Welcome to your first year with ProConnect Tax! We're here to help ease the transition to ProConnect Tax. We have an exclusive group on our community that's created to help new Intuit ProConnect Tax customers share best practices and learn more about their software. Only active ProConnect customers in the current tax year will be approved for membership. You can request membership now clicking here and selecting the "Join the Group" button.
Creating your login and registering your EFIN:
- If your brand new to ProConnect tax you'll want to click here to access the sign in screen. If you have any other Intuit Products or services you can Sign In with your existing login information, or select I forgot my user ID or password to get reset your login information. If you do not have a Intuit login yet, select the Create an account link to get started.
- Once you have successfully logged into ProConnect Tax you can begin creating tax returns, however, you will not be able to e-file returns until after you've registered your EFIN with Intuit. See Register your EFIN with ProConnect Tax for the steps on how to upload your documentation to begin e-filing.
Creating tax returns:
- Intuit offers a free Data Conversion process that can convert your tax returns from multiple tax programs. To see if your prior software is available for Data Conversion click here. When your ready to begin the Data Conversion process click here for steps.
- Adding a new client: To manually add a new client: select the Clients tab on the left side of the screen then Add client from the upper right. Enter the client's information and select Save.
- To create a new tax return for a client: From the Clients screen select the Actions menu, then Create a new tax return. Here you can select the return type and what tax year it is for. Select Save to begin the tax return.
Printing and Filing tax returns:
- E-file is not yet available for tax year 2023.
- Print and e-file approvals are still pending for many state tax returns for Tax Year 2023. To check the print and e-file approval status for a specific state see our new Tax form finder. Once you select the return type and agency you'll see if the forms are finalized.
- Once e-filing is available for the tax year see How to e-file a return and print the confirmation letter in ProConnect Tax will help you setup a return for e-file and send the return to the IRS and/or state taxing agency.
- When your ready to begin printing tax returns How do I print a return in ProConnect Tax
