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Level 1
May 6, 2024
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8949 Entry Bulk Delete

Related products:ProConnect
  • May 6, 2024
  • 1 reply
  • 2 views

Add a bulk delete function, as in other software. If you happen to import a large data set, then need to re-do the information for some reason, as far as I see, you must delete each transaction on the 8949 individually (unless I am missing something).  As such, I would never load more than 15-20 transactions into Proconnect. I suppose that with the flexible ability to attach separate statements, etc., this is somewhat less a problem than in years past, but still limiting

1 reply

George4Tacks
Level 15
May 11, 2024

Since ProConnect is built on Lacerte, add this request to the Lacerte Tax Idea Exchange. 

Alternatively do single line entries for totals of covered transactions. Typically that will leave a small number of uncovered, which you could then enter or import or do an attachment. 

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