See exactly which clients need attention with e-file status alerts and other notifications that help you prioritize your work. QuickBooks® Online Accountant (QBOA) Integration: Get one-click access to all your accounting and tax clients’ files from one dashboard in QBOA.This feature provides faster note taking and less task switching. Notes are visible to all preparers with access to the tax return. Global Note Taking: This feature allows preparers to take notes anywhere in the workflow and not have to leave a section to return to the Profile screen, where notes currently reside.This enhanced feature further integrates ProConnect Tax Online and Link, making it faster and easier for the accountant to use the client portal in tax return prep (no change for clients). You can also bring in the view of documents, submitted into Link by clients, into the product as a result, you no longer have to log into Link to view them.
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Improved Link Integration: With one click, you can send a request/document to a client from ProConnect Tax Online (no longer have to log into Link).Super Search: Search for any element in a tax return, such as the name, amount or line number, saving you time when looking for data to check or modify.This feature saves time in data entry and improves accuracy. When the tax preparer switches to prepare the individual tax return associated with the business entity, the user can pull in the K-1 data from the tax return of the business entity. K-1 Transfer: When preparing partnership, fiduciary and S-corporation returns, the tax preparer can generate a K-1.It can make data entry a three-minute task. This feature provides faster review and allows for “quick entry” – if the taxpayer’s scenario hasn’t changed, then the tax preparer can go down the line and enter values for all of the data fields right next to last year’s data fields. Summary Input (revival of a favorite feature we had pre-2012): This is a new review experience that gives you a quick summary view of current and/or prior year data.Each of the new features below are in response to customer requests and will make you even more efficient in your tax workflow. The features above join a robust roster of new features already available in ProConnect Tax Online for tax year 2016. Enhanced Roles and Permissions: Provides more granular access control to firm and client data, giving you more control over firm information and access to client data at the user level.Batch Processing: Allows the user to batch process the ability to carry client tax return data from prior year to current year, saving the tax preparer time on mundane tasks.
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This feature saves time entering and viewing tax data.