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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend 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. This is only for US based products. This does not affect QuickBooks Online customers! 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. International versions are unaffected. For more info, see our community discussion.
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TaxGeniuz
TaxGeniuz
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TaxGeniuz
TaxGeniuz
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Questions answered: 4
Points earned: 4
New Member
02/09/12 9:08am PST
Viewed by asker 03/06/12 10:38pm PST

State Info incorrectly transmitting on E-file!!!

ProLine Tax Online

So upset, I filed a Tax Return for my client and it turned into a big mess. Missing info that I know I inputted is causing client to owe money instead of getting a rightfully due refund. Angry is not the word... Where is the help??????? NO PHONE #??

TaxGeniuz.com
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WillatIntuit
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WillatIntuit
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02/09/12 10:27am PST

TaxGeniuz,

We understand the frustration and the anger over the situation that you have posted. Once we read your post we immediately searched our records to find you. Unfortunately, we did not have sufficient information with your community name to find you. Let us work with you to determine what has occurred. We can be reached either through chat: http://accountant.intuit.com/support/prolinetaxonline/?s_ev1=PTO_Nav-L2_Support or through email: intuittaxonline@intuit.cm. Give us an opportunity to work with you to resolve this issue.

Respectfully,

Ron

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TaxGeniuz
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02/09/12 6:08pm PST

 Thanks for your response WillatIntuit. unfortunately there is no remedying the situation aside from filing an amendment. Its difficult to have to confront the client about this especially when tax payers are putting so much trust in tax preparers and in turn us towards our tax software developers.

I believe there should be more training provided on the software explaining in further detail WHERE exactly the information is to be inputted. The mistake occured when I placed the values in BOX 16/17 of the Electronic Filing section marked "override" as oppose to Box 16/17 of the State and Local section. Either or it should have recorded the information on the return. 

Another sugestion would be to make the reviewing process a little more simple by actually generating a non-submittable PDF of the return for review purposes only. You have to payfor the Efile before you could even see the work. 

 

 

Your Furious Customer,

 

TaxGeniuz

 
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mosscpa
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02/10/12 7:15am PST

When you go to the Check Results tab, you can click on Federal Tax Forms and see the return.  You can't print it, or make annotations, but at least you can do an on-screen review. 

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TaxGeniuz
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Thank you for taking the time respond. This would make it easier to review.

Regards

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