Comment
09-05-2022
03:03 PM
09-05-2022
03:03 PM
I agree, please have this feature ready for the 2023 tax season. I use this to review tax returns and it is a huge time saver. This is a standard feature in ProSeries and Lacerte. When I review a tax return, I add the bookmarked PDF to my source document PDF, which is generated by Gruntworx (or manually). I then use TicTie Calculate to cross-reference the tax return to data in the source documents, all within the same PDF. This serves as my Preparer Copy.