Create and link a spouse’s return in Pro Tax

You can link spousal returns in Pro Tax in two ways—whether you’re starting new returns or connecting ones you’ve already created.

Create new spousal returns

1. Open QuickBooks Online Accountant.
2. Select the Pro Tax tab.
3. Select Create new return.
4. Select the desired tax year and client.
5. Select Link a spouse.
6. Select the spouse (in the dropdown menu, select Add new if the spouse isn't on the list).
7. Enter the marital status.
8. Enter a name for the return.
9. Select 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. Select the “plus” icon (+) next to the client name.
4. Select a client and select the return that has already been created.
5. Select Link Return.

Note: If a return hasn't been created for the spouse, select Add a new return.