Jhaberman
Level 2
10-18-2022
12:36 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am a senior citizen preparing nearly 300 personal tax returns yearly. At least half of my clients are older than I am and do not use the internet. It appears PTO does not give me the ability to print a tax organizer and questionnaire from a PDF and mail that to my clients. The only option I can find (as confirmed by a call to "support") is to send an organizer via Intuit Link.
This tells me I can no longer send at least half my clients a tax organizer unless I buy another product, convert my files to that product, and then print organizers in that product (can anyone say Drake?)
Mind boggling to me that I cannot properly service about half my practice via PTO - they are taxpayers and clients, too!
Labels