The top 3 favorite features
See why people like you love these features the most.
Tax return preparation
Robust tax content in Intuit ProConnect Tax
Breeze through returns with more than 20,000 automated calculations and 21,000 diagnostics to help maximize your accuracy. Plus, you’ll have quick access to more than 5,700 federal and state forms—everything you need for individual and business returns.
Tax planner
Plan ahead with your 1040 and Schedule C clients by building comparative tax scenarios.
- Make multi-year comparisons (up to three years).
- Build multiple case scenarios (up to three scenarios per year).
- Calculate tax liability, including tax reform changes for tax year 2019.
- Import diagnostics.
Efficient navigation
Work faster when you’re checking or modifying data.
- Super search: Look for any element in a tax return, such as name, amount, or line number.
- Split view: Review you data entry fields and tax return forms side by side or on separate monitors.
- Jump to input: Navigate from a tax form to the input screen with just a click.
- Note taking: Write down notes anywhere in your workflow without having to leave a section.
- Summary view: Access a summary of a client’s data for this year and last year.
Batch processing
Cut down on manual work and save time. You can use pro forma batch processing when you carry tax return data over from the previous year to the current year.
Profile management
NewThe “Profile” tab makes is easy for you to quickly update tax payer and spouse information, filing status, and number of dependents.
Roles and permissions
Gain more control over your firm’s information and access to client data at the user level. This feature gives you access control with extra detail.
K-1 package
NewBusiness entities (partnerships, S-corps, and fiduciaries) have an easy way to produce letters, K-1 forms, K-1 state forms, and other applicable forms for each individual partner or shareholder. Simply generate them as PDFs from the File Return screen, and send them out.
Data collection
Data collection
UpdatedRequest and share documents and easily apply them to the tax return—all in the same place. Link is a secure online portal that makes client data collection faster and more organized. The dashboard makes it easy to keep track of what's been submitted and what's missing. Your clients can upload documents in batches and the system will automatically match them, saving them time. Plus, now you can upload and download documents, organize documents in folders, and preview the documents in your browser. You can also send request templates to multiple clients at once, rather than going through clients one by one, making your data collection process easier and faster.
Data importing
UpdatedSave time from the start by importing multiple documents, including W-2, K-1 forms, and Schedule D data from Excel. You can import them via scan or mobile capture, or download them directly from the provider. Now available: 1099-INT, 1099-DIV, 1098, 1098-T, 1099-R, 1099-MISC. Select clients to upload, and utilize colored indicators to guide accurate data importing. Plus, when you import a form, you will be automatically taken to the relevant area in the tax return.
Microsoft Excel-based imports
NewNew for tax year 2020, we’ve extended the functionality of Microsoft Excel-based imports to include depreciation and pass-through entity members.
Quickbooks Online integration
Streamline your client accounting and tax work by managing your accounting clients and your tax clients from the same dashboard. Plus, you’ll save time when you review your clients’ books at the end of the year, and you’ll eliminate manual tax data entry when you prep for taxes.
Document management capabilities
Upload documents, store them, view them as you do the return, and download them if needed. You can also customize your requests for tax information, based on the previous year’s information. You’ll make sure your requests only ask for what’s relevant to each client’s situation.
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Finishing and filing
Return sharing
Share completed returns with your clients digitally, with just a click. Your client will be notified that they’ve received a document where they can view the completed return.
SSN masking
NewProtect your clients—share a copy of a return while ensuring the security of their social security number.
Watermarking
NewBy adding a watermark to a working version of a tax return, you can send it to a client for review without worrying that it may be filed prematurely.
Client payments
Simplify the way your clients pay. With Pay-by-Refund, you’ll discover more convenience for both you and your clients.
E-file dashboard
View the e-file statuses of all of your clients. You’ll have a dashboard that lets you see statuses, filter and sort, and check for rejections.
E-file status in Tax Hub
NewView critical e-file information, including e-file status history and submission ID, directly from the e-file status column in your Tax Hub.
E-file permissions
NewControl who can e-file returns in your firm with master admin, full-access admin, and basic user permissions.
eSignature
Now available on all forms and documents, eSignature helps you offer clients more convenience and you'll get forms signed in minutes, not days. With eSignature, your clients can review and sign from anywhere, on any device.
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