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ProConnect Tax Data Report not useful

mmts
Level 3

We need the same tax data report functionality as Lacerte. To be able to select the fields that one is interested in to export. Why is this not available for ProConnect?

The current 1040 report does not include the spouse information (name, phone, email etc.). Why not???

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5 Comments 5
George4Tacks
Level 15

The usual answer that I like is 'CUZ'.

PCT is slowly approaching Lacerte. You can make your suggestions for things you would like at https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

They get voted on an slowly either ignored or implemented, depending on the demand and how they feel that day. 


Here's wishing you many Happy Returns
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abctax55
Level 15

"Why?"

Because the more the product costs, the more 'bells & whistles' it has.

I believe PTO costs less than Lacerte.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
mmts
Level 3

It has nothing to do with the cost of the product. It's about functionality and practice management.

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sjrcpa
Level 15

Lacerte costs more and has more functionality. I see a correlation.


Ex-AllStar
abctax55
Level 15

The more you "get" the more it "costs".   

A Subaru is very functional, but not as much fun as driving a BMW.  One costs less.   

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"