Sharing of Related Client data in Elite - Bank Interest and Dividends

FranOrangeFranOrange Member Posts: 4

This has been very frustrating where there have been joint bank interest and joint dividends for related clients.

In previous years, we could assign the percentage of ownership to these types of entries, then in the related clients return, we were able to "Get Shared Interest Amounts from Another Return".

This saved an immense amount of time for those that had large numbers of dividends and bank interests.

In the 2020 Elite Tax, although we put in the 'Ownership Interest", we are unable to get shared interests from another return.

Is this being added to future updates, or will we just have to keep entering data in related returns twice?


  • Michael LeeMichael Lee Reckon Staff Posts: 23

    Hi. This is Michael from Reckon Elite Support. I've passed your question on to Elite Development & will post back here when I hear back from them.

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