Orlando
Intuit Alumni
03-12-2021
09:46 AM
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Currently, only in a round-about manner through QuickBooks Desktop. It's in our roadmap to do so directly in the next year.
What follows are instructions from an internal source written a year ago.. I do not know if they are up to date.
Step 1 - Export to Desktop: https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-and-convert-you...
Step 2 - Assign the Income Tax Form in the company file & export to ProSeries
- Go to the Company menu in QB Desktop and select My Company.
- On the My Company screen, click the Edit icon in the top right hand corner
- On the Company Information dialog, select Report Information from the left navigation menu
- Select a return type from the Income Tax Form Used dropdown menu and click OK
- Next, you need to confirm the tax line mapping has been generated. Go to the Accountant menu and select Chart of Accounts
- Right Click on an entry and select Edit Account. Confirm that the Tax-Line Mapping field is populated.
- You can now export the company file to ProSeries. Go to File > Utilities > Export > Balances to ProSeries Tax 20NN