userscott
Level 1
12-15-2022
09:58 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When onboarding a new client, if their prior tax preparer used PTO, how can you transfer the file to the new tax preparers PTO account?
Labels
George4Tacks
Level 15
12-16-2022
09:55 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Call Customer Service to see if they can do it for you. The only method I know of would be to get pdf copies for your file, but you would be on your own to do all input for next year.
Answers are easy. Questions are hard!
