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Create and export client reports in ProConnect Tax

SOLVED•by Intuit•62•Updated August 16, 2023

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:

Press Reporting on the left-side menu of ProConnect.
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, 1120, 1120s, 1065, 1041, and 990 for tax year 2022, 1040 for tax year 2021 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.

All fields currently available in the export

Form 1040

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

Form 1065

Business name
Business activity code
Beginning of tax year
Preparer
Partnership representative
Street address
City
State
ZIP code
Phone number
Email address
Number of K-1s
Foreign partnership
Domestic general partnership
Domestic limited partnership
Domestic limited liability company
Domestic limited liability partnership
Other entity
Has 8825
Depreciation
Total deductions
Gross receipts less returns
Cost of goods sold
Gross profit
Total income (loss)
Amended
Total balance due
Overpayment
Taxes owed
Payments
Net rental real estate income
Ordinary business income (loss)
Net earnings from self-employment
Beginning assets
Beginning liabilities and capital
Ending assets
Ending liabilities and capital
Partners' beginning capital
Cash contributions
Property contributions
Cash distributions
Property distributions
Partners' ending capital
Guaranteed payments to partners

Form 1120S

Business information (Company name)
Business activity code
Start of Tax Year
Preparer
Street Address
City
State
Zip Code
Signing Officer
Phone Number
Email address
Number of Shareholders
Has 8825 (Y/N)
Amended
Extension amount
Gross receipts less returns/allowance
Gross Profit
Cost of goods sold
Total income (loss)
Compensation of officers
Depreciation
Pension, profit-sharing, etc. plans
Total deductions
Ordinary business income (loss)
Overpayment
Payments
Balance Due
Refund
Charitable contributions
Net rental real estate income (loss)
Nondeductible expenses
Repayment of loans from shareholders
Income (loss) reconciliation
Beginning Assets
Beginning Liabilities & Equity
Ending Assets
Ending Liabilities & Equity
Net operating loss
AMT Tax
Federal income tax withheld
Net operating loss

Form 1120

Business name
Business activity code
Beginning of tax year
Preparer
Street address
City
State
ZIP code
Signing officer
Phone number
Email address
Amended
Amount paid with extension
Gross receipts less returns/allowance
Gross profit
Gross rent
Officer compensation
Charitable contributions
Depreciation
Total deductions
NOL deduction
Taxable income
Total tax
Payments and credits
Refund or amount due
Tax due
Beginning assets
Ending assets
Beginning liabilities & equity
Ending liabilities & equity

Form 1041

Entity Name
Fiduciary Name
Start of Tax Year
Preparer
Street Address
City
State
Zip Code
Primary contact
Phone Number
Email address
Number of Benefactors
Decedent's estate
Simple Trust
Complex Trust
Qualified disability trust
ESBT (S portion only)
Pooled income fund
Amended
Taxable Interest Income
Total Ordinary Dividend Income
Business income
Capital gain or (loss)
Rents, royalties, partnerships, other estates and trusts, etc.
Total income
Interest
Taxes
Fiduciary fees
Charitable deduction
Net operating loss deduction
Adjusted total income
Income distribution deduction
Qualified business income deduction
Exemption
Total Deductions
Taxable income
Total Tax
Total Payments
Tax Due
Overpayment
Refunded
Total credits
Distributable net income

Form 990

Business name
Beginning of tax year
Preparer
Street address
City
State
ZIP code
Primary contact
Phone number
Type of return
Amended
990 - Total revenue
990 - Salaries, other compen., emp. benefits
990 - Total expenses
990 - Revenue less expenses
990 - Total assets at end of year
990 - Total liabilities at end of year
990 - Net assets/fund bal. at end of year
990 - Net unrelated business taxable income
990-EZ - Contributions, gifts, and grants
990-EZ - Investment income
990-EZ - Total revenue
990-EZ - Salaries and employee benefits
990-EZ - Total expenses
990-EZ - Excess or (deficit) for the year
990-EZ - Net assets/fund bal. at beg. of year
990-EZ - Net assets/fund bal. at end of year
990-PF - Section 501(c)(3) exempt
990-PF - Section 4947(a)(1)
990-PF - Other taxable private foundation
990-PF - Overpayment credited from prior year
990-PF - Estimated tax payments
990-PF - Total payments and credits
990-PF - Tax due
990-PF - Net assets/fund bal. at beg. of year
990-PF - Excess of revenue over expenses
990-PF - Net assets/fund bal. at end of year
990-PF Per books - Dividends & interest from securities
990-PF Per books - Gross rents
990-PF Per books - Net gain (loss) for noninv. assets/disp
990-PF Per books - Total revenue
990-PF Per books - Interest
990-PF Per books - Taxes
990-PF Per books - Depreciation
990-PF Per books - Total operating/administrative exp
990-PF Per books - Contributions, gifts, grants paid
990-PF Per books - Total expenses
990-PF Net - Dividends & interest from securities
990-PF Net - Gross rents
990-PF Net - Capital gain net income
990-PF Net - Total revenue
990-PF Net - Compensation of officers, dir, etc
990-PF Net - Interest
990-PF Net - Taxes
990-PF Net - Depreciation
990-PF Net - Total operating/administrative exp
990-PF Net - Total expenses
990-PF Net - Net investment income
990-PF Adjusted net - Total revenue
990-PF Adjusted net - Interest
990-PF Adjusted net - Taxes
990-PF Adjusted net - Depreciation
990-PF Adjusted net - Total operating/administrative exp
990-PF Adjusted net - Total expenses
990-PF Adjusted net - Adjusted net income
990-PF Charitable - Compensation of officers, dir, etc
990-PF Charitable - Contributions, gifts, grants paid
990-PF Charitable - Total expenses and disbursements

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