Comment
07-02-2023
07:57 PM
07-02-2023
07:57 PM
So, the status of this was updated to "accepted" over a year ago. I've been using PTO/ITO since 2010 and have been asking for this and global settings ever since. This should not be a feature omitted to justify charging less than Lacerte. I used Lacerte from 1992 until I switched to ITO and it was a feature for years prior to my switch. This is NOT a convenience, this is a way to advise your client of important info and reminders and a CYA if they later say you didn't tell them something. "Yes, I did, It's right in the cover letter of your tax returns". There are less-expensive programs than PTO that have this feature, so what is the hold up?