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jgmcpa
Level 2
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  • I agreethe program created the form- but we have to print to pdf and attach-HoweverFYI I switched to a program that begins with D ( $1,695 1040s and all Busines...
    jgmcpa
    Apr 12, 2023
  • My Impression is that PTO does not really listen- There a suggested quick work around- Get Kofax Power pdf ( much cheaper than Adobe) - quickly convert any pdf ...
    jgmcpa
    Oct 18, 2023
  • FYIGoogle says Form 5227 CAN NOT be filed electronically- so gues would have to be a pd attachement to efiled return- hard to complain about a form not being in...
    jgmcpa
    Apr 20, 2022
  • I have used PTO since 2009- moved from Lacerte1) Lack of Global Settings been a constant disappointment2) The Color scheme of Tabs (example when I have 13 partn...
    jgmcpa
    Mar 28, 2024
  • I think you are not using the correct printing proceduresI create a complete return ( all forms all efile authorizations all depreciation)you can save this comp...
    jgmcpa
    Mar 28, 2024
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Member Since ‎12-06-2019
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