tnkeim
Level 1
01-06-2022
03:28 PM
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Client got divorce. 90% of PY return info pertained to ex-spouse, so I don't want to roll forward the PY data. ProConnect won't create return unless I check the box to bring fwd PY data.
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George4Tacks
Level 15
01-06-2022
04:28 PM
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The box comes with a check mark in it. You can click that box to remove the check mark.
Answers are easy. Questions are hard!
tnkeim
Level 1
01-06-2022
06:38 PM
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If I uncheck that box, the 2021 return won’t “create” in the system. Some moron developer made checking the box mandatory if it is an existing client. I was a developer for OneSource tax software, and this error would never have made it through Thomson-Reuters testing.
George4Tacks
Level 15
01-08-2022
11:14 AM
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If I uncheck the box, it removes any link to prior year return and creates a nice fresh clean unclutter with prior year data return. I thought that was what you wanted.
If you check the profile to roll forward, then it puts the check box it.
I do not see any moron at work in the programming that I am observing.
Answers are easy. Questions are hard!
If you check the profile to roll forward, then it puts the check box it.
I do not see any moron at work in the programming that I am observing.
Answers are easy. Questions are hard!
tnkeim
Level 1
01-08-2022
02:55 PM
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When I am online with ProConnect and I uncheck the box for an existing client,it will not create a 2021 return for that client at all. As soon as I uncheck the box, the button to create return goes gray, and it becomes impossible to even click on that button. I’ve tried it 4 times.