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Create client reports in ProConnect

SOLVEDby Intuit44Updated 3 weeks ago

This article will help you download tax return data you e-filed to identify clients who meet various criteria and create robust reports.

To download return data:

  1. Press Reporting on the left-side menu of ProConnect.
    ProConnect Reporting PCG_EXT_EN_US_10112022.png
  2. Select Download 1040 data.

We recommend you password protect this file on your computer, since it contains client data.

Only your firm's primary administrator can download the data.

What return data can I download?

Currently, we produce a .CSV download that includes info from federal returns that:

  • Were e-filed through your account,
  • Are Form 1040s for tax year 2022, and
  • Are the most recent e-file submission for a given client. For example, if your first return for a client got rejected, but you successfully resubmitted an e-file, we'll only show data from the accepted return.
  • 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

Have a great idea for a report?

We need your feedback to learn what functionality, data points, or pre-made reports would be most helpful for you to run your practice. To let us know what you'd like to see:

  1. Press Reporting on the left-side menu of ProConnect.
  2. Select the Feedback link at the top right of the page.

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