IHLCPA
Level 1

The ProConnect tax software seems to assume that all users are transitioning to a fully paperless process, including electronic payment of taxes. However, many of my clients prefer not to engage with online portals or perform any transactions electronically. For greater flexibility, I believe the program should offer more options for printing and manual processing, similar to other platforms such as UltraTax CS, CCH ProSystem fx, or CCH Access. Specifically, the ability to print all necessary vouchers, including state vouchers, as part of the government copy of the return would be highly beneficial.

nononono
Level 3

I think you’re misunderstanding the purpose of the government copy of the return… The government return copy only provides the forms and statements requested by the taxing authority. They don’t need the vouchers. If you’re looking for vouchers, print a preparer or a client copy.

IHLCPA
Level 1

Ultratax has everything the client needs to send to any government agency, including estimated payment vouchers, and local returns located in the government copy.   That is how I understand it, and it is a better format.

0 Cheers
sjrcpa
Level 15

1. Can you customize the Government Copy as to what prints?

2. Why are using ProConnect if Ultratax is better for your needs? 😉


The more I know the more I don’t know.
abctax55
Level 15

Out of curiosity.... what's the cost difference between the two software packages?

HumanKind... Be Both
Intuit_Kallana
Employee
Employee

By default, ProConnect does print the estimated tax vouchers as part of the government copy.  However, if you need to change what is printed you can do so by going to Settings --> Print Settings ---> Government Copy --> Federal Estimates --> Check the box for the Federal Estimate Vouchers and the same can be done under State Estimates for the State Estimate Vouchers, as well.  Those settings can be customized for each of the modules where vouchers are applicable for estimated payments, respectively.  If you do not have access to those settings, it would most likely mean that you are not a user with administrative access inside ProConnect and the user with that access can make the changes for you.  

In regards to manual estimated payments and printing, you can choose to print a return rather than utilizing esignature.  Use of Intuit Link for documents is also not required to utilize the software.  Lastly, estimated payments are not required to be made through the software and are only set for electronic payment if you enable that checkbox to do so.  There is no requirement for any parts of the software to be done electronically if you or your client does not want to.