Accessing a ProConnect Tax Online (PTO) return can be done in two ways:

  • Option 1: Access a PTO return from within a QuickBooks Online Accountant firm.
  • Option 2: Access a PTO return from within a client's company.

 

 

Access a PTO return from within a QuickBooks Online Accountant firm

To access a PTO return from within a QuickBooks Online Accountant firm:

How to access ProConnect Tax Online in QuickBooks Online Accountant

  1. In QuickBooks Online Accountant, select the hamburger () to expand the Navigation menu.

  2. From the left menu, under Your Practice, select Clients.

  3. Locate your client from the Client list.
  4. From the Tax Return column, choose the corresponding hyperlink.


    (Note: If the client does not yet have a tax return, hover over the empty Tax Return field to see the link, 20xx: Start tax return. This will open up ProConnect Tax Online in a new tab, for this client.)

Access a PTO return from within a client's company

To access a PTO return from within a client's company:

  1. Select the Briefcase icon to open the Accountant Tools menu.

  2. Select ProConnect Tax Online.

  3. Locate the client you are working with and use the drop-down menu in the Actions column to view their return or to create a new one.

Now you know how to access a ProConnect Tax Online (PTO) return in QuickBooks Online Accountant.