Please wait...

ProSeries Support

Knowledge Base- Search Results

1.kb1000922Can I transmit ____ state as a state-only after sending the federal? If the State accepts State-Only efile. This can be checked on EF Atlas at... How can I tell if my state can be transmitted separately after transmitting my federal?
2.kb1003468Attempting to open a PDF document in the Document Management System... Attempting to open a PDF document in the Document Management System (DMS) using "View PDF files within DMS (provides annotation capabilities)," takes along time to open.
3.kb1000973You receive the message "...Paid preparer code does not match any of the preparer codes entered on the Preparer's Information Worksheet.  To review preparer information, select... Paid Preparer Code Does Not Match Any of the Preparer Codes
4.kb1000007Illinois returns are getting rejected with Error Code 0744, which states:   "When one or more of the Schedule K-1-P and/or Schedule... IL EF Error 0744 (744): Schedule M Line 2 or 12 Must Not Be Greater Than Schedule K-1-P (K1P) or K-1-T (K1T)
5.kb1001166On the Bank Product Information Worksheet, when Refund Transfer Check (RT, ERC) or Refund Transfer Direct Deposit (RTDD, ERD) is... Preparer Tax Preparation Fee Is Not Subtracted from the Total on the Bank Product Information Worksheet
6.kb1002283When clicking on the "All Pages" link in the Email to dialog box, DMS returns the following error message.     DMS has encountered an... "DMS has encountered a program error" when clicking on the "All Pages" link in the Email dialog box
7.kb1008945Line 21 on the Federal 1040 is showing the same amount that is on Line 12 of the W-2. Line 12 on the W-2 is using a code of W "Contrib to Health... Distributions Being Reported as Taxable Distributions From a Health Savings Account (HSA).
8.kb1007599How do I add more dividends to my tax return? 1) Open Schedule B. 2) Input another payer into Interest and Dividend Worksheet. 3) Double click to open Additional Information if... Adding Another Payer to Interest and Dividend Worksheet
9.kb1007701A return in the E-File Center has a status of "Accepted", however, the return has never been sent or received by the IRS. In order to resolve this... Return Says Accepted in the E-File Center but the Return Was Never Sent or Received
10.kb1001345After updating ProSeries you may get the message "Cannot find Company file" when trying to export a QuickBooks company file or transfer an EasyACCT company file to a... QuickBooks or EasyACCT import error Message "Can not find Company File"
11.484658When attempting to print ProSeries client returns on a computer running BitDefender Internet Security v10 the ProSeries... Sharing Violation Errors and Loss of ProSeries Client Files Can Occur When Running BitDefender Internet Security v10
12.kb1003722To Change or Update Your Shipping Information: 1) Login to My ProSeries. 2) On the left-hand side of the screen, you will see an overview for MyProSeries. 3) Under Account Management, click... Update Contact, Billing and Shipping Information
13.kb1002479To check your computer's configuration before installing the ProSeries 2007 software, you can use your existing Microsoft Windows operating system or download and... How do I determine if my computer meets the minimum system requirements?
14.kb1000946· ProSeries · ProSeries Basic Edition . Informational . PRO Basic . PRO Professional . TY2007 . Active... IRS QuickAlert: Individual Filers - Form 9325
15.kb1004550When there is no data on Form 8801, Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts, line 28 calculates a zero which flows to line 21 of the Federal... Form 8801 May Not Calculate Correctly Under Certain Circumstances
16.kb1002057Refund Anticipation Loans (RAL) can be rejected for various reasons. Please contact your bank products provider directly for a detailed explanation of why a RAL was rejected.   You can contact... Refund Anticipation Loan (RAL) Reject Errors
17.kb1010831To add an additional firm to your program, the primary contact on your account needs to contact customer service to verify that you meet the required qualifications.    Contact Customer Service... Adding an Additional Firm in ProSeries Program
18.kb1014152The Tax Year 2007 Archive CD was shipped to all customers prior to the April 15 filing deadline. We realize that some of our customers prefer not to receive online updates, and we want... Tax Year 2007 August Archive CD Available Upon Request
19.kb1002245This status is displayed when there are either duplicate Social Security Numbers (SSNs) or duplicate Declaration Control Numbers (DCNs)... Why does the status column in the EF Center or EF Clients tab show "duplicate" for one or more returns?
20.kb1002237Your printer must at least meet these printer requirements: · HP LaserJet or PCL compatible printer with 2MB of printer memory. · Inkjet printers are not recommended and GDI printers are not supported. · Printer... Solving Printer Problems
21.kb1002261To file electronically, you must have an Electronic Filing Identification Number (EFIN) issued by the IRS and you need to be able to connect to the Internet from the computer on which ProSeries is... How do I electronically file a return?
22.kb1002424We have made improvements to our HomeBase Tune-Up, Client File Maintenance, Database Maintenance and Re-Sync Database features. We encourage you to use these features regularly in order to improve performance... Improving ProSeries Performance
23.kb1002461ATTN: Software Developers, Return Transmitters and Authorized IRS e-file Providers/EROs Effective today, 2/1/2008, by the 6:00 PM drain, Providers may successfully e-file... IRS QuickAlert: Individual Filers - Taxable IRA & Pension Amounts
24.kb1002483ATTN: Software Developers, Return Transmitters, State Taxing Authorities, and Authorized IRS e-file Providers/EROs The Electronic Management System located at Memphis, Tennessee will be down for... IRS QuickAlert: EMS Downtime at ECC-MEM
25.kb1002722The IRS has targeted February 11, 2008, as the potential starting date to begin submitting tax returns containing the AMT-related forms (Form 5695, Residential Energy Credits, Form 8396, Mortgage Interest Credit, Form... Error Reject Code 0096