Phil 1921
Level 1
03-25-2026
05:34 PM
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How/where do you input data from csv to update schedule d
Labels
Moderator
03-25-2026
06:35 PM
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Hi @Phil 1921, Here is a help article that might help you out: How to import tax data from a spreadsheet in ProConnect Tax. There are specific instructions for the Schedule D data further down on the page. I hope that helps! If you need more assistance, you can reach out to ProConnect Support.
sjrcpa
Level 15
03-26-2026
09:57 AM
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Why do you want to?
I stopped doing this on Lacerte years ago. Most sales are covered nowadays and you only need to enter totals for covered sales.
The more I know the more I don’t know.