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G
gk1
Level 2
February 12, 2024
Question

Audit check mark on input items

  • February 12, 2024
  • 1 reply
  • 5 views

I have switched to PTO from Lacerte.  In Lacerte I could place a check mark on the calculated return to show I had "audited" or "confirmed" the figure.  Is there something similar in PTO that I can show that I have confirmed a figure?

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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    February 12, 2024

    Add requests for program improvements at https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

    Here are some that already match your idea VOTE for either or both of them to hopefully get them added to the program

    https://accountants.intuit.com/community/proconnect-tax-idea-exchange/tickmarks-to-help-review/idi-p/276911

    https://accountants.intuit.com/community/proconnect-tax-idea-exchange/checkmark-confirm-data-has-been-reviewed/idi-p/132429

    Answers are easy. Questions are hard!
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