Ledgible Tax Pro features three types of reports:
- Professional - IRS Form 8949 and professional tax system specific imports
- Consumer -IRS Form 8949 and consumer tax system specific imports
- Other - Detailed transaction exports
Professional Reports
- CCH Axcess Import
- CCH ProSystem fx Import
- Drake Tax Import
- Intuit Lacerte Import
- Intuit ProConnect Import
- IRS Form 8949
- IRS Form 8949 summary
- Thomson Reuters GoSystem Import
- Thomson Reuters UltraTax CS Import
Consumer Reports
- IRS Form 8949
- IRS Form 8949 summary
- TaxAct Import
- TurboTax Import
Other Reports
- Transaction Export
- Donation Export
- Gift Transaction Export
- Income Transaction Export
Note: descriptions of each report are available in the Generate Client Tax Report dialog.