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Create and link a spouse’s return in Pro Tax

by Intuit Updated 5 months ago

There are two ways to link spousal returns in Pro Tax, depending on if you are creating new returns or linking existing returns.

Create new spousal returns

  1. Open QuickBooks Online Accountant.
  2. Click the Pro Tax tab.
  3. Select Create new return.
  4. Select the desired tax year and client.
  5. Click Link a spouse.
  6. Select the spouse (in the drop-down menu, click Add new if the spouse is is not on the list).
  7. Enter the marital status.
  8. Enter a name for the return.
  9. Click Continue.

Link existing returns

  1. If you have already created the files for each spouse, Pro Tax can also link existing returns.
  2. Open the tax return for one of the spouses.
  3. Click the “plus” icon (+) next to the client name.
  4. Select a client and select the return that has already been created.
  5. Click Link Return.

Note: if a return has not been created for the spouse, click Add a new return.

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