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Using Smart Navigation in ProConnect Tax

by ProConnect Tax Online Updated 7 months ago

What’s Smart Navigation?

Smart Navigation is a new feature that provides the user with five suggested screens to go next as they navigate a return in ProConnect Tax.

Smart Navigation is only available for non-proforma Individual (Form 1040) returns at this time.

The suggestions in Smart Navigation work the same as the standard left-hand navigation: clicking on a suggestion will take you to the screen.

Upon entering a return with Smart Navigation is enabled, the user will see the Smart Navigation section below the left navigation with no suggestions present. After navigating to a second input screen on the return, the user will be presented with up to five suggested screens to go to next.

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Of note:

  • Smart Navigation is not specific to a tax year, meaning that it may be used in current or prior years.
  • Smart Navigation suggestions are user-specific. If more than one user is in the same return, each user may see different suggestions.
  • If the user leaves the return, the Smart Navigation suggestions will not be remembered. When the user comes back to the return, they will see a zero -- stating no suggestions.
  • If you would like to hide the suggestions at any time, you can do so by using the Show smart navigation toggle in the lower-left.
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