client is one of the investors. On the K-1, there is"Net lo... read more