Transcripts

[Warfields78]

I’m very new to using pro connect. I am trying to figure out if I can somehow download IRS transcripts in pro connect. Maybe I’m not looking in the right place? Help guiding me in the right direction is greatly appreciated! Thank you in advance.

[abctax55]

I don't know of *any* tax software that can import the information from an IRS transcript.

Half of the tax pro's don't even know how to read them 😉

[Warfields78]

I saw somewhere that I should be able to get transcripts through pro connect (like how you can get them through Canopy software) 

I agree there is no substitute for a tax pro.

I have had to get many transcripts lately calling the IRS, so being able to request and download/access (not import) them through Pro Connect would be very helpful. 

[sjrcpa]

I'm not aware of that being a feature of ProConnect

I use IRS' eservices to get transcripts. I hate to call IRS and avoid it when I can.

[abctax55]

Oops.... I misunderstood the OP.  I thought you wanted to IMPORT data into the software from a transcript. 

That would be sweet :-), but I doubt we will ever see it.

[qbteachmt]

The words ProConnect were not always this online tax product you are using. ProConnect Tax Online was Intuit Tax Online. ProConnect was more like office management. I think you found a reference to this:

https://webcache.googleusercontent.com/search?q=cache:S4uuuwDJ3-MJ:https://proconnect.intuit.com/sup...

It used IRS Application-to-application. I think that's from 2018? 2016? I've never supported a client hub or document management. I support and code interfaces for Quickbooks and Lacerte, mostly, and computers in general for my clients. Someone might remember using that tool. I think it was part of document management, not tax prep.

Lacerte has an SDK to send it field data for forms. Nothing here reads an IRS transcript into a tax product form, as far as I know. That's not formatted. You can get brokerage data that way, though. .txf and .xml can be used.

[Warfields78 · Accepted solution]

It is a feature that is coming and not available yet. Which is why I couldn’t find anything on it, lol

something to look forward too.

Thank you everyone for your responses!

[sjrcpa]

@Warfields78 Where did you see that this is coming?