Learning ProConnect
Tax Online
 

This step-by-step guide
will get you up and
running quickly.

Course 1: 

Welcome to ProConnect Tax Online
 

See what's new with ProConnect Tax Online

Welcome to ProConnect Tax Online (1:53)

Course 2: 

Getting Started
 

 

Learn how to get up and running quickly with ProConnect Tax Online.

 

 

Getting Started with ProConnect Tax Online (4:41)

How to Add & Delete a Client

Getting Started User Guide

Course 3: 

How to Create a Tax Return
 

 

This course provides information to help you generate a tax return from start to finish. 

 

How to Enter Data (2:38)

Importing Data into ProConnect Tax Online (3:46)

View and Print a Return (1:18)

Resolving Diagnostics (2:01)

Collecting Data Using the Client Checklist (3:16)

How to Enter Vehicle Expenses (3:03)

How to Enter Prior Year State Tax Refunds (3:15)

How to Enter Partnership Special Allocations (2:47)

Course 4: 

Electronic Filing 
 

 

Learn how to obtain and use an EFIN to electronically file returns.

How to Obtain an EFIN from the IRS (2:23)

File Returns Workspace (1:35)

How to Resolve eFile Rejects and Diagnostics

How to eFile Extensions (2:06)

How to use the eFile Dashboard (2:13)

Course 5: 

Miscellaneous Topics

 

Once you have an understanding of ProConnect Tax Online, this course can supply further information. 

 

Data Conversion for ProConnect Tax Online (1:57)

Convert Data to ProConnect Tax Online

How to Access Prior Year Returns

How to Setup Refund Advantage (2:55)

Need Help?

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