Easier onboarding to Hosting for Lacerte.Now you won’t have to re-enter your information every time you want to make a purchase. Billing for Lacerte, Intuit eSignature, and Tax Scan and Import has been consolidated into a single wallet. Manage your EFIN more efficiently directly within Lacerte.
(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 field in one click. (Coming soon) You can soon export clients’ data from standard tax return fields and query data based on common tax scenarios. Improved Account Management makes new user onboarding simple and easy for current users.
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. Once filed, easily view the file status by return type (federal, state and extensions).
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. 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. ProConnect intelligently predicts the tax forms and suggests what is needed for a client based on data and common workflow patterns. No manual data entry with Intuit Link request needed. Drag and drop client’s tax documents directly into their return. Featured improvements for tax year 2021 include: On 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. Intuit works each year to offer the most efficient tools for tax professionals. Today, 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. To help prepare tax professionals for the upcoming tax season, Intuit Accountants shares new tax software updates for ProConnect Tax Online®, ProSeries®, and Lacerte®
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