Is anyone else having a problem in proseries basic with the eic dd worksheet not automatically filling in the boxes when checked?

Forum|Forum|4 years ago
February 25, 2022
2 replies
16 views

I'm checking the box "fill in this checklist automatically" on the EIC DD Worksheet but it does not fill it in automatically. I'm still having to check the boxes in Part 1, Taxpayer Eligibility. In past years it will fill it in if you check this box. I've refreshed and updated the program but nothing fixes it.

ProSeries Basic

This topic has been closed for replies.

PATAX

Level 12

For me it is filling out some of the boxes automatically, and then the other boxes I have to fill out, while interviewing the client. I think it is better this way. You can also make notes on the worksheet, after you print it out, which you should save in the file as part of your due diligence requirements. I'm happy that Pro Series offers this, and I give them credit for it. Just my opinion..