jeffrey
Level 5

What would be nice, is if ProSeries would enter the EIN for State tax refunds in the data base, so it pulls up al the info like 1099-r and w-2 that I have multiple clients with same.

Arizona  Tax refund for example, I have hundreds of clients every year, yet the software does not remember from one client to the next, or one year to the next. I can enter a 1099-R in a new client, and if the same EIN was used for another client it auto populates.

0 Cheers