manual entry forms

Forum|Forum|2 years ago
February 20, 2024
12 replies
40 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

I

iceriderAuthor

Level 3

Since you're using CT-657, I suppose that's a C corp return you're filing? Either way, ProConnect Tax nor Lacerte support IT-657 and CT-657.

If you simply attach that as PDF, you risk the form not being processed.

Can't understand why Intuit Support is often not familiar with the very programs they support and would have told you to simply attach it for e-filing. The e-file attachment screen has a big disclaimer that says this much:

NOTE: Do not attach any document that needs IRS approval or attention.

Yes, NY does mandate e-filing. You are, however, not required to e-file returns that are not supported by your approved e-file software or those that can't be e-filed on the NY Department of Taxation and Finance's website. See this webpage for more info:

https://www.tax.ny.gov/tp/efile/mandate_participants.htm

Thank you @itonewbie

Just so there is no doubt here and if anyone else looks at this: I called NYS corporate tax and was told that if the software is unable to handle or any credit or form, then mailing the return with the form is the correct process. There will be no penalty for mailing the return.

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