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Level 2
January 23, 2026
New

When entering W2's, 1099s, etc please put the client info at the top of each page.

Related products:ProConnect
  • January 23, 2026
  • 1 reply
  • 2 views

When entering a W2, 1099-R, 1099-INT, 1099-DIV, etc. on the input/detail screen the taxpayer/spouse's info is all the way at the bottom. Please please move the client info to be the first thing when opening the "details" from the quick entry. It should be the client info, then the company/employer's info that is seen first at the top, then the rest of the data entry stuff after that.

1 reply

Level 2
February 20, 2026

Yes!  This is especially important when a married couple works for the same company and have the exact same name on the W-2.  It takes so much time to figure out which is which.