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
- :
- Re: How can you transfer a tax return from one PTO account to another?
How can you transfer a tax return from one PTO account to another?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
userscott
Level 1
12-15-2022
09:58 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When onboarding a new client, if their prior tax preparer used PTO, how can you transfer the file to the new tax preparers PTO account?
Labels
1 Comment 1
George4Tacks
Level 15
12-16-2022
09:55 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Call Customer Service to see if they can do it for you. The only method I know of would be to get pdf copies for your file, but you would be on your own to do all input for next year.
Answers are easy. Questions are hard!
