taxhelp
Level 1
12-16-2019
01:07 PM
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Best Answer Click here
abctax55
Level 15
George4Tacks
Level 15
12-16-2019
01:07 PM
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@itonewbie does this exist for PTO?
Practice Summary report for Lacerte.
Answers are easy. Questions are hard!
Practice Summary report for Lacerte.
Answers are easy. Questions are hard!
itonewbie
Level 15
12-16-2019
01:07 PM
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Yes, but only at the return level.
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Still an AllStar
Still an AllStar
itonewbie
Level 15
12-16-2019
01:07 PM
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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
Still an AllStar