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I'm coming from Lacerte, transitioned to ProConnect for the 2022 tax season. There are some differences I wasn't expecting, so I'm trying to see if the options aren't available in ProConnect, or if I am just missing them.
1) I always used the "audit check" (marks) in Lacerte. Thats where, in forms view, you would click an amount and it would show a green or red checkmark. This indicated that an amount was reviewed. I do not see a way to do this in ProConnect. If I clock on an amount, it immediately links back to the input.
2) Is there a place for global settings. I want every return to print in all capital letters. I found the place to set this in each individual return, but it would be much better if there was a global setting to do this for all returns.
Thanks all!