Idea Exchange

1625 Ideas

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances.New

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances for those single-member LLCs that file a TX Franchise return

Forum|Forum|2 years ago

christina3Level 1

Improved reportsNew

a report to be able to see all clients that have the Texas franchise tax with a disregarded entity, also adding a column that shows clients that have the Texas franchise tax without having to go through each and every client.

Forum|Forum|2 years ago

aschoenbartLevel 1

IDEASDiscussion ongoing

1. Instead of making us come here to submit an idea you should have a quick access button on the left  side of the program for us to submit ideas when we think of them     Alan [removed]

Forum|Forum|2 years ago

walkthroughLevel 2

Combine Notes and Flags to be implemented at Line Item Level or Screen LevelDiscussion ongoing

Current Status: Notes are available on all screens with an overall limit of 2500 characters. Generally OK but the limit get exhausted very quickly if the return is complicated and you try and save client queries and pending return data in the notes for quick reference.The Flags feature is a great implementation to review what is pending or what needs attention. However, it does not remind the preparer what exactly is required to resolve that flag. In addition to the current notes implementation, if each flag could also have an optional comment field to indicate what is pending or what further actions need to be taken, it would speed up the return review process.As an example, see the use of comments feature of Microsoft Excel/Word. It allows you to post a comment thread with replies and also allows you to resolve it. If it is resolved it does not pop-up directly, but unresolved comments are quickly brought to notice. If this feature is implemented, it is absolutely important to allow to resolve or post replies to a comment (e.g. Asked Client about IRA investments, the client responded to not put money in IRA. Both these threads should be visible with a date and time so that these questions are not repeated and the preparer has a clear understanding of what had happened at time of preparation of the return.) It would be a bonus if the comments are marked seperately as "Internal Notes", "Client Queries and Responses", etc. and to mark Preparer and CLient Reponses seperately. It may also include a team member marking to indicate who wrote that comment on the team when multiple people work on the same return. I think you guys would be in a better position to determine what options the software gives as or you can allow to customize these seperate group of comments for each client or for the firm as a whole.This feature should also allow the preparer to export the comments with backgroud references in a text format. It will be easy to email the text file to the client to remind them on what is pending from their end.All in all, you can review the Microsoft Word comment feature, a similar feature should be helpful for all the preparers.

Forum|Forum|2 years ago

puravidaptoLevel 7

Correction of [Client Name] in eSignature RequestDiscussion ongoing

It has come to my attention that the eSignature request currently has [Client Name] set to the return name instead of the actual client name. For example, if a return is named "2022_SMITH_JOHN," "Dear [Client Name]" will be translated to "Dear 2022_SMITH_JOHN," which is not the correct client name.To prevent this issue in the future, I request that [Client Name] be changed to the actual client name and that a new label, [Return Name], be created to reflect the return name. This will ensure that the correct client name is used in all future eSignature requests. I kindly ask for your support in making this change as soon as possible. Thank you.

Forum|Forum|2 years ago

Bryan CVALevel 1

QBO Link to ProConnect for AccountantsDiscussion ongoing

I was just informed of some unfortunate news by your support and I wanted to at least lodge a complaint on behalf of ALL accountants who use QBO. We as accountants are not given the same functionality in QBO as our clients. This is specifically speaking to the ProConnect (Lacert or ProSeries for that matter) link provided in QBO that is not active for Accountants. I can link QBO to ProConnect all day for clients, but unfortunately this same function is not available to us. I could create a dummy file in QBO that links to ProConnect, but then have to duplicate entry to do so. Wish this import function was available for us too.

Forum|Forum|2 years ago

mmmitranoLevel 2

Change print order of tax return, so worksheets are after the actual tax return, as in previous years.Discussion ongoing

Allow changing the order of tax return print items, or move worksheets to after the actual tax return

Forum|Forum|2 years ago

puravidaptoLevel 7

Idea to add an "end year balance" field for mortgage limitation calculationDiscussion ongoing

Currently it has principal paid field, however, depending on the mortgage companies, the end year balance is often reported, so I propose the idea to add an "end year balance" field to direct input the amount instead of figuring out the principal paid or the average balance separately outside of the software.-- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|2 years ago

puravidaptoLevel 7

Add form 3520 to the form 1040 seriesDiscussion ongoing

Please add form 3520 to the from 1040 series. Each year I have to prepare the form 3520 outside of the software.-- Click https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 to vote FOR the idea if you need to report and keep track of Intuit software defects.

Forum|Forum|2 years ago

JackRLevel 3

show sections headings in bold on all input screens.Discussion ongoing

It would be great if you could show sections headings in bold on all input screens. It would make them much easier to read.

Forum|Forum|2 years ago

tomreynolds68Level 1

split ohio direct deposit refundsDiscussion ongoing

Hello, The Proconnect online tax software does not allow for state and city (Ohio has city and school district income taxes) tax refunds that are direct deposited to be split between multiple bank accounts. That ability is supported in the software for Federal tax refunds. My state Ohio does allow for this refund method but the tax software does not have that ability. Can this please be developed and added to the tax software for future tax years? Not having this ability has caused an issue with tax my clients. Thank you.  

Forum|Forum|2 years ago

MJP_CTMLevel 1

Use Different Color Coding for each Tax YearDiscussion ongoing

Please consider using a different color-coding scheme for each Tax Year to distinguish it from the prior year.  Example - right now everything is a white and grey background.2021: white2022: blue2023: yellowOnce you have used PTO for multiple years, and you need to go back and forth between the tax years for a specific client, it is incredibly easy to accidentally make a change to a prior year return that isn't locked down, thinking you are in the current year return making the change.  If there isn't a way to change the color by year, then is there a way to go back and lock down the returns (for years prior to 2021 when this feature was not available)?Thank you for your consideration.

Forum|Forum|2 years ago

ctrap11Level 1

Allow all prior year data conversionsDiscussion ongoing

The program really limits itself by not allowing tax preparers to convert data from any previous year. The software only allows conversion from the prior year into the current year software. When the program started you could convert data from any previous year. Please make it so that data conversions are allowed anytime. 

Forum|Forum|2 years ago

OKC-CPALevel 2

Access History of Documents Transmitted to Client via LinkDiscussion ongoing

It would be great if Proconnect kept a user accessible history of documents sent to client via link.

Forum|Forum|2 years ago

mikesbataxLevel 1

Intuit link needs to store the email part of the requests that are sentDiscussion ongoing

When using Intuit Link to request information it does not save the email portion of the requests.  Since we customize most of those messages we need to be able to go back and see what was sent to the client and resend the same message if necessary.

Forum|Forum|2 years ago

sfs1221Level 1

Intuit Link: deselect engagement letter from batch invitesDiscussion ongoing

Would like the ability to deselect the engagement letter from batch invites in Intuit Link.  I use my own customized engagement letters for each client.

Forum|Forum|2 years ago

puravidaptoLevel 7

Differentiate multiple copies of a tax returnDiscussion ongoing

When we create a copy of a return, it is named COPY until we rename it. Then we make another copy, it is still named COPY. We do not know what each COPY is for.I suggest to have a way to tell the timestamp of each copy, or possibility to give it another name when making the copy.Please vote FOR my other idea: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 , thanks!

Forum|Forum|2 years ago

darinlieberLevel 1

CA 3885LDiscussion ongoing

Why doesn't proconnect support CA 3885L?  its the CA depreciation schedule for Form 568 CA LLC return.  So any individual taxpayer filing CA 568 with depreciation has to mail the tax return?  Does not make sense.  Please look to support that form next year.

Forum|Forum|2 years ago

Courtney-EppsLevel 1

Every user needs to have access to view and download the signed tax returnsDiscussion ongoing

 Every user needs to be able to have access in Pro-Connect to view and to download someone's signed tax return. We have 15+ employees that all need to view this information in order to do their jobs efficiently. Everybody needs to have access to this, not just the person who originally sent this for signatures.  

Forum|Forum|2 years ago

puravidaptoLevel 7

Please include Form W7COADiscussion ongoing

The software already has Form W-7, I request to make Form W7COA available.PS: please consider to vote for my other idea https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-for-proconnect/idi-p/111336 , thanks!

Forum|Forum|2 years ago

360TAXLevel 1

OUTSIDE ACCOUNT IMPORTDiscussion ongoing

Hello,I think that there should be account import options to be able to connect to outside accounts. For example, cryptotrader.tax. We have a client who has 3,000 pages of crypto document on a 8949. The only option I have currently is to basically manually input 3,000 pages worth of information.I have used other platforms in the past in which we could connect to the crypto account to pull the information through.  This should truly be an option.

Forum|Forum|2 years ago

kkkinaLevel 2

Freeze the date on the cover letter to clientDiscussion ongoing

Every time I print the tax return from the software, the cover letter to client (the 1st page of the PDF file) always show the current date on top right of the letter. However the content of the cover letter always saying "your tax return WILL BE electronically filed with the IRS.....". The current date is very confusing to client and to me as well especially when I need to print the tax return after it's filed. Can the software be modified to freeze the date on the cover letter to the filing date of the tax return? If the tax return has not been filed, it's okay to have the current date printed on the letter. 

Forum|Forum|2 years ago

Jeff-HLevel 3

Year Round Client Access to LinkDiscussion ongoing

It would be a nice addition to allow clients to upload tax documents into Link at any time during the year. This would allow clients to upload documents to Link during the year as they are received and not have to save them elsewhere and then have to upload them to Link once Intuit releases current year tax software, which is typically toward the end of the year. It would be a one-stop shop for clients to save their tax documents throughout the year and would be a nice value-added for tax preparers to offer to their clients. 

Forum|Forum|2 years ago

GothCPALevel 1

Customize status dots in Tax OrganizerDiscussion ongoing

There are four default options, but it would be super helpful for my workflow if I could change the descriptions on them. Even better would be to change the colors or add more options.

Forum|Forum|2 years ago

pamcookcpaLevel 1

conversions of 990 from proseries to proconnect would be helpfulDiscussion ongoing

It would be helpful for 990 forms to be able to convert to from Proseries to ProConnect.

Forum|Forum|2 years ago

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1625 Ideas

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances.New

Improved reportsNew

IDEASDiscussion ongoing

Combine Notes and Flags to be implemented at Line Item Level or Screen LevelDiscussion ongoing

Correction of [Client Name] in eSignature RequestDiscussion ongoing

QBO Link to ProConnect for AccountantsDiscussion ongoing

Change print order of tax return, so worksheets are after the actual tax return, as in previous years.Discussion ongoing

Idea to add an "end year balance" field for mortgage limitation calculationDiscussion ongoing

Add form 3520 to the form 1040 seriesDiscussion ongoing

show sections headings in bold on all input screens.Discussion ongoing

split ohio direct deposit refundsDiscussion ongoing

Use Different Color Coding for each Tax YearDiscussion ongoing

Allow all prior year data conversionsDiscussion ongoing

Access History of Documents Transmitted to Client via LinkDiscussion ongoing

Intuit link needs to store the email part of the requests that are sentDiscussion ongoing

Intuit Link: deselect engagement letter from batch invitesDiscussion ongoing

Differentiate multiple copies of a tax returnDiscussion ongoing

CA 3885LDiscussion ongoing

Every user needs to have access to view and download the signed tax returnsDiscussion ongoing

Please include Form W7COADiscussion ongoing

OUTSIDE ACCOUNT IMPORTDiscussion ongoing

Freeze the date on the cover letter to clientDiscussion ongoing

Year Round Client Access to LinkDiscussion ongoing

Customize status dots in Tax OrganizerDiscussion ongoing

conversions of 990 from proseries to proconnect would be helpfulDiscussion ongoing

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Idea Exchange

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Filter by product

Need a Texas Franchise EF status column in the individual module - that would be very helpful and speed up checking e-file acceptances.New

Improved reportsNew

IDEASDiscussion ongoing

Combine Notes and Flags to be implemented at Line Item Level or Screen LevelDiscussion ongoing

Correction of [Client Name] in eSignature RequestDiscussion ongoing

QBO Link to ProConnect for AccountantsDiscussion ongoing

Change print order of tax return, so worksheets are after the actual tax return, as in previous years.Discussion ongoing

Idea to add an "end year balance" field for mortgage limitation calculationDiscussion ongoing

Add form 3520 to the form 1040 seriesDiscussion ongoing

show sections headings in bold on all input screens.Discussion ongoing

split ohio direct deposit refundsDiscussion ongoing

Use Different Color Coding for each Tax YearDiscussion ongoing

Allow all prior year data conversionsDiscussion ongoing

Access History of Documents Transmitted to Client via LinkDiscussion ongoing

Intuit link needs to store the email part of the requests that are sentDiscussion ongoing

Intuit Link: deselect engagement letter from batch invitesDiscussion ongoing

Differentiate multiple copies of a tax returnDiscussion ongoing

CA 3885LDiscussion ongoing

Every user needs to have access to view and download the signed tax returnsDiscussion ongoing

Please include Form W7COADiscussion ongoing

OUTSIDE ACCOUNT IMPORTDiscussion ongoing

Freeze the date on the cover letter to clientDiscussion ongoing

Year Round Client Access to LinkDiscussion ongoing

Customize status dots in Tax OrganizerDiscussion ongoing

conversions of 990 from proseries to proconnect would be helpfulDiscussion ongoing

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