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You can also calculate tax liability and import diagnostics. These scenarios include making multiyear comparisons for up to three years and building multiple case scenarios.
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QuickBooks Online ProAdvisors can try ProConnect for free and not pay until the return is filed.Īny firm that specializes in QuickBooks Online should give serious consideration to ProConnect Tax, as it provides powerful features such as missing data review and document management. ProConnect Tax is priced on a pay-per-return basis with no annual fee. The programs integrate very tightly and can be managed from a single dashboard inside QuickBooks Online Accountant. ProConnect Tax Online is designed specifically to serve the tax preparation function for firms centered on QuickBooks Online Accountant. If you’re an avid user of QuickBooks Online, you’re probably going to like ProConnect Tax Online.
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ProConnect Tax Online: Best Tax Software for QuickBooks Online ProAdvisors
For firms with more complex returns, Lacerte would be a better choice, as it can prepare even the most complicated tax returns.
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Also, ProSeries Professional cannot handle more complex returns, such as consolidated returns and oil and gas returns. It has all the features you’d expect from modern tax software, like e-file management, downloading tax forms from financial institutions, and K-1 data transfers between returns.īecause most ProSeries Professional plans charge an additional fee for multiuser access, it’s not ideal for firms that have more than one accountant managing their accounts. The price is very reasonable, especially if you specialize in individual returns and purchase the 1040 Complete package. However, it cannot prepare Form 5500 returns. ProSeries Professional is reliable tax preparation software from Intuit. The Intuit link portal allows clients to upload their documents in a timely and organized manner.
With the exception of form 5500 returns, the software offers a variety of packages and access to a variety of helpful resources, including tax planning suggestions: ProSeries Professional provides several tools that will suit the needs of small to mid-sized businesses.