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What does Intuit Proconnect need from me to e-file returns I prepare?

PVanim
Level 1
 
0 Cheers
2 Comments 2
sjrcpa
Level 15

Money, your EFIN, your PTIN, and the actual returns prepared in the software.


Ex-AllStar
George4Tacks
Level 15

You only need the EFIN if you are planning on e-filing ANY tax returns. https://proconnect.intuit.com/support/en-us/help-article/account-management/register-efin-proconnect...

If you wish to print (to pdf and then to printer) you do not need an EFIN. 


Here's wishing you many Happy Returns