ProSeries Frequently Asked Questions

QuickBooks Company File Information Does Not Include Information About the Income Tax Form Used

Products Affected:

ProSeries
ProSeries Express Edition

Situation

The QuickBooks Company file information does not include information about the income tax form used. The QuickBooks Update procedure cannot proceed until you identify the appropriate Income Tax Form for the QuickBooks Company file that you selected.

Note: This situation may occur if the EZ Step Interview in QuickBooks 2006 was used to set up the QuickBooks Company file.

Solution

To resolve this situation, follow these steps:

Start QuickBooks, then open the Company file with the data that you want to import into the ProSeries tax return.
Go to the Company menu and select Company Information.
In the Company Information dialog box, go to the Income Tax Form Used field.
Select the appropriate main signature form for the company from the list of forms. Important: The form you select should be the main signature form for the client's return in ProSeries.
Exit QuickBooks.
Start ProSeries and open the client file.
Go to the Import menu and select Update Return with QuickBooks Data.
Select the QuickBooks Company file, then continue with the QuickBooks Update procedure.

If the Income Tax Form Used field in the QuickBooks Company file matches the income tax form for the ProSeries tax return, the QuickBooks Update procedure should be successful.

Last updated: 12/26/2006