First, check the rejection message: In order to view the e-file rejection message you can go to the File Return tab within the return, select on the Rejected blue hyperlink there, and the program will produce a message describing why the return was rejected. Many rejection messages will list a resolution here, such as entering missing …Make your changes on the regular input screens. For example, if you're amending to report an additional W-2, go to the Wages, Salaries, Tips (W-2) screen and press the + plus sign to add a new entry. To only unlock a return: From your Tax Returns list, press the down arrow beside View return. Or, from inside the return, press Return actions.Follow these steps to generate Form 8615. From the Input Return tab, go to Taxes -> Children Under 18 (8615). Scroll down to the Parent's Information section. First name. Last name.ProConnect Tax software innovation is non-stop, around-the-clock, and customer-backed. ProConnect Tax always listens to customer feedback and updates its software constantly to empower you to run your practice, your way. The latest release is our most advanced pro-tax solution to date. In 2024, ProConnect Tax software will include Intuit Tax ...To force the Form 6251 in a single client file: Go to Input Return⮕ Taxes⮕ Alternative Minimum Tax (6251) Enter a 1 in 1=force Form 6251, 2=when applicable [O]. Back to Table of Contents. The IRS challenged the software calculation of Line 35. The IRS believes the calculation is too low. The software pulls the number from the Form 1040 Tax ...How to enter your child's interest and dividend income: From the Input Return tab, go to Taxes⮕ Parent's Election (8814). Under General Information, select the child's name from the dropdown menu. Under the Interest Income and Dividend Income sections, enter any applicable information. To add more children, click on the + button to create a ...ProConnect Tax. Featured. Step 1: Sign in to your community account. For a personalized experience and to participate with the community: Sign i... Upcoming trainings and events 2024. Updated: (05/14/24)Tax Planning Masterclass- May 29, 2024 Reserve your spot... *Update* How to: mark the Best Answer to your question.To specially allocate the capital amounts: Click on the Special Allocations tab at the top of your screen. In the Amounts to Allocate list, select Capital Account (Sch. K-1, Item L). Choose the amount you'd like to allocate first, such as Beginning Capital. Allocate the amount to each partner by dollar amount or by percentage.The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team. Learn how ProConnect Tax modernizes your firm, saves you time ...Follow these steps to generate Form 1310: From the Input Return tab, go to Miscellaneous Forms⮕Deceased Taxpayer (1310). Enter a 1, 2, or 3 in 1=surviving spouse (married filing joint), 2=personal representative, 3=other claiming refund (MANDATORY). Select the box Decedent left a will if applicable.Go to the Input Return tab. Select Deductions from the left menu. Select Vehicle/ Employee Bus. Expense (2106). Select the form to link this vehicle to in Form (Click on arrow to select from list). Scroll to the Vehicle Information section and complete the applicable information. In the Vehicle Expenses section, enter the Date placed in service ...Customer service and technical support. Monday - Friday, 6:00 am - 5:00 pm (PT) Talk to our agents to discuss purchase options in more detail. To purchase ProConnect, click Buy now or visit our our website to learn more. 833-979-4367. Monday - Friday, 6:00 am - 3:00 pm (PT) (Extended hours for Tax season)ProConnect Tax is the only pro-tax software that includes advisory services thanks to the inclusion of Intuit Tax Advisor for tax year 2024. Now you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns. Client-friendly reports that quantifies ...See how ProConnect and the Intuit ecosystemcan transform your firm. Still have questions? Call 844-591-8071 to speak with a product specialist. From questions about privacy policies to concerns about data storage, safety and conversion, tax professionals can find fast answers via Intuit FAQ.Intuit ProConnect Tax Online has all the productivity tools to optimize your professional tax workflow and deliver fast, accurate client returns for firms of...To print a full return. From the left of the screen, select Print and choose View/Print Return PDF. Select View Return PDF. The tax return will open in a new tab. From here, you have three ways to save or print the return: In the top right corner of the PDF, select the Download icon to save the PDF. Right-click on the form and select Print or ...The qualified business income deduction (QBI) allows eligible business owners and some trusts and estates to deduct up to 20% of their QBI, plus 20% of qualified real estate investment trust (REIT) dividends, and qualified publicly traded partnership (PTP) income. Once the required steps are completed, Intuit ProConnect will calculate the QBI ...Run and install the downloaded setup.exe file. Double-click the Tax Data Conversion icon on your desktop. Sign in using your ProConnect Tax credentials. Paste the Installation key into the field. Follow the instructions in the tool to complete. When complete, return to ProConnect Tax and click Finish.How to enter Form 990 program service revenue: From the Input Return tab, go to Revenue⮕ Program Service Revenue. Enter a Description for the revenue. Enter the Business code (Form 990, Part VIII) using the drop down input, if applicable. Enter an amount in Related or exempt function income.Per the IRS Schedule B Instructions (1040): You had over $1,500 of taxable interest or ordinary dividends. You received interest from a seller-financed mortgage and the buyer used the property as a personal residence. You have accrued interest from a bond. You are reporting OID in an amount less than the amount shown on Form 1099-OID.If you need help while signing into Lacerte, ProSeries, ProConnect Tax products, see Reset your password or recover your user ID when signing into your tax product.Follow these steps to enter start-up costs or organizational expenditures: Go to the Depreciation (4562) input screen. In the Asset list on the left side of the screen, click Add. On this new asset, in Description of Property enter a description for the amortization expense. In Form (Ctrl+T), select the form to which the asset relates.. Login to your TurboTax account to start, continue, or amend a tax return, get a copy of a past tax return, or check the e-file and tax refund status.ProConnect Tax is a cloud-based tax software that integrates with QuickBooks Online Accountant. Learn how to log in, try it free, and see its features and benefits.Generating the SMLLC forms for e-file: Open the client return and go to the Profile tab. Mark the checkbox to set the LLC return for e-filing. Make sure the applicable state has been added. Go to the State & Local screen, select Taxes, and choose the applicable screen for the state you're e-filing. For example, for California, you'd go to State ...Select from the left-hand navigation bar. Choose the client you'd like to upload documents for. Navigate to the Documents tab on the Client Profile. In either the Firm documents or the Shared documents section, select Add Documents and from the list shown choose Add from a mobile device. This will bring up a QR code.User Review of Proconnect Tax Online: 'We use Proconnect to complete business returns. There aren't any problems with the product except sometimes it is a little difficult to use. ... The esignature is easy most of the time for clients to sign. The dropdown for selecting the right year is clear. Clients complain that sometimes they can't get ...Connect with your dedicated customer success team at 844‑828‑9854 or on the chat feature inside your software. We're here for you. Before you get started, make sure you verify your email address and take these steps to safeguard your ProConnect Tax account security: Visit your ProConnect Account and verify your email.From behind-the-scenes upgrades that accelerate overall performance, to continued, strong support for tax reform, you can count on ProConnect Tax Online to help make 2019 your best tax year yet. In addition to 134 new forms and 43 new e-file capabilities, ProConnect Tax Online has added new features and made productivity enhancements. Here's ...Sign in to your Intuit account for secure access to all Intuit's tax preparation and financial services.Are you trying to log in to your AT&T email account but don’t know where to start? Don’t worry, we’ve got you covered. Here are some quick and easy steps that will help you log in ...Clearing the program browser cache: Close Lacerte. Open File Explorer. The Username portion of the path will be your Windows Username. This does contain a hidden folder. To show hidden folders: In File Explorer, select the View tab, then check Hidden Items. Find the wYYtax folder for the year impacted.Steps to send K-1 Packages: Go to the section in your ProConnect Taxhub. Find the client for whom you want to send K-1 packages. On the actions column, select the dropdown arrow next to View Return, and then select Send K-1 Packages. If this is your first time sending K-1 packages, you can review the instructions and select Get Started when …Go to your Tax Returns list. Select Create tax return. In the Client screen, select Add new. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information. Select Save. Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu. Select Save. The program will take you to ...Go to Input Return⮕Miscellaneous Forms.⮕ Amended Return (1040-X) Select General Information and Federal. Check the box Amending Federal return. Go to Income⮕Pensions, IRAs (1099-R) & click Details for the 1099-R. Select the Other Information tab. Mark the checkbox labeled 20XX Form 1099-R with distribution code 'P' or 'R'.How to enter Form 1099-SA Health Savings Account information in ProConnect Tax. Select Deductions from the left navigation menu. Select the Health Savings Accounts (8889) sub-category. Fill in all appropriate information in the Health Savings Accounts (8889) section. Go down to the Contributions and Deductions area and make an entry in the ...Intuit App Login and password is a help article that provides solutions for Intuit Accountants who use ProSeries Tax US. Learn how to access, manage, and reset your login and password for your Intuit App. You can also find out how to stay informed with account and product changes, how to change ProSeries admin workstation, how to manage your client list with HomeBase, and how to prepare state ...Follow these steps to enter an NOL carryover in the program: From the Input Return tab, go to Income⮕Net Operating Loss⮕Federal Net Operating Loss. Enter the Year of loss (e.g., 2020) (MANDATORY). Enter the Initial loss. Enter the AMT initial loss if applicable. The NOL Carryover will flow to Schedule 1, as Other Income.In the Oil & Gas - Property Information section: Enter the Description of property (i.e.: property address/location). Select the applicable Set name or number to include property (MANDATORY) from the drop down menu. Enter the Property number (MANDATORY). Note: Enter a unique property number for each property.Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for ProSeries Tax US support here, 24/7. The client has a taxable income amount showing on the Form 1040, line 16 - …Step 1: Invite them through manage users: The firm administrator will need to grant them program access: Sign in to ProConnect. Select in the lower left corner. Under YOUR FIRM, select Manage & Invite Users. Select Add user. It's recommended to select Basic. Select No if you would like to limit the ability to e-file. Select Next.Proconnect Tax Online. Pricing Overview. Proconnect Tax Online has 6 pricing edition (s), from $35.98 to $70.78. A free trial of Proconnect Tax Online is also available. Look at different pricing editions below and read more information about the product here to see which one is right for you. 200-299 returns.Find out if chimney cleaning logs really work. Learn about their effectiveness and benefits. Keep your chimney safe and clean with our expert advice. Expert Advice On Improving You...This article will help you learn why your client received 1099-K forms and where to report them on a tax return. Like the 1099-NEC, forms 1099-K are ... Find answers to your questions about schedule k 1 with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.© 2024 Intuit, Inc. All rights reserved. Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.Follow these steps to generate Schedule C in the Individual module: Go to Input Return⮕Income ⮕Business Income (Sch. C). Complete the applicable information about the business. Scroll down to the General Information section. Complete any applicable information. Scroll down to the Income section: Enter Gross receipts or sales.To generate and print Form 4868 for an individual: Go to the Input Return tab. On the left-side menu, select Payments, Penalties & Extensions. Select Extensions (4868/2350). Enter a 1 in 1=automatic extension, 2=blank (MANDATORY). Go to the Check Return tab and verify the information printing on Form 4868.Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Follow these steps for fiduciary returns: Go to Input Return⮕ Income ⮕ Dispositions. Select the Schedule D/4797/etc tab. Select the Carryovers/Misc Info link in the upper right. Select the Form 4797, 4684, 6781 tab. In the subsection Net Section 1231 Losses, enter the 1231 losses in the appropriate field for the prior year (s).ProConnect Tax is the only pro-tax software that includes advisory services thanks to the inclusion of Intuit Tax Advisor for tax year 2024. Now you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns. Client-friendly reports that quantifies ...Intuit Accounts - Sign InClick My Account to open the sign in screen. Enter your Email or user ID. Enter your Password. Click Sign In. If your login is associated with multiple Customer Account Numbers, you'll see a Select an Account screen. Click Select on the account you need to access.Learn more about ProConnect Tax Online features and specific tax forms. In QuickBooks Online Accountant, certain features connect seamlessly with ProConnect Tax Online.You can use the Prep for Taxes feature to do a trial balance and export clients' accounting data to ProConnect Tax Online. Or, you can start a brand new tax return from QuickBooks Online Accountant that's connected to your ...Sign in to your Intuit account for secure access to all Intuit's tax preparation and financial services.by Intuit. • ProConnect Tax Online • 155 • Updated April 03, 2024. This article will help you determine what return types you can e-file through ProConnect Tax, and when you'll be able to start e-filing each return for tax ...Go to your Tax Returns list. Select Create tax return. In the Client screen, select Add new. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information. Select Save. Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu. Select Save. The program will take you to ...On the left-side menu, select State & Local. Click on Credits. Select the NY State Credits screen. Scroll down to the Other Credit Bases section. Enter the total PTET paid for all partners in NY State pass-through entity tax (PTET) credit. The PTET will print on form IT-204, lines 144a-f, with code 653.Get any document signed securely from any online device, all done with quick clicks inside your tax software. Protection Plus Protect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.Creating your login and registering your EFIN. If you're brand new to ProConnect tax, click here to access the sign in screen. If you have any other Intuit Products or services you can Sign In with your existing login information, or select I forgot my user ID or password to get reset your login information.If this is your first Intuit product, select the Create an account link to get started.Step 2: Taxpayer uses Intuit Link to answer questionnaire and upload documents. Once you invite the taxpayer, they will need to click on the link in the email to setup their account or sign in. This activates the two way communication between you and the taxpayer. This article has instructions for the taxpayer, including how to change their ...Go to the Input Return tab. From the left of the screen, select State & Local and choose Other State Tax Credit. Select the applicable state from the dropdown list on the left of the screen. This should be the state that's claiming the credit. Generally, the resident state at the time the income was earned.ProConnect Tax. Featured. Step 1: Sign in to your community account. For a personalized experience and to participate with the community: Sign i... Upcoming trainings and events 2024. Updated: (05/14/24)Tax Planning Masterclass- May 29, 2024 Reserve your spot... *Update* How to: mark the Best Answer to your question.Intuit App Login and password is a help article that provides solutions for Intuit Accountants who use ProSeries Tax US. Learn how to access, manage, and reset your login and password for your Intuit App. You can also find out how to stay informed with account and product changes, how to change ProSeries admin workstation, how to manage your client list with HomeBase, and how to prepare state ...Form 4868 must be e-filed by the due date of the tax return unless you meet the requirements of a U.S. Citizen and Resident Alien living abroad as defined by the IRS. Refer to U.S. Citizens and Resident Aliens Abroad - Automatic 2 Month Extension of Time to File for more information.About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright ...PROFESSIONAL TAX SOFTWARE FOR EFFICIENT RETURNS. Reliable. Easy. Made for pros like you. Get more time for your clients—and you—with secure tax software you can access anytime, anywhere. Try ProSeries. See Pricing. Or call us at 844-818-3676 to talk with a ProSeries specialist.Welcome to ProConnect Tax! Whether you're transitioning from a different tax program or joining ProConnect as a first time user of professional tax software, we Creating your login and registering your EFIN If you're brand new to ProConnect tax, click here to access the sign in screen. to access the sign in screen.Intuit ProConnect Tax Online has all the productivity tools to optimize your professional tax workflow and deliver fast, accurate client returns for firms of...