Using the input drawer to import data and more in ProConnect Tax

Maximize efficiency by using the input drawer to review flagged items, import documents, view or edit the organizer, and track your clients' Intuit Link activity — all without leaving the tax return.

• See here to learn more about Intuit Link

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How to import data:

1. Go to the Input Return workspace.
2. Click the Lightning bolt icon on the right side of your screen to open the data import panel.
3. If the documents you wish to import aren't already listed, click Browse to choose files from your computer.
   • If your client has already accepted an Intuit Link invitation this year, you’ll be able to switch between Upload and Intuit Link.
   • The Uploads list will show documents added by your firm, and the Intuit Link list will display documents your client uploaded.
     

4. Under the Uploads tab, you will be presented with two means of importing documents:
   • Drag-and-drop browsing from your local device
   • Using a cloud-based service:
     
     • In a secured pop-up, you will be asked to sign in to your Google or Dropbox account and grant the program access for the import task.

5. The program will process the uploads and determine which documents can be imported.
   • You can upload up to 20 documents at a time using Dropbox or Google Drive.
6. Locate the document and click Import.
7. A document viewer will appear where you can review the source document and the information to be imported.
8. If you've already entered information for this document type in the return, you'll be asked whether you wish to replace the existing input or create a new record.
9. Once you're satisfied, click Import.

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After importing:

• Input fields completed by data import will be highlighted in green so you can identify them.
• A lightning bolt will appear next to the document in the data import panel, indicating that the import is complete.

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Bulk importing data

1. Select Data import using the icon: on the right panel while in a tax return.
   • You can choose up to 10 importable documents and select Import from the menu that appears when multiple items are selected.
2. Review each selected document as a single workflow. Each document will have a side by side comparison and the ability to update fields.
   • If you decide to not import a document while reviewing, you can skip over it here.
3. A final review of which documents will be imported and which were skipped will be available after reviewing each document.

While in the bulk import flow, you can also click on documents that have already been reviewed in the top progress section to return to that document. On the final review screen, you can return to any of the previous document review screens.

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Removing a document from Bulk import

If you don't want to import a particular document during the review process, select Skip this document and then Next. The document won't be inlcuded in data.

You won't be able to enter the bulk import flow if you select more than 10 documents or if you select documents that aren't supported for import.

All documents will be imported only at the end of the bulk import flow. This means if you leave the flow before completing it entirely, none of the selected documents will be imported.

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How to flag items for review:

Flagged items are specific input fields marked as needing review. You can track missing data or estimated amounts by flagging the appropriate input fields.

1. Go to the Input Return tab.
2. Go to the input field you need to flag.
3. Place your mouse over (or click inside of) the field. A flag button will appear to the right.
   • Sometimes a more button will appear, which looks like three dots. Select more to see the Flag item option.
4. Click the flag button or the Flag item option.

The flagged field will be highlighted in orange on your input screen, and the missing information added to a list of flagged items for the return.

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To view and resolve previously flagged items:

1. Select the flag button to the right, on the edge of your window.
   • The button will have an orange badge showing the total number of items currently flagged in the return.
2. A flagged items list will appear.
3. Select the name of an item to jump to its input in the return, or select Resolve to show it's completed and remove the flag.
4. Items can also be resolved on the input screen by simply clicking the flag button again.

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Adding and editing the Intuit Link organizer:

Import your client's source documents directly into the return using Intuit Link.

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Additional Information:

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