So, what’s new with ProConnect Tax?
Glad you asked.

View and manage all documents, internal to the firm and shared with the client, in one place.

View a summary of information before submitting an efile, including a list of the federal and state returns, payment method, and the refund amount or balance due.

View a summary of information before submitting an efile, including a list of the federal and state returns, payment method, and the refund amount or balance due.

Stay informed of important news and product updates pertinent to you, sent directly to your new notifications inbox within ProConnect Tax.

When a return is rejected due to an incorrect SSN or EIN, the return will automatically unlock and an error code will generate a credit.

• Navigate client tax returns faster by easily moving from tax form fields to input screen in one click on more fields than ever.
• View a summary of sources and values for fields with multiple inputs.

• Now you can request eSignature with just one click!
• Go digital with eSignature and give yourself and your clients the better way to collect and submit signatures in record time.
• Over 70% of eSignature requests are completed in one day*

* In tax year 2019, 71% of completed eSignature transactions through Intuit professional tax products were finalized in less than 24 hours)

• Auto-locked e-filed returns prevent manual entry errors and calculation updates that may alter the original e-filed amounts.
• Returns are automatically locked after e-filing, so a copy of the e-filed version is always available for reference.
• Return data can still be viewed in read-only mode when a return is locked, but inputs cannot be edited.
• Easily unlock returns and transfer original data to an amended return.
• Available for any completed e-filed tax return across all modules.

• Drag and drop client tax documents from your computer directly into their return. No manual data entry or Link request required.
• Directly import popular tax forms like W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R, 1098s, and more.
• Keep all your imports organized in the new data import drawer, not just client source documents. There’s a place for Schedule D, Depreciation, and K-1 imports too.
• Look for the lightning icon, conveniently located inside your client’s return, or the data import drawer.

• Assign staff members client returns, then re-assign each return as it changes hands within your firm until it’s complete.
• Filter by assigned staff members, in the Tax Hub, to monitor return status and team workloads.
• Help your staff stay focused with personalized views of their assignments.

• Get a full view of any users working on the same tax return. This can keep work moving without creating version conflicts or overwriting previous versions of the return.
• The person(s) icon will appear at the top of the input return screens when another member of your firm joins. Hovering over the icon will reveal the member’s name.
• If a version conflict occurs, you will be given the choice to save your changes, overwrite the previous version, or load the latest version.

• Easily drill down to the status of each part of the return at the federal and state levels, including extended and amended returns, so you can focus on what’s important.
• Click the status in each column to get further explanation of what was rejected as well as transmission confirmation letters.

• ProConnect Tax intelligently predicts tax forms frequently used next based on common workflow patterns.
• New suggestions are updated each time you navigate to a new input screen, keeping you at peak performance.
• As new workflow patterns are added, suggestions will become smarter and more personalized.
• Only available for non-proforma individual (Form 1040) returns at this time.