Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- How can I use a Lacerte proforma client file from the previous tax year to auto-fill a tax return in ITO ?
How can I use a Lacerte proforma client file from the previous tax year to auto-fill a tax return in ITO ?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
bala
Level 1
01-21-2021
03:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
itonewbie
Level 15
01-21-2021
07:11 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
ITO is an archaic name (like my handle) for ProConnect Tax, which Intuit still appends with Online sometimes (hence, PTO).
If you have a 2019 file from Lacerte, you can use the data conversion tool to proforma the 2020 return in PTO. You can refer these articles for how the data conversion process works:
https://proconnect.intuit.com/tax-online/data-conversion/
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
