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A number of LastPass users are taking to the company’s forums to complain about a pretty unfortunate bug that affects its extension’s automatic log-off features—something you’ll al...Click on the Tax Returns dashboard and select the Year you would like to bill; On the line of the return for which you would like to bill, click on the dropdown under ACTIONS and select Invoice ; Make your entries and hit Create PDF when finished.1 2 3. Find answers to your questions about connect products and apps with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Click the Return actions button, and select Copy Return. From the Tax Returns list, open the new copy. Go to the Client Information screen and edit the SSN or EIN. When you print or e-file from the copy, you'll be prompted to use or purchase an additional credit. Submit a refund request here for the duplicate charge.To solve this: Go to the Manual Entry Form in the Input Return section. Find any fields with a date. Remove the date shown. Then select the date field and choose the appropriate date from the calendar. The date will change to the current date. Note: Make sure you don't delete and type in a date.Before you start: Calculate all client files in your original program. Remove any locks. Remove any passwords. Remove overrides made on forms which create ... Find answers to your questions about bring in your data with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Feb 14, 2024 · Autofill works by saving information that gets entered while inputting data into returns. For certain fields, ProConnect Tax will save relevant info similar to how autofill works within a web browser. For example, it'll save a business name and the address or contact info associated with that business. In other returns or other areas of the ...On the Netflix logout screen, the “Deactivate” option logs your device out of your Netflix account. You may think that this option deactivates the Netflix account, but it does not....To enter Form 1099-DIV for an Individual return: On the left-side menu, select Income . Select Dividend Income (1099-DIV). Enter the Name of Payer. Select the Details button to expand the input screen. Enter Box 1a in Total ordinary dividends. Enter Box 1b in Qualified dividends. Enter Box 2a in Total capital gain distributions. Enter Box 2b in ...This article will show you how to enter Form 1099-C in the Individual module of Intuit ProConnect. For tax year 21 taxpayers through 2025 that received eligible Student Loan Forgiveness may not have to report this as income on their tax return. Per IRS Guidance the creditor should not issue a 1099-C to these individuals.Go to your Tax Returns list. Select Create tax return. In the Client screen, select Add new. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information. Select Save. Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu. Select Save. The program will take you to ...Sign in to your Intuit account for secure access to all Intuit's tax preparation and financial services.On the Netflix logout screen, the “Deactivate” option logs your device out of your Netflix account. You may think that this option deactivates the Netflix account, but it does not....To solve this: Go to the Manual Entry Form in the Input Return section. Find any fields with a date. Remove the date shown. Then select the date field and choose the appropriate date from the calendar. The date will change to the current date. Note: Make sure you don't delete and type in a date.Find answers to your questions about login and password with official help articles from Intuit Accountants.Get answers for Lacerte Tax US support here, 24/7.Follow these steps to e-file Form 114 from an individual return: Go to the Profile tab. Check the Select for E-file box for Federal. Check the Select for E-file box for Federal Form 114 (Taxpayer). Go to the Input Return tab. On the left-side menu, select Miscellaneous Forms. Select Foreign Reporting (114, 8938) and choose Foreign Bank Account ...Apr 10, 2024 · ProConnect Tax: Login to ProConnect Tax. Click on QB Accountant on the left hand side. Click on the gear icon. Select Your Team. Find your name as the primary admin. Click on Firm Administration and Books tab. Click on the Transfer Primary Admin button. Using the drop-down menu, choose a current user to transfer your primary admin rights to.1 Best Answer. 01-17-2024 09:03 AM. If you are going from Lacerte to ProConnect, it is an easy transition. But going from ProSeries to ProConnect means a big learning curve. As far as 1099s go, none of the tax softwares create 1099s, but they have addons that you can purchase to do that. But for one 1099, purchasing the addon wouldn't be worth it.Follow these steps to enter Form 1099-LTC Reimbursements on an individual (1040) return: Go to the Input Return tab. From the left of the screen, select Deductions and choose HSA/MSA/LTC Contracts (1099-SA, 5498-SA ). Select L/T Care Insurance Contracts (8853). Locate the Long-Term Care Insurance Contracts (8853) section.Follow these steps to generate Schedule C in the Individual module: Go to Input Return⮕Income ⮕Business Income (Sch. C). Complete the applicable information about the business. Scroll down to the General Information section. Complete any applicable information. Scroll down to the Income section: Enter Gross receipts or sales.User Access is required to use ProConnect Tax software. User Access $99 per user*. (Pricing is capped after 10 users at $990) Complete and total administrative access to all of ProConnect Tax’s powerful capabilities. Minimum one license is required*. Have questions about User Access? Call sales at 844-591-8071.On the server computer, type This PC in the system search bar and double-click Local Disk (C:). Right-click on the Lacerte folder and select Properties. In the Properties screen, select the Security tab. Highlight the user ID in the section labeled Group or user names and check the box for Full Control.eSignature is conveniently integrated within ProConnect Tax. For common eSignature questions, click here . td ‣ eSignature free-trial offer details td ... Find answers to your questions about e-file with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.Understanding diagnostics ref. 47233, ref. 47294, ref. 47293, ref. 47312, ref. 47241, and ref. 47605 in ProConnect Tax SOLVED • by Intuit • 4 • Updated June 05, 2023 This article will help you resolve the following e-file diagnostics in ProConnect Tax:Follow these steps to generate Form 8615. From the Input Return tab, go to Taxes -> Children Under 18 (8615). Scroll down to the Parent's Information section. First name. Last name.Select a tax return and click Client Information in the left-hand menu. Click the Return actions dropdown menu in the upper-right of the input screen and select eSignature. Select Client Authorization eSignature in the left-side menu. Click on Start a request to continue to the Request eSignature screen.Yes No. You must sign in to vote, reply, or post. ProConnect Tax. Follow these steps to locate your Customer Account Number:Select Settings in the lower-left corner.Select About Your ProConnect Tax.The Customer Account Number.Need pointers on amending a 1041 return? See: How to amend Form 1041 for an estate or trust. Was this helpful? Yes No. You must sign in to vote, reply, or post. ProConnect Tax. This article will help you locate answers to common questions about amending tax returns in ProConnect Tax.Individual Returns:Need help amending a Form 1040?Go to Tax plans tab. Select Create tax plan . Select the Base year . Choose the tax return you want to create the plan from using the Create from existing tax return field. Change the Name, if desired. Choose the number of Years to show for the plan. The current year will always be shown in the plan for comparison.Intuit App Login and password is a help article that provides solutions for Intuit Accountants who use ProSeries Tax US. Learn how to access, manage, and reset your login and password for your Intuit App. You can also find out how to stay informed with account and product changes, how to change ProSeries admin workstation, how to manage your client list with HomeBase, and how to prepare state ...08:26 AM. Everytime I add a new client to proconnect/qbo, all users in my PTO, get immediate access to the new clients. I have to remember to manually login and edit each time, which is very difficult to keep track off. There should be a feature where I can turn this off and I should be able to give access to the user for the new clients only ...1 2 3. Find answers to your questions about connect products and apps with official help articles from Intuit Accountants.Get answers for ProConnect Tax US support here, 24/7.© 2024 Intuit, Inc. All rights reserved. Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.Follow these steps to generate Form 1310: From the Input Return tab, go to Miscellaneous Forms⮕Deceased Taxpayer (1310). Enter a 1, 2, or 3 in 1=surviving spouse (married filing joint), 2=personal representative, 3=other claiming refund (MANDATORY). Select the box Decedent left a will if applicable.Select the Charge Sales Tax checkbox if the item is subject to sales tax. Clear this check box if the item is not subject to sales tax. The sales tax rate is determined by the tax code assigned in the Customer Information screen. Type any additional notes that are applicable to the item in Comments. Click Save. Back to Table of Contents1. Get set up for success. Once you’re signed in to ProConnect, access the gear symbol at the lower left of your software for quick setup tools, including your Preparer Information and Firm Information profiles. Log in now. 2. Provide your EFIN to be ready to e‑file.A yule log is burned because it is believed to bring good luck. Learn more about yule logs and why yule logs are associated with Christmas. Advertisement In a holiday season often ...How to enter your child's interest and dividend income: From the Input Return tab, go to Taxes⮕ Parent's Election (8814). Under General Information, select the child's name from the dropdown menu. Under the Interest Income and Dividend Income sections, enter any applicable information. To add more children, click on the + button to create a ...If you'd like to review the training videos available for ProConnect Tax. Log into ProConnect Tax. Select ⮕ Training portal; For live webinars: We offer free live and recorded webinars for ProSeries, Lacerte, and ProConnect Tax. You can attend live webinars for CE credits, or watch recorded sessions on your schedule. ...Create a PDF organizer for your client. On your Tax Returns list, click the down arrow next to View return. Select Collect data - Intuit Link to open the organizer panel for this client. Choose the Organizer template you want to send. Use the checkboxes to select which items to include in the organizer. Click Edit on the Document checklist to ...See how ProConnect and the Intuit ecosystemcan transform your firm. Still have questions? Call 844-591-8071 to speak with a product specialist. From questions about privacy policies to concerns about data storage, safety and conversion, tax professionals can find fast answers via Intuit FAQ.ProConnect Tax Online for Students . Need help? Visit the ProConnect FAQ page to get answers to your questions. Learn more. Company. About Intuit. Investor Relations ...Complete tax returns faster and more accurately with less client back-and-forth conversations. Access the latest client IRS financials; this is helpful for onboarding new clients, resolution work, and completing extensions. IRS Transcript direct access is included with ProConnect Tax at no extra cost. Find out more about this new feature!From there, go to Accountant Tools and under the Tools submenu, select Prep for taxes. On the Tax Mapping tab, under the Select your professional software dropdown, select Intuit ProConnect Tax. From the Select a tax form dropdown, select the client's tax return type. Once those selections are made, go to Tax options and select from the following:ProConnect is a very easy to use and effective tax software. It has a wide array of interview features that allow for easy tax preperation. It is effective for individual and business tax returns. It provides many internal functions that help the tax preparer administer operate an effective tax preparation business.Go to Input Return⮕Miscellaneous Forms.⮕ Amended Return (1040-X) Select General Information and Federal. Check the box Amending Federal return. Go to Income⮕Pensions, IRAs (1099-R) & click Details for the 1099-R. Select the Other Information tab. Mark the checkbox labeled 20XX Form 1099-R with distribution code 'P' or 'R'.PRODUCTS. Sign in to your Intuit product. For small business. For personal finance. For professional accounting. Account Support. You can also reach out by calling Intuit Phone Support at 1-800-446-8848. Create an Account. Recover your Account.Follow these steps to generate Schedule C in the Individual module: Go to Input Return⮕Income ⮕Business Income (Sch. C). Complete the applicable information about the business. Scroll down to the General Information section. Complete any applicable information. Scroll down to the Income section: Enter Gross receipts or sales.This foundational webinar is designed to assist new ProConnect Tax Online users in understanding how to set up the account and begin preparing a simple 1040 return. This webinar will help new users successfully set up the administrative information in the settings and navigate the program.Log in or sign up to access and use Intuit products including TurboTax, Credit Karma, QuickBooks, Mailchimp, and professional accounting software.Many homeowners aspire to have that perfect rustic and classy log siding for their homes. However, with severe weather conditions most of the time wood Expert Advice On Improving Y...The pricing for ProConnect Tax Online's pay-per-return ranges from $36.95 to $97.95 for individual returns and $40.95 to $117.95 for business returns, which is based on the quantity of returns. Those who gave a ProConnect Tax Online review had high praises, having said that they appreciate its integration with QuickBooks Online Accountant and ...Follow these steps to report income from a 1099-MISC as earned income: From the Input Return tab, go to Income⮕SS Benefits, Alimony, Misc. Income. Scroll down to the Alimony and Other Income section. Enter the 1099-MISC income in the field Other income subject to self-employment tax. This will tell the program to treat this income as earned ...Follow these steps to generate Form 1065-X: Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X). Select 1065 Amended Return from the dropdown menu. Scroll down to the General Information section. Make an entry in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY). Under the Year that is being amended (if not 2020 tax ...Use your Intuit Account to sign in to ProConnect. Learn more. Remember me. Sign In. By selecting Sign In, you agree to our Terms and acknowledge our Privacy Statement. I forgot my user ID or password. New to Intuit? Create an account. Invisible reCAPTCHA by Google Privacy Policy and Terms of Use.Follow these steps. Go to the Input Return tab and select Income from the left menu. Select SS Benefits, Alimony, Misc. Income. Scroll down to the Alimony and Other Income section. Locate the field Other Income. Enter the amount and description. This amount will flow to Form 1040, Schedule 1 as Other Income. Was this helpful? Go to Input Return⮕ Income⮕ Pensions, IRA&Per the 1120S instructions: If the corporation is reqFollow these steps to force the EIC worksheet: Go to the I