taxnotarysoluti
Level 1
02-19-2021
08:01 PM
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I am typing in my CAF, PTIN, address, etc. every time. Is there a way to have ProConnect automatically populate this when I click that I want a 2848/8821 within the return?
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itonewbie
Level 15
02-20-2021
09:47 AM
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ProConnect could easily have that programmed but nope, that's not available and CAF is not even stored in ProConnect Tax. With the amount of information needed about the rep, it'd be much easier to have your own template set up with your data pre-populated.
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