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Does ProConnect save information from employers/casinos, etc. that have been entered previously? (like saving a contact)

jwt
Level 1

Hello, this is my first year to use ProConnect so looking for some functionality that I previously had with Lacerte.

For example, I have multiple W-2G's with tax withholding from casinos and I want to enter each one separately. Do I have to manually enter the name/address of the casino for each W-2G?

Similarly, I input a 1095-A and had to manually re-enter the taxpayer/spouse and SSN. Previously, Lacerte had a drop down box that allows the taxpayer/spouse/dependent to be selected.

Thank you

0 Cheers
2 Comments 2
George4Tacks
Level 15

Dorothy, you are not in Lacerte anymore.

I jest and hopefully you recognize where I got that from.

Although ProConnect shares many features with it's big sibling, it is slowly evolving many of the handy features.

It does not have Tables.

It does not print a cover sheet.

It does only what you can see it do and what eventually gets added because of customer requests at https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605


Here's wishing you many Happy Returns
itonewbie
Level 15

Click your heels together three times and say 'There's no place like home' and you'll be there...

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Still an AllStar