ProSeries
Anything Goes!
Anything Goes!
When will MA Individual State returns be available in ProSeries
Form 1 will be available for print by 1/25 and efiling by 1/29
If the account owner field says "Data Migration", is that account managed?"
Nope. You get to help that customer! :)
Which article shows how to transfer prior year files in ProSeries?
Transferring client files from the prior year
Which article shows how to install Lacerte prep files?
How to download and install Lacerte prep files.
Bonus: Is this in scope for CS/IBR?
What is the name of the Crowdhub post that explains QEF?
....Quick Employer Forms (Lac & PS)
What version of ProSeries must a customer be using to qualify for Hosting?
Professional
Where can you see if a customer is set up for Auto-Pay?
PayG Billing
Which article explains the in-program features and how to use them?
Using ProSeries help features
Which internal article show how to check the status of an account recovery request?
Check status in Salesforce for an account recovery request or primary admin/primary contact change.
How do you document a case for a non-contact?
CAN 8819. Close normally.
or
If you suspect suspicious activity, document under the primary for the CAN provided, change the case origin to internal and close the case.
When is it required to obtain a sanitized file from your customer?
When you are advised to go to Tier 2 and your customer has a tax question.
Ref Article: How to sanitize a client file in ProSeries
If a customer has 2 full time employees, how many fast paths users do they need to purchase?
2 users.
Which article provides customer facing steps on how to purchase eSignature?
How to use eSignature in ProSeries
Which article provides customer facing steps on how to purchase eSignature?
Using eSignature in Lacerte
Which eSignature option allows customers to purchase signatures that will not expire until 2026?
Tax Year Option.
See article:
Which order option should I select when purchasing eSignatures?
Where can a customer see why their client doesn't qualify for the Earned Income Credit (EIC)?
Page 2 of the EIC Worksheet
Ref Article: Common questions about Schedule EIC in ProSeries
How does a Lacerte Choice customer request a credit for REP charges that should have been included in their choice package?
They must request the credit through MyAccount so that it can be reviewed by our internal team. We CANNOT credit these over the phone.
Which article allows you to confirm what the current ProSeries version is?
How to find release dates for forms and schedules in ProSeries or Tax Form Availability. (under Release Info tab)
Which article explains if a customer can cancel their order and receive a refund?
Lacerte cancellation refund and upgrade requests
T/F: If a customer is interested in hosting but does not have time to talk to someone, you don't create a lead.
False. You ALWAYS create a lead if they are interested in hosting! -- If they don't have time to chat, the lead will automatically set them up for the call back. ;)
Which article provides solutions for a customer that can't see part of their form?
ProSeries menu options truncated, cut-off, or screen appears distorted
What product do you need to add to a quote if a customer wants to purchase an Unlimited State Module?
Lacerte State
Note: Once added, click to expand and configure to the State and form set they need to purchase.
For Federal forms, add Lacerte Federal.
Which article explains how to change the business activity an asset is linked to?
Common questions on the Asset Entry Worksheet in ProSeries
Which article walks a customer through the account recovery process?
Recover your Intuit Account if you can’t sign in
2 part question:
a. Why is it important to ONLY handle calls that are in scope for you?
b. What article provides clarity on scope?
a. Handling out of scope calls is a type of call avoidance. This creates a negative experience for our customers as it increase AHT and hold time in queue.
b. PTG Transfer Workgroups