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Does ProConnect have a Two Year Comparison worksheet like ProSeries? How about a planner module? After almost 30 years with PS, I'm finding navigation to be a challenge.

JanAtheCPA
Level 2
 
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twatkinscpa
Level 2

ProConnect Tax Online's two year comparison is called "Tax Summary".   You can view it in the Check Return tab or print it in the File Return tab, Print section.

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twatkinscpa
Level 2

ProConnect Tax Online's two year comparison is called "Tax Summary".   You can view it in the Check Return tab or print it in the File Return tab, Print section.

View solution in original post

JanAtheCPA
Level 2

Thank you!  Everything is so different - I totally overlooked those tabs, my brain still wants it to navigate like ProSeries 😄 

Now to figure out the planner thing - right now it wants me to "create a 2019 or 2018 return" which I find strange since the planner should start with 2020 so that I can plan for 2021, right?  There has to be something else...

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