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Generating a tax return in QuickBooks Online Accountant for ProConnect Tax

SOLVEDby IntuitProConnect Tax15Updated October 19, 2021

By using the Trial Balance Utility in QuickBooks Online Accountant (QBOA), tax prep is accelerated and the accuracy of year-end book analysis is improved.

Before you start

  • Using the Trial Balance Utility creates a new return in ProConnect Tax.
    • If a return was created in the Trial Balance Utility, subsequent exports to ProConnect Tax will ask if the current return should be modified or a new return should be created.
  • An export from QBOA won't push information into an already existing ProConnect Tax return that wasn't created within the QBOA Trial Balance utility.

The Trial Balance Tax Mappings feature allows you to either edit tax lines pre-mapped by the program or assign tax lines for account balances that have not yet been mapped.

  • The feature automatically groups your account balances within the appropriate area of the tax form as each tax line is assigned.
  • Since the program pre-assigns many (or all) tax lines, you'll have a head start if you choose to post your balances to Tax.
  • Click Finish review at any time to freeze your adjustments and balances and prevent further updates to your workspace.

How to get started with Trial Balance

There are two ways to get started with Trial Balance:

  1. From the Client Dashboard in QuickBooks Online Accountant, look for the Trial Balance column and select the client whose books you want to review.
    • Click Start review to launch Trial Balance
  2. From your client's QuickBooks Online books, select Trial Balance from the Accountant Toolbox dropdown menu.

After Trial Balance completes

  1. Once Trial Balance is complete, click on Tax Mappings.
  2. Many amounts are auto-mapped, but the tax line can be edited.
  3. For un-mapped amounts, choose Assign Tax Line under the Action column to map the amount.
  4. Once everything is mapped, click Finish Review in the upper right. The program freezes all the adjustments and mappings.
  5. Select View Tax Return to open the return in ProConnect Tax.

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