Hi kate... we ware learming proconnect from dec -21 .. and meanwhile we found ur video. this very helpful for beginners with derailed information and we are waiting for ur more videos...
Thank you - it means a lot to me! :) Also, if you have interest - I am launching the Individual Tax Preparation in Proconnect Bootcamp next week www.remotecpainla.com/launch-page-1br6a1ezy
You need to add the total amounts for Short term and Long Term gain/losses reported or/and not reported to IRS. Then upload the 1099B under e-file section/attachments
As for contents of the client letter (which is actually basic filing instructions), unlike its elder sibling Lacerte, there is no means for making changes. If you must, bypass the client letter from PTO, prepare your own with a word processor, and attach it to the return. Hopefully they will change it soon :)
yes, you need to use some software to file taxes. If you do it for yourself you can use Turbotax etc, but if you do it for others you need to choose the tax software .Proconnect for example you can pay filing fee for each return separately, others you need to pre-pay software for. few hundreds, but long term it will cheaper that way
Thank you for watching my video! ProConnect is the only truly cloud-based option and very intuitive, but its price is higher than Drake Tax. I do recommend ProConnect if the price works for you. Additionally, while with Drake Tax, you can unlock unlimited returns after spending $2k with ProConnect you need to pay more. On the personal side, I do prefer Proconnect design and layout.
Yes, if you don't have many tax returns. I think Lacerte or/and CCH Access are more superior softwares, but they cost much more as well. Depends where you stand in your business, but ProConnect is definitely great software.
![Drake Tax Software 2024 Tax Preparation Bootcamp - Business Return & 1040 in 40 mins [2025]](http://i.ytimg.com/vi/kOmhTLQ5_j4/mqdefault.jpg)
![Drake Tax Software 2024 Tax Preparation Bootcamp – Business Return & 1040 in 40 mins [2025]](/img/tr.png)
Hi kate... we ware learming proconnect from dec -21 .. and meanwhile we found ur video. this very helpful for beginners with derailed information and we are waiting for ur more videos...
Thank you so much - can't wait to record more videos for you!
📋 Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com
Hi Kat. You’re video was very informative thank you. I switched from Proseries to ProConnect this tax season and felt lost trying to navigate.
Thank you! And good luck!
Just want to show appreciate! Thank you!
My pleasure!
Informative
Thank you!
Can you please make a video showing ctc in proconnect
why can't I import my 1040 into proconnect. I converted it into pdf and jpeg files but it still wont accept it. Not sure what I'm doing wrong.
This has helped me a lot.thank you.
Thank you - it means a lot to me! :)
Also, if you have interest - I am launching the Individual Tax Preparation in Proconnect Bootcamp next week www.remotecpainla.com/launch-page-1br6a1ezy
Дякую!
💙💛
Hi Kate,
I have a question about 1099-B. How to correct enter summary and how to upload 1099-B into it?
Could you please go over that?
You need to add the total amounts for Short term and Long Term gain/losses reported or/and not reported to IRS. Then upload the 1099B under e-file section/attachments
How to import datas like P&L, Balance sheet from QuickBooks to Proconnect?
Thank you kat.
Thank you!
Is there a way to change the cover letter? I find it plain and boring
As for contents of the client letter (which is actually basic filing instructions), unlike its elder sibling Lacerte, there is no means for making changes. If you must, bypass the client letter from PTO, prepare your own with a word processor, and attach it to the return. Hopefully they will change it soon :)
Hi Kat, good video!! Do I need to buy the software to file taxes?
yes, you need to use some software to file taxes. If you do it for yourself you can use Turbotax etc, but if you do it for others you need to choose the tax software .Proconnect for example you can pay filing fee for each return separately, others you need to pre-pay software for. few hundreds, but long term it will cheaper that way
@@notsoboringcpa Thank you for answering me!! I'll subscribe to your channel!!
@ thank you - means a lot to me!
This is free or yearly payment
Thanks for the video it’s very helpful
Thank you ❤️
Cool video!!!!! Nice work!!!
Thank you!
Great video!
Thank you!
Do you prefer proconnect or drake pay per return?
Thank you for watching my video! ProConnect is the only truly cloud-based option and very intuitive, but its price is higher than Drake Tax. I do recommend ProConnect if the price works for you. Additionally, while with Drake Tax, you can unlock unlimited returns after spending $2k with ProConnect you need to pay more. On the personal side, I do prefer Proconnect design and layout.
@@notsoboringcpa thank you for insights and great suggestions. Love your videos btw.
@@Calivala 🤗
@@notsoboringcpa thank you so much.
Nice video. Why do you prefer Proconnect than other intuit tax softwares?
Yes, if you don't have many tax returns. I think Lacerte or/and CCH Access are more superior softwares, but they cost much more as well. Depends where you stand in your business, but ProConnect is definitely great software.
hi, if you have parttime job, where should you put your income besides W-2
Under w-2 entry, doesn’t matter if it’s part time or full time job
If you have multiple w-2 forms you can always add another tab in the W-2 section