jamestax1040
Level 1
12-07-2019
08:02 AM
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Solved! Go to Solution.
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TaxGuyBill
Level 15
12-07-2019
08:02 AM
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There will be a big 'learning curve' that you will need to deal with. You may want to try out a several test return using ProConnect Tax Online (PTO) before making a decision to switch. It is free to create returns, you just pay to print or e-file.
itonewbie
Level 15
12-07-2019
08:03 AM
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In terms of capability in handling returns, yes. That's largely because it's the Lacerte engine that drives PTO. Even the input screens are almost identical to those in Lacerte.
Since PTO/Lacerte are input-screen driven and drill down from forms is limited, this would probably be your biggest hurdle with transition.
And because PTO is a stripped-down version of Lacerte, it lacks features, flexibility, and options you're accustomed to having in PS.
I responded to a similar question recent; you may like to refer to that for more info about other factors you should consider and sign up to test run PTO for free before taking the plunge.
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