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Categories covered in DRL
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 won’t 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.
- 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
- 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
- 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
Download Excel files
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