Discussion ongoing
Customized Common Forms List
ProSeries used to have this option, unknown why it was replaced with their own selections. We used to have the capability of customizing our own selection of commonly-used forms and worksheets. Streamlined it to cover a good number of my basic clients; faster access, more productive.
Maybe a tax pro wants a direct one-click to Keogh/SEP/etc worksheet, IRA contributions; student loan interest; maybe you don't need K1s in your common list or want Sch F in there. Maybe you'd like to have the tax planner within quick access.
Allow us to determine what forms we commonly use. 😁
