News & Updates

  During tax year 2016, ProConnect Tax released a Gift tax return (Form 709) to customers as part of a program test that continued for tax years 2017 and 2018. This program is being discontinued and will no longer support Form 709 for tax years 2016, 2017 and 2018.  Returns created in these tax years will not be accessible after Friday, August 20, 2021. Gift tax returns for tax years 2019 and 2020 are not impacted and will continue to be supported by ProConnect Tax.  To download a PDF of tax returns for your future reference, please follow the instructions below. Select the tax year in the dropdown Then, click the Form 709 filter tile      3. Open the client's tax return     4. Select the File Return tab     5. Click View/Print Return PDF on the left navigation panel.     6. 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: Mov

We are ecstatic to announce the launch of a new group  within our Intuit Accountants Community just for you! You’ll get tips on how to get the most out of your software, regularly updated featured content, and the exclusive opportunity to interact with other tax professionals like you who just started using our software. If you’re new to ProConnect, then this is the place for you. Join now.  

Get quick answers to your questions right inside ProConnect, so you can spend more time delivering for your clients. Search the tax return input area When you're not sure where to enter data from a specific form or scenario, use the search feature to quickly jump to section you need: Or, to find a dollar amount you previously entered, just click the In Use option and search for the amount. Find frequently asked questions Many input screens allow you to access common questions about the form you're entering: Get more help anywhere in the program You can always access these tools on the left side of your screen. Whether you're checking a client's return for accuracy or printing an e-file acknowledgement, we've got you covered. 1. Search support  Search support for answers to common questions, diagnostic numbers, discussions from your peers, and step-by-step guides to help you complete and e-file even your most complex returns.  2. Live chat Get help from a product expe

We aim to make sure that you have all your resources available to you. Here you can find quick access to information on how to resolve any ongoing printing or slowness situations, should you encounter them. Troubleshooting slowness or connection issues in Right Networks How to print and scan in Hosted  

Latest Update: The guidance on the Form 8962 procedures will be coming to IRS.gov soon. Please monitor the site for the latest information. Section 9662 of the American Rescue Plan Act suspends the excess APTC repayment requirement for TY 2020. TAXPAYER WHO HAS NOT FILED A 2020 TAX RETURN AND OWES EXCESS APTC. Do not attach Form 8962, Premium Tax Credit. Do not include an amount on Form 1040 or Form 1040-SR. Schedule 2, Line 2. The IRS will not correspond for a missing Form 8962 or ask for more information if you owe excess APTC for TY2020.  TAXPAYER WHO HAS NOT FILED A 2020 TAX RETURN AND IS CLAIMING NET PTC. Attach Form 8962, Premium Tax Credit. Include the net premium tax credit on Form 1040 or 1040-SR, Schedule 3, Line 8. ************* WASHINGTON — To help taxpayers, the Internal Revenue Service announced today that it will take steps to automatically refund money this spring and summer to people who filed their tax return reporting unemployment co

Update: The IRS has released official guidance regarding the 8962 for Tax Year 2, click here for more information.  ********** As part of the recently passed American Rescue Plan, the requirement to repay excess advanced premium tax credit (APTC) was suspended for tax year 2020. ProConnect has been updated with the following changes:   For clients who haven't filed a 2020 return yet, and owe excess APTC repayment • Do not attach Form 8962, Premium Tax Credit.• Do not include an amount on Form 1040 or Form 1040-SR. Schedule 2, Line 2.• The IRS will not correspond for a missing Form 8962 or ask for more information if you owe excess APTC for TY2020.   For clients who haven't filed a 2020 return yet, and can claim net premium tax credit (PTC) • Attach Form 8962, Premium Tax Credit.• Include the net premium tax credit on Form 1040 or 1040-SR, Schedule 3, Line 8.   Clients whose 2020 returns were already filed with excess APTC repayment Should not file amended returns on

The IRS now allows you to collect electronic signatures on Forms 2848 and 8821 from Individual and Business clients and submit those authorization forms electronically. To use eSignature to collect signatures on these forms, you will need to print the form to PDF and then attach it as an additional document when sending the esignature request. For information on how to send signature forms as 'additional documents' using eSignature, see How to use eSignature in ProConnect Tax  and then expand the Sending a request with additional documents section. For more information see:1. IRS Bulletin: https://content.govdelivery.com/accounts/USIRS/bulletins/2bca84f2. IRS How To: https://www.irs.gov/newsroom/tax-professionals-how-to-use-new-submit-forms-2848-and-8821-online3. IRS FAQs: https://www.irs.gov/tax-professionals/submit-forms-2848-and-8821-online5. IRS Webinar:  https://www.irsvideos.gov/Webinars/UploadingForms2848And8821WithElectronicSignatures

What's new in ProConnect™ Tax 2020 With stronger security and more ways to help you be more productive, Intuit® ProConnect™ Tax for tax year 2020 is better than ever – so you can be your best for your clients. Featured updates: Empowering you to work smarter Get more from imports: To help you work more efficiently, CSV or Excel import features extended functionality to include depreciation and pass-through entity members, and Schedule D dispositions.   Take control of e-file permissions: You decide who can e-file returns in your firm with master admin, full-access admin, and basic user permissions. Manage K-1 forms easily: Now, pass-through business entities have an easy way to produce letters, K-1 forms, K-1 state forms, and more for each partner or shareholder. Just generate PDFs from the File Return screen and send them out. Masking and watermarking: Now, ProConnect can mask Social Security numbers for you when you print forms or create PDFs. Plus, prevent confusion by adding

If you cannot find your client files in ProConnect Tax, try the following fix:  Clients missing from the list: To find the client, you’ll need to change your client list filter to see inactive clients. To change a client back to active: Select Clients. Select  View inactive clients. Select the target client. Select Make active. Additional clients showing up on the list: If you’ve added clients in the past and they didn’t show on your list, you might see them after the system upgrade. To change the client to inactive: Select Clients. Select the target client. Select the small arrow next to Edit. Select Make inactive. Please contact customer support if you experience any other unexpected behaviors.