mmts
Level 3
‎07-23-2024 12:42 PM

We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for ProConnect?

The current 1040 report does not include the spouse information (name, phone, email etc.). Why not???

0 Cheers
Reply
George4Tacks
Level 15
‎07-23-2024 04:26 PM

The usual answer that I like is 'CUZ'.

PCT is slowly approaching Lacerte. You can make your suggestions for things you would like at https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

They get voted on an slowly either ignored or implemented, depending on the demand and how they feel that day. 


Answers are easy. Questions are hard!
0 Cheers
Reply
abctax55
Level 15
‎07-23-2024 04:39 PM

"Why?"

Because the more the product costs, the more 'bells & whistles' it has.

I believe PTO costs less than Lacerte.

HumanKind... Be Both
Reply
mmts
Level 3
‎07-24-2024 04:13 PM

It has nothing to do with the cost of the product. It's about functionality and practice management.

0 Cheers
Reply
sjrcpa
Level 15
‎07-24-2024 06:04 PM

Lacerte costs more and has more functionality. I see a correlation.


The more I know the more I don’t know.
Reply
abctax55
Level 15
‎07-24-2024 08:01 PM

The more you "get" the more it "costs".   

A Subaru is very functional, but not as much fun as driving a BMW.  One costs less.   

HumanKind... Be Both
Reply