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- Re: 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 ?
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bala
Level 1
01-21-2021
03:56 PM
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1 Comment 1
itonewbie
Level 15
01-21-2021
07:11 PM
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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:
https://proconnect.intuit.com/tax-online/data-conversion/
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