Comment

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.