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Similar to Lacerte, automate duplicate data to avoid re-entry. For example:1. Add drop down box to select taxpayer/spouse/dependent in forms such as ACA (Form 1...
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Hello, this is my first year to use ProConnect so looking for some functionality that I previously had with Lacerte.For example, I have multiple W-2G's with tax...
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Using Data Import, I am able to successfully import a 1098; however, if I try to add a second 1098 using Data Import, it overwrites the amount from the original...