Intuit ProConnect Tax FAQs
Which tax forms and states are covered?
For tax year 2020, ProConnect Tax covers 1040 for federal and all states, as well as 1041, 1065, 1120, 1120s, 990, and 709 for federal and all states.
For a full list, please go to: https://proconnect.intuit.com/tax-online/forms-finder/
Do I need an EFIN number to e-file returns in ProConnect Tax?
In order to e-file a return, you must have an EFIN number. Both e-file and paper filing are available.
EFIN Facts: Providing EFIN Verification to Intuit Before E-filing
You will be required to verify your EFIN with Intuit prior to filing.
Is my personal information and clients' data safe?
ProConnect uses industry-accepted security techniques to transmit your private data over the Internet. Additionally, electronic filing services are provided through the same system used to submit millions of professional- and consumer-filed tax returns every year. If you would like to learn more about Intuit's security practices, you can read more here.
Where will my data be stored with ProConnect?
The data will be stored on Intuit servers, so you can access it at anytime from anywhere. It's stored on firewall-protected, redundant servers. We protect your information by encrypting it when it’s stored in our systems.
How do I get a copy of my clients’ returns to send to them?
You can save PDF copies of the tax return to your computer, which can also be mailed, printed, or delivered to your clients online.
Can I convert data from previous professional tax software?
ProConnect Tax offers comprehensive data conversion services from most other competitive tax programs. Data conversion services are free.
To convert your data, launch the ProConnect program and select "Convert Data" from the Tools menu accessed from the gear symbol at the lower left.
Learn more about Data Conversion.
How do I find support?
ProConnect support can be found here.
Does using ProConnect necessitate consent under Code Section 7216?
You may use Intuit's tax preparation products and services to assist you with the preparation and electronic filing of tax returns. "Tax return information" is information that taxpayers provide in order to prepare a tax return using an Intuit tax product. The use and disclosure of tax return information is governed by Section 7216 of the Internal Revenue Code and many state codes and regulations. Intuit discloses or uses tax return information only in accordance with applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing tax returns.
The IRS reference addressing Section 7216 is also available on the IRS website.