Reviewing the DeductionPro™ Imported Data

When you import donations form H&R Block's DeductionPro, the H&R Block tax software creates the Review DeductionPro Imports Report. This report lets you: 

• See all the data that was imported from DeductionPro.

• Delete an imported value.

• Replace data with new data.

• Jump directly to the form for a particular value.

For information about how to import data from DeductionPro, see Importing Information from DeductionPro.

Displaying the Report

If you import DeductionPro data from within the Charitable Donations Interview, you can view the Review DeductionPro Imports Report by clicking on the View Summary of Imported Data button once the import is complete. You can also display the Review DeductionPro Imports Report by selecting Review DeductionPro Imports from the Reports menu. The report is displayed in the Report window. Click the Close button at the bottom of the Report window to close the report.

Report Columns

The information in the report is grouped by imported copy of the 8283 form. For each copy of the form, the program shows the values imported.

Each row on the report displays information about one value in the following columns:

• Field Description: A brief description of the field from which the value was loaded.

• The loaded value that is carried to your return. Or you can override the loaded value and enter a new value here.

Changing Loaded Values

The second column in the report shows the data that was imported from DeductionPro.

To change imported values:

1. Move the cursor to the field with the value you want to change.

2. Enter a new value.

If you want to remove an imported value, just delete the current value.

To display the related copy of the 8283 form:

• Click the Go to Form button next to the value. The program opens the form and moves the cursor to the appropriate field. You can change the value of the field directly on the form.

If you change the value directly on the form, the Review DeductionPro Imports Report is updated to reflect the change after you recalculate (from the Tools menu, choose Recalculate, or press Ctrl+R). If you change the value on the report, the program updates the form. The most recent change you make—no matter where you make it—is carried to all the relevant places in your return.

To return to the report from the related form:

• Click the Close Form button at the top of the form.

To print the report:

• Click the Print button at the bottom of the Report window.