Why does tax practice summary not show correct figures?

michele · ‎12-06-2019

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

abctax55 · ‎12-06-2019

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

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

George4Tacks · ‎12-06-2019

@abctax55 Why did Intuit need to screw up our lock to give it to ProSeries?

Here's wishing you many Happy Returns

abctax55 · ‎12-06-2019

Because that's their business model... "If it ain't broke, break it" ?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

George4Tacks · ‎12-06-2019

I thought it was "If it works well, mess with it and break it"?

Here's wishing you many Happy Returns

Accountant-Man · ‎12-06-2019

abctax,

** I'm still a champion... of the world! Even without The Lounge.