Practice Management Intuit® ProConnect™ Tax Online Spotlight: Summary Input & Review Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Amber Zable Modified Sep 28, 2016 1 min read When you return to Intuit® ProConnect™ Tax Online (PTO, formerly Intuit Tax Online) this season, you’ll notice that there are some new options in the navigation menu. There is a new category called View Type and there are two choices, Full and Summary. The PTO default view is the Full view where you will see all of the data fields on the screen. However, when you choose Summary view, you will only see data fields where data has been entered, either in this tax year or in the prior tax year. The Summary view will appear in the left navigation menu and in the input sheet area. See image below. Upon hearing the news about the return of this feature, PTO customer Bryce Forney, CPA, said, “Summary Input and Review elevates time efficiency within an input screen, since so many returns are consistent from year to year. Zeroing in on applicable fields helps to more quickly get from start to finish on returns. I’m so glad it’s back for 2016. I recommend other users try it, since the time saving benefits become evident almost immediately.” Editor’s note: Want to learn what else is new in 2016? Find out in our article, “ProConnect Tax Online Update: What’s New for 2016.” Previous Post Tax Pro Forum: Tips and Tricks for a Paperless Practice Next Post E-Filing is the New Norm; Digital Signatures Should Be, Too Written by Amber Zable Amber is a brand strategy leader with Intuit® ProConnect™. More from Amber Zable Comments are closed. Browse Related Articles Webinars Technology and Your Clients: Dec. 19 Webinars Escalating IRS Correspondence: Dec. 17 Webinars Intuit Hosting Hacks: Dec. 18 Webinars 5 Tips to Automate Tax Season: Dec. 17 Webinars SafeSend + Intuit = Engagement: Dec. 10 Webinars What’s New in ProConnect: Dec. 10 Practice Management Consultant spotlight: Ahmed Lotfy Practice Management Consultant spotlight: Jorge Guadalupe Pacheco Tarango Practice Management Consultant spotlight: Kim Gallahan-Clayton Practice Management Completing your WISP for PTIN renewal