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Hi Nicole and welcome to the group. We appreciate the sharing of information, but since this is a site for mainly users of ATX many users will not be looking at this subforum for Pro Series. Also, there are probably many, or most, members that would not be comfortable clicking a link to a downloadable excel file from anyone, let alone a new person that just joined the group. For those reasons and because my list of states' EINs is missing only 7 or 8 states at this point, would you mind providing the information for those so that I may incorporate that data into my pinned post in the main General Chat forum. Thanks.

This is probably a dumb idea but it has worked in the pass, call the IRS on two different telephone lines, you have a 50% chance of one getting picked up first. Do not attempt this gimmick if you only have access to one telephone line, believe me it won't work for you.

I am cautious about bundling too many things into one basket for the reason you give in your post. I don't want to have to change tax software because of issues with the portal service went up, and I don't want to have to change portal services because of issues with the tax software. And price is not the only issue.