itonewbie
Level 15

And with you coming from ProSeries, there's a relatively steep learning curve because of how the input screens in PTO are organized.  Tax software are mostly forms-based, as ProSeries is, or input-screen driven, like PTO and Lacerte.  It does take a bit of getting used to.  But if you think in terms of whether the input is for income, deductions, credits, etc., the transition may not be half as difficult.

When you do want to drill down from tax forms, you can preview the forms and drill down from those blue boxes.  They do not exist on every line item and the drill down may not get you to the precise input screen, especially if the input could come from multiple screens (e.g. 1099 and K-1) but it does help sometimes.

Otherwise, you can always use the trusty search box by typing in keywords.

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Still an AllStar