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What's New: ProConnect March 2023

IntuitGabi
Community Manager
Community Manager

Happy Tax Year 2022! We’ve been busy releasing new features to help you take on the season. 

Here’s a quick summary of what’s new:

 

Married filed joint split automation
Avoid manual entry time and opportunity for error when you automatically split a married-filed-joint return by generating two married-filing-single returns when there’s a tax benefit to your client. This is available for all successfully e-filed 1040 returns. Find this feature in the Return Actions Menu. Learn more.

 

Prior year worksheets
Organize worksheets with the prior year’s data for clients to remind them what they provided the previous year and reduce the amount of time it takes to process their return this year. Find this feature in the Batch Actions Menu. Learn more.

 

Customized print settings
Generate PDF documents of the return to best meet the needs of your clients. Optimize which documents to include, rearrange the order and standardize print settings by copy types—client, preparer or government copy. Find this feature in Print Settings. Learn more.

 

Tax return reports
Export client data from 60+ standard tax return fields into an easy to configure CSV report. Now also available for 1120S, 1065 and 990.Learn more.

 

Multi-LLC e-filing
If your client has multiple small businesses, each with its own LLC, file state returns all at once, instead of filing them one by one, saving you significant time in the process. Learn more.

See everything that’s new this year here.

1 Comment 1
IntuitGabi
Community Manager
Community Manager

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