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- Initial conversion from drake and Client Support after sign
Initial conversion from drake and Client Support after sign
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Jshah2001
Level 1
06-18-2023
10:21 AM
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I have signup for pro connect and am at file conversion stage. I am advise by pro connect to enter SSN for Individual tax client for billing in qbo and EIN for business client who are qbo client as well as tax client.
I see pro connect show qbo Individual client as Business client, so it do not allow me to enter SSN as id for Individual client. I do not see option to change client type in qbo and in pro connect.
Is there solution.
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George4Tacks
Level 15
06-19-2023
08:28 AM
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Schedule C is NOT a business client. That might be part of the confusion. Business client files a return other than a 1040.
Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
ALSO Any client can be tied to any return. Even though the client might have a SSN, the return can have an EIN. The client information screen controls the SSN/FEIN that the return shows.
Look at the resources on this page https://proconnect.intuit.com/tax-online/resources/
Here's wishing you many Happy Returns
