rwspiegel
Level 2
‎12-07-2022 09:54 AM
I want my ProConnect PDF output to include bookmarks, so, for example, I can go directly to the form 1116 (or any location with a bookmark). Here I am talking about PDF bookmarks that serve as a table of contents for the document. A decent set of bookmarks should include the first page of every form included in the PDF, plus summary documents, worksheets, etc. Going straight to a bookmark saves a lot of time in a long return. How do I get ProConnect to add bookmarks?
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George4Tacks
Level 15
‎12-07-2022 10:37 AM

ProConnect Tax does NOT have this feature. It is not listed in the New for 2022 https://proconnect.intuit.com/tax-online/whats-new/

If you would like this feature vote for it at https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/generate-bookmarks-in-pdf-file/... and maybe it will be added in the future


Answers are easy. Questions are hard!
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Strongsilence-CPA
Level 10
‎12-07-2022 01:48 PM

Adobe Acrobat Pro is a tremendous product. It is worth the money.

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sjrcpa
Level 15
‎12-07-2022 02:53 PM

True.

But it is a PITA if you have to manually bookmark every tax return.


The more I know the more I don’t know.
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IRonMaN
Level 15
‎12-07-2022 03:20 PM

Having to add your own bookmarks sounds like it could defeat the purpose of "saving time" if you are just trying to find a form in a client's return later on.


Slava Ukraini!
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rwspiegel
Level 2
‎12-07-2022 03:28 PM

Hi all,

Thank you for several responses. Just to be clear, I do Not want to add manual bookmarks, I want ProConnect to add them all for me, at document creation time.

 

Thanks

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sjrcpa
Level 15
‎12-07-2022 03:31 PM

As the song says, you can't always get what you want.


The more I know the more I don’t know.
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George4Tacks
Level 15
‎12-08-2022 08:57 AM

Unless your Lola! 


Answers are easy. Questions are hard!
0 Cheers
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