Split view

Laurie87 · ‎05-08-2023

How do I split my screen view so I can see the tax form and data input view on separate monitors?

George4Tacks · ‎05-08-2023

This is not a ProConnect Tax feature. Although based on Lacerte, it does not have all the features of Lacerte.

Answers are easy. Questions are hard!

Laurie87 · ‎05-08-2023

I received a card in the mail awhile back from ProConnect that says this is feature is available. But no instructions provided. .

George4Tacks · ‎05-09-2023

@IntuitGabi , could you find out something about this?

I opened two browsers in two screens and opened the same return in each. There is a little notice in the upper left that tells me I am in two screens. I changed input in one and guess what happened in the the other screen that had the forms!

Answers are easy. Questions are hard!

IntuitGabi · ‎05-09-2023

While in Tax Return, go to Input Return > Click on Preview Form on the upper right hand side.
While on the Input Return screen, you can fill in boxes and click on the Preview Form button that will then say "Refresh Forms". This button is on the original Input Return screen and the pop-up Preview Forms screen.

Let me know if this helps or if you're looking for something else @Laurie87 & @George4Tacks

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Laurie87 · ‎05-09-2023

THANKS!!!