Enabling and accessing client tax insights in Intuit Accountant Suite

Connect data from your ProConnect Tax Online account to Intuit Accountant Suite to quickly identify clients who would benefit most from tax planning or advisory services based on their tax profile. The Insights feature lets you spend less time manually sifting through returns and more time engaging clients on high-value topics. Pinpoint opportunities to offer specialized services like retirement planning, investment consulting, or estimated tax payments/adjustments. 

Insights data

Generate a Tax data view in Insights to create a clear view of your clients' tax situations using standardized tax data points, including:

• Adjusted Gross Income (AGI) - An individual's gross income minus specific deductions.
• Taxable income -  The portion of income that is subject to taxation, calculated by subtracting deductions from AGI.
• Total tax -  The total amount of tax owed to the government based on taxable income and applicable tax rates.
• Balance due/refund -  The final result of comparing total tax liability with the amount of tax payments (withholding and estimated payments) already made. 
• Effective Tax Rate (Average Tax Rate) -  The total percentage of income paid in taxes. This provides an overall view of the tax burden.
• Calculation -  Total tax paid / Total taxable income.
• Marginal Tax Rate -  The tax rate paid on the next dollar of taxable income. This is crucial for advising clients on year-end planning, asset sales, or income acceleration/deferral strategies.
• Calculation -  Change in tax liability / Change in taxable income.
• State of residence -  The state where the client resides, which determines applicable state and local tax laws.
• Client age -  A demographic factor that can impact eligibility for certain tax benefits, such as the credit for the elderly or required minimum distributions (RMDs) from retirement accounts.
• Filling status -  The status used when filing a tax return (e.g., Single, Married Filing Jointly, Head of Household), which determines standard deduction amounts and tax bracket thresholds.
• Qualifying children -  Dependent children who meet specific tests (relationship, age, residency, support) and make the taxpayer eligible for various tax benefits, such as the Child Tax Credit or the Earned Income Tax Credit (EITC).

Prerequisites

To use Insights with tax data, your firm must meet the following requirements: 

• You must be an active ProConnect Tax Online (PTO) user.
• Your firm must have e-filed Federal Individual (1040) returns for TY24 and later
• Your firm must have Intuit Accountant Suite Accelerate

Enabling Tax Insights 

Only the Primary admin for your firm can enable Tax Insights.

1. Log in to Intuit Accountant Suite and select Insights.
2. In the Overview, select Access tax data. You can also select Create new data view, then scroll to Tax data and select Create view.
3. Review the consent information and select Enable tax data. 

Accessing the tax insights dashboard

Once your firm’s Primary admin has enabled tax data in Insights, team members can access client data on your firm’s dashboard. 

1. Log in to Intuit Accountant Suite and select Insights.
2. In Favorite views or All views, select Federal 1040 tax data to open the dashboard. 
3. Filter and sort the data on the dashboard to identify clients with higher taxes or unique tax situations. Or, use the filtering and sorting tools to group clients by  tax metric, income bracket, or specific return characteristic in order to reach out for specialized planning.

When reviewing your dashboard, keep in mind the following data constraints:

•  The dashboard only shows clients you have access to within your firm's structure.
• The dashboard only includes clients who have e-filed a Federal 1040 return through ProConnect Tax Online (PTO) for the previous tax year (TY24 and thereafter).
• Currently, the dashboard focuses exclusively on Individual (1040) Federal returns. Business returns are not yet included.