When creating a DRL, each tax application varies on what categories can be fetched through DRL.
GoSystem Tax RS
TaxCaddy Covered Categories
W-2 (Wages)
1099s (Banks and Brokerages)
Sch. C (Business Income)
1099-R (Retirement)
Sch. E (Rents and Royalties)
Schedule K-1s
Sch. F (Farm Income)
1099-SSA (Social Security Benefits)
1099-MISC (Rents, Business income)
1099-Q (Qualified Education Payments)
Child Income
W-2G (Gambling Winnings)
Alimony Paid
Moving Expense
1098-E (Student Loan Interest)
Medical Expenses
1098s (Home Mortgage Interest)
Real Estate Taxes
DMV Fees and Taxes
Other Interest Expenses
Charitable Contributions
Non-Cash Contributions
Other Deductible Expenses
Vehicle Expenses
Business Use of Home
Other Taxes
W-2 (Household Employee)
Child Care Expenses
1098-T (Education Credits)
Form 1095-A
Foreign Earned Income
Foreign Financial Assets
Foreign Bank and Financial Accounts
Passive Foreign Investment Company
Lacerte
TaxCaddy Covered Category
W-2 (Wages)
1099s (Banks and Brokerages)
Sch. C (Business Income)
1099-R (Retirement)
Sch. E (Rents and Royalties)
Schedule K-1s
Sch. F (Farm Income)
1099-G (Tax Refund)
1099-MISC (Rents, Business income)
1099-Q (Qualified Education Payments)
Child Income
W-2G (Gambling Winnings)
Form 5498 (IRA Contribution)
Alimony Paid
Educator Expenses
Moving Expenses
1098-E (Student Loan Interest)
Medical Expenses
1098s (Home Mortgage Interest)
Real Estate Taxes
DMV Fees and Taxes
Other Interest Expenses
Charitable Contributions
Non-Cash Contributions
2106 (Personal Business Expenses)
Other Deductible Expenses
Business Use of Home
Other Taxes
W-2 (Household Employee)
Child Care Expenses
1098-T (Education Credits)
Form 1095-A
Foreign Earned Income
Foreign Financial Assets
Foreign Bank and Financial Accounts
Passive Foreign Investment Company
UltraTax CS
TaxCaddy Covered Category
W-2 (Wages)
1099s (Banks and Brokerages)
Sch. C (Business Income)
1099-R (Retirement)
Sch. E (Rents and Royalties)
Schedule K-1s
Sch. F (Farm Income)
1099-SSA (Social Security Benefits)
1099-G (Tax Refund)
1099-MISC (Rents, Business income)
1099 NEC (Nonemployee Compensation)
1099-Q (Qualified Education Payments)
Child Income
W-2G (Gambling Winnings)
Form 5498 (IRA Contribution)
Alimony Paid
Educator Expenses
Moving Expenses
1099-SA (HSA or MSA)
1098-E (Student Loan Interest)
Other Adjustments
Medical Expenses
Other Interest Expenses
1098s (Home Mortgage Interest)
Real Estate Taxes
DMV Fees and Taxes
Other Taxes
Other Deductible Expenses
Charitable Contributions
Non-Cash Contributions
Child Care Expenses
Business Use of Home
Vehicle Expenses
2106 (Personal Business Expenses)
W-2 (Household Employee)
Form 1095-A
Form 5498 SA (HSA or MSA Contribution)
1098-T (Education Credits)
Foreign Earned Income
Foreign Financial Assets
Foreign Bank and Financial Accounts
Passive Foreign Investment Company
CCH Axcess tax
TaxCaddy Covered Categories
W-2 (Wages)
1099s (Banks and Brokerages)
Sch. C (Business Income)
1099-R (Retirement)
Sch. E (Rents and Royalties)
Schedule K-1s
Sch. F (Farm Income)
1099-SSA (Social Security Benefits)
1099-G (Tax Refund)
1099-MISC (Rents, Business income)
1099 NEC (Nonemployee Compensation)
1099-Q (Qualified Education Payments)
Child Income
W-2G (Gambling Winnings)
Form 5498 (IRA Contribution)
Alimony Paid
Educator Expenses
Moving Expenses
1099-SA (HSA or MSA)
1098-E (Student Loan Interest)
Other Adjustments
Medical Expenses
1098s (Home Mortgage Interest)
Real Estate Taxes
DMV Fees and Taxes
Other Taxes
Other Interest Expenses
Charitable Contributions
Non-Cash Contributions
2106 (Personal Business Expenses)
Other Deductible Expenses
Business Use of Home
W-2 (Household Employee)
Child Care Expenses
1098-T (Education Credits)
Form 1095-A
Form 1095-B
Form 1095-C
Form 5498 SA (HSA or MSA Contribution)
Foreign Earned Income
Foreign Financial Assets
Foreign Bank and Financial Accounts
Passive Foreign Investment Company
Foreign Disregarded Entities
ProSystem fx tax (tax year 2022)
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax. In FileRoom and TaxCaddy, you wonβt be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.