Tax Individual
What is the first step a customer should take to amend a client file?
Create a copy of the original file for their records.
Where will the Total Dividends amount end up flowing to from the 1120 Schedule C?
1120 Page 1, Line 4
How can I backup my client files so I can setup ProSeries on a new computer? (Name both methods)
File > ProSeries Migration Tool
OR
File>Client File Maintenance>Copy/Backup
What are the two types of Network Installations?
Peer-to-peer Network and Client-Server Network
What does UDAS stand for?
User, Data, Application, System
I've filed a federal extension and need to extend TN, too. Do I have to file a separate extension for TN? (200 bonus points for an article)
“I am working on a 1120 Corp return, and I need to set up the payment vouchers for the quarterly payments. Why are they not automatically populating?” (200 bonus points for an article)
1120 does not have payment vouchers. Payment options for the 1120 can be found on the Corporation Information worksheet, Part IV under Payment method. https://accountants.intuit.com/support/en-us/help-article/estimated-taxes/generating-estimated-tax-vouchers-1120-corporation/L1xo1jwRI_US_en_US?srsltid=AfmBOor5u5zjEjwwhcZ1oPDvZxegFyLgNS7__K1nkvAjIyiqlJOmMKq1
I'd like the standard letter to print when I print the return. How can I set that up?
File>Print Options>Global Print Options>Control Which Letters Print>Select the box next to Standard Letter.
How can I change a workstation into an admin?
Open the ProWinYY.ini file in the 32bit folder and change Admin=0 to Admin=1
How do you attach an investigation to a case?
Go to the Investigation tab within the case, search for the INV, set contact preferences and save.
“How do I get an amount to flow to my New York IT-225 Line 2 with the addition code A-112? Oh! And by the way, I hate using overrides. There's got to be a 'correct' way to do it.”
An amount needs to be entered on the IT-225 Other Additions and Subtractions Statement.
I am working on a Partnership return and for some reason my Schedule K-1 worksheet is showing that my percentages for the end of year is 125%. I added a new partner that started on 6/1 this year but everything should equal 100%. HH Holmes should have dropped down to 25% ownership and Ferdinand, the new partner, should also be at 25%. How do I fix this? (200 Bonus points for an article)
How can I license the program outside of ProSeries?
Start Menu> All Apps> ProSeries folder> Connected Customer
How do I resolve "File Locked by ProSeries Network"?
Copy the file from the data folder onto the desktop, rename it, then restore it
How can I tell what version of the program the customer is using within Salesforce? Name the three options you could see.
ProSeries Fast Path = Standalone
ProSeries Network License = Network
Hosting for ProSeries = Hosting
What is the purpose of Form 8606?
It is used to calculate the taxable portion of IRA, Roth, and a few other pension distributions.
Open client file 035P-PART7987 Jillian is working on an individual return that has a Schedule E and a K-1 from a Partnership. Both the Schedule E and the K-1 have a gain. Jillian has entered the information for each and is now reviewing Form 8995. If the customer wanted to make and adjustment to include the 179, where could they do that?
On the K-1 Worksheet, the section for Qualified Business Income Deduction Info, Line E2.
How can you determine if the printing issue is related to ProSeries?
Check to see if the program can print to PDF
True or False: You can install new products on a workstation.
False, you have to install new products on the Admin PC and then run updates on each workstation
What are the three T2 queues?
PS Customer Service T2: PCG-PS_CS_T2_CHAT
PS Systems T2: PCG-PS_Systems_T2_CHAT
PS Tax T2: PCG-PS_TAX_T2_CHAT
Open the client file: 030P-statests-1. “Hi there! I do mostly Ohio returns but last year one of my clients that I’ve had for a long time moved away to New York and are now full-year residents there. I’m still going to do their taxes though because we’ve worked together for a long time and all of the newer cloud-based products like Intuit Link makes it very easy for us to still work together even though they can’t give me any of their documents in person. Long story short, this is my first time to do a New York return and I’m pretty proud of myself because I think I’ve got everything right except they live in New York City and it looks like Page 3 of the IT-201 should have the tax for New York City on line 47 except that line isn't filling out. I know I gave the program withholdings for New York City on their W-2 but it’s still not filling out the tax for New York City. What am I doing wrong?”
The preparer didn't tell ProSeries that the taxpayer is a resident of New York City on the New York State Information Worksheet, Part 2
Open client file 061P-K1TS3. The tax preparer is trying to take a Section 179 deduction from the K-1 for the current year as well as what was carried over from last year but they are getting an error on Form 4562. They don’t want to make any changes to the K-1 as it matches what the taxpayer received so how can they resolve the error?
K-1 Additional Info Box 11 Line 2 should be changed to the allowed Section 179 deduction amount of $8,237.
How can I uninstall a singular formset?
Open Settings and go to Applications, highlight ProSeries YYYY and select uninstall then select the formset you want to uninstall
How can you tell the difference between Hosting and Network on a customer's PC?
Hosting will have a blue bar the top of the screen
How do I submit a supervisor callback request?
Complete the google form and post the template in cnx-pcg-ps-supcalls. Leave case open