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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

Get prepared for tax year 2021 with these new features from Intuit® ProConnect™ Tax 

New Features

Lock Return: 

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  • Auto-locked e-filed returns to prevent manual entry errors and calculation updates that may alter the original e-filed amounts. 
  • Returns are automatically locked after e-filing, so a copy of the e-filed version is always available for reference.
  • Return data can still be viewed in read-only mode when a return is locked, but inputs cannot be edited. 
  • Easily unlock returns and transfer original data to an amended return. 
  • Available for any completed e-filed tax return across all modules

Learn more

 

Direct Data Import: 

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  • Drag and drop client tax forms from your computer into ProConnect to import data directly into your client’s return. 
  • No manual data entry or Link request required. 
  • Directly import popular tax forms like W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R and 1098s and more.   
  • Keep all your imported documents organized in the new data import drawer.
  • Archive all client documents at once for your firm’s reference at any time.   
  • Look for the lightning icon, conveniently located inside your client’s return, for the data import drawer. 

Video 

 

Smart Navigation: 

ProConnect Tax intelligently predicts tax forms frequently used next based on common workflow patterns. 

  • New suggestions are updated each time you navigate to a new input screen, keeping you at peak performance.
  • As new workflow patterns are added, suggestions will become smarter and more personalized.  
  • Only available for non-proforma Individual (Form 1040) returns at this time. 

Learn more

 

Assign and manage work: 

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  • Assign staff members client returns, then re-assign the return as it changes hands within your firm until the return is complete. 
  • Filter by assigned staff members, in the Tax Hub, to monitor return status and team workloads.
  • Help your staff stay focused with a personalized view of their assignments. 


Video 

 

Expanded eFile Status: 

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Easily drill down to the status of each part of the return at the federal and state level, including extended and amended returns. 

  • Color-coded by accepted and rejected returns so you can quickly focus on what’s important. 
  • Click the status in each column for more explanation of what was rejected as well as transmission confirmations. 


Video 

 

Multiple preparer awareness:

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Get a full view of any users working on the same tax return. This can keep work moving without creating version conflicts or overwriting previous versions of the return.  

  • The person(s) icon will appear at the top of the input return screens when another member of your firm joins.  Hovering over the icon will reveal the member’s name. 
  • When multiple users are in the same return or multiple tabs of the same tax return are open, a version conflict can occur in which one person’s changes overwrite the others. 

 

Have a product suggestion?

Share your idea with us and get updates from our product development team on status - under review, accepted or implemented.  

Submit your suggestion now 

 

 

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IntuitBettyJo
Community Manager
Community Manager
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IntuitBettyJo
Community Manager
Community Manager

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