How to identify clients for advisory in Intuit Tax Advisor

OneView is a new feature in Intuit Tax Advisor that allows you to data mine your client data based on their previous year tax return.

This gives you insight into multiple return attributes that you can filter and sort allowing a scalable method of identifying clients by return attributes.

Learn more with this short walkthrough:

Batching client data into OneView

If you are a ProConnect Tax user, you can directly start in Intuit Tax Advisor.

1. Sign into Intuit Tax Advisor, then select Clients on the left side panel.
2. A window will appear with a list of clients.
3. Select all or individually select clients by selecting the Checkboxes for the relevant clients. You can use the Search field on the top left to find a particular client.
4. This process requires a code section 7216 consent. Check the box for consent and select Confirm and opt-in.
5. A confirmation window will appear. Select Done.
6. After the returns are processed, an email is sent to let you know the selected returns are ready.

Filtering OneView data

Starting in Intuit Tax Advisor on the landing page:

1. Select Clients on the left side panel.
2. View the data in the column in OneView. The columns available are:
   • Forms/Schedules
   • Balance due/refund
   • AGI
   • Upcoming fed est. payments
   • Upcoming state est. payments
   • Fed underpayment penalty
   • State underpayment penalty
   • Potential tax savings
   • Likely strategies
3. The number of columns can be reduced by selecting the gear icon to the right of the search bar and unchecking the columns you want to remove.

Creating a tax plan

From the OneView screen in Intuit Tax Advisor you can create a tax plan.

1. Once attributes are identified, a tax plan can be created by selecting Create plan. 
2. A window opens with the selected client. Select the Base year and an Existing 1040 return. Then select Start planning.