ACCOUNTING PLAN USER
Once your ProConnect–SmartVault integration is established, you can send finalized tax returns and supporting documents directly from ProConnect into SmartVault. This article walks you through how to print (or export) returns to SmartVault and confirm the results.
The following video walks you through Printing Tax Returns from ProConnect Tax Online.
Before You Begin
Before you begin, make sure that:
- Your integration between ProConnect and SmartVault is already connected (see Integrating ProConnect Tax Online with SmartVault).
- Each client record in ProConnect Tax Online includes an email address on the client profile. The email address is required to match and identify clients between systems.
- You have a tax return open in ProConnect Tax Online and ready to print or export.
Note
When you print or route a return from ProConnect, the integration will automatically create a new client in SmartVault if one does not already exist, using the client’s email address from ProConnect.
Printing or Routing Documents to SmartVault
- In ProConnect Tax Online, open the client return you wish to send.
- Click View client & returns.
- Click View return.
- Click the File return tab, navigate to the Print menu, and select Print to PDF.
- Choose the return version (copy) you want to print and click Create PDF.
- Once the PDF is created, new options appear; click Send to SmartVault.
- ProConnect will route the document automatically into the corresponding SmartVault client folder.
Confirming the Document in SmartVault
- Log in to SmartVault.
- Go to the appropriate Client Folder (e.g., Clients > [Client Name] > TY24 > Client Tax Returns).
- Find the tax return PDF or document you just routed, and verify that:
- The file name is correct
- The file is in the intended folder
- The file is accessible, and permissions are correct