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Importing a PDF of the prior year 1040 return to set up a new client in ProConnect Tax
by Intuit•40• Updated 1 week ago
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 a tax return into ProConnect Tax rather than manually enter all the information.
This article will help you:
- Import a 2023 or 2024 1040 return to create a new client and return
- View and populate a client summary based on the 1040
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.
- Go to Clients on the left, and from there select the Add Client button in the upper right.
- You will have the option to select an existing client from the dropdown list, or create a new client.
- To add a new client and import their 1040 from a prior year, click +Add new and then select Import.
- 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.
- After you’ve uploaded the file, select Next on the bottom right corner.
- Review the client information over the next three steps. Make any adjustments necessary and ensure that it’s all accurate.
- After confirming the information and entering any missing client details, select Import data.
- Select Go to return to view the full client summary.