How do I delete a file in ProSeries?

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To remove duplicate files from HomeBase in ProSeries 2019 and prior:
  1. Open ProSeries.
  2. In HomeBase, scroll all the way to the right and make sure that the Full path and File name is unique for each client in the HomeBase. …
  3. Select the client file you wish to remove.

How do I add a state in ProSeries?

ProSeries Basic:
  1. Click the State tab from the left menu.
  2. Select the appropriate state by checking the box next to the state name.
  3. Each State Information Worksheet is slightly different. Find the section for residency status or main form and confirm that the correct one is selected for a nonresident return.
ProSeries Basic:
  1. Click the State tab from the left menu.
  2. Select the appropriate state by checking the box next to the state name.
  3. Each State Information Worksheet is slightly different. Find the section for residency status or main form and confirm that the correct one is selected for a nonresident return.

How do I add a state in Lacerte?

You can add states in Lacerte by clicking on “Add” in the “Returns” pane towards the upper left corner of screen 1. Select the state you wish to add, then click “OK.” You can repeat this process until you have added all of the states you need.

How do I download ProSeries to a new computer?

We recommend installing ProSeries years 2017–2020 on your new computer.
…
If you use ProSeries Basic:
  1. Open ProSeries.
  2. Select the clients you need to backup.
  3. From the File menu, select Client File Maintenance, then Copy/Backup.
  4. Select Set Target Directory and choose your backup location.
  5. Select Backup Client(s).
We recommend installing ProSeries years 2017–2020 on your new computer.
…
If you use ProSeries Basic:
  1. Open ProSeries.
  2. Select the clients you need to backup.
  3. From the File menu, select Client File Maintenance, then Copy/Backup.
  4. Select Set Target Directory and choose your backup location.
  5. Select Backup Client(s).

How do I convert TurboTax to ProSeries?

Transfer TurboTax for Business to ProSeries Professional:

From the File menu, choose New Client. Choose the same type (1065, 1120, or 1120S only) as the TurboTax for Business file. From the File menu, select Transfer. If you see “Transferring into this return will replace all data.

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What is a client tax organizer?

The client organizer is questionnaire and information document that tax preparers use to gather tax data from their clients. The organizer follows IRS forms and schedules and breaks down each line using common terms.

What is a tax organizer form?

A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return. The individual income tax return organizer should be used with the preparation of Form 1040, U.S. Individual Income Tax Return.

How do you delete a form in Lacerte?

Press and hold Ctrl+D. All codes, amounts and descriptions should be deleted.

How do I add a partner in Proseries?

How do I add other partners to the Schedule K-1 Worksheet?
  1. Open the client return.
  2. Press F6 on your keyboard to bring up Open Forms.
  3. Type in “K1W” and press Enter to open the Schedule K-1 Worksheet.
  4. Click on the ID No. …
  5. Press the Page Down key on your keyboard.
  6. Enter the next partner’s information.
How do I add other partners to the Schedule K-1 Worksheet?
  1. Open the client return.
  2. Press F6 on your keyboard to bring up Open Forms.
  3. Type in “K1W” and press Enter to open the Schedule K-1 Worksheet.
  4. Click on the ID No. …
  5. Press the Page Down key on your keyboard.
  6. Enter the next partner’s information.

How do you delete a return on Pro Series?

Removing state returns
  1. Click on the File menu and select Remove State/City.
  2. Select the state to remove, and click Remove.
  3. Click OK when you are asked the question “All data associated with this return will be deleted. Are you sure?”
  4. Press F9 and then F10 at the Federal Information Worksheet screen.
Removing state returns
  1. Click on the File menu and select Remove State/City.
  2. Select the state to remove, and click Remove.
  3. Click OK when you are asked the question “All data associated with this return will be deleted. Are you sure?”
  4. Press F9 and then F10 at the Federal Information Worksheet screen.

How do I delete a state return in Proseries?

Removing state returns

Click on the File menu and select Remove State/City. Select the state to remove, and click Remove. Click OK when you are asked the question “All data associated with this return will be deleted. Are you sure?”

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What does Source N or S mean in Lacerte?

Sourcing the Federal Amount column

Use CTRL+E to open the source box on the Federal Amount column. From here you can use code N and code S to show Lacerte how to source the amounts. Use code N to tell Lacerte to report this amount on the federal return.

How do I uninstall Pro Series?

Step 1: Uninstall ProSeries
  1. Close all Intuit products.
  2. In the Windows Search bar type Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on ProSeries 20YY and choose Uninstall.
  5. Choose the Select All button and click Uninstall.
  6. Once the uninstall completes, click OK to close the uninstaller.
Step 1: Uninstall ProSeries
  1. Close all Intuit products.
  2. In the Windows Search bar type Control Panel.
  3. Choose Uninstall a program.
  4. Right-click on ProSeries 20YY and choose Uninstall.
  5. Choose the Select All button and click Uninstall.
  6. Once the uninstall completes, click OK to close the uninstaller.

How do I uninstall ProSeries workstation?

Open Windows File Explorer. Browse to the ProSeries Data folder. Delete any files that start with ~ or $. Attempt to uninstall again.

Can Taxslayer import from TurboTax?

At this time we are able to import returns from popular online tax preparation sites that are stored as PDF documents on your computer.

Can I import a TurboTax file into Pro Series?

TurboTax Online files can’t be transferred directly into ProSeries. They must be saved to the desktop first with a . tax20YY extension.

How do you fill out a tax organizer?

To make things as easy as possible for your accountant, do the following:
  1. Use the Organizer as a Guide. Use the organizer as a guide to identify which forms and information were part of your tax submission last year. …
  2. No Supporting Document? Write it in the Organizer. …
  3. It’s OK to Use Your Own Lists. …
  4. Answer the Questions!
To make things as easy as possible for your accountant, do the following:
  1. Use the Organizer as a Guide. Use the organizer as a guide to identify which forms and information were part of your tax submission last year. …
  2. No Supporting Document? Write it in the Organizer. …
  3. It’s OK to Use Your Own Lists. …
  4. Answer the Questions!

What is tax Organizer form?

A tax organizer is a client-facing document to help with the collection and submission of client information necessary to prepare a tax return. The individual income tax return organizer should be used with the preparation of Form 1040, U.S. Individual Income Tax Return.

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How do I add a partner in ProSeries?

How do I add other partners to the Schedule K-1 Worksheet?
  1. Open the client return.
  2. Press F6 on your keyboard to bring up Open Forms.
  3. Type in “K1W” and press Enter to open the Schedule K-1 Worksheet.
  4. Click on the ID No. …
  5. Press the Page Down key on your keyboard.
  6. Enter the next partner’s information.
How do I add other partners to the Schedule K-1 Worksheet?
  1. Open the client return.
  2. Press F6 on your keyboard to bring up Open Forms.
  3. Type in “K1W” and press Enter to open the Schedule K-1 Worksheet.
  4. Click on the ID No. …
  5. Press the Page Down key on your keyboard.
  6. Enter the next partner’s information.

How do I delete a k1 in Proseries?

Follow these steps to remove the schedule K-1 worksheet:

Open the Schedule K-1 Worksheet. From the Forms menu, select Remove Sch K-1 Worksheet. A warning box will appear asking if you are sure you want to remove Schedule K-1 Worksheet. Click Yes to remove the worksheet.

How do I amend a 1040 ProSeries?

To complete Form 1040X:
  1. Open the client’s original return.
  2. From the File menu, select Save as.
  3. Save the return using a different name. …
  4. Go to Homebase.
  5. Open the originally filed return (not the copy you just created). …
  6. Press F6 to bring up Open Forms.
  7. Type X to highlight Form 1040-X in the list.
  8. Click OK.
To complete Form 1040X:
  1. Open the client’s original return.
  2. From the File menu, select Save as.
  3. Save the return using a different name. …
  4. Go to Homebase.
  5. Open the originally filed return (not the copy you just created). …
  6. Press F6 to bring up Open Forms.
  7. Type X to highlight Form 1040-X in the list.
  8. Click OK.

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