Data and security
Now you can create PDF organizers inside of Intuit Link to get your clients ready for tax time. Did you use PDF checklists...
ProConnect Tax Online•22•ic-clockCreated with Sketch.Updated 3 days ago•
How to transfer data from the prior year to the current year in the Information Return System (IRS). Before you start: If the...
EasyACCT•1•ic-clockCreated with Sketch.Updated 2 weeks ago•
ProConnect Tax users can now set Firm , E-file , and Client level permissions for the users for your firm. Firm permissions...
ProConnect Tax Online•10•ic-clockCreated with Sketch.Updated 3 weeks ago•
Before you start: If you are viewing or printing the return from the File Return tab, you may be prompted for payment, or...
ProConnect Tax Online•22•ic-clockCreated with Sketch.Updated 2 weeks ago•
This article contains links to current trending topics in ProConnect Tax Online for individual (1040) returns. Click on a...
ProConnect Tax Online•2•ic-clockCreated with Sketch.Updated Oct 12, 2020•
When logging into the ProSeries or Lacerte sign in screen the following message appears stating, "Oops, Something Went...
Lacerte•1•ic-clockCreated with Sketch.Updated Oct 09, 2020•
Schedule K-1 packages are available for pass-through business entities ( Partnerships, S-Corps and Fiduciaries). The K-1...
ProConnect Tax Online•ic-clockCreated with Sketch.Updated Oct 10, 2020•
Starting in tax year 2020 ProSeries Professional and ProSeries Basic both no longer prints checks through the HomeBase. To...
ProSeries•8•ic-clockCreated with Sketch.Updated 1 week ago•
Before you start: Calculate all client files in your original program. Remove any locks. Remove any passwords What types of...
ProConnect Tax Online•6•ic-clockCreated with Sketch.Updated 1 month ago•
ProConnect Tax Online•7•ic-clockCreated with Sketch.Updated Jul 21, 2020•