ProConnect tax 2021 getting started guide
For ProConnect Tax forms availability, see:
To see what's been added for ProConnect tax 2021, see:
To proforma your clients, see:
To begin purchasing tax returns for 2021, see:
Getting information from your taxpayers for the upcoming tax season:
- How do I invite a client to Intuit Link using ProConnect Tax?
- How to create PDF organizers in ProConnect Tax
Other common questions:
- If your EFIN has changed or if you are new to e-filing see Register your EFIN with ProConnect Tax
- If you want to explore getting digital signatures for tax year 21, see Common questions about eSignature
- If you plan to offer Pay-by-Refund, enrollment is now live within the tax year 21 program, see How do I enroll in Pay-by-Refund for tax year 2021?
- For additional training that's available:
- Sign in to ProConnect Tax.
- Select Help in the lower left corner.
- Select Training.
