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Why does tax practice summary not show correct figures?

michele
Level 7

I wanted to run a summary report on clients especially Schedule A. The report is incorrect and does not show Schedule # of clients why is this ?


thanks

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1 Solution

Accepted Solutions
abctax55
Level 15

Locked returns are often, and randomly, not picked up in the summary report.

"Tax software is no substitute for a professional tax preparer"

View solution in original post

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5 Comments 5
abctax55
Level 15

Locked returns are often, and randomly, not picked up in the summary report.

"Tax software is no substitute for a professional tax preparer"
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George4Tacks
Level 15
@abctax55 Why did Intuit need to screw up our lock to give it to ProSeries?

Here's wishing you many Happy Returns
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abctax55
Level 15
Because that's their business model... "If it ain't broke, break it" ?
"Tax software is no substitute for a professional tax preparer"
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George4Tacks
Level 15
I thought it was "If it works well, mess with it and break it"?

Here's wishing you many Happy Returns
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Accountant-Man
Level 12
abctax, :+1::+1:
** I'm still a champion... of the world! Even without The Lounge.
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