12/31 - Will not allow me to access tax returns on 12/31

Forum|Forum|5 years ago
December 31, 2020
2 replies
16 views

It is 12/31/2020. I have 4 business returns from 2015-2019 that I purchased and I need to prepare. I already paid, when I go to print it says I have 0 tax returns and asks if I want to Buy more tax returns, I went ahead purchased one additional and it still would not let me access that tax returns. Called support and Sales and they said they are closed due to holliday

ProConnect Tax

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itonewbie

Level 15

When did you purchase those credits? Credit purchased are only valid for the current tax year. Unused credits automatically expire at the end of each year. Printing and filing of prior year returns used to be free but not any longer. These have been the policy for some time already.

If you had purchased credits for TY2018 or earlier years, those had already expired. Unless you have unused credits you bought for TY2019, you will see 0 as your balance on the account.

In case you do purchase additional credits, you need to make sure you trigger a print of each of the returns TODAY. Otherwise, your account balance will join the new year countdown tonight and you can Auld Lang Syne to the credits you buy.

If you need to buy additional credits, I'd suggest that you wait until next year (aka tomorrow) unless you have a higher volume discount this year.

---------------------------------------------------------------------------------Still an AllStar

M

mike34Author

Level 2

Yes I am using PTO and I used Lacerte for 12 years and PTO for the last 3 years I am in the process of converting the software now. On the 12/31 it did not let me access any new returns.

Mike

itonewbie

Level 15

@mike34 That problem was escalated to Intuit and was fixed, if I recall, on Jan 1.

---------------------------------------------------------------------------------Still an AllStar

itonewbie

Level 15

"I went ahead purchased one additional and it still would not let me access that tax returns."

Btw, PTO allows you to access and prepare returns even without credits. You only need credits to print or e-file. If you cannot access those returns, I don't think you're really using ProConnect Tax Online, which is Intuit's cloud-based professional tax product.

---------------------------------------------------------------------------------Still an AllStar