In: Accounting
Aside from the Client List, where else can you begin a ProConnect Tax Online tax return from QuickBooks Online?
Apart from the client list one can start or access a ProConnect Tax Online (PTO) return from within your own QBOA (QuickBooks Online Accountant) firm. For this go to QuickBooks Online Accountant, click on the hamburger, and then go to the ‘navigation’ menu.
Apart from the client list, you can hover over empty Tax Return field and you will get the link – “20xx: start tax return”.
Alternatively one can click on the “briefcase” icon located on the top left of QBOA and then open the Accountant Tools menu. From here select the ProConnect Tax Online.