Practice Management Intuit® ProConnect™ Tax Online Spotlight: Summary Input & Review Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Amber Zable Modified Sep 28, 2016 1 min read When you return to Intuit® ProConnect™ Tax Online (PTO, formerly Intuit Tax Online) this season, you’ll notice that there are some new options in the navigation menu. There is a new category called View Type and there are two choices, Full and Summary. The PTO default view is the Full view where you will see all of the data fields on the screen. However, when you choose Summary view, you will only see data fields where data has been entered, either in this tax year or in the prior tax year. The Summary view will appear in the left navigation menu and in the input sheet area. See image below. Upon hearing the news about the return of this feature, PTO customer Bryce Forney, CPA, said, “Summary Input and Review elevates time efficiency within an input screen, since so many returns are consistent from year to year. Zeroing in on applicable fields helps to more quickly get from start to finish on returns. I’m so glad it’s back for 2016. I recommend other users try it, since the time saving benefits become evident almost immediately.” Editor’s note: Want to learn what else is new in 2016? Find out in our article, “ProConnect Tax Online Update: What’s New for 2016.” Previous Post Tax Pro Forum: Tips and Tricks for a Paperless Practice Next Post E-Filing is the New Norm; Digital Signatures Should Be, Too Written by Amber Zable Amber is a brand strategy leader with Intuit® ProConnect™. More from Amber Zable Comments are closed. Browse Related Articles Tax Law and News When does a hobby become a business? Tax Law and News Is the IRS contacting your clients? Verify! Practice Management Practical uses of AI for productivity & client work Tax Law and News August 2025 tax and compliance deadlines Tax Law and News Big Beautiful Bill tax deductions for workers and seniors Advisory Services White paper: Scaling advisory services to your clients Tax Law and News Year-round tax planning tips for clients Practice Management Optimizing your firm for hybrid and remote work Grow your practice Scale your firm, your way Advisory Services Modern marriage issues: Postnup agreements