Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- A client uploaded all of their tax documents in one file. What's the best way to split them up so that they will auto populate the forms?
A client uploaded all of their tax documents in one file. What's the best way to split them up so that they will auto populate the forms?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
KerriD
Level 1
02-10-2023
12:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
1 Comment 1
George4Tacks
Level 15
02-10-2023
06:17 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am old and I don't trust importing. I feel that I would spend at least as much time reviewing and trying to fix import as I would using the keyboard to enter the infor. I don't use the feature, but this article seems to hint that it is smart enough to differentiate. https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/using-intuit-link-...
Report back on how it works.
Here's wishing you many Happy Returns
