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PTO needs to be updated to automatically truncate the Payer Name during W2 and 1099 import process. PTO has character limitations in the Payer Name field and in...
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The import feature for 1099's needs to automatically import the state withholdings amount when an amount is present. This appears to be a missing import field f...
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Whenever a client moves, and I enter their updated address within the Tax Return area in PTO, it does not automatically update in the Client Section of PTO. Tod...
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Hello and thank you for creating the ability to import a prior year tax return PDF into ProConnect for a new client. I just have one huge problem with the locat...
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I have clients who file in multiple states, but are only resident in one state, and are nonresident in the other states. I also have clients who are licensed to...
