{"id":24550,"date":"2021-12-01T08:00:11","date_gmt":"2021-12-01T14:00:11","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24550"},"modified":"2021-12-09T13:52:37","modified_gmt":"2021-12-09T19:52:37","slug":"intuit-accountants-announces-new-products-and-updates-for-tax-year-2021","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-accountants-announces-new-products-and-updates-for-tax-year-2021\/","title":{"rendered":"Intuit\u00ae Accountants announces new products and updates for tax year 2021"},"content":{"rendered":"<p><a href=\"https:\/\/proconnect.intuit.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Intuit\u00ae Accountants<\/a>\u00a0is\u00a0announcing the latest updates to its products and services, including Intuit <a href=\"https:\/\/proconnect.intuit.com\/tax-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">ProConnect\u2122 Tax<\/a>, <a href=\"https:\/\/proconnect.intuit.com\/proseries\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">ProSeries<b>\u00ae <\/b>Tax<\/a>, and <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Lacerte<b>\u00ae<\/b>\u00a0Tax<\/a>.<\/p>\n<p>On the heels of the new\u00a0<a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/The-Path-to-Advisory-10.28.21.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Path to Advisory<\/a>\u00a0guide and\u00a0<a href=\"https:\/\/proconnect.intuit.com\/podcast\/?s_cid=PA_FAM_AcctTrends_podcastBumper\"title=\"\"  target=\"_blank\" rel=\"false noopener\">AccounTrends<\/a>\u00a0podcast, Intuit is adding more enhancements to its products and ways to help tax and accounting professionals focus on their clients\u2019 needs and the future of their businesses. Featured improvements for tax year 2021 include:<\/p>\n<h2>Updates to ProConnect Tax:<\/h2>\n<ul>\n<li><b>Direct data import.\u00a0<\/b>Drag and drop client\u2019s tax documents directly into their return. No manual data entry with <a href=\"https:\/\/proconnect.intuit.com\/link\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Intuit Link<\/a> request needed.<\/li>\n<li><b>Smart navigation.\u00a0<\/b>ProConnect intelligently predicts the tax forms and suggests what is needed for a client based on data and common workflow patterns.<\/li>\n<li><b>Assign and manage work.\u00a0<\/b>Assign and sort client returns by staff members, then re-assign each return as it changes hands within your firm, to monitor team workloads and return status.<\/li>\n<li><b>Lock returns.\u00a0<\/b>You can now auto-lock e-filed returns to prevent manual entry errors and calculation updates that may alter the original e-filed tax return.<\/li>\n<li><b>Expanded eFile status.\u00a0<\/b>Once filed, easily view the file status by return type (federal, state, and extensions).<\/li>\n<li><b>Multiple preparer awareness.\u00a0<\/b>Tax pros can get a full view of any users working on the same tax return to avoid version conflicts or overwriting each other\u2019s work.<\/li>\n<li><b>eSignature improvements.<\/b>\u00a0Seamlessly access <a href=\"https:\/\/proconnect.intuit.com\/esignature\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">eSignature<\/a> in your workflow. Improved Account Management makes new user onboarding simple and easy for current users.<\/li>\n<li><b>Tax return reports.\u00a0<\/b>(Coming soon) You can soon export clients\u2019 data from standard tax return fields and query data based on common tax scenarios.<\/li>\n<li><b>Improved jump-to input coverage.\u00a0<\/b>(Coming soon) For tax form fields with multiple inputs, you can view a summary of sources and values included in the calculation, then quickly jump to the data input screen from the tax form field in one click.<\/li>\n<\/ul>\n<h2>Updates to Lacerte<\/h2>\n<ul>\n<li><b>Verify your EFIN in Lacerte.<\/b>\u00a0Manage your EFIN more efficiently directly within Lacerte.<\/li>\n<li><b>New billing profile.<\/b>\u00a0Billing for Lacerte, eSignature, and Tax Scan and Import has been consolidated into a single wallet. Now you won\u2019t have to re-enter your information every time you want to make a purchase.<\/li>\n<li><b>Easier onboarding to <a href=\"https:\/\/proconnect.intuit.com\/desktop-hosting\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Hosting for Lacerte<\/a>.<\/b>\u00a0New and returning subscribers can get up and running faster with Lacerte in the cloud via automated data transfer.<\/li>\n<li><b>Lacerte Actionable Steps for Error Resolution (LASER).<\/b>\u00a0Quickly self-resolve problems in Lacerte as they arise by making use of actionable links made available when and where you need them to minimize any disruption to your workflow.<\/li>\n<li><b>Lacerte 200 Federal 1040 enhancements.<\/b>\u00a0Now, you can keep track of the returns you&#8217;ve used with an on-screen counter. You&#8217;ll also get a message when you&#8217;re nearing your bundle limit.<\/li>\n<li><b>eSignature improvements<\/b>. (Coming soon) Tax Pros can now batch send eSignature requests on the same document from multiple signers at one go.\u00a0 Improved Account Management makes new user onboarding seamless and easy for current users.<\/li>\n<li><b>Tax accuracy notifications.<\/b>\u00a0(Coming soon) Tax pros can now receive proactive notifications about returns that were affected by tax law or other changes after you filed them and what to do next.<\/li>\n<\/ul>\n<h2>Updates to ProSeries<\/h2>\n<ul>\n<li><b><a href=\"https:\/\/quickbooks.intuit.com\/accountants\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">QuickBooks<\/a>\u00ae integration.<\/b>\u00a0We\u2019ve updated your experience with a new dialog box that can auto-detect open QuickBooks files and allows you to set beginning and end dates, and the basis for a client\u2019s return.<\/li>\n<li><b>Prior-year background color.<\/b>\u00a0Now you can know whether you\u2019re working on a client\u2019s current-year return or their prior-year return based on different background colors on-screen.<\/li>\n<li><b>Integrated calculator enhancements.\u00a0<\/b>Now, ProSeries will respond to your Windows settings, grow and shrink to your preferred size, and allow for three types of data entry.<\/li>\n<li><b>New billing profile.<\/b>\u00a0Billing for ProSeries, Intuit eSignature, and Tax Scan and Import has been consolidated into a single wallet. Now you won\u2019t have to re-enter your information every time you want to make a purchase.<\/li>\n<li><b>HomeBase view functionality.<\/b>\u00a0Custom HomeBase view and filtering are now available for ProSeries Basic. And ProSeries Professional users can automatically transfer their custom views from their tax year 2020 software to their tax year 2021 software.<\/li>\n<li><b>eSignature improvements.<\/b>\u00a0You can now initiate eSignature right from your Homebase view, saving even more time. As a low-touch alternative to the current eSignature request widget, Tax Pros can send eSignature requests with a single click. Improved Account Management, along with trial awareness placements in right rail, makes new user onboarding seamless and simple for current eSignature users.<\/li>\n<li><b>Tax accuracy notifications.\u00a0<\/b>(Coming soon) You can receive proactive notifications about returns that were affected by tax law or other changes after you filed them and what to do next.<\/li>\n<li><b>Background updater.<\/b>\u00a0(Coming soon) ProSeries will soon automatically download, verify, and install updates when they\u2019re available without disrupting your workflow.<\/li>\n<\/ul>\n<h2>Path to Advisory<\/h2>\n<p>The new Path to Advisory paper is a comprehensive, free\u00a0<a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/The-Path-to-Advisory-10.28.21.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener\">online guide<\/a>\u00a0available through the\u00a0<a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Intuit Tax Pro Center<\/a>\u00a0to help firms lead with planning and advisory services. Using the collective knowledge, experience, tools, and best practices from Intuit Tax Council Members &#8211;\u00a0 tax professionals who help lead and shape positive change in the profession to help empower professionals to drive prosperity for clients and firms &#8211; this guide offers clear, actionable steps for firms looking to add advisory services, or firms already in the process of switching.<\/p>\n<h2>AccounTrends podcast<\/h2>\n<p>Hosted by Jasen Stine, tax and accounting education leader at Intuit, and David Bergstein, chief innovation officer at Bergstein CPA, AccounTrends brings together leading minds in the tax and accounting industry to share knowledge and best practices. Join hosts as they speak with interesting guests from a diverse set of backgrounds to help tax and accounting professionals stay on top of the most important trends and how to shift their practices and businesses &#8212; big and small &#8212; to accommodate them.\u00a0<a href=\"https:\/\/proconnect.intuit.com\/podcast\/?s_cid=PA_FAM_AcctTrends_podcastBumper\"title=\"\"  target=\"_blank\" rel=\"false noopener\">AccounTrends<\/a>\u00a0airs every other Tuesday.<\/p>\n<p><i>This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features, functionality, and attached services.<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To help prepare tax professionals for the upcoming tax season, Intuit Accountants shares new tax software updates for ProConnect Tax, ProSeries, and 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