Marking federal returns as initial or final in ProConnect Tax

Marking a Corporate return as initial or final

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information 
2. Select the Miscellaneous tab.
3. Scroll Down to Miscellaneous 
4. Enter 1=initial return, 2=final return, 3=both

Marking a Partnership return as initial or final

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information 
2. Select the Miscellaneous tab.
3. Under the Miscellaneous Information section, select the box Initial return (if applicable)
4. Under the Final Return subsection, select Final return (if applicable)
   • Select both boxes to mark the return as Initial and Final.

Marking a S Corporate return as initial or final

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information 
2. Select the box Initial return (if applicable).
3. Under the Final Return subsection, select Final return (if applicable).
   • Select both boxes to mark the return as Initial and Final.

Marking a Exempt Organization return as initial or final

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information 
2. Under section Miscellaneous (990-N, 990, 990-PF, 990-T) in the field labeled 1=initial return, 2=final return/termination, 3=both, enter a 1, 2, or 3.

Marking a Fiduciary return as initial or final

1. Go to Input Return ⮕ General ⮕ Miscellaneous Information 
2. Select the Miscellaneous tab.
3. Under the Estate/Trust Information section, select the box Initial return (if applicable)
4. Under the Final Year Estate/Trust subsection, select Final return (if applicable)
   • Select both boxes to mark the return as Initial and Final.