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Level 4
March 4, 2021
Discussion ongoing

Generate bookmarks in pdf file

Related products:ProConnect
  • March 4, 2021
  • 17 replies
  • 11 views

Please, generate bookmarks for each page in the printed pdf file from ProConnect Tax Online, similar to Turbo Tax, CCH Profx and most other tax softwares.

This topic has been closed for replies.

17 replies

sjrcpa
Level 15
August 17, 2023
The more I know the more I don’t know.
IRonMaN
Level 15
August 17, 2023

"What's the definition of "soon"? It's been 9 1/2 months"

Well, that brought a smile to my face 😀

Slava Ukraini!
sjrcpa
Level 15
August 17, 2023

@IRonMaN Then it has been a good day for me.

The more I know the more I don’t know.
IRonMaN
Level 15
August 17, 2023

Slava Ukraini!
Level 3
September 30, 2023

Modify Proconnect input and review functions to reduce time spent by including new features:

1) Bookmarks for each tax return form (vs. page) to reduce time spent scrolling when reviewing data input and/or discussing tax issues.

2) The ability to download to Excel Spreadsheet Proconnect input forms for pass-through entities along with 8582 passive loss calculations current and carryforward to next tax year.  Similarly, for the detailed input for Schedule A, B, C, D, E, W2'S, retirement distributions, Social Security, 4562, 8582, diagnostics and notes, etc.

3) Have the ability to click on IRS/State Form output cell to be directed to applicable Proconnect input form.

4) Redesign the input forms by reducing the comments or instructive text from input pages to reduce the sometimes excessive amount of scrolling currently required to find IRS coded cell.

5) Include removed but beneficial instructive text as click function on input or output cell as help feature for any unique characteristic of a particular input or multiple output fields using the data.

Level 2
October 11, 2023

Circling back on this. Curious about the bookmarks for proconnect timeline.... That is the only missing feature preventing me from purchasing it for 2023. 

Intuit Community Champion
October 22, 2023

It is odd that it's taking this long to add a feature to the PDFs that already exists in Lacerte.