Workflow tools IRS transcript feature in Intuit® ProConnect™ Tax 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 Intuit Accountants Team Modified Aug 26, 2024 1 min read You’ve asked for it and here it is! You can now quickly access years of client IRS transcripts right from within Intuit® ProConnect™ Tax with IRS Transcript direct access. With direct access, you can: Catch and fix errors proactively before your client gets an IRS notice. Get a single source of truth to double check before you file, so you don’t miss a thing. Complete tax returns faster and more accurately with less client back-and-forth conversations. Access the latest client IRS financials; this is helpful for onboarding new clients, resolution work, and completing extensions. IRS Transcript direct access is included with ProConnect Tax at no extra cost. Find out more about this new feature! Previous Post Intuit® ProConnect™ Tax helps ASE simplify and save time Next Post Tax product updates for tax year 2023 Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team 2 responses to “IRS transcript feature in Intuit® ProConnect™ Tax” How do i get this connected with our an onlien IRS account Hi Steve – thanks for your question. This Help article should give you the info you need – https://proconnect.intuit.com/support/en-us/help-article/internal-revenue-service/retrieving-irs-transcripts-proconnect/L4FYS5Oue_US_en_US. If you still have questions, please call ProConnect Tax support at 833.269.1926. Thanks. Browse Related Articles Tax Law and News ABLE accounts and tax benefits for disabled persons Practice Management Unretirement: Purpose and growth in cloud accounting Practice Management Embracing subscription models and value pricing Practice Management 3 steps to starting your own tax firm Tax Law and News Tax breaks in disaster-affected areas Tax Law and News April 2025 tax and compliance deadlines Tax Law and News IRS Dirty Dozen tax scams for 2025 Practice Management Insights: 2025 QuickBooks SMB Annual Report Practice Management ProConnect™ Tax spotlight: Liz Hanley, EA Practice Management Embracing Gen Z in our firm
Hi Steve – thanks for your question. This Help article should give you the info you need – https://proconnect.intuit.com/support/en-us/help-article/internal-revenue-service/retrieving-irs-transcripts-proconnect/L4FYS5Oue_US_en_US. If you still have questions, please call ProConnect Tax support at 833.269.1926. Thanks.