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Level 1
February 15, 2021
Question

Where do you go within the tax module to prepare your company's and individual tax return?

  • February 15, 2021
  • 2 replies
  • 11 views
I expected it to be as simplistic as QBO module where it obvious on where to navigate to start doing your bookkeeping.
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2 replies

itonewbie
Level 15
February 15, 2021

Prep for taxes is available for your clients' returns.  Don't believe you can use it for your own.

---------------------------------------------------------------------------------Still an AllStar
qbteachmt
Level 15
February 15, 2021

Here are useful training links for using ProConnect:

https://proconnect.intuit.com/tax-online/training-courses/

https://proconnect.intuit.com/training/tax-online/

As a professional tax preparer, you want to review this:

https://proconnect.intuit.com/community/business-information/help/how-do-i-enter-my-efin-ptin-and-ero-pin-into-proconnect-tax/00/5281

Or, are you trying to treat this as if this is TurboTax, which is DIY and they pretend you don't need to know tax regulations at all?

Don't yell at us; we're volunteers