Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. In preparation for the 4/15 deadline, see our most popular resources. Lacerte Hot Topics.
    Created with Sketch. In preparation for the 4/15 deadline, see our most popular resources. Lacerte Hot Topics.
    Showing results for 
    Search instead for 
    Did you mean: 

    Copy input data between Individual files

    CPA485
    Level 1
    ‎08-27-2020 11:35 AM

    I have two individual clients holding the same partnership.

    The partnership has PFICS requiring 8621s to be prepared (screen 84).

    Can I input the screen 84 PFICs into one client, then transfer the data to the second?

    Labels
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Comment 1
    George4Tacks
    Level 15
    ‎08-27-2020 03:43 PM

    No. 

    This is a situation where I might use Ctrl + W to do the entry via batch input. Print the input sheet from client 1 for Screen 84 then enter it in batch input to client 2.

     


    Answers are easy. Questions are hard!
    Top
    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2025 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security