taxhelp
Level 1
 
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abctax55
Level 15

Maybe...depends on the software you are using.

HumanKind... Be Both

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George4Tacks
Level 15
@itonewbie does this exist for PTO?
Practice Summary report for Lacerte.

Answers are easy. Questions are hard!
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itonewbie
Level 15
Yes, but only at the return level.
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Still an AllStar
itonewbie
Level 15

If it's PTO, there's no summary or report for all clients.  Nevertheless, you can get a list of the forms and schedules filed with a particular return by clicking through Check Return > Forms > All > US > General Info.

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Still an AllStar