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Adding dependent information in Pro Tax

To add a dependent to your tax return you will need to use the Dependent form in Pro Tax.

1. Open the return in Pro Tax.

2. Click Add New Form at the bottom of the left-side menu bar. The search window displays.

3. Enter the term “depend” in the search field; “Dependent information” displays in the search results.

4. Click the Add button next to “Dependent information”.

The “Dependent information” option populates in the list of forms.

5. Click the Insert forms button.

Entering dependent information

By default, the first table on the Dependent form already has an item populated.

1. To enter your first dependent, click Edit form.

2. Enter the dependent information.

3. To add additional dependents, click the Add new button below the table.

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