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Level 2
December 7, 2022
Question

How do I add pdf bookmarks to a return?

  • December 7, 2022
  • 2 replies
  • 20 views
I want my ProConnect PDF output to include bookmarks, so, for example, I can go directly to the form 1116 (or any location with a bookmark). Here I am talking about PDF bookmarks that serve as a table of contents for the document. A decent set of bookmarks should include the first page of every form included in the PDF, plus summary documents, worksheets, etc. Going straight to a bookmark saves a lot of time in a long return. How do I get ProConnect to add bookmarks?
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2 replies

George4Tacks
Level 15
December 7, 2022

ProConnect Tax does NOT have this feature. It is not listed in the New for 2022 https://proconnect.intuit.com/tax-online/whats-new/

If you would like this feature vote for it at https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/generate-bookmarks-in-pdf-file/idi-p/135669 and maybe it will be added in the future

Answers are easy. Questions are hard!
Level 10
December 7, 2022

Adobe Acrobat Pro is a tremendous product. It is worth the money.

sjrcpa
Level 15
December 7, 2022

True.

But it is a PITA if you have to manually bookmark every tax return.

The more I know the more I don’t know.
IRonMaN
Level 15
December 7, 2022

Having to add your own bookmarks sounds like it could defeat the purpose of "saving time" if you are just trying to find a form in a client's return later on.

Slava Ukraini!