TAXATION I CASE #2 - Instructions

Using Tax Software Fall 2023

Welcome to Case #2! Great job on your first tax case. I know it was a lot of work. If you haven't reviewed my markups,

please do so now. This case builds off your first tax case and you will be using tax software to complete this case.

Tax software is used in the real world to complete tax returns, and I want to make sure you get some experience. You

will be able to mention this on your resume. This will also be similar to VITA if you choose to volunteer to help

individuals complete their tax returns. In VITA, you use tax software, so you do not have to fill out anything manually.

This will require some critical thinking and some patience. If you have never used tax software, it will look

overwhelming. I am here to help and make sure you watch my video overview.

Objective

Use Tax Software (Intuit ProConnect) to replicate Tax Case #1 using only the tax forms and information attached.

How to Complete

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Step 1: You will have received an email with a link to sign up for Intuit. This will come from Quickbooks, but it is

just to create your company/login for Intuit ProConnect. Follow the instructions in the email to set-up your

account. REMEMBER: YOU HAVE TO LET ME KNOW WHEN YOU SIGNED UP SO I CAN GRANT YOU ACCESS TO

YOUR CLIENT IN PROCONNECT. Login to Intuit ProConnect (https://proconnect.intuit.com/)

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Step 2: Watch my video on general software overview and entering information if you have not already. It's

posted in the Tax Case Folder where you found these instructions.

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Step 3: Enter the information from the attached Client Information Packet and review your information. You

already have the answer from Case #1. If you are completing this in Fall 2023, you will have to use 2022 Forms in

the software, so your tax amount and refund will be different, but everything else should be the same.

Step 4: Print and Submit by the deadline communicated. When submitting, make sure to include in the

BlackBoard submission textbox what, if anything, is different from Case #1 to this case. This could be

checkboxes, amounts, forms, etc. Reach out with any questions.

Grading

This assignment is worth 20 points. It is part of the mandatory assignments to receive any grade for the class.

In your next case, you will be completing a similar assignment, but will not have the answer.

If you submit late, you will forfeit the points for the case. If you do not submit at all, you fail this course

regardless of any other grades earned.