Re: Slip sheets in PTO

Jdave8232 · ‎07-23-2022

I recently switched from Lacerte to PTO and really miss the slip sheets for RETURN FILING, CLIENT MAILING, And TAX RETURN FOLDER. Since I switched I’ve had to go back into Lacerte to produce these slip sheets but now my FASTPATH license has expired and I no longer have access. Adding this utility also into PTO would be a significant improvement. Using Word or Excel to replicate these sheets is both inefficient and time consuming.

puravidapto · ‎09-29-2022

Is the slip sheet is a piece of paper with address on it? I use pre-printed peel and stick address labels and they are very handy. Please vote for my idea https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/request-a-case-management-tool-... , thanks!

-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote. Like many good things in life, we have to fight for them.

Slip sheets in PTO

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