Intuit has established the ability to import client data from QuickBooks Online Accountant into ProConnect tax. The capability enables users to upload documents directly into ProConnect Tax, regardless of how a client delivered them.The company says tax forms that can be important include W-2, 1099-DIV, 1099-G, 1099-INT, 1099-Misc, 1099-R, 1098s.
Imports and client source documents can be organized in the new data import drawer, which also can handle Schedule D., Depreciation and K-1 imports.
QBO Accountant can also be used to assign and manage team members in ProConnect Tax. Users can see who is working on each return and assign staff as the return progresses. Return status can also be monitored and filtered by assigned staff members in the Tax Hub.
