This is a feature several other software have, e.g. Lacerte. As I view the specific form I can check off (or tick in Pro Systems Fx) the data as shown on the return. Look at check B and check off each of the interest and dividend income to confirm it matches the data sheet. Look at the 1099R summary and check them against the forms.
Thanks for the idea to allow check mark on the forms to confirm data entry (like Lacerte, Pro System Fx). We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProSeries Idea Exchange
I do essentially the same thing with my source documents which are usually pdf's. I use Adobe Acrobat and have made a checkmark stamp that I place next to the data on the pdf to indicate I have input that number on the appropriate form.
If you had a checkmark in ProSeries to indicate you have completed a particular form that could be useful, but it can also cause an over reliance on the checkmark. Sometimes data is added or deleted on other forms that rolls over to other forms and your checkmark would not be accurate in those cases.
Similar request. A listing of all data entries made on the return. In review you don't have to go to each input form just go down the list of amount and category, maybe a check mark there that it has been reviewed. This would make topside review on actual forms for final before sign off more efficient.
Thanks for the idea to allow check mark on the forms to confirm data entry (like Lacerte, Pro System Fx). We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProSeries Idea Exchange
