Workflow tools IRS transcript feature in Intuit® ProConnect™ Tax Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn 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 online or follow us on X, Instagram, Facebook, and LinkedIn. 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 Practice Management Intuit® Tax Council profile: Chase Vowell Tax Law and News Empower 2025 Tax Season Readiness vCon—Jan. 15 Tax Law and News January 2026 tax and compliance deadlines Client Relationships 7 strategies for scaling personal service in your firm Practice Management Practical uses of AI to make tax season more efficient Practice Management Intuit® Tax Council profile: Katie Helle Client Relationships Choosing just the “right” appreciation gift for a client Practice Management Learning opps give your firm an infinite advantage Tax Law and News ‘Tis the season: 2025 charitable contribution deductions Tax Law and News Resumen de “Una Gran y Hermosa Ley” y Cambios Fiscales
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.