Lost data entered

Forum|Forum|4 years ago
January 2, 2022
1 reply
7 views

I am new to ProConnect Tax, but used Lacerte for 12 years. I picked up the next day where I left off on entering Sch D dispositions. So I entered another 33 dispositions for a total of 63. When I brought up the return the next day, the return only showed 30 dispositions. What happened. I thought that when you enter data, it stays in ProConnect Tax and the next day you pick up where you left off. HELP!! Ferg

ProConnect Tax

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George4Tacks

Level 15

That should not be happening. I would suggest possibly that you do a "Check Return" for the client before ending the day. That might help lock the data in.

Personally I would never attempt to enter that many transactions in ProConnect. I would enter only one item for all short term where basis is reported. One for all long term where basis is reported and probably a "see attached" for short term basis not reported and another "see attached" for long term not reported.

Answers are easy. Questions are hard!

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