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FLange
Level 3
October 12, 2024
New

Alphabetizing the K-1's within the Individual Tax Return Input Software

Related products:ProSeries
  • October 12, 2024
  • 2 replies
  • 9 views

When a client has multiple K-1's, it is helpful to alphabetize them as it keeps them organized.  In the ProSeries software, once K-1's have been entered, the order of the K-1's cannot be changed.  Over time, a client may add or subtract K-1's but we cannot change the order in the system.  This needs to be changed so that we can save time by keeping them in alphabetical order.

2 replies

Level 3
October 13, 2024

Great suggestion!!  This would be VERY helpful!!

Level 2
October 14, 2024

I agree! This would benefit us all.