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How can I add a template for my client to add him and his family names, SSN,and birth dates without me doing all the hard work,and then get imported to his tax return TIA

hammadlatifeh
Level 3
 
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itonewbie
Level 15

There's no option for that AFAIK.  One roundabout way to accomplish that would be to use Lacerte SDK to create proforma data files and import them into PTO.  But that will require quite a bit of know-how and investment.

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Still an AllStar

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3 Replies 3
itonewbie
Level 15

There's no option for that AFAIK.  One roundabout way to accomplish that would be to use Lacerte SDK to create proforma data files and import them into PTO.  But that will require quite a bit of know-how and investment.

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Still an AllStar

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Just-Lisa-Now-
Level 15
Level 15
Come on now, adding names and birthdates can't be the "hard work" part, can it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
hammadlatifeh
Level 3

Well I have a client with wife, four kids, and his parents. The thing is that was wondering if there is such a thing that I’m not aware of. 
it’s ok to be lazy every once and a while