ProConnect Tax Online FAQs

1. Which tax forms and states are covered?

For tax year 2016, ProConnect Tax Online covers 1040 for federal and all states, as well as 1041, 1065, 1120, 1120s, 990 and 709 for federal and all states.

2. Do I need an EFIN number to e-File returns in ProConnect Tax Online?

In order to e-File a return, you must have an EFIN number. Both e-File and paper filing are available.

3. Is my personal information and clients' data safe?

ProConnect Tax Online used industry accepted security techiniques 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 read more about Intuit's security practices, you can read more here.

4. What is Intuit's privacy policy?

Intuit does not share your username and password with anyone. Learn more about Intuit's privacy policy here.

5. Where will my data be stored with ProConnect Tax Online?

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.

6. How do I get my clients' data if I want to have a personal copy?

You can save PDF copies of the tax return to your computer, which can also be mailed, printed or delivered to your clients using our ProConnect Tax Online Mobile app.

7. Does using ProConnect Tax Online 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.

 

Our complete privacy policy for Intuit products is available at http://security.intuit.com/privacy/. The IRS reference addressing Section 7216 is available at http://www.irs.gov/Tax-Professionals/Section-7216-Information-Center.

8. Can I convert data from previous professional tax software?

ProConnect Tax Online offers comprehensive data conversion services from most other competitive tax programs. Refer to the "We'll Help you Switch" section of our ProConnect Tax Online web page.

9. How much does data conversion cost?

Nothing. ProConnect Tax Online data conversion services from many other professional tax software products are free

10. How do I have my data converted to ProConnect Tax Online?

Launch the ProConnect Tax Online tax program and select "Convert Data" from the Tools menu accessed from the gear symbol at the top right. Learn more about the competitors and forms we convert here.

11. Why were some of my files not converted?

Most often, the files were bad or corrupt, missing critical data to the process, password-protected, or locked. These files can be corrected for those issues that apply, and resubmitted. Please resend only those unconverted files back to Intuit.

12. How do I find support?

  • For Sales:

    (844) 591-8071