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Someone on FaceBook knew.Under the Batch Actions tab, select Create prior year worksheets.
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Hi,I've always used PTO. Last year I used the collect data - intuit link to print the prior year and the report was just like the Lacerte organizer (paper only)...
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I need to clarify what I am asking about. Last year, there was a way in PTO where you could create a non-fillable PDF that had the prior year data in it just li...
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Hi,Last year I was able to print PDF organizers in PTO that had the client's prior year information in them (just like Lacerte). They weren't fillable but my cl...
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My client has a grantor trust and received 1099-Rs that show that federal tax was withheld. Where do I show that the tax was passed through to the trustee to sh...
