Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Thinking of switching from Pro Series to Pro Connect worried about the pitfalls and is Pro Connect as robust as Pro Series. We do a lot of business returns

Highlighted
Level 1
last updated ‎December 07, 2019 8:02 AM
 
Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Highlighted
Level 15
last updated ‎December 07, 2019 8:02 AM

In terms of capability in handling returns, yes.  That's largely because it's the Lacerte engine that drives PTO.  Even the input screens are almost identical to those in Lacerte.

Since PTO/Lacerte are input-screen driven and drill down from forms is limited, this would probably be your biggest hurdle with transition.

And because PTO is a stripped-down version of Lacerte, it lacks features, flexibility, and options you're accustomed to having in PS.

I responded to a similar question recent; you may like to refer to that for more info about other factors you should consider and sign up to test run PTO for free before taking the plunge.

https://accountants-community.intuit.com/questions/1868113-if-you-switched-from-lacerte-to-proconnec...

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

0 Cheers
2 Replies 2
Highlighted
Level 12
last updated ‎December 07, 2019 8:02 AM
There will be a big 'learning curve' that you will need to deal with.  You may want to try out a several test return using ProConnect Tax Online (PTO) before making a decision to switch.  It is free to create returns, you just pay to print or e-file.
0 Cheers
Highlighted
Level 15
last updated ‎December 07, 2019 8:02 AM

In terms of capability in handling returns, yes.  That's largely because it's the Lacerte engine that drives PTO.  Even the input screens are almost identical to those in Lacerte.

Since PTO/Lacerte are input-screen driven and drill down from forms is limited, this would probably be your biggest hurdle with transition.

And because PTO is a stripped-down version of Lacerte, it lacks features, flexibility, and options you're accustomed to having in PS.

I responded to a similar question recent; you may like to refer to that for more info about other factors you should consider and sign up to test run PTO for free before taking the plunge.

https://accountants-community.intuit.com/questions/1868113-if-you-switched-from-lacerte-to-proconnec...

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

0 Cheers