Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.
It would be nice if Proconnect online would be able to have a PDF Viewer/Editor to highlight or put stamps such as checkmarks on things acknowledged and done. The ultimate goal with this idea is to keep documents from being downloaded and keep the Document management within PTO up to date.
We're looking to understand how you will utilize this feature. Please provide examples of how bookmarks in pdf file would enhance your experience. Thank you for the contributions!
I would use it for reviewing returns that a staff person prepared. Instead of endlessly scrolling every time I need to verify an entry, I could go directly to the form. This would save considerable time for every tax return I review.
Plus, it looks infinitely more professional and "polished" when sending the pdf to the client.
I agree, it helps with the review process for the following year as well. When comparing to the prior year it's very helpful to be able to go directly to the page you are looking for.
1. For tax returns reviews. This will save a whole lot of time. 2. Once return is printed, it is so much easier to navigate, especially in 100+ pages. To easily find Federal and Tax forms. 3. I can bookmark pages that need to be signed (manually or digitally).
4. If client calls to go over specific item, it would be so much easier to navigate in pdf file.
5. Compare to the prior year returns.
6. It looks professional (even TurboTax provides this feature!).
I agree, please have this feature ready for the 2023 tax season. I use this to review tax returns and it is a huge time saver. This is a standard feature in ProSeries and Lacerte. When I review a tax return, I add the bookmarked PDF to my source document PDF, which is generated by Gruntworx (or manually). I then use TicTie Calculate to cross-reference the tax return to data in the source documents, all within the same PDF. This serves as my Preparer Copy.
Modify Proconnect input and review functions to reduce time spent by including new features:
1) Bookmarks for each tax return form (vs. page) to reduce time spent scrolling when reviewing data input and/or discussing tax issues.
2) The ability to download to Excel Spreadsheet Proconnect input forms for pass-through entities along with 8582 passive loss calculations current and carryforward to next tax year. Similarly, for the detailed input for Schedule A, B, C, D, E, W2'S, retirement distributions, Social Security, 4562, 8582, diagnostics and notes, etc.
3) Have the ability to click on IRS/State Form output cell to be directed to applicable Proconnect input form.
4) Redesign the input forms by reducing the comments or instructive text from input pages to reduce the sometimes excessive amount of scrolling currently required to find IRS coded cell.
5) Include removed but beneficial instructive text as click function on input or output cell as help feature for any unique characteristic of a particular input or multiple output fields using the data.
Circling back on this. Curious about the bookmarks for proconnect timeline.... That is the only missing feature preventing me from purchasing it for 2023.
