gk1
Level 2

I have switched to PTO from Lacerte.  In Lacerte I could place a check mark on the calculated return to show I had "audited" or "confirmed" the figure.  Is there something similar in PTO that I can show that I have confirmed a figure?

0 Cheers
George4Tacks
Level 15

Add requests for program improvements at https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

Here are some that already match your idea VOTE for either or both of them to hopefully get them added to the program

https://accountants.intuit.com/community/proconnect-tax-idea-exchange/tickmarks-to-help-review/idi-p...

https://accountants.intuit.com/community/proconnect-tax-idea-exchange/checkmark-confirm-data-has-bee...


Here's wishing you many Happy Returns