Refund status bar

[ReneeCPA]

Hello,

There's a super handy feature in ProSeries that seems to be missing from ProConnect Tax.

In ProSeries, you can view the status of a refund/balance due while preparing the individual return, but I don't see this option in ProConnect Tax. Is this feature somewhere and I'm just not seeing it? Or is it not available? If not, does Intuit have a plan to add it?

Thank you. 

[IntuitRebecca · Accepted solution]

Hi Renee,

That feature isn't available in ProConnect. The nearest equivalent is to use the "Preview Forms" button, which lets you view the Letter (or any particular tax form) side-by-side with your input screen. You'd need to press "Refresh forms" each time you wanted the refund/balance due to update with your latest entries, though.

I can certainly see how the refund status bar would be helpful, though! If you'd like, you can submit your idea to ProConnect Tax Idea Exchange. 

- Rebecca