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Prepare my own tax return

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Hello, What's the best way to prepare my own tax return on ProConnect Online? Should I add my firm as client and prepare taxes? How I can import the documents from quickbooks online?

ProConnect Tax Online

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qbteachmtAnswer

Level 15

If an entity has data in the QBO format, which is able to import to ProConnect Tax Online, as:

https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-tax-online-in-quickbooks/00/5832

And if you are a paid and authorized user for ProConnect Tax Online, I don't see how the system knows or cares that this is "your" own work.

Don't yell at us; we're volunteers

itonewbie

Level 15

I'm not aware that you can import from your own books in QBOA but I may be wrong.

@qbteachmt @IntuitAustin Would you happen to know? Thanks!

---------------------------------------------------------------------------------Still an AllStar

Casanovacpas

Intuit Community Champion

It doesn't look like that is supported, I just tried to do my own return in QBOA and import into PTO like I do my clients, THIS SHOULD BE FIXED I love the linking feature and mapped all of the accounts and now I can't use it 🙎

qbteachmt

Level 15

There are newer tools since this topic, from Feb. For example, this article:

https://proconnect.intuit.com/community/import-or-export-data-files/help/generating-a-tax-return-for-proconnect-tax-online-in-quickbooks/00/5832

And this:

https://quickbooks.intuit.com/learn-support/en-us/book-to-tax/how-do-i-access-a-proconnect-tax-online-pto-return-in-quickbooks/00/369337

Don't yell at us; we're volunteers

George4Tacks

Level 15

@mocpa be aware that you will need to have a EFIN to e-file, even if it is just your own return. You will be able to prepare and print a return to mail without the EFIN.

Answers are easy. Questions are hard!

qbteachmtAnswer

Level 15

If an entity has data in the QBO format, which is able to import to ProConnect Tax Online, as:

https://proconnect.intuit.com/community/help-articles/help/generating-a-tax-return-for-proconnect-tax-online-in-quickbooks/00/5832

And if you are a paid and authorized user for ProConnect Tax Online, I don't see how the system knows or cares that this is "your" own work.

Don't yell at us; we're volunteers

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