Username2
Level 1

I am an EA in CA.  I typically will call Franchise Tax Board to verify CA payments made by business entities, particularly with PTE.

 

FTB verifies me in order to give out this information by asking for line items from the prior year tax return.  This year I would be asked for 2022 line items.

 

With three different entities, two LLCs and one S corp, my numbers in the software for a tax return filed did not match the FTB records.

 

I use a secure file share and give clients a pdf copy of their tax return when filed. 

 

By looking at the pdf copy of the entities tax return and comparing it to the software, I can see that my software now does not match what has filed.  This means that some Proseries update has changed the numbers in the efiled tax return. 

 

I find this unacceptable.

I wanted to warn other preparers.