Ever had a client request a painstakingly complicated report that your program couldn’t handle? Say goodbye to creating Excel spreadsheets with hours of input; the Intuit® ProConnect™ Lacerte® Database Reports tool has got your back! In this article, learn how...
One of the hardest things to do during tax season is to keep track of the work that has been completed. In days past, you may well have seen preparers with boards full of information that would include notes on...
Although most tax professionals do their jobs well, it’s not a bad thing to run a sanity check against the IRS’ checklist of common errors. Please review the following list from the IRS to make sure you’re not missing anything...
New regulations have dramatically increased the number of e-filed returns in recent years. While this shift in the filing process saves time for tax professionals and their clients, it also opens a new window of liability for tax professionals. Where...
As we approach the filing deadline, here are four tips to help you handle those last-minute headaches. 1. What do I do if my taxpayer hasn’t received all the source documents, such as missing Partnership K-1? For taxpayers who are...
For tax Year 2015, Intuit® ProConnect™ has a mission to help accountants save time and grow their tax practice. Taking a customer-back approach, the Tax Content Group has helped make this happen by proactively acting on customer feedback gathered through...
The nation’s 2016 individual income tax filing season opened Jan. 19, with another busy tax season expected, as the IRS expects more than 150 million tax returns filed this year. The IRS also predicts that more than 70 percent of...
You can now save six minutes per PDF attached, on average, by opting to automatically attach required PDFs to client e-file payloads. It avoids the hassle of converting required forms to PDF and manually attaching them to e-file. Currently, there...
As you are transitioning into the next filing season, remember to take time to review your e-file application information through e-services. Your e-file application information should be updated within 30 days of any changes, such as individuals involved, addresses or...
