manual entry forms

Forum|Forum|2 years ago
February 20, 2024
12 replies
67 views

How do I navigate to manual entry forms? I cant find it.

This topic has been closed for replies.

itonewbie

Level 15

What exactly do you mean by "manual entry forms"?

If you mean making entries on forms, it is not available in ProConnect Tax, which is an input-based tax program. ProSeries, on the other hand, is form-based.

You can, however, open multiple windows to preview forms by clicking on the "Preview forms" button in the top-right corner of the input screen. Many (but not all) lines on the forms have a link (denoted as a blue highlight) that will bring you to the relevant main input screen (but not to the exact input field). The forms on preview also do not refresh themselves as you make data entries - to see the changes, you need to hit "Refresh forms". To learn more about this feature, you can watch this video on YouTube: https://www.youtube.com/watch?v=6V9sQHYbV2Q&t=27s

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

PhoebeRoberts

Intuit Community Champion

This is where it lives in Lacerte, which is similar.

itonewbie

Level 15

Thanks for the reminder, @PhoebeRoberts. Have totally forgotten about this feature.

@icerider That used to be available for certain NY forms only. It appears as the last item under Table of Contents only when manual entry forms are available for the state that has been chosen under Profile.

For some reason, this feature does not appear to be available at all, at least for now, for TY2023. @1569, has anything changed with the availability of manual entry forms in ProConnect Tax this year?

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

sjrcpa

Level 15

Ok thanks for that info. Intuit support said to attached the form to the return, so good thing I double checked here as well.

I do not have manual entry forms on proconnect; and the NY Form CT-657 is not available under NY Credits in proconnect. I did enter the credit amount on the NY Schedule K. That field indicates that it is an override which is weird because I cant find any other place to enter this credit. Why would that field be an override?

But just to be clear I can not attach the completed CT-657 as a PDF to the return and efile it? I have to mail a paper return to them with the form included?

But NY requires efiling. Catch 22

The more I know the more I don’t know.

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