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K
Kaedry
Level 1
September 22, 2020
Question

Custom Report

  • September 22, 2020
  • 1 reply
  • 11 views

A client whom we prepare several fiduciary tax returns for each year would like a custom report of all the loss carryover for each return. Can that be created in ProSeries.

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    September 22, 2020

    @Just-Lisa-Now- is our resident Champ and should be able to answer this. 

    Answers are easy. Questions are hard!
      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      September 23, 2020

      There's a Capital Carryover Loss Worksheet that shows the short and long terms losses on the 1041 return, but I'm not familiar with any custom reports in ProSeries.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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