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jpfinancial's Posts
Re: Secure Online Portal
by
jpfinancial
in
ProSeries Tax Discussions
01-17-2020
05:29 PM
1 Cheer
01-17-2020
05:29 PM
1 Cheer
Hahaha! How do I do THAT? 🙂
Re: Secure Online Portal
by
jpfinancial
in
ProSeries Tax Discussions
01-17-2020
04:41 PM
3 Cheers
01-17-2020
04:41 PM
3 Cheers
Yes! I think I am. 🙂 And I think I just answered my own question. I have to use the the Invite on the Intuit Link site. I think I'm good! 🙂
Secure Online Portal
by
jpfinancial
in
ProSeries Tax Discussions
01-17-2020
04:06 PM
01-17-2020
04:06 PM
I haven't used the Online Portal yet. How do I get to it, and how do I give my clients access to it?
Labels
ProSeries Professional
Thank you!!!
by
jpfinancial
in
ProSeries Tax Discussions
12-06-2019
10:28 PM
12-06-2019
10:28 PM
Thank you!!!
On the 1099-R, Proseries isn't skipping from box to box when you hit Enter like it has in years past, and like it does on the W-2. Is this being fixed?
by
jpfinancial
in
ProSeries Tax Discussions
12-06-2019
10:28 PM
12-06-2019
10:28 PM
Labels
ProSeries Professional
In Proseries, under Paid Preparer, it lists me as 3rd Party Dsgn, but on Schedule 6, it answers the question "Can the IRS speak with somone…" NO. Shouldn't that say yes?
by
jpfinancial
in
ProSeries Tax Discussions
12-06-2019
09:26 PM
12-06-2019
09:26 PM
Labels
ProSeries Professional