Importing a prior year 1040 return to set up a new client in ProConnect Tax

When you onboard a new client onto your product, you’ll need to create a tax return for them. To save time, you can import data from a prior year rather than manually enter all the information.

This article will help you:

If you receive an error message along the lines of You currently don't have permissions to [action]. Contact your firm's Admin for authorization either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.

Importing client 1040 from a prior year

Form 1040-SR is not supported at this time.

1. Go to Clients on the left, and from there select the Add Client button in the upper right.
2. You will have the option to select an existing client from the dropdown list, or create a new client.
3. To add a new client and import their 1040 from a prior year, click +Add new and then select Import.
4. Select Upload from this device to upload a file from your machine or select Get from cloud apps to upload a file from Google Drive or Dropbox.
5. After you’ve uploaded the file, select Next on the bottom right corner.
6. Review the client information over the next three steps. Make any adjustments necessary and ensure that it’s all accurate.
7. After confirming the information and entering any missing client details, select Import data.
8. Select Go to return to view the full client summary.