{"id":31590,"date":"2023-11-13T08:00:00","date_gmt":"2023-11-13T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=31590"},"modified":"2023-12-07T08:40:51","modified_gmt":"2023-12-07T14:40:51","slug":"tax-product-updates-for-tax-year-2023","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/tax-product-updates-for-tax-year-2023\/","title":{"rendered":"Tax product updates for tax year 2023"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Tax year 2023 product updates offer enhanced reporting capabilities, strategies, and streamlined workflows, while also providing you with access to new tax-related insights, advisory strategies, and reports to help firms achieve their goals.<\/p>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Updates to Intuit Tax Advisor*&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/accountants.intuit.com\/tax-advice-planning-for-professionals\/\" target=\"_blank\" rel=\"noreferrer noopener\">Intuit Tax Advisor<\/a>, you can create custom tax plans in minutes and show clients valuable&nbsp;savings all by using tax strategies automatically generated from your Intuit\u00ae <a href=\"https:\/\/accountants.intuit.com\/tax-online\/\" target=\"_blank\" rel=\"noreferrer noopener\">ProConnect\u2122 Tax<\/a> or <a href=\"https:\/\/accountants.intuit.com\/lacerte\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lacerte\u00ae Tax<\/a> returns. Updates and features include the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client OneView<\/strong>\u2014Allow previews up to five clients simultaneously. Gain insights into potential tax savings, the number of probable strategies, and the potential strategies for each client to create, with confidence, a personalized tax plan for each client.<\/li>\n\n\n\n<li><strong>State Tax Analysis and Projections<\/strong>\u2014Expands capabilities, including primary state returns and federal returns. Switch between federal and primary state modes, and adjust income, deductions, credits, estimated payments, and create custom strategies for the upcoming year for more precise state planning. All taxable states are now within reach, and for California and New York, potential adjustments are also available.<\/li>\n\n\n\n<li><strong>Smarter recommended strategy insights<\/strong>\u2014Adds new strategies to client plans to offer updated insights based on that strategy, resulting in a more customized tax plan.<\/li>\n\n\n\n<li><strong>Visibility into tax savings and net out-of-pocket calculations<\/strong>\u2014Provides more visibility to tax fields impacted by a strategy and details about the calculations to help users more confidently implement tax saving strategies and explain values to clients.<\/li>\n\n\n\n<li><strong>Worksheets experience<\/strong>\u2014Answers questions to evaluate if a client may qualify for items such as business use of home, business and personal travel, or day trader status. Coming soon:** Net operating loss carryforward.<\/li>\n\n\n\n<li><strong>Strategies for real estate professionals<\/strong>\u2014Determines if a taxpayer qualifies as a real estate professional and can deduct losses from real estate activities against ordinary income, and whether the net investment tax applies.<\/li>\n\n\n\n<li><strong>Strategies for like-kind exchange<\/strong>\u2014Examines certain real property for another property that is like-kind, without recognizing a taxable gain for the transaction.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Updates to ProConnect Tax*<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>IRS transcripts direct access<\/strong>\u2014Pull client\u2019s data, straight from the IRS into ProConnect Tax, with the <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/irs-transcript-feature-in-intuit-proconnect-tax\/\" target=\"_blank\" rel=\"noreferrer noopener\">IRS transcripts feature<\/a> to complete fast, accurate returns with less client back and forth. Watch this <a href=\"https:\/\/www.youtube.com\/watch?v=hyOlwICXO9Y\" target=\"_blank\" rel=\"noreferrer noopener\" target=\"_blank\">YouTube video<\/a> for more information.<\/li>\n\n\n\n<li><strong>Customized client letters<\/strong>\u2014Create and send templated letters to clients, with preset and customized tax return data fields and signatures.<\/li>\n\n\n\n<li><strong>Firm performance insights<\/strong>\u2014Grow your firm with full insights into its performance. The easy-to-read dashboard reports annual client growth, time spent on returns at the firm and user level, and comparison reports.<\/li>\n\n\n\n<li><strong>Task Accelerators<\/strong>\u2014Set up an email to yourself and\/or others when an e-filed return is rejected by the IRS.<\/li>\n\n\n\n<li><strong>Custom print settings<\/strong>\u2014Customize digital templates of your client\u2019s tax return documents for easy client review while standardizing and automating your workflow.&nbsp;Select documents and forms to include, rearrange the order, mask SSNs, add a watermark, and more.<\/li>\n\n\n\n<li><strong>Batch extension eFile<\/strong>\u2014Batch extend up to 10 multi-modular (individual and business) federal, state, and local extensions. Preview a dashboard to help ensure returns pass all required diagnostics and payment requirements before e-filing.<\/li>\n\n\n\n<li><strong>Hot keys (shortcuts)<\/strong>\u2014Accelerate productivity with a compiled list of convenient, accurate, and fast shortcut key combinations while using main navigation, client tax returns list, and return navigation.<\/li>\n\n\n\n<li><strong>Intuit Link client reminders<\/strong>\u2014Send clients reminders to join <a href=\"https:\/\/link.intuit.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Intuit Link<\/a> and complete their organizer every seven days until the client marks the task as done.<\/li>\n\n\n\n<li><strong>Expanded tax filing capabilities<\/strong>\u2014Access 20 new e-file capabilities and 73 new e-file forms.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Coming soon in ProConnect Tax:**<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prep for Taxes (New! Tax adjustments)<\/strong>\u2014Reconcile tax adjustments to <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a>\u00ae imported trial balance in ProConnect Tax, and update or reclassify tax mapping prior to importing books data to the tax return. QuickBooks sold separately.<\/li>\n\n\n\n<li><strong>1040 direct data import<\/strong>\u2014Create a new client using pertinent data extracted directly from their prior year 1040 form and generate a tax summary comparison for the current tax year.&nbsp;<\/li>\n\n\n\n<li><strong>K-1 package delivery <\/strong>\u2014Create and distribute individual K-1 packages to partners via email using a secured link.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Updates to Lacerte<\/strong> <strong>Tax<\/strong>*<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/proconnect.intuit.com\/support\/en-us\/help-article\/tax-return\/using-safesend-lacerte\/L9YVrh3DH_US_en_US\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>SafeSend integration<\/strong><\/a>\u2014Send clients\u2019 returns to SafeSend directly from the Lacerte client grid to assemble and deliver completed tax return packages more efficiently. No downloading and uploading is required.&nbsp;<\/li>\n\n\n\n<li><strong>Simplified Intuit Tax Advisor plan creation<\/strong>\u2014Start tax plans for 1040 clients with a quick click from the client grid to open and sign into Intuit Tax Advisor.<\/li>\n\n\n\n<li><strong>Quick Employer Forms Accountant<\/strong>\u2014Create and e-file an unlimited number of W-2s and 1099s for your clients\u2019 employees and contractors. E-file and print forms within a business and across multiple businesses individually and in bulk. This supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV, and supports W-3 &amp; 1096 forms for your records automatically.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Updates to ProSeries<\/strong> <strong>Tax<\/strong>*<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hosting onboarding automation enhancements<\/strong>\u2014Move data with end-to-end automation from your existing infrastructure to the Hosting environment. This automation includes packing data from all current <a href=\"https:\/\/accountants.intuit.com\/proseries\/\" target=\"_blank\" rel=\"noreferrer noopener\">ProSeries<\/a> tax years, transferring it to the Right Networks\u2019 environment, and unpacking it to their respective ProSeries folders, to start working online as if nothing has changed.<\/li>\n\n\n\n<li><a href=\"https:\/\/proconnect.intuit.com\/support\/en-us\/help-article\/convert-files\/transfer-turbotax-returns-proseries\/L8SZ2hpIO_US_en_US\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>TurboTax Online import <\/strong><\/a>\u2014Transfer current-year TurboTax individual 1040 returns to current-year ProSeries returns in just a few clicks.<\/li>\n\n\n\n<li><strong>Quick Employer Forms Accountant<\/strong>\u2014Create and e-file an unlimited number of W-2s and 1099s for your clients\u2019 employees and contractors. E-file and print forms within a business and across multiple businesses individually and in bulk. This supports Forms W-2, 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV, and supports W-3 &amp; 1096 forms for your records automatically. &nbsp; &nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Coming soon in ProSeries Tax:**<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Financial institution download<\/strong>\u2014Download client financial data directly from all supported banks with an updated authentication method.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/accountants.intuit.com\/esignature\/\" target=\"_blank\" rel=\"noreferrer noopener\">eSignature<\/a><\/strong>\u2014Batch electronic signatures on documents from 2 to 100 clients, and set reminders for them all at once.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>*Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.<\/em><em>&nbsp;<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>**This information is our general product direction but represents no obligation to deliver future features and should not be relied on in making a purchasing decision.&nbsp;<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Unlock the latest tools and technology to ensure tax season success. Product updates include new features in ProConnect Tax, Lacerte Tax, ProSeries Tax, Intuit Tax Advisor, and more.<\/p>\n","protected":false},"author":104275893,"featured_media":31593,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[116807,45875901],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-31590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools"],"header_image":"","yoast_head":"<!-- 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