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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?

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Level 1
Trying to customize print order of the forms
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4 Replies 4
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Level 15
Buy Lacerte. PCT does not give much flexibility.

ex-AllStar
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Level 11

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?

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Level 15
Jhaberman wants the Client Letter, summary,etc in a different order. That is possible with Lacerte.

ex-AllStar
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Level 15

@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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Still an AllStar