Another task is taking me longer than I like. I am preparing Form 2848 for clients and I find that I must key in all the preparer info field by field. That is information that could populate these form fields automatically. Perhaps the data transfer could be initiated with a drop-down choice for firms with multi users, although in my case I am a sole practitioner. I need every minute I can save. Not to mention, it will cut down on the possibility of typos.
Thanks for the idea to autofill or have a dropdown for preparer information on form 2848. We are changing the status to "Open for voting".
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. > ProConnect Idea Exchange
I converted over to Proconnect at the end of 2023 and it has been a burden having to manually fill out over a hundred Form 2848s just because it doesn't automatically pull in that information.
