Business
Intuit Accountants Announces New Products and Updates for Tax Year 2021
To help prepare tax professionals for the upcoming tax season, Intuit Accountants shares new tax software updates for ProConnect Tax Online®, ProSeries®, and
About this update from Intuit Inc.
[{"type":"text","content":"\nTo help prepare tax professionals for the upcoming tax season, Intuit Accountants shares new tax software updates for ProConnect Tax Online®, ProSeries®, and Lacerte®\n\n PLANO, Texas--(BUSINESS WIRE)--\nToday, Intuit Accountants, from Intuit (NASDAQ: INTU), the global technology platform that makes TurboTax, QuickBooks, Mint, Credit Karma, and Mailchimp, is announcing its latest updates to its products and services including ProConnect Tax Online®, ProSeries®, and Lacerte® for the upcoming tax year. Intuit works each year to offer the most efficient tools for tax professionals.\n\nOn the heels of the new Path to Advisory guide and AccounTrends podcast, Intuit is adding more enhancements to its products and ways to help tax and accounting professionals focus on their clients’ needs and the future of their businesses. Featured improvements for tax year 2021 include:\n\nUpdates to PTO\n\n\nDirect data import. Drag and drop client’s tax documents directly into their return. No manual data entry with Intuit Link request needed.\n\n\nSmart navigation. ProConnect intelligently predicts the tax forms and suggests what is needed for a client based on data and common workflow patterns.\n\n\nAssign and manage work. Assign and sort client returns by staff members, then re-assign each return as it changes hands within your firm, to monitor team workloads and return status.\n\n\nLock returns. You can now auto-lock e-filed returns to prevent manual entry errors and calculation updates that may alter the original e-filed tax return.\n\n\nExpanded eFile status. Once filed, easily view the file status by return type (federal, state and extensions).\n\n\nMultiple preparer awareness. Tax pros can get a full view of any users working on the same tax return to avoid version conflicts or overwriting each other’s work.\n\n\neSignature improvements. Seamlessly access eSig in your workflow. Improved Account Management makes new user onboarding simple and easy for current users.\n\n\nTax return reports. (Coming soon) You can soon export clients’ data from standard tax return fields and query data based on common tax scenarios.\n\n\nImproved jump-to input coverage. (Coming soon) For tax form fields with multiple inputs, you can view a summary of sources and values included in the calculation, then quickly jump to the data input screen from the tax form ...