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Step 1: Complete Validation in Juno
In the Juno web app, open the business return you want to export and confirm that all documents have been uploaded and validation is complete before proceeding.
Step 2: Open the Integration App and Filter for Business Returns
Open the Juno integration app.
Use the filter options to narrow by tax year and return type. Filter for business returns to find the return you want to export.
Select the return you want to work with (e.g., a partnership return or corporate return).
Step 3: Review the Instruction Menu
Once you select a return, instructions will appear walking you through the export steps. Follow the on-screen prompts.
Understanding How Your P&L Data Maps to ProConnect
Your uploaded P&L will appear as three separate line items in the integration app. Each one maps to a different screen in ProConnect:
Item 1 → Deductions screen
Item 2 → Income screen
Item 3 → Cost of Goods Sold screen
Your balance sheet will appear as a fourth item.
When you are ready you can initiate the export to Proconnect using the button in the lower left of your screen.
Step 4: Log In to ProConnect and Navigate to the Return
After Juno opens a browser you’ll be prompted to log in to ProConnect through the integration app.
Search for and navigate to the specific return you want to export into.
Once you have located the correct return, click Open Return or View Return. This will trigger the export and ProConnect will begin auto-filling the return with your Juno data.
The export runs automatically. Wait for it to complete before closing the browser.
Still have a question? Ask the Juno Support Team!
The Juno Support team is staffed with tax professionals that are ready to help and answer questions. Feel free to reach out to them via live chat in the Juno Web App or by emailing [email protected]