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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Re: Slip sheets in PTO
Slip sheets in PTO
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Jdave8232
Level 1
07-23-2022
12:11 PM
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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.
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puravidapto
Level 7
09-29-2022
11:42 PM
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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!
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Click this link to vote. Like many good things in life, we have to fight for them.
Click this link to vote. Like many good things in life, we have to fight for them.
