Need help bridging from Turbotax to Proconnect

Have you checked in with my friend Google?

proconnect tax tutorial - Google Search

I haven't used Lacerte since the 90's and Pro Connect is related to Lacerte, not Pro Series or Turbot Tax, so there is little I can add to help you.

Lacerte still requires you to enter "-1" if you want to use a ZERO, so there's that for the 80's.

Whenever converting from/to any software you always have to use a fine toothed comb to check for variances. You will be stuck reviewing.

FYI, even if you didn't "charge" for preparing returns, other than family members, you were still a "paid preparer." It's good you never used TT to "prepare" unrelated people's returns.

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@FrankMMartin03 wrote:

 

I have a few clients that want me to do their taxes as paying clients for the first time ... so that I can efile for them

 there is no ability to "walk through" preparing the return like there is in Turbotax, 

I would have thought that a professional tax preparer version was easier to use.

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Do you have an EFIN for e-filing?  And of course a PTIN?

While there are some professional tax software products that ask questions, a paid tax preparer is supposed to know what questions to ask the clients and how to fill out a tax return, not rely on a program figure out what needs to be done.  It takes A LOT of learning, so jumping to a paid tax preparer isn't something to take lightly.

Professional tax software is designed to prepare many tax returns, not meant for guiding a person for what needs to be done.

Hi @FrankMMartin03 , as another person pointed out ProConnect is built off of Lacerte's engine (which is our top Professional software) so it is not designed to walk you through the return as TurboTax would.  TurboTax is built for the consumer to be able to do it themselves so it is designed to give the interview questions.  With that said, as a ProConnect user myself and a support agent, my advice would be to visit our  Intuit Accountants Youtube Channel.  That channel has videos for all of our programs on how to enter a basic return.  Another option would be to utilize our ProConnect Help Articles .   Our support agents handle technical support and do not walk you through an actual return start to finish because they are not tax preparers, with the exception of a few of us.  Our support agents can, however, help you if you are unable to find where to enter something or software setup questions: ProConnect Support.