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mmts
mmts
Level 3
July 23, 2024
Question

ProConnect Tax Data Report not useful

  • July 23, 2024
  • 2 replies
  • 18 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???

    This topic has been closed for replies.

    2 replies

    George4Tacks
    George4Tacks
    Level 15
    July 23, 2024

    The usual answer that I like is 'CUZ'.

    PCT is slowly approaching Lacerte. You can make your suggestions for things you would like at https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

    They get voted on an slowly either ignored or implemented, depending on the demand and how they feel that day. 

    Answers are easy. Questions are hard!
    abctax55
    abctax55
    Level 15
    July 23, 2024

    "Why?"

    Because the more the product costs, the more 'bells & whistles' it has.

    I believe PTO costs less than Lacerte.

    HumanKind... Be Both
      mmts
      mmtsAuthor
      Level 3
      July 24, 2024

      It has nothing to do with the cost of the product. It's about functionality and practice management.

      sjrcpa
      sjrcpa
      Level 15
      July 24, 2024

      Lacerte costs more and has more functionality. I see a correlation.

      The more I know the more I don’t know.
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