Does anyone know of a way to change the print order on a return, a way to print the letter and the tax summary as the first pages without having to do partial print?

Jhaberman · ‎10-06-2020

Trying to customize print order of the forms

George4Tacks · ‎10-06-2020

Buy Lacerte. PCT does not give much flexibility.

Here's wishing you many Happy Returns

BobKamman · ‎10-06-2020

The print order is in the sequence that IRS wants paper returns assembled. See the numbers in the upper right corner of each form or schedule. What do you want to change, and why?

George4Tacks · ‎10-06-2020

Jhaberman wants the Client Letter, summary,etc in a different order. That is possible with Lacerte.

Here's wishing you many Happy Returns

itonewbie · ‎10-07-2020

@BobKammanAgree the sequence of forms and schedules is dictated by the IRS. Unfortunately, PTO doesn't program partial print properly to follow those orders. The sequence only works when a full return is printed.

@JhabermanThe short answer is no. The order of partial print from PTO is sometimes messed up and you can't change the order.

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