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M
Matttman
Level 1
March 5, 2021
Implemented

EIN Lookup

Related products:ProConnect
  • March 5, 2021
  • 3 replies
  • 6 views

How can I enter multiple 1099-R's for the same client without having to type the information in every since time?  Is there a way to populate the fields using an EIN that was entered previously?

    This topic has been closed for replies.

    3 replies

    A
    Anonymous
    June 8, 2022

    Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

    M
    mwaller1027
    Level 3
    February 22, 2023

    100% agree.  Lacerte keeps that information in a database/table and can populate anytime the name is entered or the same EIN.  You can even go in and edit the Table for typos, etc.  It DOES create a database of sorts so you aren't wasting all of your time entering repetitive data.  This should be an automatic add since ProConnect is gradually being modelled after Lacerte.

    A
    Anonymous
    April 29, 2025

    Thanks for your votes and comments. See this article to learn more: Using autofill in ProConnect Tax

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