A great tool to have would be to have a place to input our Tax Preparer Rates for each form (w2, schC, 1040 etc) and have Pro Connect automatically add the rates for each form used on a return. Right now, I have to add forms and prices manually (or delete manually) for each client. It doesn't make sense to not have this automatically set for all clients depending in which form they will need on their return. Pro Connect should detect the form type and automatically add the form type + price (per tax preparer rate/fee choice) to the invoice of each client.
New York is requesting a list to be displayed for each form. In any case the option should be available as you don't know "most people". I know several tax preparers who prefer to present the billing "per form" and then give a discount to their clients.
The system should have this option for people who would like to bill that way as there is not uniform way to bill for the services
It'd be helpful if someone from Proconnect or with more knowledge could help.
Not all the tax preparers use the system in the same manner.
Anonymous
06-12-202211:58 PM
06-12-202211:58 PM
Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.
I completely agree with this suggestion. It's a bit cumbersome to manually input and manage Tax Preparer Rates for each form on Pro Connect. Having an automated feature that detects the form type and automatically adds the corresponding rate/fee to the invoice would not only save time but also enhance the efficiency of the entire process. Many other tax software options already offer this feature, and it would be a significant improvement for Pro Connect to implement it as well. Looking forward to seeing this enhancement in future updates.
