Create and export client reports in ProConnect Tax

Form 1040

• Adjusted gross income
• IRA deduction
• Long-term capital gains
• Short-term capital gains
• Capital gains distribution
• Other gains
• Net operating loss
• Child tax credit
• Earned income credit
• Child and dependent care credit
• Refundable child and dependent care credit
• Recovery rebate credit
• Qualified business income deduction
• Total itemized deductions
• Total itemized or standard deduction
• Health savings account deduction
• Number of qualifying children
• Number of other dependents
• Dependent last name
• Dependent first name
• Total tax
• Has a certificate of deposit
• Refund
• Taxes owed
• Alternative minimum tax
• Total amount withheld
• Single
• Married filing jointly
• Married filing separately
• Head of household
• Qualified Surviving Spouse (Qualifying widow(er) with dependent child in prior years)
• Wages, salaries and tips
• Business income loss
• Unemployment compensation
• Supplemental total income or loss
• Income or loss from partnerships and S corporations
• Income or loss from rentals and real estate
• Exempt interest
• Taxable interest
• Qualified dividends
• Ordinary dividends
• IRA distributions
• Taxable IRA distribution
• Social Security benefits
• Taxable social security benefits
• State and local refund
• Alimony received
• Other income
• Taxable income
• Has Schedule C
• Has Schedule E
• Spouse occupation
• Taxpayer occupation
• Taxpayer mobile phone number
• Taxpayer phone number
• Taxpayer email address
• City
• Zip code
• State
• Foreign ZIP code
• Foreign country
• Foreign province/state/country
• Street address
• Taxpayer name

Form 1065

• Business name
• Business activity code
• Beginning of tax year
• Preparer
• Partnership representative
• Street address
• City
• State
• ZIP code
• Phone number
• Email address
• Number of K-1s
• Foreign partnership
• Domestic general partnership
• Domestic limited partnership
• Domestic limited liability company
• Domestic limited liability partnership
• Other entity
• Has 8825
• Depreciation
• Total deductions
• Gross receipts less returns
• Cost of goods sold
• Gross profit
• Total income (loss)
• Amended
• Total balance due
• Overpayment
• Taxes owed
• Payments
• Net rental real estate income
• Ordinary business income (loss)
• Net earnings from self-employment
• Beginning assets
• Beginning liabilities and capital
• Ending assets
• Ending liabilities and capital
• Partners' beginning capital
• Cash contributions
• Property contributions
• Cash distributions
• Property distributions
• Partners' ending capital
• Guaranteed payments to partners

Form 1120S

• Business information (Company name)
• Business activity code
• Start of Tax Year
• Preparer
• Street Address
• City
• State
• Zip Code
• Signing Officer
• Phone Number
• Email address
• Number of Shareholders
• Has 8825 (Y/N)
• Amended
• Extension amount
• Gross receipts less returns/allowance
• Gross Profit
• Cost of goods sold
• Total income (loss)
• Compensation of officers
• Depreciation
• Pension, profit-sharing, etc. plans
• Total deductions
• Ordinary business income (loss)
• Overpayment
• Payments
• Balance Due
• Refund
• Charitable contributions
• Net rental real estate income (loss)
• Nondeductible expenses
• Repayment of loans from shareholders
• Income (loss) reconciliation
• Beginning Assets
• Beginning Liabilities & Equity
• Ending Assets
• Ending Liabilities & Equity
• Net operating loss
• AMT Tax
• Federal income tax withheld
• Net operating loss

Form 1120

• Business name
• Business activity code
• Beginning of tax year
• Preparer
• Street address
• City
• State
• ZIP code
• Signing officer
• Phone number
• Email address
• Amended
• Amount paid with extension
• Gross receipts less returns/allowance
• Gross profit
• Gross rent
• Officer compensation
• Charitable contributions
• Depreciation
• Total deductions
• NOL deduction
• Taxable income
• Total tax
• Payments and credits
• Refund or amount due
• Tax due
• Beginning assets
• Ending assets
• Beginning liabilities & equity
• Ending liabilities & equity

Form 1041

• Entity Name
• Fiduciary Name
• Start of Tax Year
• Preparer
• Street Address
• City
• State
• Zip Code
• Primary contact
• Phone Number
• Email address
• Number of Benefactors
• Decedent's estate
• Simple Trust
• Complex Trust
• Qualified disability trust
• ESBT (S portion only)
• Pooled income fund
• Amended
• Taxable Interest Income
• Total Ordinary Dividend Income
• Business income
• Capital gain or (loss)
• Rents, royalties, partnerships, other estates and trusts, etc.
• Total income
• Interest
• Taxes
• Fiduciary fees
• Charitable deduction
• Net operating loss deduction
• Adjusted total income
• Income distribution deduction
• Qualified business income deduction
• Exemption
• Total Deductions
• Taxable income
• Total Tax
• Total Payments
• Tax Due
• Overpayment
• Refunded
• Total credits
• Distributable net income

Form 990

• Business name
• Beginning of tax year
• Preparer
• Street address
• City
• State
• ZIP code
• Primary contact
• Phone number
• Type of return
• Amended
• 990 - Total revenue
• 990 - Salaries, other compen., emp. benefits
• 990 - Total expenses
• 990 - Revenue less expenses
• 990 - Total assets at end of year
• 990 - Total liabilities at end of year
• 990 - Net assets/fund bal. at end of year
• 990 - Net unrelated business taxable income
• 990-EZ - Contributions, gifts, and grants
• 990-EZ - Investment income
• 990-EZ - Total revenue
• 990-EZ - Salaries and employee benefits
• 990-EZ - Total expenses
• 990-EZ - Excess or (deficit) for the year
• 990-EZ - Net assets/fund bal. at beg. of year
• 990-EZ - Net assets/fund bal. at end of year
• 990-PF - Section 501(c)(3) exempt
• 990-PF - Section 4947(a)(1)
• 990-PF - Other taxable private foundation
• 990-PF - Overpayment credited from prior year
• 990-PF - Estimated tax payments
• 990-PF - Total payments and credits
• 990-PF - Tax due
• 990-PF - Net assets/fund bal. at beg. of year
• 990-PF - Excess of revenue over expenses
• 990-PF - Net assets/fund bal. at end of year
• 990-PF Per books - Dividends & interest from securities
• 990-PF Per books - Gross rents
• 990-PF Per books - Net gain (loss) for noninv. assets/disp
• 990-PF Per books - Total revenue
• 990-PF Per books - Interest
• 990-PF Per books - Taxes
• 990-PF Per books - Depreciation
• 990-PF Per books - Total operating/administrative exp
• 990-PF Per books - Contributions, gifts, grants paid
• 990-PF Per books - Total expenses
• 990-PF Net - Dividends & interest from securities
• 990-PF Net - Gross rents
• 990-PF Net - Capital gain net income
• 990-PF Net - Total revenue
• 990-PF Net - Compensation of officers, dir, etc
• 990-PF Net - Interest
• 990-PF Net - Taxes
• 990-PF Net - Depreciation
• 990-PF Net - Total operating/administrative exp
• 990-PF Net - Total expenses
• 990-PF Net - Net investment income
• 990-PF Adjusted net - Total revenue
• 990-PF Adjusted net - Interest
• 990-PF Adjusted net - Taxes
• 990-PF Adjusted net - Depreciation
• 990-PF Adjusted net - Total operating/administrative exp
• 990-PF Adjusted net - Total expenses
• 990-PF Adjusted net - Adjusted net income
• 990-PF Charitable - Compensation of officers, dir, etc
• 990-PF Charitable - Contributions, gifts, grants paid
• 990-PF Charitable - Total expenses and disbursements