Control Autofill data in Proconnect

[dkorpel]

Tax pros should be able to access the stored information that Proconnect tries to autofill in fields such as Bank account name, Employer name (w2 input), and Local addresses for Pennsylvania firms like us.

The local addresses could save us countless hours, but when we select one from the drop down now, the address is nonsense and there's no way to access the saved data where the nonsense is pulling from.

We should also be able to turn off the option to have it try to repopulate in banking related screens, because it changes the routing number to another clients, if you pick "Wells Fargo" or "Chase" as an example.

[LukeT]

Agreed! The auto-fill and overwrite banking related screens are driving our entire team mad. It is a ridiculously useless feature that only seeks to add confusion when you're trying to e-file w/ direct deposit. Already we've had several returns with issues when it comes time to file because Proconnect decided to auto-populate over our recently entered routing number, based solely on the name memo line being clicked. The inability to disable this "feature" continues to plague our tax season.