Jdave8232
Level 1

I recently switched from Lacerte to PTO and really miss the slip sheets for RETURN FILING, CLIENT MAILING, And TAX RETURN FOLDER. Since I switched I’ve had to go back into Lacerte to produce these slip sheets but now my FASTPATH license has expired and I no longer have access. Adding this utility also into PTO would be a significant improvement. Using Word or Excel to replicate these sheets is both inefficient and time consuming. 

puravidapto
Level 7

Is the slip sheet is a piece of paper with address on it? I use pre-printed peel and stick address labels and they are very handy. Please vote for my idea https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-... , thanks!

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