George4Tacks
Level 15

I recommend Tax Tools. This can produce that report and so much more. It really is a TOOL for tax professionals. 

https://www.taxtools.com/products_tt.aspx click through the tabs to see the long list of features. 

You can download a free demo to try it. I love it's tax planning tool and find it much easier than Lacerte's. It pays for itself with one 1031 exchange. 


Answers are easy. Questions are hard!