Intuit Link
What is Intuit Link?
The portal that allows preparers to securely gather tax information from their clients
What are the two types of conversions OUT of a ProConnect account?
to Lacerte (2Lac) and Realm to Realm (R2R)
What is it called when tax data is brought over from Quickbooks into ProConnect?
Tax Mapping
What is the Ohio RITA form?
Local Ohio tax return
What is apportionment?
The method used to calculate the amount of federal income that flows to each state in a multi state business return.
What form types are supported for import into a return?
W-2, 1098, 1098-T, 1099-INT, 1099-DIV, 1099-R, 1099-G, 1099-MISC, 1099-NEC
What is the name of the drive on the computer that backed up files need to be placed in for conversion into ProConnect?
C: drive (Bonus: MUST be within a folder titled conversiondata)
Can they use tax mapping to import their firm's tax information into ProConnect from Quickbooks?
No, unfortunately that is a limitation of the program at this time
Are Fayette, Perry, and Sidney Ohio all RITA municipalities? (aka, do they all have to file RITA forms?)
No! Fayette and Perry are, but Sidney is not a RITA municipality.
What are the three main apportionment factors used to calculate apportionment?
Client calls in stating they are trying to send an Intuit Link invitation to their client, when they try to do so, the client is greyed out. What does this mean?
It means they have already sent an Intuit Link request to that client. Only one request can be sent per client, after that it greys out that client. If they want to send a new request, they would need to find the old one and delete it first.
Currently only tax year 2023 returns can convert into ProConnect, what do they convert into ProConnect as?
They convert in as tax year 2024 returns, showing on the Tax Returns screen under 2024. It pulls the prior year and basic info from the 2023 return as the basis for the 2024 return.
When using the Tax Mapping/ Prep for Taxes feature, what are the two options they can use to get the information into the return?
Update existing return and Create new return
The customer calls in because their RITA form is not generating under their Ohio forms at all. Why might this be happening?
Double check and make sure they have the City added on the Profile tab. If they do, make sure that the city is added under Input Return>State & Local>Taxes> OH Cities>City hyperlink in the upper right corner> "Name of city" drop down
Where are the state specific apportionment inputs located in ProConnect?
Input Return>State & Local>Apportionment
Customer calls in needing to update the email for one of their clients for intuit link. What are the steps to do this?
Clients>search for client>View client and Returns>Edit>update email there>then go to Intuit Link>delete the request, and send a new one
What items are never converted in when doing a data conversion according to the "Data Conversion quick reference guide for ProConnect Tax" article?
Amounts not critical for generating next year's tax return.
Calculated carryover amounts which cannot be obtained.
No state information is converted.
Tax Exempt 990 is not converted.
Gift 709 is not converted.
How can you test to see if a Quickbooks and a ProConnect account are linked?
See if the Realm ID in the ProConnect account matches the Company ID in the quickbooks online accountant account
Ohio wages are not flowing to the RITA form, what inputs are likely missing?
Input Return>Income>Wages, Salaries, Tips>scroll to "Ohio Local Wages and Withholding Information" section>make sure they have the city name selected in the drop down. Make sure they have the CITY WAGES entered. If it is the resident city make sure the tax withheld is entered in "Resident City Withholding", if it is NOT the resident city, make sure it is entered in "City Withholding"
What input is often required to allow the overrides from the apportionment input screen rather than the program pulling apportionment calculation amounts automatically from the normal input screens?
Automatic apportionment: 1=yes, 2=no [Override]
When the preparer's client signs into their Intuit link, they do not see the option to upload documents, they just see a blank screen. What steps would you take to troubleshoot this?
Make sure the client signed in with the email that the preparer invited, have the client CCC/incognito/other browser, have the preparer delete the request and send a new invitation
What does a valid backup of tax data from Ultratax look like?
A valid UltraTax backup contains one folder for each tax type. Inside the ConversionData folder, there is a file named CltList.WT3.
A customer created a new Quickbooks account after using ProConnect for many years. Now when they try using the tax mapping feature, they don't have the option to update an existing return, and when they create a new return it brings them into a completely empty ProConnect with no CAN. Why is this and how can they fix it?
When they created a new login for Quickbooks, it created a brand new ProConnect to go with it. As soon as a QBOA account is created, a PTO is created to go with it, and vice versa. They should have logged in with the same info as they use to log into PTO. There is no way to unlink a ProConnect and Quickbooks once they are linked.
Customer has inputs for a Schedule E rental under Input Return>Income>Rental and Royalty Income (Sch E) and on the State & Local tab they have the "City name " drop down input entered, but the rental income is not flowing. Why might this be?
Per Ohio RITA form instructions, only rental income from the resident municipality are applicable, so unless it is the resident city selected in the drop down, the rental income will not flow. If the customer believes the rental income should flow anyway, they would need to use the override: Input Return > State and Local > Taxes > OH Cities > Click on the "City" tab on the top-right > Click on the tab for whichever city they are working on > income and deductions > Scroll down until you see "Rents and royalty income [Override]"
How does Colorado calculate its apportionment?
Single factor- sales factor