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Intuit Practice Management

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DMS no longer opens PDF files 2017 and older

We are an OLD INTUIT user.This is scary! About 15 years ago we were running out of floor space for file cabinets so, in an attempt to go "paperless" (at least p... read more

Eharrold Level 1

Intuit Practice Management

posted Nov 21, 2020

Last activity Dec 1, 2020 by Kathi_at_Intuit

3 3
managing ein numbers under my payroll subscription

I am getting close to my 50 subscriptions on my payroll service and I need to edit out some old ones. Does anyone know how to do this?

bookkeeper Level 1

Intuit Practice Management

posted Nov 2, 2020

Last activity Nov 2, 2020 by Kathi_at_Intuit

1 1
new client

how to enter 2018 tax return amounts for federal income tax summary

longview99 Level 1

Lacerte Tax

posted Oct 24, 2020

Last activity Oct 27, 2020 by Kathi_at_Intuit

3 4
pay-by-refund

Is the Lacerte pay-by-refund option available for only federal returns or for state and property tax returns as well?

mntaxprep1 Level 1

Lacerte Tax

posted Oct 13, 2020

Last activity Oct 16, 2020 by Kathi_at_Intuit

1 1
How to disconnect email from Intuit Practice Mgmt after cancelling

How do I disconnect email from Intuit Practice Management? I have cancelled the product but want to know that my email does not continue to replicate to Intuit.... read more

RichSchultz Level 2

Intuit Practice Management

posted Oct 12, 2020

Last activity Oct 16, 2020 by Kathi_at_Intuit

2 1
transferring file

want to transfer tax file to another user...how

dtouchy Level 1

Intuit Practice Management

posted Oct 12, 2020

Last activity Oct 16, 2020 by George4Tacks

9 8
Forwarded email

Why can’t I assign a forwarded email?

KristenC Level 1

Intuit Practice Management

posted Oct 2, 2020

Last activity Oct 2, 2020 by FredrickH

0 1
Email Address Issue

Why can’t I link more than one email address to my user ID?

KristenC Level 1

Intuit Practice Management

posted Oct 2, 2020

Last activity Oct 2, 2020

0 0
IPM Training

How have you trained your staff to use Intuit Practice Management efficiently?

FredrickH Level 1

Intuit Practice Management

posted Oct 2, 2020

Last activity Oct 4, 2020 by George4Tacks

6 7
Lacerte Status in IPM

How do I change how the status in Lacerte links to IPM?

FredrickH Level 1

Intuit Practice Management Lacerte Tax

posted Oct 2, 2020

Last activity Oct 2, 2020

0 0

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Intuit Practice Management

DMS no longer opens PDF files 2017 and older

managing ein numbers under my payroll subscription

new client

pay-by-refund

How to disconnect email from Intuit Practice Mgmt after cancelling

transferring file

Forwarded email

Email Address Issue

IPM Training

Lacerte Status in IPM

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