ProSeries Tax

No text available

I've used TaxSlayer for the last 17 years which contains many reports for the client base. I've always been able to create Excel and PDF reports easily with Tax Slayer showing the clients' fees charged primarily but also paid vs. unpaid fees, return amounts, etc. I cannot find an option within ProSeries to export a list of all clients, fees charged, etc. Having just purchased this location I NEED to be able to pull this data from within ProSeries to see fees charged and dates prepared in order to see the flow of the business.Ideas - Suggestions?Thanks in Advance!

Hi everyone, Any experts out there on Residential Energy Credits? I knew they were limited but didn't realize just how limited! Is there more to report than the $500 on Form 5695? I thought I read in the instructions that there was more than one form? Thank you in advance if anyone has any energy left to respond, lol. I think I'm out of coffee! 🙂  

Where do you enter the interest on savings bonds total? I don't see it anywhere in ProSeries.

Trying to use eSignature for MFJ returns in ProSeries Basic.  It will not allow me to send two emails and only allows the taxpayer to sign. Spouse cannot sign.  Tech support is of no help.

Background -  Previous years we used the network peer-to-peer setup with the admin computer being Windows 10 machine. Problem: Too many tax preparers working at one would hit Windows Pro max connection limits.This year I want to deploy the client-server method with a Windows 2016/2019 Server as the file server..The instructions under: How to download and install ProSeries Professional as a network (intuit.com)for "if your on a client-server networks:" Part 1: setup a network share and map that share as "P:" to every workstation and admin computer.After that the "P:" or the file server is not mentioned anywhere in Part 2, or 3 - I see you can just change the directories under File > Directory . But that would be seem like each workstation is still installing off the admin workstation and not the file server, and the clients would still be connecting to the common folder on the admin Windows 10 workstation.. If all the workstations sti

The UPE worksheet is always linked to the partner K-1 in ProSeries.  Where to enter the UPE related to S Corp K-1?Thank you!

I have turned away two people just today who hve not filed a tax return in 2 years.Good God

The option Update Return with QuickBooks Data is gray and won't let me select it.  The file is a QBB and the program I'm trying to import to is Pro Series.  I don't have QuickBooks on my computer and I really would rather not have to buy it for one client.  Any help is very much appreciate.  I'm aware that different years can't be imported so that's been verified. 

Hi to all folks, clients has three 1099-Cs because of cancellation credit card liability. First, I entered three 1099-Cs and also filled out form 982 and entered whole amount of them on line 1b. I read IRS instruction then I understood that should delete 1099-Cs and keep form 982. Two of 1099-Cs have same date of event and one it has different event date. On line 1b of 982, I explained description of the issuer and the amount (right click on the whole amount). Am I right? if not please correct me. And how about insolvency worksheet? Should it be attached e-file return? The courtesy of a reply would be appreciated.

NEED TO SUPERSEDE A RETURN ELECTRONICALLY BUT IT IS NOT LISTED UNDERE-FILE OPTIONS. SOFTWARE WILL LET ME AMEND IT BUT NOT SUPERSEDE IT.

My client has passive carryover loss of 11,518 and current year passive income of 1,531. Why is 11,518 characterized as unallowed loss from prior year on form IT-182 ? And my client still pay NY state  tax on income of 1,531.Thanks   

Does anyone here feel that graphic design is an SSTB?I have a high earning graphic design Scorp that designs websites and other programs for clients.Thanks 

Hi, everyone. I am hoping you can help! I have an individual who received the Grantor Trust Tax Information Letter from HFR Liquidating Trust. The trust closed in 2022, so this is the final information. My client called them and verified they would not send a K-1. Instead, the tax information letter is all they are sending out. So, how can I enter the following without the K-1?Sch. D, Part II, Line 10, Columb 😧 $406 of a partnership interestForm 4797, Part I, Column G, Line 2, Business Property: -$441Sch. E, Part II, Line 28, Partnership Income from Passive Activities: -$304Form 8995-A, Section 199A Qualified Business Income: -$70Any help you can assist me with would be greatly appreciated. I know everyone is slammed right now.  

I am non-efiler located outside the US wtih foreign address (both our firm and clients) so we do paper returns every year.  Is is still possible to use esignature function to get tax returns signed by clients, and we print out from our side and submit paper returns by mail?  Thank you.

for some reason proseries is allowing a tax deduction on schedule A greater than 10000.  Has anyone else encountered this issue?  Perhaps it is allowed?  thanks! 

This is day two that I can't send signature forms with docu sign.  It goes through the process then shows a big red dot saying in can't be sent that it's their p

No text available

When ever i log in i can see all my clients, but I cannot access them. when i click on them the screen turns grey

If you are trying to import scanned documents and get this error message ("Can Not Find Central Directory")  review your original scanned documents and remove any documents that are excessively grey then rescan and submit.

I'm trying to launch the application from the admin computer so that I can follow the linked article but the application closes after I use the login prompt.https://proconnect.intuit.com/support/en-us/help-article/assets/resolving-fast-path-errors-proseries/L1ppVU1SJ_US_en_US?uid=lg5ov353I've run the Tools - Repair Updates program from the pro series 2022 folder in the start menu but this hasn't resolved my issue.I have also made sure my Windows installation has all the latest updates.

Massachusetts Municipal Revenue Bonds - the interest is taxable on the Federal return and Tax-exempt on the Massachusetts return.  What is the best way to enter this adjustment on the Massachusetts return?

Processing a new client - in the eSignature Recipients step the Authentication method field is not active and I'm not able to proceed. I read that a new client will be required to do the Knowledge-Based method but no option is available to select. Is there another option or a fix?

does the owner of a house have to file a gift tax return for home going into life estate this year. THE Fair MARKET VALUE IS $225000.00 and cost basis $175000.00.They will not owe any gift tax but i still think they have to file.

Have the paid receipt, and made an attempt to talk with DocuSign -  that was a waste of time. Opened a case ticket. Have a receipt for that.Thought I'd give it a few more hours, but still nothing.Any thoughts?