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What's new in ProConnect™ Tax 2021

IntuitBettyJo
Community Manager
Community Manager


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What's new in ProConnect™ Tax 2021

We’re excited to share these updates with you, but we never stop working to make Intuit® ProConnect™ Tax a more powerful  tool to help you serve your clients even better. Watch for additional enhancements throughout the year! 

Explore powerful, new features in your ProConnect software

Missing data flags added: By flagging missing data fields, you can better identify gaps prior to filing. As a result of streamlining this process, missing data will be collected more quickly and efficiently, creating faster review times. 

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K-1 Package: Pass-through business entities now have an easier way to produce letters, K-1 forms, K-1 state forms, and more for each partner or shareholder, all in one package. Easily generate PDFs from the File Return screen and send them out.

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Microsoft Excel-based imports added: We’ve extended the functionality to include depreciation and pass-through entity members.

Masking and watermarking: ProConnect can mask Social Security numbers for you when you print forms or create PDFs. You now have the ability to also add a watermark that reads “Do not file” to distinguish what’s for review or storage and what’s for filing, minimizing confusion.

E-filing individual amended returns, Form 1040X: You now have the ability to transfer originally-filed ProConnect data to amended returns to help save you time, a feature particularly useful with an ever-changing tax landscape. ProConnect will also make a copy of the original return for your records.

 

Enhancements to Link*—the client portal integrated into ProConnect

 

Improved accuracy in Link document imports: We’ve improved the accuracy of automated data entry from the following documents uploaded through Link: W2, 1099-INT, 1099-R, 1098-T, 1098, 1099-B, 1099-DIV, 1099-G, and 1099-MISC. 

When you import a form, you will automatically be taken to the relevant area in the tax return.

All-new Link experience: You can now send request templates to multiple clients at once. 

For added ease of use, the Document Import Drawer lets you view all documents ready for import in one organized section with on-screen alerts to notify you when documents are ready to import.

The Link experience has improved for your clients, too. They can upload their documents in batches and our system will automatically identify the form type. They can also import all their documents directly from their financial institutions straight into Link. Finally, the client sign-on experience has improved as well.

 

Workflow tools that let you customize your experience*


Intuit Practice Management powered by Karbon:
Focus on the work that gets you paid by having a clear view of your priorities, creating consistent processes for all your services, and automating away admin tasks like requests and reminders.

eSignature: Did you know that 62% of taxpayers prefer to sign documents electronically?** eSignature makes it easy  to work the way your clients prefer. Plus, it’s powered by DocuSign, the worldwide leader in eSignature.

Pay-by-Refund : Give your clients more convenience, and give yourself a simpler way to do refund transfers with Pay-by Refund. You can enroll and check your enrollment status with the bank right in the ProConnect software. 

Protection Plan: Protection Plus gives you the option to add Audit Assistance and ID Theft Restoration to every 1040  client. CPAs and EAs will respond to IRS notices, handle audits, seek tax debt relief, remediate fraudulent  dependent claims, and more. Simply pay $10 for every filed 1040 return. 

ProConnect Tax Idea Exchange: Help us make the product enhancements that are important to you. Vote for the ideas you like the most, then get updates on their status, whether they are under review, accepted, or implemented. Find the Idea Exchange in the Intuit Accountants Community.

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Training Portal: Get content tailored to your needs—videos, articles, and more—all located in the Help tab within ProConnect. 

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More to come... 

 

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IntuitBettyJo
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IntuitBettyJo
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