*NEW* Operating Procedure Available

Growth Group Intranet

Create A Tax Return

Decision 1: If no results are given for the client name...

Decision 2: If the client name is already present...

Overview

This is the instruction for creating a new return. You will create new returns in two different scenarios:

New client
Returning client, new tax year

Video Training

Tools Required

Procedure

Part 1

Login to Proconnect here
Ensure the proper tax year is selected at the top left corner.
Type the client's name into the Filter box (if the client is already listed DO NOT CREATE A NEW TAX RETURN)
In the top right corner, Click the blue Create Tax Return button
Click the dropdown box to check for the client name

Decision 1: If no results are given for the client name...

Click the +Add new link on the right of the dropdown box
Select the applicable radio button either, Individual or Business
Enter the client name
Scroll down and click the blue Save button on the right.

Decision 2: If the client name is already present...

Select the client name from the dropdown box
Under the Tax Return section, choose the tax return type
Under the Tax Return section, choose the tax return year
Scroll down to the bottom of the page
Leave the tax return name as the default
Click the blue Save button on the right

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