I'm a newly-retired CPA without access to my professional tax software (ProSeries). I have three unpaid family returns to continue preparing, plus mine. Last year I used TTx desktop (download): $30 for the Basic version, with five e-filable returns, and using Forms mode, for Schedules C and D as needed. I delivered PDF returns to my family members and created an authorization for each so I could file their returns without them having to come over in person. That was all fine, but the problem now is that a year ago I still had my secure portal for two-way exchange of documents, and now I don't.
In exploring document options (not great) it occurred to me that maybe I should make each person purchase their own TTx subscription online, which has numerous advantages for the long term and may make my life easier. They filled out my organizers for years, so they should have no problem following the TTx interview for most of their income, and the 1099 import would handle Schedule D entries. I can also provide their TTx files from 2021 for conversion, right?
My question for the community is whether I can legitimately share their individual logins so I can do the actual preparation, without Intuit having some kind of security issue?
My other question is one which the community can't answer, which is whether my family members will give me grief about forking over the cost of the Premier or S/E editions of TTx. Not that they will have any choice, of course, as long as this solution works for me 🙂
