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05/18/2012 at 12:04PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. For more info, see our community discussion.

15 Results by Jed_cpa

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Energy Credit for Unmarried Couple

Unmarried couple, she is selling her house in anticipation of moving in with her boyfriend after the first of the year. He has replaced all the ...
by Jed_cpa
11/11/09 12:13pm PST
8 answers
206 views
 

Custom Client Letters

Does anyone know if ProSeries has or will provide a procedure to transfer client custom letters created in the prior year to the current year ...
by Nana1
04/28/09 7:15pm PDT
3 answers
303 views
 

Client Presentation

For those that have used it, did you feel it was worth the addional cost. Is it an added feature your clients appreciated?
by Jed_cpa
04/27/09 8:15am PDT
5 answers
992 views
 

Customize Client Letter

  Does ProSeries provide assistance with customizing the client letter. I have my modifications about 85% where I want them. Having problems ...
by Jed_cpa
09/03/09 10:20am PDT
13 answers
353 views
 

Preparer Code Does Not Work

  I have entered my preparer information. When I go to Part V of the Federal Info Worksheet, the preparer code is "XPN". When I use ...
by Jed_cpa
01/07/10 11:06pm PST
2 answers
148 views
 

Printing 1120S in Windows 7

  I have a new machine running Windows 7. For the most part, ProSeries is running fine. (mouse does not scroll). However, the last 2 1120S corps ...
by Jed_cpa
02/09/10 8:50am PST
6 answers
197 views
 

Marginal tax rate

Is there a report in Proseries that will tell me the clients marginal tax rate? The YOY schedule shows the effective rate which is informative but ...
by Jed_cpa
05/13/10 2:58pm PDT
5 answers
1459 views
 

2009 Program Update Program Errors

I had to reload my 2009 ProSeries and now the update process does not work. It starts but after about 2 minutes I get an error message that says my ...
by Jed_cpa
11/23/10 5:31pm PST
7 answers
409 views
 

Mass NonResident Being Asked About Mandatory Healthcare Form HC

Mass NR is being asked to complete the healthcare HC form. Taxpayer is residennt of NH and does not need to comply with Mass medical insur questions. ...
by Jed_cpa
02/16/10 6:52pm PST
3 answers
158 views
 

PA Local Earned Income Tax (Berkheimer) - Sch A Deduction

I am preparing a return for a PA resident. He is telling me he needs to file a Berkheimer Local Earned Income Tax. He claims this is not deductible ...
by Jed_cpa
03/19/10 11:53am PDT
1 answer
7140 views
 

Deleting Page Break in Client Letter

  I am trying to modify the standard client letter in the S Corp program. It is showing the cover letter fine. I only is using about half of the ...
by Jed_cpa
03/06/10 2:00pm PST
7 answers
137 views
 

Full Client letter in Basic

I have been a Proseries/Basic user for 15+ years. Basic kept me as a customer a few years ago with a product at the price. Why does it not allow a ...
by Jed_cpa
04/24/09 5:54am PDT
2 answers
1110 views
 

tax preparer mistake

Can a client sue you for an inaccurate return when there was no fraud involved? can they force you to reimburse them?
by kriggs
11/24/09 2:14pm PST
7 answers
690 views
 

Home Base Modification for 2009 Program

Home Base program modification that adds comma's to numbers, can this be done for 2009 program?
by Jed_cpa
11/06/09 8:54pm PST
10 answers
323 views
 

Maryland S Corp Form 510

Is Maryland s corp form 510 in proseries?
by Jed_cpa
02/21/11 7:15am PST
1 answer
342 views
 
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