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mmts
mmts
Level 3
July 24, 2024
New

Make ProConnect Tax Data Report useful

Related products:ProConnect
  • July 24, 2024
  • 2 replies
  • 4 views

We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for ProConnect?

The current 1040 report does not include the spouse information (name, phone, email etc.). Why not???

    2 replies

    abctax55
    abctax55
    Level 15
    July 25, 2024

    We need the same tax data report functionality as Lacerte.

    IF you want the same functionality as Lacerte, then you need to purchase Lacerte.

    HumanKind... Be Both
    J
    jm9
    Level 2
    November 1, 2024

    I second the need for spouse information (email, phone, etc). very basic need, should be in the report. 

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