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Level 2
December 1, 2023
Solved

PRO ADVISOR'S OWN BUSINESS TAX RETURN

  • December 1, 2023
  • 1 reply
  • 7 views

I'm trying to import our office quickbooks financials to start the tax return process (I know it's not time I'm playing with the software to see if it's what I'll be using next year by using my own office financials)  and the PREP FOR TAXES button takes me thru the motions but once I've reviewed the numbers the TAX OPTIONS button DOES NOT give me the CREATE NEW RETURN button ----this works for my clients but why doesn't it work for me as the proadvisor for my own business tax return--- is it a different process?

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Best answer by 58 TAXES LLC

I SOLVED THIS QUESTION

SAW IT IN A Q&A  FROM PROCONNECT

PREP FOR TAX FEATURE IS NOT AVAILABLE FOR PROADVISOR AT THIS TIME.

1 reply

58 TAXES LLCAuthorAnswer
Level 2
December 1, 2023

I SOLVED THIS QUESTION

SAW IT IN A Q&A  FROM PROCONNECT

PREP FOR TAX FEATURE IS NOT AVAILABLE FOR PROADVISOR AT THIS TIME.