Import Function

YourNewCPA · ‎12-02-2021

A super huge time saver would be if we could import a prior year return from PDF (which are always on standard IRS forms) and import baseline data like: name, address, id numbers, and information forms like the 2-year comparison, PY AGI, etc. This would decrease onboarding of new clients by a minimum of 30 min.

IntuitGabi · ‎01-11-2022

Thanks for the idea. Changing to "Open for voting".

puravidapto · ‎02-12-2022

I do not think the IRS income documents are open for importing.

YourNewCPA · ‎03-05-2022

This idea was to be able to populate baseline data and possibly the Prior Year Summary report that is a noncalculating, nonreporting report in the tax software. It was not to import information that is included in the filing like actual tax numbers.

Import Function

Import Function

Import Function

Send confirmation E-file when a return is filed and/or accepted

Modify tax return Client Letters in ProConnect Tax Online

Customer cover letter

Client Letter

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