What's new with ProConnect Tax

We’re excited to bring you all of these new features in time for you to tackle tax season 2023 and make it your best one yet. Check out some of our new and upcoming features for ProConnect Tax that you helped develop.

Be sure to take advantage of everything ProConnect has to offer. Sign in to see it all for yourself.

IRS transcripts direct access

Get peace of mind and prepare your returns confidently knowing you have access to everything the IRS has on file for your client. The new IRS transcripts feature allows you to pull all your client’s data, straight from the IRS into ProConnect Tax, where you will be able to access it to complete fast, accurate returns with less client back and forth. See IRS Transcripts in action. Click here

Customized client letters

Create and send templated letters with preset and customized tax return data fields, and signatures to clients. Pro move. Follow these instructions

Hot Keys (shortcuts)

ProConnect is all about helping you streamline your workflow and maximizing your time saved. That’s why we compiled a list of shortcut key combinations to accelerate your productivity while navigating three main sections of ProConnect: main navigation, client tax returns list, and return navigation. Convenient. Accurate. Fast. Print the desk reference

 Intuit Link client reminders

In the Link client request workflow, you now have the ability to send clients reminders to join Link and complete their organizer in Link every 7 days until the ‘client marks the task as ‘done.’ Learn how to set up reminders

Firm performance insights

Grow your firm with full insights into its performance. Our easy-to-read dashboard reports annual client growth, time spent on returns at both the firm and user level, plus comparison reports that can be created for specific times. This performance deserves a hand. Click on ‘Reporting’ in the left navigation

Batch extension eFile 

Batch extend up to 10 multi-modular (individual and business) federal, state and local extensions.  Preview a dashboard to ensure returns pass all required diagnostics and payment requirements before e-filing. 

COMING SOON! 

Intuit ProAccountants is all about innovation based on feedback from customers like you. Here’s what we’re working on now. 

Prep for Taxes* (New! Tax adjustments)

Reconcile tax adjustments to QuickBooks imported trial balance in ProConnect Tax, and update or reclassify tax mapping prior to importing books data to the tax return.

1040 direct data import*

Create a new client using pertinent data extracted directly from their prior year 1040 form, and generate a tax summary comparison for the current tax year. 

K-1 package delivery*

Create and distribute individual K-1 packages to partners via email using a secured link.

RELEASED IN TAX YEAR 2022

Split Married filing jointly tax returns

Automatically split a married-filing-jointly  return by generating two married-filing-separately returns, when there's a tax benefit for your clients. Plus, your team can avoid manual data entry and costly errors because everything is automated for you. 

Prior year worksheets 

Organize worksheets with the prior year's client data to remind clients of the documents they provided the previous year and reduce the amount of time it takes to process this year’s tax return. 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 one by one. This will save you significant time in your workflow process. Learn more

QuickBooks Online billing and payment integration

Connect your firm’s QuickBooks Online account and speed up client billing and payment collection during tax season. Thanks to the seamless integration you can start an invoice from ProConnect Tax with pre-populated client data, then track and collect payment. No extra logins required. 

Custom print settings

Customize digital templates of your client’s tax return documents for easy client review while standardizing and automating your workflow.  Select which documents and forms to include, rearrange the order, mask SSNs, add a watermark and more. Learn more

Tax return reports

Save time by gaining insights into your client base to help you run your firm more efficiently through aggregated reports generated from the tax returns you filed through ProConnect. Learn more

Google Drive and Dropbox integration 

Connect your Google Drive and/or Dropbox account to ProConnect to import client tax forms directly to a tax return. Efficient.

Intuit Link Mark as done 

Clients can now tell you when they’re finished uploading documents via Intuit Link so you know when to start their tax return. Done and done.

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.

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

Learn more

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. 

Video 

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. 

Learn more

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. 

Video 

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. 

Video 

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. 

With stronger security and more ways to help you be more productive, Intuit® ProConnect™ Tax for tax year 2020 is better than ever – so you can be your best for your clients.

Featured updates: Empowering you to work smarter

Get more from imports: To help you work more efficiently, CSV or Excel import features extended functionality to include depreciation and pass-through entity members, and Schedule D dispositions.

Take control of e-file permissions: You decide who can e-file returns in your firm with master admin, full-access admin, and basic user permissions.

Manage K-1 forms easily: Now, pass-through business entities have an easy way to produce letters, K-1 forms, K-1 state forms, and more for each partner or shareholder. Just generate PDFs from the File Return screen and send them out.

Masking and watermarking: Now, ProConnect can mask Social Security numbers for you when you print forms or create PDFs. Plus, prevent confusion by adding a watermark that reads “Do not file” to distinguish what’s for review or storage and what’s for filing

E-file amended returns: 1040X efile is now live in ProConnect. We now transfer originally filed ProConnect data to amended returns to help save you time. We also make a copy of the original return for your records.

Enter data more efficiently: Save time entering data by making simple input field calculations. We are updating standardized formats of dates for consistency.

Load returns faster: As larger firms adopt ProConnect, it is critical for our product to enhance our load time performance. This upgrade shows speed improvements for clients with databases of up to 10,000 returns.

Enhanced EFIN verification and security (coming soon): We’re making updates to further enhance e-file security and compliance. A new tool will enable new customers to verify their information and current customers to update their information.

Data automation: Creating the future of taxes: We've been hard at work, investing time and resources to make Link work harder for you.

Data collection:

• Batch uploads for customers: We’ve made data collection easier your clients, too. Instead of uploading documents one by one and manually matching them to document checklist items, they can be uploaded in batches and automatically identified by our system.
• Bulk upload for customers (coming soon): Your data collection process will be easier and faster with the ability to send batch requests. Now, you can send request templates to multiple clients at once, rather than going through clients one by one.

Data entry:

• Badge indicating the number of documents ready to be applied: Easily see when a client has documents ready to apply to a return with the new actionable badge. Plus, a new lightning bolt icon indicates the status of each document.
• Manage misclassified documents: You can now move documents between document checklist items without deleting and re-uploading.
• Document imports: We've improved the accuracy of automated data entry from the following documents uploaded through Intuit Link: W2, 1099-INT, 1099-R, 1098-T, 1098, 1099-DIV, and 1099-MISC. It’s also easier map data to fields, allowing you to select clients to upload to guide successful and accurate data importing. Finally, now when you import a form, you will be automatically taken to the relevant area in the tax return.
• Automatically apply tax data (coming soon): Save prep time and increase data accuracy by applying data at natural points in your workflow. No more going out of your way to look for the needed documents. Forms W-2, 1099-INT, 1099-R, 1098-T, 1098, 1099-DIV and 1099-MISC.

Review

Missing Data – mark and review (coming soon): We will help identify gaps prior to filing by easily marking missing data fields with a red flag. As a result of streamlining this process, missing data will be collected faster and efficiently creating a faster review time.

New e-file capabilities: Boosting your efficiency

New e-file is now available for the following:

• Returns
  • Indiana Corporate
  • Kentucky Individual, Single Member LLC
  • Rhode Island Fiduciary 
• Extensions
  • Virginia Individual
• Estimates
  • Alaska Corporate and S-Corporation
  • Arkansas Individual, Corporate, S-Corporation, and Fiduciary
  • Colorado Individual
  • District of Columbia Individual, Corporate, S-Corporation, Partnership, and Fiduciary
  • Kansas Corporate
  • Kentucky Individual
  • Nebraska Individual, Corporate, S-Corporation, and Partnership
  • North Carolina Individual & Corporate
  • North Dakota Individual, Corporate, and Fiduciary
  • Ohio Individual
  • Oklahoma Individual, Corporate, S-Corporation, Partnership, and Fiduciary
  • Oregon Individual
  • Vermont Individual
• Amended returns
  • Indiana Corporate, S-Corporation, and Partnership
  • Maryland Individual
  • Massachusetts Individual
  • New Mexico Corporate
  • Ohio Individual
  • Pennsylvania Individual 

Customer support: Delivering the help you need faster

Intelligent voice assistant: When you call us for help, a new listening tool will be able to route your call to the right agent much more quickly.

Optional workflow tools: Helping you do even more

Intelligent voice assistant: When you call us for help, a new listening tool will be able to route your call to the right agent much more quickly.

Optional workflow tools: Helping you do even more

Intuit Practice Management. Intuit Practice Management powered by Karbon gives you confidence that everyone in your firm is working on the right projects so nothing falls through the cracks. You get real-time visibility to progress across your practice, all from one place.

eSignature: You have new options for capturing in-person electronic signatures. Choose the option that works for you and your clients by opting to use virtually any device for in-person and out-of-office eSignatures through DocuSign. You can also save time with new eSignature forms. No more printing eSignature documents and attaching them to the eSignature widget to send to clients. With auto-mapping, you can select a form and it will be attached automatically.

Pay-by-Refund: To make it easier to get started, enrollment forms for new and returning customers are now pre-filled. Pay-by-Refund status has been added within ProConnect so you can now see Pay-by-Refund returns rejected and solutions on how to solve for them.

Firm-level Audit Assistance. We are partnering with Tax Protection Plus to launch a firm-level option for Audit Assistance, giving you the option to add Audit Assistance and ID Theft Protection to every single 1040 client. Enrolled firms simply pay $10 for every filed 1040 return.

Training: Keeping you up to date

Free live and pre-recorded webinars. Attend live and pre-recorded webinars on topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year. New sessions on tax law, ethics, product courses, and more are continually added.

COVID-19 resources. Quickly find the latest information you and your clients need on our newly redesigned COVID-19 resource center.