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ProConnect to Import Prior Year

Users of Intuit’s ProConnect Tax will gain the ability to create tax returns by importing prior-year returns this year.

The software company’s web post only said the ability will come “soon”. When available, to upload 1040 returns from tax year 2022 to help create returns for tax year 2023.

ProConnect Tax will be able to extract relevant client data and values from the first two pages of a client’s prior-year tax return. Users can automatically create a new clienst into the system by importing taxpayer information, such as names, addresses, deduction information, dependent data and bank information.

The software then offers a guided review of data and the ability to make edits ed before applying the information to the tax returns.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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