Name: Intuit ProSeries: Workflow Tools
Uploaded: 2025-10-19T03:16:04.293Z
Duration: 1 h 8 s
Description: Intuit ProSeries: Workflow Tools

Transcript for "Intuit ProSeries: Workflow Tools": Hello, and welcome to Intuit's pro series webinars. This is the workflow tools webinar. I'm Diana Crawford. I'm a CPA. I've been a CPA for about thirty four years. I'm a tax strategist. I like helping my clients figure out a good path forward for future planning, building legacies, and that happens through effective tax planning. I was a member of Intuit's tax council for a little over five years. I've been a presenter at various trade show events and industry events. And if I were not here with you today, I would love to be playing in the dirt somewhere or at the beach or something fun like that. But information to learn, so let's get started. So by participating in some webinar housekeeping, best practices are that this webcast will stream exclusively through your computer speakers. And we recommend using Chrome or Safari for your best experience. Don't use any VPN or ad blockers or firewalls such as McAfee, and, the incognito mode does not work very well either. There is a survey immediately following the webinar. We'd really love to have your feedback. So if you can take just a few seconds and answer that for us, I would greatly appreciate that. Now a recording of this presentation will be available using the same link that you used to get into the webinar today shortly after this session is has concluded. And there's also a PDF of the slides in the handout today in, in the documents over on the far right. You can download those. Part of what I will be covering today is in the slides, and some will be in product. Now you will have some polls that you'll be participating in. The polls launch in the main screen here, but to the right, you'll see a polls, tab. If you click on that tab, you can answer the polls. It's in the left area. And that I'll give you plenty of time to answer the polls, but if you'll answer it as as quickly as you can, we'd love to move on, as quickly as possible. Do you remember that this educate session is educational in nature and is not considered tax advice? Everything that we give here today is is believed to be accurate and current, but there is very recent legislation that could change, some of the information that we're providing. Every situation that you have with your clients is unique, And so you need to cap carefully consider the facts and circumstances before applying anything that we discuss here today to your specific individual clients. Now this webinar does qualify for one hour of CPE if you're here with us live today. To receive the CPE credits, you must answer the polling questions that we, give and attend a minimum of fifty minutes. So if you would, answer those polls, like I said, as quickly as you can, we'll move on. And the CE certificates that you received for this webinar today will be emailed to you within about twenty four to forty eight hours, at the conclusion of the webinar. So give it just a little bit of time, to to check on those CPE certificates. I've been getting mine fairly quickly, after webinars that I have taken. So let's talk about what we're gonna cover today. We have a robust agenda, but we're gonna get through it and hopefully give you some very good useful information, about using ProSeries and some of the workflow tools. So we're gonna talk about platform integration. How can you take different Intuit products and make them work together? QuickBooks Ledger, that's a QuickBooks Online accountant account. So that's something that you use when you're not really interacting with the client, you're just, producing a ledger. So we're gonna go through that. And then also prep for prep for taxes, which is in the QuickBooks, online accountants and how you can use that to very quickly integrate that into ProSeries. Your access and permissions. We're going to talk about how you give individuals within your firm access and permissions. We're gonna talk about the Intuit link, which I use with some of my clients. The client checklist, if you've not ever used that, we'll show you how to go about that. Also, the Protection Plus program and the Pay by Refund program. So as I mentioned, we have a lot to get to today. But first, we're gonna take a very quick short poll. Not one that's difficult for you to answer at all. It just asks, what is your primary reason for attending the webinar today? For me, sometimes, it is just for the CPE, but more often it is to learn something new that I don't know about the subject, ProSeries in this case, solve a specific problem, or just for regular general interest or education. I have been using ProSeries or its predecessor for over thirty four years, and I do not profess at all to know everything about ProSeries. I attend webinars, other presenters, prepare or in my, chat groups with friends, and I will learn new information. So we're gonna go ahead and close the poll out. Please make sure you've given a short answer so that you get credit for being here. Alright. Okay. So let's talk about platform integration. If you're in your, ProSeries file and you are going under the tools, icon, you will see that there is an import tax return data from QuickBooks account online. And so I'm sorry. That's under the import menu. So under the import menu, you're gonna say import tax return data from QuickBooks Online. Then you're gonna see that it says import data from QBOA. Now I'm not demonstrating this in the product because the only way I can do that is to step through logging into QuickBooks online, which is all my list of clients, and then choosing from that list of clients a client to import. But this is the step by step instructions that you're gonna take to to import that data from QuickBooks Online. So, you sign into your QuickBooks account, as you'll see in the bottom left of the slide there, and then you're gonna go over to the right hand side where it says select company, or or, you know, you have to select company. Now some of you may not have but one company. I have my company. I have another accountant that I do their bookkeeping and tax preparation for. So I have their accountant file, and then I have other, clients who have just inviting invited me as a user, but not as the account user. So I I have to pick the company that has my client's data file on it. So when I say select company on this slide here, that is selecting the company where your client data is is in. So you do that, and then you go to the next, which is selecting the company on the right. So this is the client that you want to import that data into, this tax return. And you wanna be in the tax return where you want this data to come in. Obviously, you don't wanna create a connection for something, that isn't isn't here. So on the import from QBOA, you want to look down this report, which is what's gonna come up once you've gotten into the client, and it's going to show you things like the bank account. So on the right here, you can see that this bank account is set up as the balance sheet asset, and the line is cash. So that's obviously where I want this to roll into my business return is to the cash line item. The next item that I have is employee advance. I want this to roll into my balance sheet and my tax return to the other current assets line. So this mapping looks good. Then I'm gonna get down to the fixed assets. And then you pick and and each one is already set up because I've mapped this out before so that it's set. And this so, you know, this is only that one time pane if you wanna call it that. But, really, when you set up the chart of accounts in QuickBooks online, that chart of accounts has each of these categories in it. So that's gonna bring it up. All you're looking for is those accounts that maybe you want to go somewhere else. So, for example, you might have a due to due from account. And this year, it's a to, and last year, it was a from. So you need to move it from the asset section down to the liability section. So this is the time period and the point at which you would change that to not go to, say, other current assets, but maybe other current liabilities. So you're gonna check. Now if you find that you need to make changes here, cancel. Because if you import it into your, ProSeries file, then you're gonna have to cancel the import and then go back out, make the changes, do it again. So don't don't mess yourself up with that. Make sure that all of this mapping is correct. And if you use this client after client and year after year, the time savings is significant, and you will have very little details that you have to go in and make changes to. Like I said, the ones that I normally have to do is if something has switched from a liability to an asset and vice versa. But, otherwise, these these these stick, they're good, and, boy, are they a time saver. So, once you've imported the information into ProSeries, all of these different line items, like you see here, how we have the Ford Econo line, the accumulated depreciation, the Ford, 2022, all of these different assets, then those are gonna go together over to the balance sheet, section. But what it does is it pops up a little summary box, like you can see there at the bottom, that lists each one of these. So if you get this imported into your return, you go look at it and you say, oh, wait. Accumulated depreciation should not have been on this line item, you can just go into the the tax return now, delete that line item, go put it where it's supposed to be, and then go back to QuickBooks online and fix that so that that coding goes to a separate place, a different place next year. Because I don't I'm a time jumping in. If I can go fix it now so it so I don't have to do this manually later, that's what I wanna do is is make sure that this works. So once all of this information comes in, you've got your profit and loss statement that will all come in. You've got your balance sheet that will all come in. And really, all you have to do is answer the questions and make sure everything is reconciled. And you have just, eliminated 90% of your input time. So, you know, I don't wanna do a tax return until my books are clean, reconciled, tied in. I've got my depreciation in, my amortization in, all my loans are tied out. I am closed. I'm done. That's that's our rule here. And so if you do that and you import into into pro series from QuickBooks Online, you're gold. Alright. So now I'm gonna talk about QuickBooks Ledger. And so I'll admit, I was not, overly familiar with QuickBooks Ledger. And what it is is it's a QuickBooks Online accountant account that's just for when you're going to basically do the bookkeeping for your client. And they don't need payroll, payables, receivables, all of that detail. You just need to put the transactions in, get the information, and and go out. Now I will say that it was a little, you'll have to make sure you step through the process when you go to go into QuickBooks QuickBooks Ledger. So what you do is you log in, as I'm showing here, to your QuickBooks Online accountant account. Go to add client in the upper right corner. You're used to doing that. And then you enter all the business's information, such as their name and email. And then when you say yes, add subscription, what you'll do is scroll down to the very bottom of all the options of subscription, and it's the very last one. It says QuickBooks ledger from the product list. You put in the, bill details and payment information and save, and you have a new ledger. And so I set mine up as, sample client. And so now it's in my list of clients just like every other is. But the difference here is I'm not giving anyone else access to this. My staff is just going through and keeping up with the ledger in QuickBooks online account. So if, you know, if you have maybe you had been doing this in QuickBooks Desktop, but you're not gonna be using that going forward. You're just online and want all of your files there. This is where you can go create that ledger. And, again, if you can use that mapping that I just showed you in prep for taxes, your time is, it has just been saved by using those two functions together to really get you through. Alright. So let me tell you about the prep for taxes. So this is one of the things that you're gonna do with QuickBooks Online Accountant that saves you a lot of time. So we've already talked about you're gonna import the information. You're gonna put it in QuickBooks Ledger. But what about some of those clients where you have a lot more detailed work to do? So you've got five tabs under prep for taxes. So if you see whoops, let me go to the next tab here. Oh, but let me tell you. Where do you go for prep for taxes? So if you're in your, quick links tools in the upper right, you're gonna go in where it just says prep for taxes. And as soon as you do the prep for taxes, then you're going to have, the this screen here. And your first one is year end tasks. So on the year end tasks, you have send engagement letter, review, trial balance, make adjusting entries, prepare current year tax return. So this is all the things that, you know, prepare financial statements, get letters. So this walks you through everything that needs to be done for the year end tasks. And you've got a place where you can mark it as done over here on the right where it says to do or, for all of these. And lock the books. That's the last one on here. And, oh my goodness, I implore my clients to lock the books so that the first thing we don't have to do well, we always go back and make sure that the prior year ending agrees to what we're gonna use as the current year beginning. But if you can lock the books, it gives you at least a sense of comfort that maybe, things hadn't changed between now and then. Because if we've done all of these tasks, we shouldn't need to do that. Okay. So on this next screen, you'll see here's what we've got here. We've got, we've got all of our different tasks. We've got review and adjust. So here we've got our assets. We've got our current assets. We've got fixed assets, other assets. So this is at a high level. You can, of course, click on the arrows and get more details. But this is showing you what this year's is, what last year's was, what's the percent change, what's the dollar change. So to me, that's what I use so much to say, are we in the right place, or does something look really out of line? And if we're in the right place and all of this looks good remember, you've already gone through your books. You've already done all of the different, adjustments. This is just your you know, let me just check-in and make sure that this does look correct here. And by going down this list, you can review and adjust if you need, the information that's here. You can also print this and you can also export this. So this is a good, you know, final bit of information to use in your prep for taxes. Now the next one is the grouping and the subtotals. So remember, we're talking about we were what I showed you in the first part how you're gonna be importing. Well, this is how you're making sure that all of your groupings are in the right spot. So you've got your current assets, and, again, you could click on that little down arrow, or a little arrow, and it'll explode for you expand for you. So you can see all the, accounts that are gonna be under each of these classifications. So when it rolls over into the per series file, it puts it on the correct line of the schedule l as to whether or not you need that or, what line of the balance sheet. Current liabilities, long term liabilities, and equity. And then at the bottom, you've got your income. And, of course, you can scroll down. And as you scroll down, you get all the way through, basically, the trial balance till you get to the very last, line item that you, that you would be grouping. And then here's the tax mapping. So you saw this before too. So what's gonna happen is when you first do this, and, of course, when you've made additions to your chart of accounts throughout the year, the the chart of account or the account line item may not have gotten mapped, properly. So what you would need to do is make sure that all of the accounts are mapped, and this is gonna pull up for you very smartly and succinctly which accounts are not mapped. So you can go in and map them right here, assign a tax line item to them. Of course, it saves, and then this helps decrease the amount of time that's needed for your process. And and that's what I'm looking forward to help you with is get through getting the books ready for a tax return, save so that that information carries forward. You don't have to do it more than once. Then you just roll it into ProSeries and you're good to go. Alright. So now let's talk about access permissions. So in ProSeries and in QuickBooks Online Accountant, you have various different, places which you have access to and you can assign access for different people to use those products at different levels. So if you're on your and these customer account management portal is the shortened and the acronym for that is camps. So if you go to camps.intuit.com, that's taking you into this screen where you manage your QuickBooks and you manage your users. You can manage subscriptions. You can update your payment method. You can download your purchased products, and you also can change, who has access to your different, products and at what level they can access different products. So, for example, here's here's a little brief look into, some of the users that I have within my firm. And so where you're gonna go is you're gonna go in QuickBooks, online. You're gonna go to your team. And under your team, this is the box that pops up. Now you have a primary admin. I encountered this recently in setting up a new QuickBooks desktop file. I needed to have the primary admin logged in so that I could, import some transactions. So if you're not sure who your primary admin is on your account, this camps.intuit.com will give you that information. So you can see here, I'm listed as the first person. There is my email address. I'm the primary admin, and I can go see the view the user activity. So that takes you you know, gets you in and gets you, gets you to what's there. Then I can go down each person that I have, and I'm also have a different email that I use to log in as the company admin in addition to, just the primary admin. So sometimes I need to go in in different ways and this gives me what I need to be able to do that. Now and this goes on for pages. So all of my employees have at least one, if not two, if not three, logins because sometimes they're a company admin, sometimes they're just a user. So all those different levels of access are here. So let's say you need to add an employee. You can come here and add them, but, not not normally. You would add them, from your regular QuickBooks on my account screen. But, certainly, if you wanted to delete an employee, you could do that from here as well. Okay. A lot of information going through it quickly, but, wanna make sure that we get to everything. So the next thing that I wanna tell you about is Intuit link. So, this is something that helps you connect and exchange information with your clients that you need to complete your tax return, but it helps save you from having to key a a volume of information and or it helps take the client out of the process. So once the client has signed up for Intuit link and you have that electronic, connection, you can go out and pull that information into your pro series. And so you the great thing is it captures all the data through one spot. So your client can have links to multiple places. I'll show you that in a second. And and this helps you get all of that information in. And, you know, obviously, to me, one of the biggest places I use this is with downloading investment statements. There's a couple of clients who've who've said, you know, bashfully, you know, I'm sorry, but I had, you know, 2,000 trade transactions this year. Sorry. You're gonna have to enter all those. And I'm like, no. No. No. No. Not so fast, my friend. We are going to, we're going to have you give us Intuit link, and then we can pull those transactions in, and then we don't have to do the downloading. Now you would hope that they were, you know, schedule d, level a, or level d where you could just do the summarization, but that never seems to be the case. There's always some exceptions, and then you've got a lot of keying for and in this day and age, why would we ever want to key a whole series of, trade transactions? My answer is I don't, and I won't. So we have our clients set this, go in with Intuit link. And so then we have the ability to to import that in. And this is bank level security. So if they're logging into their account, this is the same. We're just logging in and pulling that information similar to a bank, you know, feed transaction. You're not having the ability to make transactions. You're having the ability just to pull that information. So to give you just a little example of what this looks like, what you do is go up to the Tools menu. Now this is when you are in ProSeries. So you're in ProSeries, and you're gonna go up to the tools menu, and you're gonna hit the Intuit link. And once you're in the Intuit link, over to the right, it's gonna say invite client to Intuit link. So that's what you have to do first. So I always have a conversation with my client. And, usually, it's either I'm proactive about it because I did their return before, and I know that they are day traders. Funny antidote. I had a client last year tell me, you know, somebody should not let me do this. And I said, that's not me. But I what what I cannot let you do is give me all that paper. So, let's set you up with Intuit link so that you don't want us to have to trash that through this again. So, anyway, once you get that invitation, you go to Intuit link, and then you'll see at the bottom here, this is what your dashboard looks like. So once you have several clients that are invited to Intuit link, you have an Intuit link dashboard so that you can see who's invited, who's accepted, how many have, how many are pending, how many have declined, and then how many is the 24 tax return done. So once you've gone through all these processes, this is just another great dashboard that you can go in and check. And, you know, if I'm working on some clients and I've sent out these link requests, and and I think it's about time or have given it enough time that I think the information's back from the client, Then I go in and look at this, and, then I'm aware that it's time for us to move forward. So once you're once you have that information, then this is what it looks like. You invite the clients. Now on your home base, it shows this little icon. So you'll see in the middle of the page there, where it shows this the third column over, it's got the little, icon with the down arrow. That means that you have sent the Intuit link to the client. And so that, you know, like I said, that that starts the process. You say get started. And then in the lower left, this is what comes over. So in this particular case, this client sent me this information. And so there was several different accounts, and they were going to bring in, the $10.99 dividend, the $10.99 interest, the $10.99 b with the the sales transactions. As you can see, the first ten ninety nine only had 10 transactions, but the second ten ninety nine had 427 transactions. Now I didn't scroll down on this, but if I kept going, there were several other financial institutions for this client as an example, and there were literally thousands of transactions that imported from Intuit Link. So this was this is in itself on just one client was a huge time savings because that information, you know, then just, imported right in. The next screen, this is what show it will show you what's imported. So this is, you say you'll say create the checklist, include the questionnaire. This sends, so you don't have to import everything. And, excuse me, you have the link dashboard, so you can see client by client what you have. So that that kinda, you know, that's kinda the end of the process. But that shows you what you have, what you've imported, and really keeps you on top of, is there a link I could make, what has happened, and, you know, where do we go from there. Alright. So next, we're gonna go talk about the client checklist. So one of the things that as a practitioner, just never quite sure about what we're going to request from a client. And so the client checklist is something that can very easily, from within the client, you create this client checklist. It provides a way that they can gather the information that you need. And it's you know, when you have a returning client, it's just more personal. So I'm actually going to go in the product and start showing this to you. So I'm in one of my example clients here. So on the client checklist, this is gonna come from the tool's name. And as you can see here, we have the client checklist. So if we click on the client checklist, it brings us up a box, make that big, that shows your, firm's name and information, this client's name and information. And you have the options to make changes over here, like show name and address. You can add that. You can take that off. And then you can change the wording of what's in here for these paragraphs. Then it gives you the specific information related to them. They worked here. They worked there. These are the documents you need to give us. Here's the dividend information that you had before. So for this client, there's not really a whole lot of information that I need, but this is a customized client checklist. Then we get down to the end and we have, you know, hey. If you have the checkbook register you want to give us, not as many people have those these days as used to. But, obviously, it's something that some people do. I have a lot of clients that keep their information either on Quicken or, Mint or, Credit Karma now. So all of that can be things that you can add here to to ask all the clients for. So this is where you want to just keep going through and putting that information in. But you can personalize this, and this will personalize for all of your clients. Then you can either save this to a PDF. You can print it. You can email it. You have options, and you can do whatever it is that you would like in this client checklist. And the email, all you need is at least a 32 bit version of Outlook '2 thousand seven or later. And this just pops into your email, and you can email it right now. So to me, the client checklist is is very easy. It's very quick. It can be personalized, but, you know, it does pull all the documents that you need that's in the client's, account. So that's why I like it. Anything that I can do that saves me time and gets my gets me the information from clients, all the better. And then once you close, you're just back in the individual, file as well. While I'm in here, I'm gonna just go back just a second and and show you here. You also have the financial institution download. So we've been talking about downloading information into ProSeries returns. So this is where you have the financial, institution download. Then you also have the tax import download. So this is where you import it from either scanned PDFs, or you can import the the tax import. And here's where you update the return from QuickBooks desktop data, which I still do have a few clients there. QuickBooks online accountant. So this is where we were before. Just wanted to show you that. And then one thing that I use prolifically because we do a lot of business returns, and I love to be able to just go down to my k one import and import all of the tax returns, business tax returns or estates and trusts too that we've done for our clients that are in our system. And we can import this right here. And so that's just a a great, time savings. And, you know, I have staff that will put a lot of the information into a return for me. But the last thing I do before I review a return and make sure that it's ready to go out the door is reimport the k ones and make sure nothing has changed. You know, sometimes there might be an update to the program that updates something like, depreciation. Maybe a law changes, and and something has affected things immediately. And so if the business return hasn't gone out and there's a change that now needs to be incorporated into the personal returns and the k one has been updated and now the updated k one, needs to come into the personal return. This is a quick, easy way to get that information into the return so you don't have to go look it up, key it. You're just directly importing from that, information. If you use the fixed asset program, here's also the import here. And if you do import the fixed asset information and wanna delete it, you can. And then you can also delete all imported, information. So sometimes you're just like, oh, I pulled this in, I pulled this in, I pulled this in, and then it's like, didn't mean to. You can undo that and then start again. We've all had those, oh, no. I didn't mean to do that, situations. And so, if that's the case, there you go. And also there is the new 1099B crypto transaction import. So there'll be more information about that, coming forward as well. So let me stop my sharing and let's go back to the slides. And we talked about the client checklist. I've showed you where it is. Again, just talking about everything that's in the client checklist and and what it can do for your clients. It is only available on the federal 10 forty's. It's not available at the state, and it's only generated on clients, of course, where you've done their tax return in a prior year, because that information is on a return you've rolled over. So in the process of transferring that, from the prior year to the current year, the information that's needed to generate the checklist is gonna be there. So just make sure that you meet that criteria, when you're thinking about using the client checklist. So there I showed you in the product what that looks like and the, parts that you can change and make personal to you. And so then let's talk about an offering that is Protection Plus. So what is Protection Plus? It is a program that you can subscribe to. And so, there's a dedicated team of experts who handle tax notices and audits. So if that's not something that is your, most loved part of your practice, then, you know, Protection Plus could very well be the answer for you. So you you there's bilingual EAs and CPAs, within Protection Plus. They interpret the letters. They help with the correspondence. They give advice on next steps and and, even state, and in representation. They research the statuses of returns with the IRS, And then they can give your clients comprehensive, identity theft restoration services, which include verifying banks and agencies if they have found that their ID has been stolen, fraud alerts on all their credit accounts, and, daily credit monitoring from all the bureaus for six months after the ID theft has been reported. So how do you go about, signing up for the ability to give Protection Plus to your clients. So in your tools menu, you will see the Protection Plus. And let me I'm gonna go into the product, and I will show you where this is so that you can see it. Just let me get that, pulled up here for you. And then we will go into that. Alright. Here we go. Alright. So this is gonna be under tools, and you'll see here protection plus and theft ID restoration. So you have, online resources. And if you go to the online resources, that that is going to give you information, bring that over here, that you can see. So that, is another place where you can go. And so this is where you would go to sign up. And so once you go into the enrollment wizard, I'm already enrolled, so it's not a wizard anymore. It's already done. It's going to take you into the questions there. You can see let me go back into, into the slides because in the slides, I've put what that looks like. Oops. Let me get down to that one. There we are. So there you'll see on the right hand side it says, do you want the phone level of the product, or do you want, to choose which points to cover? And so you can see the different price points for each of these clients. So, you know, if you have a client that, needs a profile where they're, they tend to get a lot of notices. Maybe they don't remember a lot of things. I have some clients that are that I love dearly. I'll start by saying that, but they are, older. And as much as I try to get all of the information, even through wage and income transcripts, I just feel like there might be something missing. And, sometimes that Protection Plus is just what we need to help with, navigating those situations down the road. So, again, you can you can get this, phone wide. So it's on every client that you have. And there's a price per client or you can choose pick and choose the clients that you have this for. And, of course, this is something that you could, you know, pass along to your clients as well. So they do have the Protection Plus website, which popped up. I showed you that. There is a tax portal that is just for the Tax Pro portal. You can see it in the box on the right there. So that is just for the tax pros, to use, to go into and check on the status of the notices and such for your clients. So this while this is, client centric, this is also very, very helpful to you in not having to, navigate through all of the different, you know, all of the different items that you could possibly, have arise with a client. And and this is a really quick, easy, economical way, to get some help. And then on the next one, just tell you what some of the benefit levels are. $1,000,000, tax audit defense. So that provides up to a million dollars in services to reach a resolution, which includes a professional case assessment, professionally prepared response to the tax authorities, and then represent representation before the IRS or the state. And then also, as I mentioned before, the identity theft restoration. So I put the URL here in the, documents. As I mentioned before, if you wanna download these documents, then you have this information. You know, I always like to look at what's out there. What is there anything that I can add to my practice that's an easy add on that doesn't add time, or or money? But I certainly could offer this to clients, even on client on a client basis and then pass it with that close to clients. Alright. So next, we're gonna talk about pay by refund. How many of you have those clients that say, oh, just take my fees out of my return? Raising my hand there. That happens all the time. And so if you offer the pay by refund, then that is a, simple way that your payment process, and there's no upfront fees. There's convenient payment and refund transfer options, and helps you collect your fees faster because usually refunds are back in about two weeks roughly, and your clients pay your tax free directly from the refund. So you don't have to worry about them coming back to pay later. So I am going to go in product and show you a little bit about this. Here's the slide that goes along with this. So I'm gonna show you about how in the state screen, we can also set up for the state, refund to be included in the return itself. So let's do this. Okay. So if I'm over here in the taxpayer's account, and, again, I'm going up under tools, I can go to pay by, pay by refund. So this is gonna show me the balance. So show the account balance. And then so this is gonna give me the total of what has happened. So let's go back in here. Okay. So this is on the refund options. This is actually on the information worksheet for your client. So you do have to enroll. And once you enroll, this will be activated, but you can select the pay by refund. It's gonna give you an error there because I'm not enrolled. But then you're gonna go to the different processing worksheets. Okay? And so this is going to give you what all you need to fill out for, to have this done. Now just a couple things that I did want to know. You do have to verify your tax, your your client's ID. You do have to verify your citizenship. And so once that, information is verified, that's gonna be put down here. So here's your ID verification. Here's where that information is gonna go for them. Now you can also do that to a a card, and I clicked on the first one the second one. I'm gonna do the first one. So there's the, there's your ID, your citizenship, your bank check. They do offer the Green Dot prepaid Visa card for individuals who don't have. You have client communication options that you can consent to for your client, additional physical information. Here's where it prepares this. Now if you use ProSeries to bill your clients, use the billing functionality, you could have the information from that billing functionality pull in here. I don't. I use my billing outside in in, QuickBooks online. So I would put in what my filing fee is here that I want withheld from the refund. So if you're gonna do that, you can put that here. And if you want an electronic filing fee, if you want a document fee, whatever it is, you just put that in, and that gives you the total amount. Now then here's where the program calculates for you what the expected summary is for, you know, for the client to receive. So this would populate with with what the client expects to get as their net amount. And and once you do this, then this is also going to add all of this information right to the client letter. So, that's gonna be here for you to see within the program, but it's also gonna add it to the client letter and be in the return. So this is the the different types of the pay by refund. You've got the Santa Barbara tax products group. You've got the refund advantage. You've got the quick collect. So this is all, you know, information that you would enroll in and then be able to process by. We y'all know, I'm sure, but refund in advance is no one available, so you don't have to click anything there. But if you have always just wondered how hard is it to set up to do the pay by refund and, you know, what is it that you have to do, it's it's really quite easy. Let me, I'm gonna stop sharing here and go back to the slides so that I can show you, that it is in the document that I provided for you. So if you're worried about having to collect a lot of extra information, the slides here show you exactly what it is that that you have. The pay by refund, the ID, this is the the billing options and then a summary of the client's expected refund. So to me, this is just so easy. I wish I'd done it a long time ago because it would save me the the the energy hassle time, etcetera. But I, you know, I fully fully love the pay by refund. Now well, also, what I did here is on the next slide, I went to the client letter. So we, the best thing I can think of to say, and this is gonna age me, but we trick out our client letter. We put a lot of information in our client letter. And if you wanna see one of the other, webinars that I'm on, I wanna talk about that. But, you can go in and you can put all of this detailed information if you do the pay by refund on how that pay by refund is going to be factored into what, what the clients see. So these are some of the codes that you can have to pop into the client mode that says, you know, well, here's your refund, but, you know, it's gonna come through things like the refund transfer direct deposit, or it's gonna come to the clients in some way other than, just by way of them paying. So if you have a plan and you're working with the, with the refund products, then this is a great way to go to make sure that you captured all of this information here. So I wanna review and kind of, make sure summarize and make sure that we've covered everything because I wanna make sure that, everything our toolkit was gonna cover. And I might add a few things in here, how they relate to each other. So the QuickBooks Online Accountant, remember the first thing that you wanna do is you wanna, let's say that you've got a brand new client. You wanna go set them up in QuickBooks Online Accountant Ledger. That's number one. When you're in a QuickBooks Online Account and Ledger, you're in regards to the chart of accounts, and you're gonna as you go through that chart of accounts, make sure that they're all assigned to the classes and the tax line. So once you've done that, you're going to go to the, the prep for taxes, and that's gonna take you through each of those individual tabs. It's gonna have you go through and, and make sure that you have coded each one to where it wants to go. Accumulated depreciation and accumulated amortization. You saw how I put it in the wrong place there. I do that a lot. If you're out, check that. Maybe that's where you're you have been, doing that. The next is, making sure that they're all right. And then once you import it into ProSeries, if I can get 95, 98% accurate, how much time have I saved? It's just a slight little bit more amount of time in that first year, that say that you're setting them up. But if you do that as you set your chart of accounts up, then year after year, it is just a slick process to put that in. Now that's for the business returns. So kind of flipping is talking about the client checklist and the Intuit link. That's on the individual returns. And that's where you can go and get this really quick checklist that's customized. So you've got your clients that are customized. You can get them, get that checklist. You can email it directly to them. So if somebody says, so what do you need from me? And you don't wanna send them a blank generic checklist. They're new. You want them to, to to get that information. And so just a a tip or or trick as we like to call them. If you are doing a 2024, let's say, tax return, go set them up in 2023 and put in the information that they have for their, you know, w twos, for their schedule b's, for their ten ninety nine's, and then we'll transfer them over. And then you can do a client checklist. Because if you start them in 2024, you can't do the client checklist. So make sure that you go back to 2023. You know, the basic information in 2023. I could re put the whole return in, but just if you gotta set up the w twos, why not do it in the prior year and roll it forward? Save you time. And then, you could use a client checklist, but you could also use Intuit link. Anybody that has more than just a handful of traits that aren't all the category a for short term and the category d for for long term, we don't have to enter them all, then by all means, think about having them, set it up with Intuit link. And if I didn't explain it well enough, if you get to that screen on Intuit link and and you don't like how it imports, you can say, nope. Don't wanna import this and back out, and then just enter the information as you choose to. But I love to be able to have that option of having it link. You know, I don't have to, but I can. And that's what I I really, enjoy and appreciate. And then just the other things, didn't think about using another service for your notices and audits. But if you're a small firm, this could be invaluable for saving your time. If you're a larger firm, this might be something that if you're if you're in charge of making these decisions, really something for a very economical, fee that you could pass on to your clients could really help in that representation and audit, represent you know, for instead of you having to do that work, have someone else take the burden of that work. And you don't have to do that, year every year, but maybe that's a a savings that your client your firm needs, from time to time. And then pay by refund. I get that question asked a lot, and I can say yes. So I'm very, very glad for that. Alright. So our last poll question for today is, would you like someone to tell you more about what was in the webinar today? And so this is just a yes or no portion. I'm not gonna show the results. So just, you know, feel free to answer that however you would like. But, if you would like more, that will be sent to someone to contact you. And if you're good, then just state no. We're happy that you are here and took advantage of our time, and got hopefully some new information that you can use to make your tax season or your whole season, a lot more productive. Give me about five more seconds to answer this poll question, and then we're going to move on. We'll give you the time to answer. Okay. Let's go. Alright. So if you're looking for more training, where would you wanna go? Accountants.intuit.com/training or slash tax pro center is a great place to go to get more training. I do moderate several other webinars. Love to see you there. Hopefully, that's if you got some information out of this one, you could get some valuable information out of the next webinar as well. There is a big accountant support and community. You can see those at /supportand/community. I do pop in there and answer some questions sometimes. I also pop in and ask some questions sometimes. As long as I've been using ProSeries, I still have questions about specific things or things that come up that I've never seen before, and that's where I go, go to the support and community. Not one to pick up the phone, but I will use my fingers to try to find the answer. Thank you so much for being with us today. Right? As I mentioned, right after the end of this webinar, a survey is gonna pop up. We greatly appreciate your feedback so that we know that we are using more time to the, best possible way. And if we can improve that, we'd love to know that. Do make sure that you go and save the handouts if you'd like to refer back to any of this information later. Your CMO your CPE certificates will be emailed to you within, say, twenty four to forty eight hours. And if applicable, your, your CE can be reported to the IRS if you have provided your PTIN. So thank you so much for joining us today. Thank you for being here. I know your time is valuable, and thank you for spending it with us.