ProConnect Tax Idea Exchange
Submitted by joegcpa on 10-25-2024 12:43 PMSince the Tax Advisor (TA) will be included with Proconnect, why not add it to The Table of Contents and change the layout? Why have to jump to a separate program when TA is an integral part of Proconnect to begin with? Just like in Ultratax, the tax projection program should accessible from with the primary tax program.
But, do change the layout of TA. It has a completely different feel than the tax program. The two should have the same data entry style. When the user is finished why not produce another TAX SUMMARY report, but have it labeled "PROJECTED TAX SUMMARY?"
TA does have potential, but needs to revamped. Have the Development Team solicit more ideas from the people who use the program daily!
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