Why does tax practice summary not show correct figures?

[michele]

I wanted to run a summary report on clients especially Schedule A. The report is incorrect and does not show Schedule # of clients why is this ?

thanks

[abctax55 · Accepted solution]

Locked returns are often, and randomly, not picked up in the summary report.

[George4Tacks]

@abctax55 Why did Intuit need to screw up our lock to give it to ProSeries?

[abctax55]

Because that's their business model... "If it ain't broke, break it" ?

[George4Tacks]

I thought it was "If it works well, mess with it and break it"?

[Accountant-Man]

abctax, :+1: