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Does ProConnect offer the ability to send an organizer with prior year expenses and income as a guide to the taxpayer?

david4
Level 1

I'd like to give taxpayers a guide of their allowed expenses in prior year so they have an idea of where to start in organizing their income/expenses. 

I know Link will prompt about certain items used in prior years;  I'm looking for something more detailed that gives them a run-down of prior year Schedule A and Schedule C expenses. 

Possible?

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abctax55
Level 15

https://accountants-community.intuit.com/questions/1777719-when-will-2018-tax-returns-and-or-organiz...

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

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1 Comment 1
abctax55
Level 15

https://accountants-community.intuit.com/questions/1777719-when-will-2018-tax-returns-and-or-organiz...

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