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3566 Ideas

M
MJP_CTMLevel 1

Add Column to Tax Returns page for Amended Return EFile StatusDiscussion ongoing

Please add a column for Amended Return EFile Status at the bottom of the main page on the Tax Returns screen.  Please also put the statuses in chronological order based on when the work would be performed.  It should be in this order:Extension EFile StatusFederal EFile StatusState EFile StatusAmended Return EFile StatusThank you!

1
M
Forum|Forum|2 years ago
M
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.

1
M
Forum|Forum|2 years ago
C
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. 

1
C
Forum|Forum|2 years ago
O
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.

2
O
Forum|Forum|2 years ago
M
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.

1
M
Forum|Forum|2 years ago
S
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.

1
S
Forum|Forum|2 years ago
puravidapto
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!

1
puravidapto
Forum|Forum|2 years ago
D
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.

2
D
Forum|Forum|2 years ago
C
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.  

1
C
Forum|Forum|2 years ago
puravidapto
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!

1
puravidapto
Forum|Forum|2 years ago
3
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.

1
3
Forum|Forum|2 years ago
K
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. 

1
K
Forum|Forum|2 years ago
J
Jackiei99Level 3

Portal Sign Up by ClientDiscussion ongoing

I have been looking into a new workflow and portal product called Tax Dome.  It allows you to post a link you your website, for new clients to click and set up their own portal accounts and start uploading tax information, without needing an invitation from the tax preparer.  It asks them some general questions, like name, type if return, etc. and allows them to continue the process of uploading tax information without a break in time or work.  This is great if marketing to smaller return clients who might not call first and would like to look for/sign up with a tax preparer at that moment instead of lets say a Turbo Tax Expert.  It would be great if something like that was possible with Link.

1
J
Forum|Forum|2 years ago
J
Jackiei99Level 3

Lock returns for paymentDiscussion ongoing

It would be nice if somehow you could lock returns for payment within the e-signature feature in ProConnect Tax Online.

1
J
Forum|Forum|2 years ago
E
Ethan90Level 2

Make reports available for more than the master admin.Discussion ongoing

Could provide master admin the ability to provide privileges to users for certain proconnect features such as reports and adjusting the print options.

1
E
Forum|Forum|2 years ago
Jeff-H
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. 

1
Jeff-H
Forum|Forum|2 years ago
S
SaraWLevel 3

Batch Intuit Link "Reminders"Discussion ongoing

Something to think about for the future...Intuit Link allows for batch "invites" to the portal but I think it would be useful to have a batch "reminder" notification for clients that have already been invited and just need a little nudge. 😉

1
S
Forum|Forum|2 years ago
M
MarshallATLLevel 1

Be able to transfer a document from the documents folder to the shared client folderDiscussion ongoing

PY worksheets are availabe for the preparer to review.  They can not be copied or moved to the shared documents folder (have to download and then upload).  It would be convenient to be able to transfer or copy on the same screen for easy client access.

1
M
Forum|Forum|2 years ago
G
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.

1
G
Forum|Forum|2 years ago
P
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.

1
P
Forum|Forum|2 years ago
Z
zzz1Level 1

Combine Clients in ProConnectDiscussion ongoing

It would be beneficial to have the ability to combine clients in ProConnect instead of having to just make one inactive. This would be especially useful for clients who are already in ProConnect but then make a QBO account later on, that way you do not have to choose between losing prior year inputs and tax mapping from QBO. 

1
Z
Forum|Forum|2 years ago
Z
zzz1Level 1

Import Data section inside of returns on ProConnect should have an option for Schedule C.Discussion ongoing

Multiple businesses cannot be moved from Quickbooks Online onto a single return in ProConnect Tax Online, the only option should not be manual entry. 

1
Z
Forum|Forum|2 years ago
puravidapto
puravidaptoLevel 7

Request to Correct eSignature Status "Multiple" in Return ViewDiscussion ongoing

When a signature request is sent, and if the client fails to sign and the request is voided and resent, the eSignature status under the return view currently shows "multiple." This is not an accurate representation of the current status. I request that the status be updated to accurately reflect the current, non-voided eSignature request.

1
puravidapto
Forum|Forum|2 years ago
M
MarshallATLLevel 1

Add a Note to efilingDiscussion ongoing

Can you set up a feature to add a explanatory note to the filing? (this was available in Lacerte)  You can attached a PDF but I don't see where you can add a note.  Thanks

1
M
Forum|Forum|2 years ago
M
mwaller1027Level 3

Link to Documents from the Tax Return input screenDiscussion ongoing

Please add a button in the tax return input screen that we can click to take us directly to their Documents folder.  As it stands we have to go to Clients, then search for the Client and select, then click on Documents to get there.  Tedious.  Should be a very easy fix.

1
M
Forum|Forum|2 years ago

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