hsbyun
Level 2

Thanks!  Agree that doing prep work in excel has been essential to adequately line up the numbers to drop onto Proconnect's rails.  As you say, it's not exactly a plug and play product, and past few years have seen the K-1 codes sometimes change, causing some fun mismatches. 

Unfortunately that excel work requires some basic understanding of the underlying economic reality of what's happening inside the partnership.  It's ok in my specific case (I have the basic business understanding, and enough tax knowledge to get myself in trouble, but after a certain point Jesus takes the wheel) but I can imagine how a third party tax preparer seeing this for the first time would feel.