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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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Ferg
Level 2
01-01-2022
07:22 PM
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I am new to ProConnect Tax, but used Lacerte for 12 years. I picked up the next day where I left off on entering Sch D dispositions. So I entered another 33 dispositions for a total of 63. When I brought up the return the next day, the return only showed 30 dispositions. What happened. I thought that when you enter data, it stays in ProConnect Tax and the next day you pick up where you left off. HELP!! Ferg
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George4Tacks
Level 15
01-02-2022
06:43 PM
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That should not be happening. I would suggest possibly that you do a "Check Return" for the client before ending the day. That might help lock the data in.
Personally I would never attempt to enter that many transactions in ProConnect. I would enter only one item for all short term where basis is reported. One for all long term where basis is reported and probably a "see attached" for short term basis not reported and another "see attached" for long term not reported.
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