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HOW TO BEGIN A PERSONAL 1040 TAX RETURN AS A QBOA

Level 1

I am a QBOA user. I want to begin 1040 return for myself/hubby (MFJ). Do I do that by adding my husband as a "client"? Is that the best way? 

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Level 15

Follow the process outlined in this article if you plan to link the trial balance from QBOA.  Otherwise, you can simply create a new return within PTO.

Note, however, you will not be able to e-file the return with PTO unless you have an EFIN but you can always print the return for paper filling.  If you're not a tax professional, you may also find it easier to use TurboTax as the input screens and the setup of PTO are not designed for novices.

https://accountants-community.intuit.com/articles/1606427-generating-a-tax-return-for-proconnect-tax...

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Still an AllStar

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Level 15

Follow the process outlined in this article if you plan to link the trial balance from QBOA.  Otherwise, you can simply create a new return within PTO.

Note, however, you will not be able to e-file the return with PTO unless you have an EFIN but you can always print the return for paper filling.  If you're not a tax professional, you may also find it easier to use TurboTax as the input screens and the setup of PTO are not designed for novices.

https://accountants-community.intuit.com/articles/1606427-generating-a-tax-return-for-proconnect-tax...

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Still an AllStar

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Level 1
THANK YOU!
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Level 15
No problem at all, @neeterbooks!
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Still an AllStar
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