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Create and update your clients' tax returns with Prep for taxes in ProConnect Tax

SOLVEDby Intuit2Updated 3 weeks ago

Learn how to use Prep for taxes to create and update your clients' tax returns in ProConnect Tax.

Tax preparers now have the ability to review, reconcile, reclassify, and remap tax mappings as needed prior to bringing in the books data in to ProConnect Tax.

Here’s how to use Prep for taxes to get your clients ready for tax season.

Table of contents:

Open Prep for taxes
Books to Tax adjustments
Edit tax line mapping
Create tax adjustments
Edit tax adjustments
Download workpaper as .CSV A person in a pink shirt is looking at a pink and black kite.
Review form and import A person in a pink shirt is looking at a pink and black kite.

Open Prep for taxes

  1. From ProConnect Tax, select PCG--UI_PTO_navbar-workflow-qboa.png from the main navigation bar.
    • QuickBooks Accountant will open in a new tab.
  2. Once in QuickBooks Accountant, go to the client's book.
  3. From there, go to Accountant Tools and under the Tools submenu, select Prep for taxes.
  4. On the Tax Mapping tab, under the Select your professional software dropdown, select Intuit ProConnect Tax.
  5. From the Select a tax form dropdown, select the client's tax return type.
  6. Once those selections are made, go to Tax options and select from the following:
    • Create new return
    • Update existing return

This will take you back to ProConnect Tax where you'll be greeted by the following message:

A screen shot of a tab page with a keyboard and a computer.

Once you select Let's do it, you'll be taken to the Book to tax adjustments screen.

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Books to Tax adjustments

A computer screen with a picture of a person on it.

Tax lineAccountBook amountAdjustmentTax amount
Shows the tax line.Editable, where you use the pencil icon to edit the tax line mapping, if needed.Read-only, showing the book data from QuickBooks Accountant.Adjusts to reflect the difference between the Books amount and Tax amount column.Adjusts to show the result of the Books amount and any Adjustment made.

Changes made by the tax preparer in ProConnect Tax will not impact the QuickBooks Accountant data at the bookkeeper level, and serve only to complete the tax return.

This screen acts as a review layer, which gives you as the tax preparer control over the books data after the bookkeeper handoff. From here you can:

  • Edit tax line mapping
  • Create tax adjustment(s)
  • Edit tax adjustment(s)
  • Download the workpaper as a .CSV

After making any needed changes, depending on what you want to do, select either Review form and import to review the numbers alongside the tax forms before importing, or Import to either create or update the tax return. Once completed, you'll be taken to the Client Information screen of their tax return.

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Edit tax line mapping

  1. From the Account column, choose the line you'd like to edit by selecting its pencil icon.
  2. In the Edit tax line mapping window, you will be shown the following information:
    • Account
    • Type
    • Total
  3. Below that information, From will show you the current line number and under the To dropdown is where you would choose the target tax line.
  4. Once you have selected the target tax line, select Save.

This will take you back to the Book to tax adjustments screen.

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Create tax adjustments

Tax adjustments are made by way of journal entry at the tax preparer level. For each line item, you can assign an Account, enter any Debits and Credits, as well as provide a Description.

Along the top of the screen you'll see an account snapshot. This snapshot will show you the Book amount, Adjustments, and Tax amount for the Account you've selected, based on the line item you're working on.

Next to the account snapshot, you'll see a field where you can assign a Tax adjustment journal entry no. This can be helpful for tracking purposes.

In the event that the tax adjustment you're making is strictly for informational use only, you can select the Documentation purposes only box. With this checkbox marked, any tax adjustments made on the journal entry won't impact the tax return.

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Edit tax adjustments

You can edit your tax adjustments at two levels:

  • Account level
  • Global level

Account-level tax adjustments can be started by selecting its pencil icon in the Adjustments column. From there, you'll be taken to a view that shows all tax adjustments for that account.

Global-level tax adjustments can be started by select the down-arrow by Create tax adjustment, selecting Edit tax adjustment. This will take you to a view that shows you all tax adjustments. If you need to transition to an account-level adjustment from this view, you can do so by using the Search by account field.

From the Actions column on either level, you can either Edit or Delete the tax adjustment.

To go back to the Book to tax adjustments screen, you can either select Go back to save any changes made, or Cancel to discard them.

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A person in a pink shirt is looking at a pink and black kite. Download workpaper as .CSV

The workpaper details all tax adjustments and each tax-adjusting transaction, which is useful for tracking purposes.

Image Alt Text

To download the workpaper, select the paper icon below the Create tax adjustment button. From here, the workpaper will be downloaded as a .CSV

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A person in a pink shirt is looking at a pink and black kite. Review form and import

A computer screen with a bunch of notes on it.

If needed, you have the option to review the numbers against the tax return forms. From the Book to Tax adjustments screen, select Review and import.

A screen shot of a tab page with a note attached.

In this view, you can compare the numbers you are importing against the tax lines of the form, allowing you to confirm tax line mappings while reviewing the tax return as it will appear after you select Import.

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