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Level 1
February 9, 2024
Discussion ongoing

Eliminate re-entry of duplicate data

Related products:ProConnect
  • February 9, 2024
  • 2 replies
  • 4 views

Similar to Lacerte, automate duplicate data to avoid re-entry. For example:

1. Add drop down box to select taxpayer/spouse/dependent in forms such as ACA (Form 1095A), Dependent care credit, etc.

2. Save previously used Issuers/Employers of tax forms (i.e., with multiple W-2 G's, save the casino information so that it doesn't have to be re-entered each time)

2 replies

Level 7
February 10, 2024

Thanks for the idea to automate duplicate data to avoid re-entry . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 2
November 13, 2024

Yes, please!  And also, for education credits, EIC, etc there should be a drop down box to choose which dependent.