Enabling and accessing client tax insights in Intuit Accountant Suite

Learn how to turn on tax data in Client Insights, then open your firm’s tax dashboards for Individual (1040), S Corporation (1120S), and Partnership (1065) returns.

Connect data from your ProConnect Tax Online account to Intuit Accountant Suite to quickly identify clients who would benefit most from tax planning or advisory services based on their tax profile. The Insights feature lets you spend less time manually sifting through returns and more time engaging clients on high-value topics. Pinpoint opportunities to offer specialized services like retirement planning, investment consulting, estimated tax payments and adjustments, or retirement plan and depreciation strategies for your business clients.

Tax Insights covers both Individual (1040) returns and Business returns — S Corporation (1120S) and Partnership (1065).

Insights data for Individual (1040) returns

Generate a Tax data view in Insights to create a clear view of your clients' tax situations using standardized tax data points, including:

• Adjusted Gross Income (AGI) - An individual's gross income minus specific deductions.
• Taxable income - The portion of income that is subject to taxation, calculated by subtracting deductions from AGI.
• Total tax - The total amount of tax owed to the government based on taxable income and applicable tax rates.
• Balance due/refund - The final result of comparing total tax liability with the amount of tax payments (withholding and estimated payments) already made.
• Effective Tax Rate (Average Tax Rate) - The total percentage of income paid in taxes. This provides an overall view of the tax burden.
  • Calculation - Total tax paid / Total taxable income.
• Marginal Tax Rate - The tax rate paid on the next dollar of taxable income. This is crucial for advising clients on year-end planning, asset sales, or income acceleration/deferral strategies.
  • Calculation - Change in tax liability / Change in taxable income.
• State of residence - The state where the client resides, which determines applicable state and local tax laws.
• Client age - A demographic factor that can impact eligibility for certain tax benefits, such as the credit for the elderly or required minimum distributions (RMDs) from retirement accounts.
• Filing status - The status used when filing a tax return (for example, Single, Married Filing Jointly, or Head of Household), which determines standard deduction amounts and tax bracket thresholds.
• Qualifying children - Dependent children who meet specific tests (relationship, age, residency, support) and make the taxpayer eligible for various tax benefits, such as the Child Tax Credit or the Earned Income Tax Credit (EITC).

Insights data for Business returns (1120S and 1065)

Generate a business Tax data view to see key figures from your clients' S Corporation (1120S) and Partnership (1065) returns, including:

• Business name and tax return name - Identifies the client and the specific return.
• Business category and sub-category - Derived from the return's business activity code (NAICS), useful for comparing a client against industry peers.
• State - The state associated with the return.
• Ordinary business income (loss) - The bottom line that drives the owners' tax liability. Useful for managing estimated payments and year-end distributions.
• Gross receipts less returns - A high-level view of business scale and year-over-year growth trends.
• Cost of goods sold - Supports margin analysis and helps identify supply chain or pricing opportunities.
• Compensation of officers (1120S) - Key for S Corporation reasonable compensation checks and for optimizing the salary-versus-distribution split.
• Balance due/refund (1120S) - The final result of comparing the return’s total tax liability with the tax payments already made.
• Pension, profit-sharing, etc. plans - A low or zero value can signal an opportunity to discuss retirement plan strategies, such as a SEP IRA or 401(k).
• Depreciation - High depreciation suggests capital investment, which opens discussions on Section 179 or bonus depreciation strategies.
• Number of K-1s - Indicates ownership complexity and the need for coordinated planning.
• Net rental real estate income (loss) - Identifies real estate activity that may benefit from a cost segregation study or a separate entity structure.
• Repayment of loans from shareholders (1120S) - Highlights potential basis issues.
• Cash distributions (1065) - Shows cash paid out to partners, which supports basis tracking and distribution planning.
• Nondeductible expenses - Helps identify tax leakage and opportunities to restructure spending.
• Ending assets - A high-level view of balance sheet growth for asset protection or estate planning.

Additional columns are available on the dashboard. Select Customize to choose the columns you want to see.

Prerequisites

To use Insights with tax data, your firm must meet the following requirements:

• You must be an active ProConnect Tax Online (PTO) user.
• Your firm must have e-filed Federal Individual (1040), S Corporation (1120S), or Partnership (1065) returns for tax year 2024 or tax year 2025.
• Your firm must have Intuit Accountant Suite Accelerate.

Enabling Tax Insights

Only the Primary admin for your firm can enable Tax Insights.

1. Go to Work, then Client Insights, then Overview (Take me there).
2. In the Overview, select Access tax data. You can also select Create new data view, then scroll to Tax data and select Create view on the view you want: Federal 1040, Federal 1120S, or Federal 1065.
3. Review the consent information and select Enable tax data. This consent covers both individual and business tax data, and only needs to be acknowledged once for your firm.

Accessing the tax insights dashboard

Once your firm's Primary admin has enabled tax data in Insights, team members can access client data on your firm's dashboard.

1. Go to Work, then Client Insights, then Overview (Take me there).
2. In Favorite views or All views, select Federal 1040 tax data, Federal 1120S tax data, or Federal 1065 tax data to open the dashboard.
3. Filter and sort the data on the dashboard to identify clients with higher taxes or unique tax situations. Or, use the filtering and sorting tools to group clients by tax metric, income bracket, or specific return characteristic in order to reach out for specialized planning.

On the business dashboards for S Corporation (1120S) and Partnership (1065) returns, you can also narrow the list by:

• Tax year - Select the tax year you want to review. Tax year 2024 and tax year 2025 are both available for business returns.
• Business category and Business sub-category - Group clients by industry to compare a client against peers.
• State - Filter to one or more states.
• Client custom field - Filter by the custom field values your firm has set on client records.

When reviewing your dashboard, keep in mind the following data constraints:

• The dashboard only shows clients you have access to within your firm's structure.
• The dashboard only includes clients whose returns were e-filed through ProConnect Tax Online (PTO) for tax year 2024 or tax year 2025.
• Federal Individual (1040), S Corporation (1120S), and Partnership (1065) returns are supported. Other return types, such as C Corporation (1120) and Fiduciary (1041), are not yet included.
• Filing status applies to Individual (1040) returns only.
• Tax dashboards are maintained for the two most recent supported tax years. Dashboards you already created are kept as they are.