Proconnect tax online help May 2, 2025 · ProConnect is the best online tax preparation software I think available in the market right now. The Forms 1040 and 1040NR cannot be simultaneously completed in a single client file using Proconnect Tax. For information on how to submit your returns for data conversion see How to convert tax return data to ProConnect. Intuit Accountants provides the in-depth training you need to sharpen your skills and earn free CPE and CE credits. eSignatures can be used for a wide range of online documents apart from IRS forms such as engagement letters, contracts, invoices, NDAs, and bank documents. The IRS accepts electronic signatures on Forms 8878 and 8879. This creates a fresh return in ProConnect Tax. ohio. Compare Intuit Lacerte vs Proconnect Tax Online. ProConnect Tax Online pricing gives tax professionals a simple structure free from sticker shock: No contracts, no hidden fees, everything included. However, if the prior year return was not prepared in ProConnect Tax the input to enter the Section 179 carryover, will depend on the activity or form the asset is tied to. Proconnect Tax Online. For some states, part-year and nonresidents file a different return form. ; Scroll down to the Research Credit (3523) section. ProConnect Tax adjusts the amount of indirect mortgage interest and indirect real estate taxes so that only the nonbusiness portion is reported on Schedule A. ProConnect Tax is the only pro-tax software that includes tax-planning strategies thanks to the inclusion of Intuit Tax Advisor for tax year 2024. 1 Along with our success, we have also taken note of our customers’ pain points with the program. In ProConnect Tax, certain critical diagnostics must be cleared before you can e-file the return. Find answers to your questions about forms with official help articles from Intuit Accountants. The return created with Prep for Taxes will be copied to its identical client in ProConnect Tax. ; Enter a Description for the revenue. Pay Per Return Plans. For live webinars: We offer free live and recorded webinars for ProSeries, Lacerte, and ProConnect Tax. The maximum listed pricing is for 499 returns. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information. User Access is required to access functionality in ProConnect services (sold separately). Fortunately, by choosing a high-quality online tax preparation software, such as an Intuit ProConnect product, you have ready access to intuitive software that offers you plenty of guidance and answers. Form Help provides additional in-product information to help you determine how a line is calculated. Table of contents: ‣ For QBI reported on a K-1, ProConnect Tax assumes the entity issuing the K-1 has already reduced the QBI appropriately. QuickBooks Online Accountant. Dec 15, 2017 · Intuit® ProConnect™ Tax Online was ranked the #1 cloud-based professional tax software for tax year 2016. Forms Help. Sign in. Find answers to your questions about diagnostics and errors with official help articles from Intuit Accountants. ; Click on Passthrough K-1's. ; From the picklist presented, under Tax Documents, select Upload files. You can use the Tax Planner to project the tax implications for future years of different scenarios and life changes to help your clients plan ahead. EZ Computation; Long Form; Estimate the tax liability of the entity under the revised franchise tax with the Franchise Tax Online Calculator. All rights reserved. 78. 98 to $70. Enter the correct manually calculated amount within each applicable category listed here: Interest (1=automatic), Late filing of return (1=automatic), and Late payment of tax (1=automatic). Follow these steps to start a new tax plan: Go to the Clients list or the Tax Returns individual list. How to convert data to ProConnect. We are honored that you chose ProSeries — the software trusted by more tax professionals than any other — to help you file returns faster and easier this season. Mar 14, 2025 · 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 year 2024. ProConnect; EasyACCT; Intuit Practice Management ; Intuit Tax Advisor; Intuit Hosting; Intuit Link: If you are a taxpayer, contact your tax preparer for assistance. This connects your client's account in QuickBooks Online Accountant to ProConnect Tax Online. has 6 pricing edition(s), from $35. . If we find an Accepted tax year 2023 individual return, the Authentication method dropdown will be active and let you choose from KBA, an access ProConnect Tax will automatically carryover any disallowed Section 179 from the prior year. Follow these steps to import data: Go to the Input Return tab. Find answers to your questions about view all help with official help articles from Intuit Accountants. Troubleshooting individual diagnostic Ref. When entering the sale or disposition through Screen 22, Depreciation, Lacerte and ProConnect Tax uses the Depreciation Method entered to determine what type of property the asset is. Form BET, Business Enterprise Tax return is required for some Schedule Cs (which may be single-member LLCs) that exceed the gross receipts or enterprise value tax base threshold. Gift 709 is not converted. Learn how to create a ProConnect Tax Online tax return from scratch for your clients. Intuit support with ProConnect has been FAR better than other If you'd like to review the training videos available for ProConnect Tax. S. Data conversions for ProConnect Tax isn't able to convert PDF files, however you can import them by: How to enter Form 990 program service revenue: From the Input Return tab, go to Revenue ⮕ Program Service Revenue. 31, 2024, for Lacerte, ProSeries, and ProConnect customers who did not trial or purchase eSignature in tax year 2022 and have not purchased eSignatures for tax year 2023. Compare CCH Axcess vs Proconnect Tax Online. ; Failed transmission indicates that a filing wasn't received by Intuit. Having an amount entered in this input will tell ProConnect Tax that you’ve completed the forms elsewhere and are going to attach them to the tax return manually, and keeps the 8858 from generating in the return. Amending an individual 1040X for a return not created in ProConnect Tax by Intuit • 13 • Updated 3 months ago This article helps you prepare Form 1040X for a client whose original Form 1040 was prepared by a different preparer or in a different tax program. ; Click inside the Add a state return field, at the top left. Remember me. In the Client screen, select Add new. ProConnect Tax trial information: The ProConnect trial includes ProConnect tax software for tax year 2024. ; Under Add a state return at the top of the screen enter Ohio and select OH Ohio. For more estimated tax resources, check out our Tax topics page on Estimated Tax payments where you'll find answers to the most commonly asked questions. Sign in and try ProConnect Tax today to see how full QuickBooks Online Accountant integration will help your firm stand out from the rest. I can get the credit amount to come through the Kentucky return but it will not al Key Feature: ProConnect Tax : ProSeries Basic : ProSeries: Lacerte: 1040 forms with schedules and calculations: : : : : Deep diagnostics to help you locate errors Identify the benefits of using ProConnect Tax Online; Identify time-saving features built directly into ProConnect Tax Online; Determine how to sign up for ProConnect Tax Online; Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity; Identify how to import QuickBooks data into a tax return Get help resetting your password or recovering your user ID for Lacerte, ProSeries, ProConnect Tax, EasyACCT, or Information Return System. Report state estimates for multiple states From the Input Return tab, go to Payments, Penalties and Extensions ⮕ 2024 Estimated Payments . Go to Input Return ⮕ State & Local ⮕ Taxes ⮕ Pennsylvania Cities Earned Income Tax For income: For Wage income, Input Return ⮕ Income ⮕ Wages, Salaries, Tips - Under the State and Local section, complete the table Pennsylvania - Local Wages and Withholding Information for each applicable W-2. Common questions about corporate homeowner's associations in ProConnect Tax by Intuit • 1 • Updated 1 year ago Below, you'll find answers to frequently asked questions about homeowner's associations in Intuit ProConnect: Jun 28, 2024 · This article will help you sign in to your Intuit My Account dashboard. Beginning January 1st, 2025: Advanced User roles will be in effect : When users are assigned to one of the Advanced User roles, you can customize their advanced tax permissions for specific tasks and The workflow to enter an election to defer tax on eligible gain by investing in a QOF in the program mirrors the Form 8949 instructions. You will need to enter it as two separate transactions, and you may need to file Form 8997. ; Select the Partnership Info or S-Corp Info screen, depending on the type of K-1. Disaster area tax relief available: ProConnect Tax offers a Tax Planner to assist preparers in providing answers to taxpayers' future tax return questions. From the Input Return tab, go to Income ⮕Passthrough K-1's. Find answers to your questions about e-file with official help articles from Intuit Accountants. This article will help you generate Form 5471 and any required schedules. If you need help, you can call or chat in with us directly, or take advantage of our self-help options with the Intuit Accountants Community. 46 verified user reviews and ratings of features, pros, cons, pricing, support and more. features, support, pricing, and Find answers to your questions about login and password with official help articles from Intuit Accountants. ProConnect Tax offers a tax planning tool that allows you to give your 1040 and Schedule C clients tax liability data based on anticipated future year federal taxes. When working on an Individual return, you may encounter the following diagnostic: Dependent #: Doesn't qualify for the Child Tax Credit and/or Additional Child Tax Credit because the child doesn't have a valid SSN. ; On the Client Information screen, select the appropriate Resident State as of 12/31. This page will be updated regularly as more agencies open e-filing. Your clients place their confidence in you, and we are here to help support that responsibility so you can make a real difference in their lives. You may also submit Form 114 electronically online for all tax years via the BSA E-Filing System website. In QuickBooks Online Accountant, certain features connect seamlessly with ProConnect Tax Online. ProConnect Tax generates a Linked Asset depreciation schedule to help you track depreciation after a like-kind exchange. *Based on publicly available data on tax advisory features from leading professional tax software competitors as of March 1, 2025. Go from bookkeeping to tax preparation in one place with QuickBooks Online Accountant and Intuit ProConnect Tax. ProAdvisor Program. Solutions to help you install and update Intuit products. Multi-Entity Tax Return Management: Whether handling individual tax filings (1040), corporate tax returns (1120, 1120-S), partnership filings (1065), trust and estate taxes (1041), or nonprofit tax filings (990), Meru Accounting efficiently manages multiple tax return types using ProConnect Tax Online. ProConnect Tax is a powerful, cloud-based tax preparation software that streamlines and automates your tax workflow with over 5,700 forms, 20,000 automated calculations, and 25,000 critical diagnostics. Try ProConnect free Or call us at 844-877-9422 to speak with a product specialist. ProConnect will fill in form fields using your mapped tax forms. Keep in mind, this will replace any existing information you’ve entered into ProConnect Tax. Related Topics. Training Portal 3 days ago · proconnect tax online support, proconnect tax online help, proconnect tax online questions. ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts. eSignature: . 2040650 - Form 114 firm's tax ID number is required for e-file • ProConnect Tax has two options for creating invoices: Creating invoices in ProConnect Tax; Creating Invoices in QuickBooks Online; Comparing the two options; Follow these steps to create invoices in ProConnect Tax. United States; Canada (English) features, support, pricing, and This article will guide you through entering part-year resident or nonresident states on an individual (1040) return. 2014-16. © 2025 Intuit Inc. Table of contents:‣ Why isn't my 1099-R flowing to line 4a?↳ To amend the retur The amount on line 3 (of the computation) will generally equal the amount shown in box 2 of Form 1099-C. Learn how to use Prep for taxes to create and update your clients' tax returns in ProConnect Tax. ; At the top right corner of your screen, click Import Data. How do I generate an Ohio City Tax Return? Go to the Profile tab. 1, 2014. A free trial of Proconnect Tax Online is also available. 45608 in ProConnect Tax - Dependent excluded from child tax credit due to invalid SSN. Troubleshooting diagnostic ref. If you are a tax preparer, select your tax product above for assistance. Make sure the client information is showing correctly. Related topics. This website provides filers with the ability to enter the calendar year reported, including past years, when completing Form 114 online. Click the Gear Icon in the upper right-hand corner next to your firm’s name. Intuit Connect - October 28-30, ARIA Las Vegas: The premier event for all accountants to learn, connect, and get inspired. Two client files must be created, one for the Form 1040, and one for the Form 1040NR. On the Profile tab, you can select the main form (Federal, Federal Form 114, and Troubleshooting diagnostic ref. How to resolve MFJ status diagnostics on Form 1040NR in ProConnect Tax Offer of 5 eSignatures included with purchase of Lacerte, ProSeries, and ProConnect available through Dec. 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. Log into ProConnect Tax. Look at different pricing editions below and read more information about the product here to see which one is right for you. New customer support. To generate or suppress the schedule: On the Input Return tab, go to the Depreciation screen; Click Details to view more input fields How does ProConnect Tax determine who's a returning client? When you press Start a request from a 2024 return, we'll check our e-filing system for your account number and the primary taxpayer's SSN. In this article you can find solutions to frequently asked questions about entering Form 990, Return of Organization Exempt From Income Tax, and Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033 (e)) in the You can track federal depreciation, AMT depreciation, state depreciation, and book depreciation, and print six depreciation schedules, and additional schedules for each state, which can be used to manage fixed assets and estimate depreciation for current year journal entries as new assets are acquired. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI), in the Individual return. If there's a loss, a worksheet will generate showing the calculation. ; Type in your client's name under Select an existing client, or click + Add new to create a new client. If you are filing 500 or more returns, you must contact Inuit ProConnect for custom pricing. Our lineup of Quickbooks and ProConnect products provide accounting and tax professionals with accounting solutions to better manage their work and clients. See Managing your information with My Account for ProSeries for steps to common questions on using My Account. Entering depreciable assets for Form 8829 in ProConnect Troubleshooting ProConnect Tax diagnostic ref. About the Lump-Sum Election: When receiving a lump-sum payment of benefits that includes benefits for an earlier year, you must include the taxable part of it in your current year income. Follow the steps below for the applicable return type. Go to the Input Return tab. Get answers for ProConnect Tax US support here, 24/7. Select Save. If you need assistance with using Lacerte see: How to contact Lacerte for help; If you need assistance with using ProConnect Tax see: How to contact ProConnect Tax for help Purchases of ProConnect Tax packages for tax year 2025 between 8:00 AM CT on April 18, 2025, and 6:59 PM CT on July 31, 2025, are eligible to receive a 35% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature envelopes. Welcome back! Ask questions, get answers, and join our large community of Nov 28, 2024 · ProConnect Tax Online Pricing. For more Schedule C resources, check out our Tax topics page for Schedule C where you'll find answers to the most commonly asked questions. Find answers to your questions about install or update products with official help articles from Intuit Accountants. ProConnect Tax only generates Form 6252 when the transaction produces a gain. Phone number, email, or user ID . The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at the preparer’s discretion. Follow the six steps in the checklist below to be set up for success with Intuit ProConnect Tax. Before you start: These availability dates apply to e-filed returns. See Tax form finder for print availability. Below, you'll find answers to frequently asked questions about corporate income returns: How do I import tax data from a spreadsheet in ProConnect Tax? Cryptocurrency and NFTs The IRS has added line 8v to Schedule 1 for reporting digital assets, like cryptocurrency or non-fungible tokens (NFTs), that were received as ordinary income and not reported elsewhere. Jun 11, 2019 · ProConnect Tax Online’s data entry fields mirror the tax form currently being processed, with the product offering more than 18,000 automated calculations and 21,000 diagnostics to help ensure For tax year 2021, if there is an NOL for 2018 or newer, you'll receive diagnostic ref #53656: NOL #: The program doesn't automate the limitation of post-2017 net operating losses to 80% of taxable income, before taking into account any NOL deduction. This article will help you generate and file Forms 8804, Annual Return for Partnership Withholding Tax, and Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax in a partnership return. Refund requests take 5-7 business days to process. To add a comment in a return, select the comment icon on the right rail: Using the collaborative features Jan 1, 2025 · With Intuit Tax Advisor, you can build custom tax plans in minutes, using data automatically generated from Lacerte or ProConnect Tax. In this course, you will see a demonstration of Intuit ProConnect Tax Online (PTO), the most widely used dedicated cloud-based tax application for professional tax preparers and firms. The Form 3115 form and instructions haven't changed, but the number of taxpayers, corporations, and entities filing Form 3115 will increase per these regulations. ; Under General you'll now see Ohio with a search box for Add a city return. From this menu, select the type of activity: Partnership Info (1065 K-1) S-Corp Info (1120S K-1) Estate or Trust Info (1041 K-1) This article will help you convert tax returns from another software into ProConnect Tax. ; Enter the Business code (Form 990, Part VIII) using the drop down input, if applicable. Feel free to submit feedback to our product developers if you want to have this feature available in QBO. Tax plans are created and accessed from the Client view. New customers switching to ProConnect Tax Online can convert their client return data from more than a dozen tax software providers. Import your data. Go to your Tax Returns list. Individual. Enter your phone number, email, or user ID and we'll find your account. Getting started with ProConnect Tax: A simple guide and helpful resources for anyone just getting started in ProConnect Tax, or returning users looking for a refresher. ProSeries Tax. This amount is taxable unless you meet one of the exceptions; See Home Foreclosures and Debt Cancelation and Individual 1099-A 1099-C Foreclosure Repossession Quitclaim Short Sale for more information. Back to Table of Contents. Follow the instructions below for an individual (1040) return, or click on a different tax type to get started. Tax plans can only be created from existing individual returns. Jun 18, 2020 · For those seeking additional help and support enhancements, the 2019 version of ProConnect Tax Online now includes Point-of-Need Guidance for answers to frequently asked questions, as well as Quickly find supported tax forms and schedules for Intuit Lacerte Tax, Intuit ProConnect Tax, and Intuit ProSeries Tax in a few simple steps. Intuit Accounts - Sign In 1 day ago · I need help with the Kentucky Form ITC to take credit for taxes paid I have a Kentucky taxpayer that pays $650 to North Carolina through a NC K-1. Need help along the way? Connect with your dedicated customer success team at 844‑828‑9854 or on the chat feature inside your software. If you finished work in Prep for taxes before starting a return in ProConnect Tax, select Create new return. Dec 31, 2010 · How do you generate Form 709, United States Gift (and Generation-Skipping Transfer) tax returns in ProConnect Tax? Go to your Tax Returns list. Note : If you don't want to map and export your client's info, here's how to start a brand new tax return for them from QuickBooks Online Accountant. Use the Display Name field for the 1040's name, and the Company Name field for the individual's name. Completing a like-kind exchange from the depreciation screen in ProConnect; Reporting a sale of home on an individual return in ProConnect; Form 4797 input for Sales of Business Property; How to enter a bulk sale of assets in ProConnect Tax; Entering disposition information from K-1 to Form 4797 Part II, line 10 This article will assist you with generating Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR) in ProConnect Tax. To turn the Form Help on in Lacerte, check the Form Help box located at the top of the screen while viewing the Forms ProConnect Tax Packages: Purchases of ProConnect Tax packages for tax year 2025 between 8:00 AM CT on April 18, 2025, and 6:59 PM CT on July 31, 2025, are eligible to receive a 35% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature 5 days ago · Welcome back! Ask questions, get answers, and join our large community of tax professionals. Before you startYou must complete your Refund Advantage or Santa Barbara Tax Products Group (SBTPG) enrollment before you e-file returns with Pay-by-Refund. Find answers to your questions about get started with official help articles from Intuit Accountants. Click on a question below to learn more. It has the Prep for taxes tool that allows the accountant to export a client's tax info from QuickBooks Online (QBO) to ProConnect Tax Online. You can attend live webinars for CE credits, or watch recorded sessions on your schedule. United States; Canada (English) features, support, pricing, and For more estimated tax resources, check out our Tax topics page on Estimated Tax payments where you'll find answers to the most commonly asked questions. Ref If you didn't prepare the client's original 1040, or you prepared it in a different program, use Amending an individual return (1040X) not created in ProConnect Tax, instead. Create a new tax return for the client. You can e-file Form 114 for 2024, 2023 and 2022. If you plan to do a client's taxes in ProConnect Tax Online, you can start a new return right from QuickBooks Online Accountant. ProConnect Tax Packages: Purchases of ProConnect Tax packages for tax year 2025 between 8:00 AM CT on April 18, 2025, and 6:59 PM CT on July 31, 2025, are eligible to receive a 35% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature This article will guide you through entering part-year resident or nonresident states on an individual (1040) return. Pricing Overview. 1040NR filers only complete a few portions of Form 1040X when amending. W-2 Import in ProConnect; How do I import tax data from a spreadsheet? You can find information about importing stock transactions, depreciation, partners, shareholders, and beneficiaries in this article. If you believe a critical diagnostic does not apply to your return, and wish to e-file with the diagnostic present, you can check the Ignore box to disregard it. Standard call or SMS rates may apply. If you need help, you can call us directly or take advantage of our self-help options with the Intuit Accountants Community. Select Create tax return. Apr 22, 2025 · Firms with remote tax preparers: ProConnect Tax Online is cloud-based and uses a unified portal that allows you to create and share documents with your remote tax preparer. Firms wanting access to extensive support features: ProConnect Tax Online offers a variety of support and training resources to ensure that you’re never at a loss for ProConnect Tax comments have been updated with new features to improve collaboration between users within the same tax firm. Purchases of ProConnect Tax packages for tax year 2025 between 8:00 AM CT on April 18, 2025, and 6:59 PM CT on July 31, 2025, are eligible to receive a 35% discount off the list price for ProConnect Tax returns, a 20% discount on Quick Employer Forms, and a 20% discount off the list price for 100 or more eSignature envelopes. ; Select Create new return at the top right. To do so, from the Clients screen, select the Actions menu, then Create a new tax return. To enter a prior year installment sale follow these steps: Go to the Profile tab. As a new tax preparer, you most likely have a lot of questions. From the Tools column, select Convert Data. For tax years beginning on or after January 1, 2014, taxpayers must comply with the finalized guidance in Rev. Tax preparers now have the ability to review, reconcile, reclassify, and remap tax mappings as needed prior to bringing in the books data in to ProConnect Tax. June 19 at 11am CT: Join Intuit's Senior Solution Specialist Ross Olson to discover the most recent product and feature enhancements for ProConnect Tax and its ecosystem of solutions! Register now Support Let's get you in to ProConnect. You will need to print out the return for each client individually. Learn product basics and get set up for success. Call Sales: 800-458-3175 Call Sales: 800-458-3175 Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect Tax or unused returns. gov for returns filed on or after Jan. Contact support Feb 1, 2021 · This specific feature you stated above is exclusive to our QuickBooks Online Accountant version. See here for important changes for the No Tax Due Form 05–163 for tax year 2023. Need help? Visit the ProConnect FAQ page to get answers to your questions. ; Select the states you need from the list. QuickBooks Online Accountant to ProConnect Prep for Taxes frequently asked questions; How do I import K-1 information into an individual Aug 28, 2024 · You can export the mapped tax forms to ProConnect Tax Online (or as a CSV) to get a headstart on your clients' tax returns. Proc. ProConnect Tax. For tax year 2024 returns: For the most up to date information on 1099-K reporting requirements see the newest information from the IRS here. To see the business name in QuickBooks Online Accountant and the individual's name in ProConnect Tax, edit the client in QuickBooks Online Accountant. Tax returns now require purchase of a separate, single user (based on login) user fee (“user access”) in order to access functionality including e-filing, print, reporting, support and transcripts and benefits to other integrated services including IRS transcripts, Intuit Link, Intuit Tax Advisor, and K-1 delivery. Intuit Tax Advisor: A paid User Access license for each user of ProConnect Tax, or a Fast Path license for each Lacerte user, is required to create and prepare Intuit Tax Advisor plans. Looking for the educator form? Go here. This article will help you: Understand how to register your EFIN before e-filing returns; Learn how to register your EFIN with ProConnect Tax; As part of our continuing commitment to work with the IRS, states, and industry to combat tax fraud, Intuit requires all tax professional customers to have IRS documentation of their E-File Identification Number (EFIN) registration on file before you This article will help you generate and file Forms 8804, Annual Return for Partnership Withholding Tax, and Form 8805, Foreign Partner's Information Statement of Section 1446 Withholding Tax in a partnership return. Below, you'll find answers to frequently asked questions about Form 1040 returns. You can use the Prep for Taxes feature to do a trial balance and export clients' accounting data to ProConnect Tax Online. Open the client's return. Note: ProConnect Tax doesn't support bulk or batch printing of returns. Conversions are available at the time of program release, usually mid-November. Where do I enter a prior year research credit for CA Form 100? From the Input Return tab, go to State & Local ⮕ Credits ⮕ CA Credits. CAT 12 - The Commercial Activity Tax Annual Return and Minimum Tax Payment Return The Ohio Department of Taxation requires that the Commercial Activity Tax return (CAT 12) be submitted using the Ohio Business Gateway at business. To renew your ProConnect Tax product, follow the steps in this article . Back to Table of Contents To claim the credit on an individual return: On the left-side menu, select Income. 45 verified user reviews and ratings of features, pros, cons, pricing, support and more. Select ⮕ Training portal; Back to Table of Contents. If you feel QBI was misrepresented on the K-1, go to the appropriate schedule input screen and enter the QBI in the Qualified business income (QBI) (loss) [Override] to reduce QBI as needed. You can use the Digital Assistant for help 24/7, and the callbacks are available within our normally staffed hours. ProConnect Tax Online users can pay per return on a sliding scale based on the total number of returns purchased, but bundles are also available. Here you can select the 1065 - Partnership return type and enter the appropriate tax year. If you're viewing or printing the return from the File Return tab, you may be prompted for payment, or your return balance will be reduced if you haven't already purchased the return. Less common statuses: Conditional Accept is a Form 114 status that indicates you need to correct errors and e-file an amended Form 114. Data conversions are only available from the prior year into the current year. Select Next to begin the tax return. This article will assist you with creating a tax plan in ProConnect Tax. This article will help you generate or suppress the schedule. Get expert help from ProConnect Tax specialists. From the Return actions menu select Invoice. ProConnect Tax will only calculate these amounts automatically when a '1' has been entered in the applicable field. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call. Tax Exempt 990 is not converted. Select Country. For more depreciation resources, check out our Tax topics page for Schedule C where you'll find answers to the most commonly asked questions. If you are signing into My Account, see here for steps. 1 day ago · Welcome back! Ask questions, get answers, and join our large community of tax professionals. What type of returns can a tax plan be created for? How to generate Form 8992 in ProConnect Tax by Intuit • Updated 1 year ago This article will assist you with generating Form 8992, U. ProConnect Tax Hot Topics (updated every day) Your source for important news, hot and trending topics, critical updates about ProConnect Tax, and tax law changes. ProConnect Tax doesn't calculate the taxable amount automatically in this situation. Discover webinars, articles, podcasts, and more. 315 and 316 in ProConnect Tax by Intuit • 2 • Updated 1 year ago The IRS requires a valid SSN or ITIN for e-file returns, unless the filing status is MFS and the spouse is indicated as a nonresident alien (NRA). ozbsnoeyi igbw ziop ypi ggxrt yrhzn dlr alvtj fyvjzvlfe aaxl