Individual Tax Return in Intuit ProConnect Tax (Form 1040) icon

Individual Tax Return in Intuit ProConnect Tax (Form 1040)

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Download your free Individual Tax Return in Intuit ProConnect Tax (Form 1040) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Individual Tax Return in Intuit ProConnect Tax (Form 1040)' templateIndividual Tax Return in Intuit ProConnect Tax (Form 1040)Extension (available if needed; skip otherwise)1 AutomatorFile an extension (available here if needed at any time during the process)CompletedOrganize and request client information2 AutomatorsUpdate and send the Client Request for the upcoming individual tax work (via Intuit Link or client task)CompletedKick-off tax prep5 AutomatorsValidate receipt of client checklist/docs and move/assign into production with the PreparerCompleted

Use this template for individual tax returns (form 1040) when using Intuit ProConnect Tax.

When creating this template, be sure to select the work type for the appropriate form as: 'Tax: 1040'. There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

Set the start date as the date to begin work (e.g. January 1) and the due date is the filing date (e.g. April 15).

The automators within the workflow will update the task due dates, change statuses of both the tasks and work, and move the assignment of the work automatically based on the completion of the sections themselves.

The template is set to kick-off, complete, file and confirm with the client within 4 weeks (barring client slow down or internal issues).

Download the Template

Download your Individual Tax Return in Intuit ProConnect Tax (Form 1040) template now.

  • .XLSX File

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