What's new in ProConnect™ Tax 2021
Get prepared for tax year 2021 with these new features from Intuit® ProConnect™ Tax
New Features
Lock Return:
- Auto-locked e-filed returns to prevent manual entry errors and calculation updates that may alter the original e-filed amounts.
- Returns are automatically locked after e-filing, so a copy of the e-filed version is always available for reference.
- Return data can still be viewed in read-only mode when a return is locked, but inputs cannot be edited.
- Easily unlock returns and transfer original data to an amended return.
- Available for any completed e-filed tax return across all modules
Direct Data Import:
- Drag and drop client tax forms from your computer into ProConnect to import data directly into your client’s return.
- No manual data entry or Link request required.
- Directly import popular tax forms like W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R and 1098s and more.
- Keep all your imported documents organized in the new data import drawer.
- Archive all client documents at once for your firm’s reference at any time.
- Look for the lightning icon, conveniently located inside your client’s return, for the data import drawer.
Smart Navigation:
ProConnect Tax intelligently predicts tax forms frequently used next based on common workflow patterns.
- New suggestions are updated each time you navigate to a new input screen, keeping you at peak performance.
- As new workflow patterns are added, suggestions will become smarter and more personalized.
- Only available for non-proforma Individual (Form 1040) returns at this time.
Assign and manage work:
- Assign staff members client returns, then re-assign the return as it changes hands within your firm until the return is complete.
- Filter by assigned staff members, in the Tax Hub, to monitor return status and team workloads.
- Help your staff stay focused with a personalized view of their assignments.
Expanded eFile Status:
Easily drill down to the status of each part of the return at the federal and state level, including extended and amended returns.
- Color-coded by accepted and rejected returns so you can quickly focus on what’s important.
- Click the status in each column for more explanation of what was rejected as well as transmission confirmations.
Multiple preparer awareness:
Get a full view of any users working on the same tax return. This can keep work moving without creating version conflicts or overwriting previous versions of the return.
- The person(s) icon will appear at the top of the input return screens when another member of your firm joins. Hovering over the icon will reveal the member’s name.
- When multiple users are in the same return or multiple tabs of the same tax return are open, a version conflict can occur in which one person’s changes overwrite the others.
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