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How can I use a Lacerte proforma client file from the previous tax year to auto-fill a tax return in ITO ?

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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:



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