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R
RAM
Level 2
January 5, 2021
Question

load efin summary in proseries

  • January 5, 2021
  • 2 replies
  • 15 views

How to upload e-fin summary 

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2 replies

F
fttucker
Level 2
January 5, 2021

From what I understand. You have to go through the Intuit online portal to update this information. You have to upload the EFIN Summary into online and they will process it. Once processed you will have to update your software daily and it should import through there. 

I hope this helps. 

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    January 5, 2021

    https://proconnect.intuit.com/community/license-information/help/register-your-efin-with-intuit-before-e-filing/00/4921

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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