Workflow tools IRS transcript feature in Intuit® ProConnect™ Tax Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Intuit Accountants Team Modified Aug 26, 2024 1 min read You’ve asked for it and here it is! You can now quickly access years of client IRS transcripts right from within Intuit® ProConnect™ Tax with IRS Transcript direct access. With direct access, you can: Catch and fix errors proactively before your client gets an IRS notice. Get a single source of truth to double check before you file, so you don’t miss a thing. Complete tax returns faster and more accurately with less client back-and-forth conversations. Access the latest client IRS financials; this is helpful for onboarding new clients, resolution work, and completing extensions. IRS Transcript direct access is included with ProConnect Tax at no extra cost. Find out more about this new feature! Previous Post Intuit® ProConnect™ Tax helps ASE simplify and save time Next Post Tax product updates for tax year 2023 Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team 2 responses to “IRS transcript feature in Intuit® ProConnect™ Tax” How do i get this connected with our an onlien IRS account Hi Steve – thanks for your question. This Help article should give you the info you need – https://proconnect.intuit.com/support/en-us/help-article/internal-revenue-service/retrieving-irs-transcripts-proconnect/L4FYS5Oue_US_en_US. If you still have questions, please call ProConnect Tax support at 833.269.1926. Thanks. Browse Related Articles Practice Management Intuit® Tax Council Profile: Shahab Maslehati Workflow tools Why we talk so much about QuickBooks® Online Advisory Services How tax pros work with controllers vs CFOs Advisory Services Helping clients with healthcare planning Practice Management Reshaping accounting: Millennials and Gen Zs Tax Law and News Tax relief for victims of Hurricane Helene Workflow tools 3 guides to moving your clients to QuickBooks® Online Practice Management Intuit introduces Intuit® Enterprise Suite Practice Management Partnering to power prosperity: Intuit and the accounti… Advisory Services 7 Intuit® Tax Advisor updates
Hi Steve – thanks for your question. This Help article should give you the info you need – https://proconnect.intuit.com/support/en-us/help-article/internal-revenue-service/retrieving-irs-transcripts-proconnect/L4FYS5Oue_US_en_US. If you still have questions, please call ProConnect Tax support at 833.269.1926. Thanks.