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How to file business tax return by ProConnect?

CarrieTax
Level 1

It is great to know what ProConnect & QuickBooks is linked. So the data can be easily moved from Books to Tax and autoFill the business return form. 

But what if clients do not use QuickBooks for their financial records and reports? Under this situation, how to file business return efficiently? 

Please advise. 

0 Cheers
4 Comments 4
sjrcpa
Level 15

Use their trial balance and type the numbers in the software.


Ex-AllStar
abctax55
Level 15

Yeah...@sjrcpa... the old-fashioned way 😉

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
abctax55
Level 15

Or.... really, really old fashioned....

Forms, pencil, big pink eraser, white-out, copy machine.  

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
PATAX
Level 15

@sjrcpa @abctax55 👍👍 sometimes they do not even give you a complete trial balance. You have to do the journal entries and complete the trial balance yourself. The green column paper still works, and you don't have to worry about computer issues, compatibility and connectivity issues, the power going out, Etc