ProConnect HelpIntuit HelpIntuit

ProConnect Tax introduces Smart Navigation

SOLVEDby IntuitProConnect Tax18Updated October 07, 2021

What’s Smart Navigation?

Smart Navigation is a new feature that provides the user with five suggested screens to go next as they navigate a return in ProConnect Tax.

Smart Navigation is only available for non-proforma Individual (Form 1040) returns at this time.

The suggestions in Smart Navigation work the same as the standard left-hand navigation: clicking on a suggestion will take you to the screen.

Upon entering a return with Smart Navigation is enabled, the user will see the Smart Navigation section below the left navigation with no suggestions present. After navigating to a second input screen on the return, the user will be presented with up to five suggested screens to go to next.

PCG_PTO_L5T6QEFTn_001.png

Of note:

  • Smart Navigation is not specific to a tax year, meaning that it may be used in current or prior years.
  • Smart Navigation suggestions are user-specific. If more than one user is in the same return, each user may see different suggestions.
  • If the user leaves the return, the Smart Navigation suggestions will not be remembered. When the user comes back to the return, they will see a zero -- stating no suggestions.
  • If you would like to hide the suggestions at any time, you can do so by using the Show smart navigation toggle in the lower-left.

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.