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Using the input drawer in ProConnect Tax

Intuit Help
Intuit

Using the input drawer in ProConnect Tax

Maximize efficiency by using the input drawer to review flagged items, import documents, view or edit the organizer, and track your clients' Link activity — all without leaving the tax return.

How to flag items for review

Flagged items are specific input fields marked as needing review. You can track missing data or estimated amounts by flagging the appropriate input fields.

  1. Go to the Input Return tab.
  2. Go to the input field you need to flag.
  3. Place your mouse over (or click inside of) the field. A flag button will appear to the right.
    • Sometimes a more button will appear, which looks like three dots. Select more to see the Flag item option.
  4. Click the flag button or the Flag item option.

The flagged field will be highlighted in orange on your input screen, and the missing information added to a list of flagged items for the return.

To view and resolve previously flagged items

  1. Select the flag button to the right, on the edge of your window.
    • The button will have an orange badge showing the total number of items currently flagged in the return.
  2. A flagged items list will appear.
  3. Select the name of an item to jump to its input in the return, or select Resolve to show it's completed and remove the flag.
  4. Items can also be resolved on the input screen by simply clicking the flag button again.

Adding and editing the Link organizer

Import your client's source documents directly into the return using Intuit Link.

Once your client has accepted the Link invitation, you can:

  • Select Edit to customize the Engagement Letter, Questions, or Document checklist.
  • Checking the Notify client box allows you to edit the email notification sent to your client when you save your changes.

Add/modify request

Add comments or queries to your Link request using the Comments box.

User-added image

To update the request status, simply select the status from the status indicator dropdown.
User-added image

The client activity feed is an audit log showing the history of your client's actions in Link—for example, when they signed the engagement letter or answered a question. Click the clock button to open the activity feed.

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