How to file business tax return by ProConnect?

[kwyp]

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. 

[sjrcpa]

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

[abctax55]

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

[abctax55]

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

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

[PATAX]

@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

[IRonMaN]

Sadly it's a different world from when I started.  Get out the old green column paper and your pencil and your eraser.  Get to work on getting the trial balance worked out and then move on to manually writing those numbers on blank forms.  Oh, and have your calculator ready to get those totals correct on the forms.  Folks actually had to know how to do a little accounting and actually know a little about taxes.  These days everybody is looking for a way for a computer to do all of the work so that they don't have to exert any effort on those brain tissues.  In some ways I miss those good old days.

[abctax55]

And the 'proof of cash'  NOT the same thing as a bank rec ;-).

I remember using a program called WTB to create a trial balance from raw info... back in the DOS days.

I have ONE (legacy) client that isn't on bookkeeping software - and he's an S-corp.  I've created a QB file to throw his excel info in to get a trial balance.  Every year, when it doesn't 'balance' I have to get him to verify whether he put money in/took money out.