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Choshman
Level 1
Mar 4, 2026 6:30 PM UTC
Question

Using Prep for Taxes

When I choose Prep for Taxes, for a client, no data is presented to work with.  Just zeroes.  Like there is no GL to pull from.

1 reply

Intuit_Kallana
Intuit_Kallana
Level 7
Mar 6, 2026 4:49 PM UTC

Hi @Choshman , you have to map the actual G/L accounts to utilize the feature.  Please review this article for instructions: Prep for Taxes .  If you still have issues with mapping, you can contact ProConnect Support and we will be happy to assist you.

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