ProConnect HelpIntuit HelpIntuit

How to pre-order or renew tax returns in ProConnect Tax

SOLVEDby IntuitProConnect Tax18Updated December 02, 2021

This article will help you pre-order tax returns for next season and change the credit card on an existing pre-order before it's billed.

To pre-order tax returns:

  1. Sign in to your account.
  2. Click PTO_GUI_navbar-purchase.png Purchase on the left side of your screen.
  3. Press the Pre-order TY2021 returns button.
  4. Select the number of Individual and Business returns you expect to file. Your price per return will be displayed here, with lower per return prices available for larger purchases.
  5. When you're satisfied with your selections, press Continue to billing.
  6. Enter your credit card information and billing address.
    • Make sure to use a credit card that doesn't expire before the charge date listed on this screen.
  7. Click Review my order to continue.
  8. Review your pre-order details and verify all information is correct. When complete, press Place my order.

To update the credit card on an existing pre-order:

Now you can update the billing information on your pre-order right within ProConnect. Follow the steps below if your pre-order hasn't been billed yet, and you need to change the credit card it will post to.

  1. Sign in to your account.
  2. Click Purchase on the left side of your screen.
  3. Scroll down to the 2021 tax filing season section.
  4. Select Edit payment info.
  5. Follow the instructions on-screen to update your billing information.

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.