Jhaberman
Level 2
10-06-2020
07:01 AM
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Trying to customize print order of the forms
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George4Tacks
Level 15
10-06-2020
09:38 AM
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Buy Lacerte. PCT does not give much flexibility.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
BobKamman
Level 15
10-06-2020
01:59 PM
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The print order is in the sequence that IRS wants paper returns assembled. See the numbers in the upper right corner of each form or schedule. What do you want to change, and why?
George4Tacks
Level 15
10-06-2020
03:14 PM
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Jhaberman wants the Client Letter, summary,etc in a different order. That is possible with Lacerte.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
itonewbie
Level 15
10-07-2020
10:05 AM
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@BobKammanAgree the sequence of forms and schedules is dictated by the IRS. Unfortunately, PTO doesn't program partial print properly to follow those orders. The sequence only works when a full return is printed.
@JhabermanThe short answer is no. The order of partial print from PTO is sometimes messed up and you can't change the order.
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Still an AllStar
Still an AllStar
